Eq Wealth Advisors, LLC
EQ Wealth Advisors, LLC is a SEC-registered investment adviser headquartered in Dallas, TX, founded in October 2022. The firm specializes in investment management, wealth management, and financial planning services for retail and accredited investors, with a focus on building, managing, and preserving wealth tailored to individual client goals. They utilize industry-leading technology and third-party tools for financial analysis. As of December 31, 2024, EQ Wealth Advisors manages $558,837,067 in discretionary assets. The firm does not charge performance-based fees or sponsor wrap fee programs. EQ Wealth Advisors emphasizes the importance of investor behavior and offers personalized, consultative relationships with clients, aiming to bridge the gap between emotional and logical investment decisions.
Investment Strategy
EQ Wealth Advisors provides discretionary and non-discretionary investment advisory services, constructing diversified portfolios including mutual funds, ETFs, bonds, equities, and private funds tailored to each client's risk profile and objectives. They utilize financial planning tools and consultative processes to align investment strategies with client goals, regularly review portfolios, and emphasize behavioral finance to reduce emotional decision-making. Their advisory approach features tiered fee structures and recommendations without performance-based incentives. The firm encourages long-term strategic investment over reactive trading, focusing on client education, transparency, and fiduciary responsibility.
Top Holdings
Equity Positions (250)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 9.10% | $13.4M | 483,678 | $27.32 | $27.62 | +$1.8M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8.76% | $12.9M | 26,456 | $454.33 | $485.77 | -$1.3M |
P PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 7.98% | $11.7M | 441,020 | $26.24 | $26.54 | +$4.9M |
S SCHP | SCHWAB US TIPS ETF | 7.82% | $11.5M | 430,191 | $26.10 | $26.68 | +$2.0M |
B BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 6.83% | $10.0M | 202,434 | $49.51 | $49.51 | +$10.0M |