Long-term investor
Eq Wealth Advisors, LLC @eqwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002047572).
Record
- Tracked since 2025-12-31 (257 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PYLD · 10.3% · long · since 2025-12-31
- CGMS · 10.2% · long · since 2025-12-31
- BRK-B · 7.6% · long · since 2025-12-31
- CGGR · 6.8% · long · since 2025-12-31
- DFIV · 5.8% · long · since 2025-12-31
- DFSV · 4.6% · long · since 2025-12-31
- DISV · 4.2% · long · since 2025-12-31
- SCHP · 4.1% · long · since 2025-12-31
- FNDX · 3.9% · long · since 2025-12-31
- CGCB · 3.5% · long · since 2025-12-31
- CGMU · 2.9% · long · since 2025-12-31
- CGGO · 2.9% · long · since 2025-12-31