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Tammi Ellis

Eq Wealth Advisors, Llc

Assets Managed
$182.009M
Holdings
57
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
6.41%(2Q avg: 3.7%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Eq Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Eq Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 182.009M in assets, with a quarterly growth rate of 6.41% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 6.95%
10.35%
$18.83M
710,027 shares@ $26.53 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Increased 6.41%
10.21%
$18.565M
679,303 shares@ $27.34 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.86%
7.58%
$13.789M
27,556 shares@ $500.4 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 2.05%
6.78%
$12.326M
261,134 shares@ $47.2 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -2.87%
5.82%
$10.575M
195,764 shares@ $54.02 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -3.64%
4.59%
$8.341M
215,024 shares@ $38.8 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -4%
4.25%
$7.727M
192,541 shares@ $40.14 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Decreased -18.16%
4.08%
$7.409M
279,578 shares@ $26.5 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 0.84%
3.94%
$7.171M
230,580 shares@ $31.1 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 97.09%
3.52%
$6.394M
244,250 shares@ $26.19 avg price

1-10 of 57