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Equita Financial Network

Latest statistics and disclosures from Equita Financial Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEA, DFSV, VCIT, DISV, and represent 43.97% of Equita Financial Network's stock portfolio.
Added to shares of these 10 stocks: DFGX (+$16M), DFLV (+$9.5M), VTI, VCIT, SPTI, AVRE, VEA, STIP, NYF, VOO.
Started 10 new stock positions in VONG, USHY, BTC, TGRW, GOOG, WMT, DFLV, VTV, VTEC, DFGX.
Reduced shares in these 10 stocks: DFSV (-$8.5M), AVUV, VXUS, AAPL, BNDX, DUOL, SLYV, MUB, BRK.B, NULV.
Equita Financial Network was a net buyer of stock by $30M.
Equita Financial Network has $296M in assets under management (AUM), dropping by 17.70%.
Central Index Key (CIK): 0001994461

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Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 91 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	16.5	$49M	+5%	149k	328.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.5	$31M	+2%	517k	59.92	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.0	$18M	-32%	560k	31.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.6	$17M	+10%	197k	84.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.4	$16M	+2%	445k	35.69	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	5.3	$16M	NEW	291k	53.96	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$15M		467k	32.07	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	3.8	$11M	+12%	389k	28.90	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	3.2	$9.5M	NEW	287k	32.90	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.8	$8.4M	+10%	188k	44.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.3	$6.9M		268k	25.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.3	$6.8M	+11%	66k	103.36	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.3	$6.7M		128k	52.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$5.9M	+8%	73k	79.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$4.5M	-8%	45k	99.53	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.3	$3.9M	+15%	91k	42.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$3.7M	+19%	6.0k	612.34	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.1	$3.3M		77k	42.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$3.1M		62k	50.07	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$3.1M	+6%	29k	106.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$3.1M		4.6k	666.19	View chart
Ishares Tr Esg Eafe Etf (DMXF)	1.0	$2.8M		37k	75.74	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$2.8M		31k	89.03	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.9	$2.6M		45k	57.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$2.5M		34k	75.11	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.8	$2.4M		30k	80.65	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.7	$2.0M	-5%	46k	43.83	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.7	$1.9M		20k	99.45	View chart
Ishares Tr New York Mun Etf (NYF)	0.6	$1.8M	+49%	35k	53.35	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.8M	-6%	17k	106.49	View chart
Dimensional Etf Trust International (DFSI)	0.6	$1.8M	+36%	44k	40.95	View chart
Microsoft Corporation (MSFT)	0.5	$1.5M		2.8k	517.97	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M	+3%	7.0k	186.58	View chart
Lowe's Companies (LOW)	0.4	$1.2M	-4%	4.8k	251.31	View chart
Apple (AAPL)	0.4	$1.1M	-17%	4.3k	254.64	View chart
Amazon (AMZN)	0.3	$998k	+41%	4.5k	219.57	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$989k		23k	43.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$984k	-5%	19k	53.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$972k	+22%	1.6k	600.23	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$937k	+9%	14k	65.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$936k	-15%	19k	49.46	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$927k		21k	44.10	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$872k	+66%	21k	41.09	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.3	$830k	+37%	13k	64.20	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.3	$825k	+38%	17k	48.13	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$808k		30k	27.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$758k	-2%	6.4k	118.84	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$709k	+3%	16k	43.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$697k		11k	65.26	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$685k	+155%	12k	55.57	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$661k	-19%	7.5k	88.65	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.2	$637k	-7%	13k	48.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$635k	+26%	949.00	669.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$630k		6.8k	92.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$620k	+8%	11k	54.18	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$553k	-4%	6.2k	89.77	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$548k	-12%	10k	54.09	View chart
Meta Platforms Cl A (META)	0.2	$519k	+5%	706.00	734.55	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$481k	NEW	13k	37.78	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$464k	-13%	19k	25.13	View chart
Coupang Cl A (CPNG)	0.1	$433k		13k	32.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$393k		1.4k	281.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$392k	-41%	5.3k	73.46	View chart
Tesla Motors (TSLA)	0.1	$380k	+2%	855.00	444.72	View chart
Walt Disney Company (DIS)	0.1	$376k	+47%	3.3k	114.51	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$374k		12k	31.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$360k		768.00	468.44	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$353k	+2%	3.9k	89.57	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$339k	NEW	2.8k	120.52	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$326k		7.2k	45.08	View chart
Broadcom (AVGO)	0.1	$323k	-4%	979.00	329.80	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$311k	+4%	6.4k	48.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$300k	+8%	1.2k	243.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$295k	NEW	1.6k	186.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$293k	+35%	12k	25.31	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$286k	NEW	5.6k	50.63	View chart
JPMorgan Chase & Co. (JPM)	0.1	$281k	-7%	890.00	315.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$277k	-11%	8.7k	31.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$272k		1.3k	203.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$272k	-32%	540.00	502.74	View chart
Roblox Corp Cl A (RBLX)	0.1	$268k	-4%	1.9k	138.52	View chart
Duolingo Cl A Com (DUOL)	0.1	$262k	-39%	813.00	321.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$256k	NEW	1.1k	243.46	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$238k	-9%	5.0k	47.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$232k		10k	23.28	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$225k	-5%	2.4k	93.80	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$207k	NEW	4.6k	45.55	View chart
Wal-Mart Stores (WMT)	0.1	$204k	NEW	2.0k	103.04	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$202k	NEW	2.0k	99.77	View chart
Purecycle Technologies (PCT)	0.1	$186k		14k	13.15	View chart
Novonix Sponsored Ads (NVX)	0.0	$13k		10k	1.28	View chart

Past Filings by Equita Financial Network

SEC 13F filings are viewable for Equita Financial Network going back to 2023

Equita Financial Network 2025 Q3 filed Oct. 24, 2025
Equita Financial Network 2025 Q2 filed Aug. 1, 2025
Equita Financial Network 2025 Q1 filed April 28, 2025
Equita Financial Network 2024 Q4 filed Jan. 23, 2025
Equita Financial Network 2024 Q3 filed Nov. 7, 2024
Equita Financial Network 2024 Q2 filed July 31, 2024
Equita Financial Network 2024 Q1 filed May 2, 2024
Equita Financial Network 2023 Q4 filed Feb. 12, 2024
Equita Financial Network 2023 Q3 filed Oct. 30, 2023

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