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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 43.85% of Equita Financial Network's stock portfolio.
Added to shares of these 10 stocks: VTI, VEA, VCIT, DFGX, SPTI, DISV, BND, DFLV, DFEM, STIP.
Started 7 new stock positions in VEU, FNDE, CSCO, REET, BND, IGF, GLDM.
Reduced shares in these 10 stocks: VIGI, RBLX, DUOL, AAPL, IVV, USXF, IGSB, AMZN, MUB, ESGD.
Sold out of its positions in DUOL, RBLX, VIGI.
Equita Financial Network was a net buyer of stock by $31M.
Equita Financial Network has $332M in assets under management (AUM), dropping by 12.16%.
Central Index Key (CIK): 0001994461

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Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	16.2	$54M	+7%	160k	335.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.7	$35M	+9%	566k	62.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.9	$19M	+5%	591k	32.89	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.6	$19M	+13%	223k	83.75	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.5	$18M	+8%	484k	38.00	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	5.3	$18M	+14%	332k	52.63	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.0	$17M	+7%	503k	33.08	View chart
Spdr Series Trust State Street Spd (SPTI)	3.9	$13M	+14%	445k	28.84	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	3.3	$11M	+13%	325k	34.21	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.7	$9.1M	+10%	209k	43.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.4	$7.9M	+17%	78k	102.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.3	$7.7M	+9%	294k	26.23	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.3	$7.5M	+12%	144k	52.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$6.5M	+11%	82k	79.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$4.9M	+30%	7.8k	627.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$4.6M		45k	101.98	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.3	$4.3M	+9%	100k	43.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$3.7M	+19%	75k	50.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$3.4M		77k	44.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$3.3M	+7%	31k	106.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$3.1M		4.5k	681.92	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$2.9M		31k	93.97	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.9	$2.9M	+2%	38k	75.16	View chart
Ishares Tr New York Mun Etf (NYF)	0.8	$2.6M	+42%	49k	53.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$2.6M		34k	77.02	View chart
Spdr Series Trust State Street Spd (SPTM)	0.8	$2.5M		30k	82.50	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.7	$2.5M	-5%	43k	57.58	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.7	$2.2M	+8%	50k	45.05	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.6	$2.1M	+11%	22k	97.80	View chart
Dimensional Etf Trust International (DFSI)	0.6	$2.1M	+12%	49k	42.85	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.8M	-2%	16k	107.11	View chart
Microsoft Corporation (MSFT)	0.4	$1.4M		2.9k	483.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.4M	NEW	19k	74.07	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M		7.1k	186.51	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.4	$1.2M	+34%	29k	41.48	View chart
Lowe's Companies (LOW)	0.3	$1.2M		4.8k	241.16	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$1.2M	+22%	26k	44.65	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.3	$1.1M	+38%	24k	47.94	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.3	$1.1M	+37%	18k	63.63	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.1M	+10%	25k	44.17	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.0M	+7%	15k	67.22	View chart
Amazon (AMZN)	0.3	$997k	-4%	4.3k	230.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$994k		1.6k	614.17	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$990k	+48%	18k	54.07	View chart
Apple (AAPL)	0.3	$983k	-15%	3.6k	271.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$923k		19k	48.32	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$908k	-7%	17k	52.88	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$897k	+88%	24k	37.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$832k	+8%	6.9k	120.17	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$831k	+6%	32k	26.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$813k	+15%	12k	66.00	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$727k		16k	44.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$722k	+17%	13k	53.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$704k	+113%	2.2k	313.79	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$677k		7.4k	90.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$643k	NEW	8.7k	73.56	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$602k	-6%	6.3k	95.09	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$599k	-5%	13k	47.99	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$532k	-2%	9.9k	53.88	View chart
Tesla Motors (TSLA)	0.2	$507k	+31%	1.1k	449.72	View chart
Meta Platforms Cl A (META)	0.2	$502k	+7%	760.00	660.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$497k	-23%	725.00	684.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$463k	+53%	2.4k	191.01	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$451k	-2%	18k	25.08	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$421k		6.2k	68.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$409k		5.4k	75.44	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$402k	+100%	2.8k	143.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$391k		1.3k	313.02	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$391k		12k	32.94	View chart
Walt Disney Company (DIS)	0.1	$378k		3.3k	113.78	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$374k	+12%	8.1k	45.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$364k		768.00	473.33	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$347k	+19%	14k	25.24	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$342k		2.8k	121.77	View chart
Broadcom (AVGO)	0.1	$325k	-3%	940.00	345.99	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$321k	NEW	3.8k	85.37	View chart
Coupang Cl A (CPNG)	0.1	$318k		14k	23.59	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$317k		6.4k	49.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$313k	+30%	13k	24.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$313k	+15%	622.00	502.65	View chart
Cisco Systems (CSCO)	0.1	$312k	NEW	4.1k	77.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$311k	+8%	965.00	322.22	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$288k	NEW	4.7k	61.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$281k		1.3k	210.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$276k	-2%	8.5k	32.62	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$253k	NEW	10k	24.95	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$232k		2.4k	96.70	View chart
Wal-Mart Stores (WMT)	0.1	$223k		2.0k	111.39	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$219k		5.6k	38.73	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$212k	-13%	4.3k	49.27	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$209k		4.6k	46.01	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$206k	NEW	5.7k	36.06	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$203k		2.0k	100.26	View chart
Purecycle Technologies (PCT)	0.0	$147k	+20%	17k	8.59	View chart
Novonix Sponsored Ads (NVX)	0.0	$10k		10k	1.01	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 Q4 filed Jan. 29, 2026
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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