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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, DFGX, DISV, and represent 42.36% of Equita Financial Network's stock portfolio.
Added to shares of these 10 stocks: DFSU, VTI, DFSI, DISV, VCIT, DFGX, DFLV, SPTI, MUNI, AVRE.
Started 12 new stock positions in AMD, DFSB, JPM, BND, FV, AMAT, ASML, GBTC, LLY, FLJP. RBA, FDT.
Reduced shares in these 10 stocks: AMZN, DFIS, TDVG, JPST, WMT, VUG, CRM, CSCO, GOOG, TSLA.
Sold out of its positions in DFIS, JPST, VUG, WMT.
Equita Financial Network was a net buyer of stock by $14M.
Equita Financial Network has $360M in assets under management (AUM), dropping by 13.28%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.9	$57M	+2%	155k	370.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.2	$37M		517k	71.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	5.4	$20M		506k	38.79	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	5.4	$20M	+3%	366k	53.59	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.4	$19M	+5%	484k	40.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.2	$19M	+4%	229k	82.65	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$19M		464k	40.64	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	4.2	$15M	+4%	381k	39.54	View chart
Spdr Series Trust St Inter Etf (SPTI)	3.6	$13M	+5%	458k	28.39	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.9	$10M	+5%	218k	47.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.3	$8.4M		289k	28.96	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.3	$8.3M	+4%	81k	102.16	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.3	$8.2M	+6%	157k	52.60	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.1	$7.4M	+34%	160k	46.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$6.6M	+3%	83k	79.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$5.3M		43k	124.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$4.7M	+3%	94k	50.58	View chart
Dimensional Etf Trust International (DFSI)	1.1	$4.0M	+34%	88k	45.10	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.1	$3.8M		76k	50.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$3.7M	+7%	4.9k	746.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$3.6M	+4%	34k	106.47	View chart
Ishares Tr Esg Eafe Etf (DMXF)	1.0	$3.6M	+7%	42k	84.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$3.0M		31k	96.49	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$3.0M		29k	103.05	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.8	$3.0M	+10%	26k	117.06	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.8	$2.9M	+10%	58k	49.99	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.8	$2.8M		41k	69.45	View chart
Ishares Tr New York Mun Etf (NYF)	0.7	$2.7M		49k	53.91	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.7	$2.6M	+18%	53k	48.88	View chart
Apple (AAPL)	0.7	$2.5M	+2%	8.6k	289.35	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.6	$2.2M		24k	90.79	View chart
Amazon (AMZN)	0.6	$2.2M	-18%	9.1k	238.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.1M		3.1k	686.81	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.7M		16k	107.62	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$1.6M	+10%	29k	54.69	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$1.6M	+6%	30k	52.12	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.4	$1.3M	+17%	21k	62.76	View chart
NVIDIA Corporation (NVDA)	0.3	$1.3M	+9%	6.3k	200.10	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.3	$1.2M	+10%	26k	47.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M		1.5k	736.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.1M	+7%	23k	48.43	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M		2.9k	372.99	View chart
Lowe's Companies (LOW)	0.3	$1.1M		4.8k	220.49	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$913k		32k	28.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$886k		17k	52.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$807k		14k	59.69	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$757k		9.1k	82.84	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$737k		8.8k	83.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$705k	+5%	2.0k	357.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$669k	+20%	7.8k	85.49	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.2	$645k	-25%	13k	49.03	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$640k		6.2k	102.81	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$610k		12k	53.17	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.2	$605k		13k	47.96	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$542k	+2%	2.8k	190.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$523k		19k	27.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$520k	-20%	1.5k	353.22	View chart
Netflix (NFLX)	0.1	$500k		7.0k	71.40	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$500k		20k	24.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$496k	-2%	6.4k	77.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$484k		3.3k	148.33	View chart
Tesla Motors (TSLA)	0.1	$484k	-15%	1.2k	420.60	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$479k		4.4k	109.11	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$462k	NEW	8.9k	52.11	View chart
Broadcom (AVGO)	0.1	$459k	+77%	1.2k	377.66	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$414k		5.2k	79.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$406k	-7%	7.3k	55.93	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$405k	+19%	16k	24.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$387k	-9%	1.8k	217.97	View chart
Meta Platforms Cl A (META)	0.1	$376k	+6%	668.00	563.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$363k	-5%	484.00	748.89	View chart
salesforce (CRM)	0.1	$350k	-33%	2.2k	156.66	View chart
Advanced Micro Devices (AMD)	0.1	$348k	NEW	599.00	580.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$332k	+15%	664.00	500.39	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$314k	-12%	6.3k	50.09	View chart
Rb Global (RBA)	0.1	$311k	NEW	2.7k	116.45	View chart
Walt Disney Company (DIS)	0.1	$301k	+2%	3.1k	96.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$299k	NEW	4.1k	73.41	View chart
Applied Materials (AMAT)	0.1	$291k	NEW	402.00	723.31	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$280k	NEW	6.2k	45.52	View chart
Eli Lilly & Co. (LLY)	0.1	$271k	NEW	226.00	1199.54	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$262k	NEW	3.5k	75.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$257k		1.6k	164.27	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$256k		2.4k	106.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$255k	+598%	2.1k	119.52	View chart
Cisco Systems (CSCO)	0.1	$255k	-38%	2.2k	117.47	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$251k	-3%	4.1k	60.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$241k	NEW	736.00	327.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$231k	-18%	6.8k	33.84	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$215k	NEW	5.4k	39.75	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$215k	NEW	108.00	1989.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$210k		5.6k	37.26	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$205k	NEW	2.2k	94.68	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$204k		2.0k	100.60	View chart
Novonix Sponsored Ads (NVX)	0.0	$4.6k		10k	0.46	View chart

Past Filings by Equita Financial Network

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

Equita Financial Network 2026 Q2 filed July 29, 2026
Equita Financial Network 2026 Q1 filed April 23, 2026
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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