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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, DFGX, DISV, VCIT, and represent 42.69% of Equita Financial Network's stock portfolio.
Added to shares of these 10 stocks: AMZN, DFLV, AAPL, DFGX, VTEB, DFSU, DFSI, NFLX, DFSE, CRM.
Started 7 new stock positions in VGT, VUG, NFLX, CRM, ITOT, DFIC, JPST.
Reduced shares in these 10 stocks: VEA, DFSV, VTI, VOO, BND, DFEM, DFGP, DISV, USHY, SPTM.
Sold out of its positions in CPNG, DFGP, GBTC, BTC, IWD, IWF, IGF, REET, USHY, JPM. PCT, FNDE, TGRW, BND, VONG.
Equita Financial Network was a net seller of stock by $-14M.
Equita Financial Network has $318M in assets under management (AUM), dropping by -4.16%.
Central Index Key (CIK): 0001994461

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Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 87 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.2	$48M	-5%	151k	320.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.3	$33M	-9%	510k	64.08	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	5.8	$19M	+6%	352k	52.45	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.7	$18M	-4%	460k	39.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.7	$18M		219k	82.75	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.5	$18M	-14%	503k	35.04	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.0	$16M	-7%	463k	34.55	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.1	$13M	+11%	363k	35.71	View chart
Spdr Series Trust State Street Spd (SPTI)	3.9	$13M	-2%	436k	28.66	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.9	$9.1M		207k	44.02	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.5	$8.0M		77k	103.43	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.4	$7.7M	+2%	147k	52.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.3	$7.3M		289k	25.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$6.4M		80k	79.27	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.5	$4.9M	+19%	119k	41.09	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$4.8M	-3%	43k	110.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$4.5M	+22%	91k	49.89	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.1	$3.5M		76k	45.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$3.5M	+5%	32k	106.50	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.9	$3.0M	+2%	39k	75.45	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$3.0M		4.5k	650.34	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$2.9M	-6%	29k	99.86	View chart
Dimensional Etf Trust International (DFSI)	0.9	$2.8M	+33%	66k	42.40	View chart
Ishares Tr New York Mun Etf (NYF)	0.8	$2.6M		49k	53.12	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$2.5M	-6%	31k	80.58	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.8	$2.4M	+5%	53k	45.50	View chart
Amazon (AMZN)	0.7	$2.3M	+160%	11k	208.27	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.7	$2.2M	-4%	41k	55.20	View chart
Apple (AAPL)	0.7	$2.1M	+132%	8.4k	253.78	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.7	$2.1M	+4%	23k	90.94	View chart
Spdr Series Trust State Street Spd (SPTM)	0.6	$1.9M	-19%	24k	79.06	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.6	$1.9M	+55%	44k	42.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.8M	-61%	3.1k	597.55	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.7M		16k	106.15	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$1.3M	+9%	28k	45.06	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$1.2M	+3%	26k	45.47	View chart
Lowe's Companies (LOW)	0.4	$1.1M		4.8k	236.28	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.3	$1.1M	-2%	23k	47.47	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.3	$1.1M		18k	62.83	View chart
Microsoft Corporation (MSFT)	0.3	$1.0M	-2%	2.8k	370.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.0M	+11%	21k	48.05	View chart
NVIDIA Corporation (NVDA)	0.3	$1.0M	-19%	5.7k	174.40	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$889k		17k	52.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$873k	-6%	1.5k	577.04	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$837k		32k	26.58	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$784k	+8%	18k	44.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$739k		14k	54.05	View chart
Netflix (NFLX)	0.2	$685k	NEW	7.1k	96.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$657k		8.8k	75.10	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$637k	-40%	9.1k	69.75	View chart
salesforce (CRM)	0.2	$622k	NEW	3.3k	186.67	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$611k	+16%	12k	53.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$605k		6.3k	95.62	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$599k		13k	47.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$537k	+49%	1.9k	287.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$532k	-17%	1.9k	286.87	View chart
Tesla Motors (TSLA)	0.2	$507k	+21%	1.4k	371.75	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$505k	+12%	20k	24.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$502k	+20%	6.5k	77.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$483k	+38%	5.2k	92.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$467k	+44%	19k	24.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$446k	-46%	6.6k	67.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$421k	+5%	13k	33.67	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$419k	-40%	4.4k	94.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$404k	-53%	3.3k	124.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$386k	-18%	2.0k	196.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$371k		2.8k	132.90	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$371k	-3%	7.9k	47.02	View chart
Meta Platforms Cl A (META)	0.1	$358k	-17%	625.00	572.13	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$339k		14k	25.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$334k	-29%	512.00	653.21	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$317k	+12%	7.2k	44.18	View chart
Walt Disney Company (DIS)	0.1	$295k	-7%	3.1k	96.38	View chart
Cisco Systems (CSCO)	0.1	$276k	-12%	3.6k	77.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$275k	-7%	574.00	479.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$245k		8.4k	29.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$223k	NEW	1.6k	142.43	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$222k		2.4k	92.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$214k	NEW	306.00	697.72	View chart
Broadcom (AVGO)	0.1	$212k	-27%	684.00	309.51	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$208k		4.3k	48.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$201k	NEW	4.0k	50.61	View chart
Wal-Mart Stores (WMT)	0.1	$201k	-19%	1.6k	124.28	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$201k		2.0k	99.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$200k	NEW	458.00	436.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$200k	NEW	5.6k	35.53	View chart
Novonix Sponsored Ads (NVX)	0.0	$6.9k		10k	0.69	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 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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