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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, DISV, DFGX, VCIT, and represent 45.12% of Equita Financial Network's stock portfolio.
Added to shares of these 10 stocks: VTI, MUB, VCIT, GOOG, DFSB, DFGX, SHM, VEA, SPTI, DISV.
Started 3 new stock positions in ORCL, CMF, SCHI.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$20M), NYF, VTEB, BGRN, AAPL, BRK.B, DIS, BND, AMAT, FV.
Sold out of its positions in AMAT, BRK.B, Dimensional Etf Trust, DIS, FDT, FV, NYF, BGRN, Novonix Limited Sponsored, BND. VTEC, ASML.
Equita Financial Network was a net seller of stock by $-5.0M.
Equita Financial Network has $353M in assets under management (AUM), dropping by -1.95%.
Central Index Key (CIK): 0001994461

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Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 86 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI)	16.9	$60M	+3%	160k	374.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.7	$38M	+3%	535k	70.61	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	6.2	$22M	+4%	505k	43.29	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	5.7	$20M	+7%	393k	51.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.6	$20M	+10%	253k	78.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.4	$19M	+3%	482k	39.72	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	4.6	$16M	+5%	402k	40.17	View chart
Spdr Series Trust St Inter Etf (SPTI)	3.9	$14M	+9%	500k	27.28	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.8	$9.9M	+2%	224k	44.35	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.4	$8.5M	+6%	86k	99.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.4	$8.4M		288k	29.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.4	$8.4M	+11%	179k	47.17	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.4	$8.3M	+6%	167k	49.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$6.9M	+7%	89k	77.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$5.0M		43k	117.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$4.5M	+25%	43k	104.54	View chart
Dimensional Etf Trust International (DFSI)	1.2	$4.2M	+4%	92k	45.17	View chart
Ishares Tr Esg Eafe Etf (DMXF)	1.1	$3.8M	+5%	45k	84.65	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.1	$3.8M		75k	50.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$3.8M		4.9k	762.63	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$3.6M	+122%	36k	101.10	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.9	$3.3M	+6%	62k	52.65	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$3.2M		29k	109.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.2M	-28%	67k	47.36	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.9	$3.1M	+7%	27k	113.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$2.9M		31k	94.02	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.8	$2.8M		41k	68.06	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.8	$2.7M	+6%	56k	48.35	View chart
Apple (AAPL)	0.7	$2.5M	-13%	7.4k	333.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.3M	+5%	3.2k	700.95	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.6	$2.2M		24k	92.05	View chart
Amazon (AMZN)	0.6	$2.0M	-10%	8.1k	249.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.9M	+284%	5.7k	340.72	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.5	$1.9M	+220%	41k	46.65	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.5	$1.8M	+312%	37k	49.55	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$1.6M	+3%	30k	54.16	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$1.6M	+10%	33k	48.52	View chart
NVIDIA Corporation (NVDA)	0.4	$1.4M	-2%	6.2k	228.39	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.4	$1.4M	+13%	23k	59.58	View chart
Microsoft Corporation (MSFT)	0.4	$1.4M	-7%	2.7k	512.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.1M		23k	46.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.0M	-7%	1.4k	739.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$933k	+37%	2.7k	344.04	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$909k	+6%	34k	27.05	View chart
Lowe's Companies (LOW)	0.2	$877k		4.8k	184.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$867k		17k	51.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$813k		14k	59.31	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$746k		9.2k	81.16	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$744k	+54%	31k	23.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$731k		8.8k	82.97	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.2	$673k	+5%	14k	48.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$612k	-4%	5.9k	103.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$596k	+14%	22k	27.47	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$585k		12k	50.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$553k	-16%	6.5k	84.96	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$546k		2.8k	195.75	View chart
Meta Platforms Cl A (META)	0.1	$510k	+5%	703.00	725.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$500k	+7%	6.9k	71.95	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$484k	+22%	20k	24.43	View chart
Netflix (NFLX)	0.1	$463k	-4%	6.7k	69.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$453k	+2%	3.3k	136.04	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$443k		4.3k	102.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$442k	+19%	577.00	765.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$421k	+61%	2.5k	166.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$420k		5.1k	82.18	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$398k		6.2k	64.59	View chart
Tesla Motors (TSLA)	0.1	$394k	-3%	1.1k	354.81	View chart
Oracle Corporation (ORCL)	0.1	$394k	NEW	2.9k	137.29	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$384k		1.8k	216.10	View chart
Advanced Micro Devices (AMD)	0.1	$352k	-3%	576.00	611.76	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$336k	-11%	6.5k	52.00	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$326k		6.3k	51.41	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$306k	+36%	7.4k	41.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$302k	+23%	8.4k	35.93	View chart
Broadcom (AVGO)	0.1	$302k	-29%	859.00	351.07	View chart
salesforce (CRM)	0.1	$269k	-47%	1.2k	229.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$268k		2.1k	125.67	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$262k		2.4k	109.02	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.1	$252k		4.1k	60.97	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$251k	NEW	12k	21.44	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$237k	NEW	4.4k	54.12	View chart
Cisco Systems (CSCO)	0.1	$235k		2.2k	107.64	View chart
Eli Lilly & Co. (LLY)	0.1	$214k	-18%	185.00	1157.24	View chart
Rb Global (RBA)	0.1	$214k		2.6k	81.39	View chart
JPMorgan Chase & Co. (JPM)	0.1	$213k	-12%	645.00	330.83	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$212k		5.6k	37.61	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 Q3 filed Oct. 19, 2026
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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