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Equity Wealth Partners

Latest statistics and disclosures from Equity Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VO, IWY, SPY, FNDX, AVDE, and represent 40.28% of Equity Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IWY (+$6.2M), FNDX (+$5.8M), VO (+$5.7M), XLK, VB, AVDE, BIV, SPY, JMUB, FRDM.
Started 3 new stock positions in CGCP, MA, ESGV.
Reduced shares in these 10 stocks: SCHD, VUG, COWZ, QQQM, KORP, VEEV, ZS, HD, VTV, .
Sold out of its positions in KORP, HD, TSLA, VEEV, ZS.
Equity Wealth Partners was a net buyer of stock by $33M.
Equity Wealth Partners has $154M in assets under management (AUM), dropping by 25.13%.
Central Index Key (CIK): 0002097037

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Portfolio Holdings for Equity Wealth Partners

Equity Wealth Partners holds 78 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 Mid Cap Etf (VO)	10.7	$17M	+52%	57k	290.22	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	9.5	$15M	+73%	53k	276.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.2	$11M	+22%	16k	681.93	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.1	$11M	+114%	402k	27.21	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.8	$9.0M	+66%	109k	82.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.2	$8.0M	+73%	103k	77.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.1	$7.8M	+84%	30k	257.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	4.2	$6.5M	+146%	45k	143.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$4.4M		44k	99.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.4	$3.8M		37k	102.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$3.5M	-24%	128k	27.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$2.6M	-3%	12k	219.77	View chart
NVIDIA Corporation (NVDA)	1.6	$2.4M		13k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$2.3M	+3%	3.7k	627.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$2.3M	+3%	70k	32.62	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.4	$2.2M	+47%	44k	51.27	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.4	$2.2M	+10%	29k	75.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.4	$2.2M	+59%	43k	50.50	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$1.8M	-20%	3.7k	487.87	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$1.8M		21k	82.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$1.8M	-2%	17k	101.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.6M		3.2k	502.65	View chart
Ameriprise Financial (AMP)	1.0	$1.6M	-11%	3.2k	490.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.0	$1.5M		8.4k	177.36	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.9	$1.4M		18k	79.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.3M	-14%	6.7k	190.98	View chart
Palantir Technologies Cl A (PLTR)	0.8	$1.2M	-5%	6.9k	177.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$1.2M	-24%	4.7k	252.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.2M		9.7k	120.18	View chart
Nexstar Media Group Common Stock (NXST)	0.7	$1.1M		5.6k	203.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.1M		1.6k	684.74	View chart
Amazon (AMZN)	0.7	$1.1M		4.6k	230.82	View chart
Apple (AAPL)	0.7	$1.0M	-3%	3.8k	271.89	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.0M	+11%	20k	50.58	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.7	$1.0M	+23%	23k	44.09	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.6	$995k		6.2k	160.97	View chart
MercadoLibre (MELI)	0.6	$943k		468.00	2014.26	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$909k	+7%	22k	40.84	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.6	$900k	-5%	12k	75.85	View chart
Axon Enterprise (AXON)	0.6	$882k	+2%	1.6k	567.93	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.6	$850k	+6%	17k	50.38	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$801k		8.5k	94.19	View chart
Honeywell International (HON)	0.5	$699k		3.6k	195.07	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.5	$696k	+6%	13k	52.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$668k		4.7k	143.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$631k	+10%	18k	34.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$576k	-39%	9.6k	60.17	View chart
Booking Holdings (BKNG)	0.4	$543k	+2%	101.00	5377.46	View chart
Broadcom (AVGO)	0.3	$472k		1.4k	346.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$430k	-2%	3.8k	111.77	View chart
Exxon Mobil Corporation (XOM)	0.3	$426k		3.5k	120.36	View chart
Costco Wholesale Corporation (COST)	0.3	$421k	+2%	488.00	862.50	View chart
Microsoft Corporation (MSFT)	0.3	$410k		848.00	483.49	View chart
Texas Roadhouse (TXRH)	0.3	$410k		2.5k	166.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$389k	-6%	1.2k	313.88	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$369k	-12%	6.0k	61.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$368k		784.00	468.76	View chart
Intuitive Surgical Com New (ISRG)	0.2	$359k		634.00	566.36	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$317k		3.5k	90.98	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$312k	-5%	992.00	314.92	View chart
Advanced Micro Devices (AMD)	0.2	$310k	-5%	1.4k	214.16	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$300k	NEW	13k	22.64	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$295k	+6%	276.00	1069.72	View chart
Netflix (NFLX)	0.2	$293k	+734%	3.1k	93.76	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$292k	+10%	5.1k	56.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$287k		2.0k	143.31	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$287k		2.0k	141.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$284k	-8%	5.0k	57.24	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$266k	-5%	3.7k	71.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$262k	-3%	4.0k	66.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$255k	-25%	2.9k	88.50	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$252k	-41%	2.8k	91.46	View chart
McDonald's Corporation (MCD)	0.2	$250k		817.00	305.75	View chart
Mastercard Incorporated Cl A (MA)	0.1	$224k	NEW	392.00	571.25	View chart
Lowe's Companies (LOW)	0.1	$214k	-35%	887.00	241.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$213k	NEW	1.8k	120.97	View chart
Kinsale Cap Group (KNSL)	0.1	$211k	-6%	539.00	391.10	View chart
Honest (HNST)	0.0	$26k		10k	2.58	View chart

Past Filings by Equity Wealth Partners

SEC 13F filings are viewable for Equity Wealth Partners going back to 2025

Equity Wealth Partners 2025 Q4 filed Jan. 26, 2026
Equity Wealth Partners 2025 Q3 filed Nov. 17, 2025

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