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Equity Wealth Partners

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

Central Index Key (CIK): 0002097037

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Positions held by Equity Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Equity Wealth Partners

Equity Wealth Partners holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Mid Cap Etf (VO)	8.9	$11M	37k	293.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.2	$8.9M	13k	666.20	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	6.8	$8.4M	31k	273.65	View chart
Select Sector Spdr Tr Technology (XLK)	4.2	$5.2M	18k	281.86	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.2	$5.2M	66k	78.90	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.0	$4.9M	187k	26.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.8	$4.6M	170k	27.30	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.8	$4.6M	59k	78.09	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.6	$4.4M	44k	100.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.4	$4.2M	16k	254.28	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.2	$3.9M	38k	104.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$2.6M	12k	215.79	View chart
NVIDIA Corporation (NVDA)	2.0	$2.4M	13k	186.58	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$2.2M	4.6k	479.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$2.2M	3.5k	612.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$2.1M	67k	31.91	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$1.9M	26k	72.26	View chart
Ameriprise Financial (AMP)	1.4	$1.8M	3.6k	491.30	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$1.8M	18k	99.53	View chart
Ishares Tr Core Msci Intl (IDEV)	1.4	$1.7M	21k	80.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.6M	3.2k	502.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$1.5M	6.2k	247.11	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.2	$1.5M	18k	82.73	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.5M	7.8k	186.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$1.5M	8.3k	174.57	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$1.4M	27k	50.47	View chart
Palantir Technologies Cl A (PLTR)	1.1	$1.3M	7.3k	182.42	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.1	$1.3M	29k	44.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.1M	9.6k	118.83	View chart
Nexstar Media Group Common Stock (NXST)	0.9	$1.1M	5.6k	197.75	View chart
Axon Enterprise (AXON)	0.9	$1.1M	1.5k	717.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.1M	1.6k	669.49	View chart
MercadoLibre (MELI)	0.9	$1.1M	459.00	2336.94	View chart
Amazon (AMZN)	0.8	$1.0M	4.6k	219.57	View chart
Apple (AAPL)	0.8	$1.0M	3.9k	254.62	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.8	$978k	13k	77.65	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$920k	18k	50.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$915k	16k	57.47	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.7	$913k	6.1k	148.61	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$837k	21k	40.35	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.7	$806k	19k	43.20	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.6	$797k	16k	50.23	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.6	$788k	8.4k	94.30	View chart
Honeywell International (HON)	0.6	$756k	3.6k	210.50	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.6	$710k	13k	56.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$659k	4.7k	140.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$557k	17k	33.42	View chart
Booking Holdings (BKNG)	0.4	$536k	99.00	5418.54	View chart
Broadcom (AVGO)	0.4	$458k	1.4k	330.03	View chart
Netflix (NFLX)	0.4	$450k	375.00	1198.92	View chart
Costco Wholesale Corporation (COST)	0.4	$442k	478.00	925.32	View chart
Microsoft Corporation (MSFT)	0.4	$434k	838.00	517.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$431k	4.0k	108.70	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$426k	4.8k	89.57	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$416k	6.9k	60.26	View chart
Texas Roadhouse (TXRH)	0.3	$414k	2.5k	166.12	View chart
Exxon Mobil Corporation (XOM)	0.3	$396k	3.5k	112.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$385k	786.00	490.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$353k	3.9k	91.43	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.3	$344k	7.2k	47.60	View chart
Lowe's Companies (LOW)	0.3	$343k	1.4k	251.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$323k	1.0k	307.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$322k	1.3k	243.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$311k	5.4k	57.10	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.3	$309k	3.5k	88.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$291k	4.0k	73.48	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$287k	2.0k	141.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$284k	2.0k	142.58	View chart
Intuitive Surgical Com New (ISRG)	0.2	$284k	634.00	447.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$270k	4.1k	65.25	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$259k	4.7k	55.33	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$250k	258.00	966.93	View chart
McDonald's Corporation (MCD)	0.2	$248k	817.00	303.82	View chart
Advanced Micro Devices (AMD)	0.2	$247k	1.5k	161.79	View chart
Kinsale Cap Group (KNSL)	0.2	$245k	575.00	425.27	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$232k	779.00	297.91	View chart
Zscaler Incorporated (ZS)	0.2	$232k	774.00	299.66	View chart
Home Depot (HD)	0.2	$227k	561.00	405.32	View chart
Tesla Motors (TSLA)	0.2	$208k	468.00	444.72	View chart
Honest (HNST)	0.0	$37k	10k	3.68	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 Q3 filed Nov. 17, 2025

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