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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, VB, FNDX, SPY, and represent 34.07% of Equity Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VO (+$26M), VB (+$8.8M), AVUS (+$8.3M), IVV (+$8.1M), CGGR (+$8.0M), CGCP (+$7.4M), CGIE (+$6.7M), CGIC (+$6.3M), IUSB (+$5.5M), CGNG.
Started 35 new stock positions in NET, VGT, VWO, EVRG, TSLA, CGUS, CGXU, CGIE, IXUS, PG.
Reduced shares in these 10 stocks: Honeywell International, SPY, SCHD, NXST, RECS, SLYG, AVUV, VCLT, STXF, COWZ.
Sold out of its positions in HNST, Honeywell International.
Equity Wealth Partners was a net buyer of stock by $121M.
Equity Wealth Partners has $278M in assets under management (AUM), dropping by 79.84%.
Central Index Key (CIK): 0002097037

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Portfolio Holdings for Equity Wealth Partners

Equity Wealth Partners holds 109 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 Mid Cap Etf (VO)	11.3	$31M	+540%	389k	80.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	6.7	$19M	+7%	64k	290.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.7	$19M	+90%	61k	303.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.4	$15M	+6%	484k	31.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.0	$11M	-4%	15k	746.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.9	$11M	+19%	142k	76.70	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.8	$11M	+4%	118k	89.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$9.3M	+666%	12k	748.90	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.2	$8.9M		47k	190.52	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$8.8M	+1696%	69k	128.08	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	2.9	$8.0M	NEW	169k	47.20	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.8	$7.7M	+2560%	346k	22.29	View chart
Capital Group International SHS (CGIE)	2.4	$6.7M	NEW	181k	36.78	View chart
Capital Group International SHS (CGIC)	2.3	$6.3M	NEW	172k	36.39	View chart
Ishares Tr Core Msci Intl (IDEV)	2.2	$6.1M	+228%	69k	89.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$5.6M	+135%	8.2k	686.78	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.0	$5.5M	NEW	120k	46.15	View chart
Capital Group New Geography SHS (CGNG)	1.5	$4.3M	NEW	114k	37.46	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.5	$4.3M		38k	112.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$4.2M	+3%	43k	98.98	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.2	$3.4M		46k	72.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$3.3M	-5%	103k	31.71	View chart
NVIDIA Corporation (NVDA)	1.0	$2.7M	+3%	14k	200.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.7M	+2%	12k	236.61	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$2.7M		30k	91.21	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.9	$2.4M	+5%	48k	50.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$2.3M		69k	33.84	View chart
Vanguard World Materials Etf (VAW)	0.8	$2.2M	NEW	9.7k	228.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$2.0M	NEW	28k	73.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$2.0M	+508%	23k	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.9M	+30%	8.8k	217.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$1.8M	-2%	15k	124.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.7M	+5%	3.4k	500.39	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$1.7M		17k	98.30	View chart
Apple (AAPL)	0.6	$1.6M	+51%	5.6k	289.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$1.6M		8.3k	197.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.6M	NEW	27k	59.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.5M	+6%	10k	148.32	View chart
Ameriprise Financial (AMP)	0.5	$1.5M		3.2k	458.74	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$1.2M	+17%	25k	50.49	View chart
Amazon (AMZN)	0.4	$1.2M	+8%	5.0k	238.34	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.2M	-2%	3.8k	303.00	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.4	$1.1M	-3%	22k	48.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.0M	+43%	6.6k	158.04	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$1.0M	NEW	21k	49.28	View chart
Axon Enterprise (AXON)	0.3	$921k	+4%	1.6k	560.61	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$898k	NEW	33k	27.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$896k	+19%	2.6k	343.97	View chart
Advanced Micro Devices (AMD)	0.3	$873k		1.5k	580.91	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.3	$860k	-8%	7.2k	119.13	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$846k		17k	50.84	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.3	$843k	-4%	11k	75.25	View chart
MercadoLibre (MELI)	0.3	$835k	+2%	492.00	1697.39	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.3	$829k	NEW	24k	34.62	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.3	$792k	-9%	18k	43.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$792k	NEW	8.3k	95.44	View chart
Palantir Technologies Cl A (PLTR)	0.3	$791k		6.8k	116.67	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$755k	+4%	6.6k	114.18	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$740k	+9%	20k	36.53	View chart
Nexstar Media Group Common Stock (NXST)	0.2	$660k	-19%	3.7k	178.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$604k		792.00	763.14	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$554k		279.00	1986.19	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.2	$527k		12k	44.85	View chart
Broadcom (AVGO)	0.2	$526k		1.4k	377.62	View chart
Exxon Mobil Corporation (XOM)	0.2	$487k		3.6k	136.71	View chart
Costco Wholesale Corporation (COST)	0.2	$469k	+2%	502.00	935.15	View chart
Texas Roadhouse (TXRH)	0.2	$455k		2.4k	193.26	View chart
Evergy (EVRG)	0.2	$441k	NEW	5.1k	86.42	View chart
Pepsi (PEP)	0.2	$439k	NEW	3.2k	135.39	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$436k	-6%	7.0k	62.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$436k		1.2k	353.26	View chart
Booking Holdings (BKNG)	0.2	$430k	+2412%	2.4k	178.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$413k	NEW	3.5k	119.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$405k	+56%	4.2k	96.43	View chart
McDonald's Corporation (MCD)	0.1	$401k	+81%	1.5k	270.27	View chart
Honeywell International (HON)	0.1	$400k	NEW	1.8k	223.91	View chart
Honeywell Aerospace (HONA)	0.1	$394k	NEW	1.8k	221.06	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$392k		5.7k	68.54	View chart
Microsoft Corporation (MSFT)	0.1	$386k	+38%	1.0k	373.01	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$377k		3.5k	109.11	View chart
Micron Technology (MU)	0.1	$368k	NEW	319.00	1154.29	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$363k		2.0k	178.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$343k	NEW	4.2k	82.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$325k	NEW	442.00	735.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$318k	+4%	4.1k	77.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$301k	+7%	5.3k	56.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$299k	-3%	1.9k	154.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$285k	NEW	2.6k	109.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$285k	+16%	3.3k	85.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$279k	NEW	1.3k	212.77	View chart
Tesla Motors (TSLA)	0.1	$273k	NEW	650.00	420.60	View chart
Netflix (NFLX)	0.1	$271k	+23%	3.8k	71.40	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$267k		2.0k	132.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$263k		3.5k	74.89	View chart
Procter & Gamble Company (PG)	0.1	$261k	NEW	1.8k	146.61	View chart
Intuitive Surgical Com New (ISRG)	0.1	$251k		630.00	397.68	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$245k	NEW	11k	22.92	View chart
Lowe's Companies (LOW)	0.1	$245k	+24%	1.1k	220.54	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$233k	NEW	8.5k	27.33	View chart
Cloudflare Cl A Com (NET)	0.1	$225k	NEW	919.00	245.28	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$224k	NEW	1.9k	117.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$221k	NEW	598.00	369.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$218k	NEW	503.00	433.60	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$218k	-7%	2.3k	93.38	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$214k	NEW	4.8k	44.48	View chart
Mastercard Incorporated Cl A (MA)	0.1	$207k	NEW	403.00	513.46	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$205k	NEW	1.3k	163.44	View chart
Wal-Mart Stores (WMT)	0.1	$203k	NEW	1.8k	113.23	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$203k	NEW	3.1k	65.62	View chart

Past Filings by Equity Wealth Partners

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

Equity Wealth Partners 2026 Q2 filed July 28, 2026
Equity Wealth Partners 2026 Q1 filed May 8, 2026
Equity Wealth Partners 2025 Q4 filed Jan. 26, 2026
Equity Wealth Partners 2025 Q3 filed Nov. 17, 2025

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