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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, FNDX, SPY, AVDE, and represent 41.79% of Equity Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IWY, FNDX, BIV, VO, VB, VV, AVDE, VXUS, XLK, FRDM.
Started 1 new stock position in VXUS.
Reduced shares in these 10 stocks: SCHD, SPY, , AGG, AVUV, , KNSL, NXST, QQQM, COWZ.
Sold out of its positions in KNSL, MA, SPYV.
Equity Wealth Partners was a net buyer of stock by $4.0M.
Equity Wealth Partners has $155M in assets under management (AUM), dropping by 0.33%.
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 76 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 Mid Cap Etf (VO)	11.3	$17M	+6%	61k	287.18	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	9.6	$15M	+12%	60k	248.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	8.2	$13M	+13%	455k	27.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.6	$10M	-3%	16k	650.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.1	$9.5M	+3%	112k	84.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.9	$9.1M	+14%	118k	77.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.5	$8.5M	+6%	32k	261.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	4.0	$6.2M	+3%	47k	132.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$4.1M	-5%	41k	99.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.5	$3.8M		37k	103.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$3.3M	-14%	109k	30.68	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.6	$2.5M	+4%	45k	54.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$2.4M	-3%	11k	215.06	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.5	$2.4M		29k	80.61	View chart
NVIDIA Corporation (NVDA)	1.5	$2.3M		13k	174.40	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$2.3M	+4%	45k	49.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.1M	-4%	3.5k	597.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$2.0M		69k	29.13	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$1.7M		21k	83.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$1.7M	-12%	15k	110.47	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$1.7M	+2%	3.8k	436.76	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.0	$1.5M		8.3k	184.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.5M		3.2k	479.20	View chart
Ameriprise Financial (AMP)	0.9	$1.4M		3.2k	444.37	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.9	$1.3M	-4%	17k	78.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.3M		6.7k	196.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.2M		9.6k	124.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.1M		1.6k	653.34	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.1M	+3%	21k	50.37	View chart
Palantir Technologies Cl A (PLTR)	0.6	$982k	-3%	6.7k	146.28	View chart
Amazon (AMZN)	0.6	$966k		4.6k	208.27	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.6	$961k		23k	41.97	View chart
Apple (AAPL)	0.6	$945k	-2%	3.7k	253.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$933k	-15%	3.9k	237.62	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.6	$880k		12k	74.72	View chart
MercadoLibre (MELI)	0.5	$833k	+2%	482.00	1729.02	View chart
Nexstar Media Group Common Stock (NXST)	0.5	$827k	-17%	4.6k	180.85	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.5	$818k	-3%	16k	50.05	View chart
Honeywell International (HON)	0.5	$806k		3.6k	226.06	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.5	$791k	-8%	20k	38.98	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$761k	-7%	7.9k	96.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.5	$754k	+2%	6.4k	118.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$683k		4.6k	148.09	View chart
Axon Enterprise (AXON)	0.4	$670k		1.6k	424.69	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$651k	+119%	2.2k	298.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$623k		19k	33.77	View chart
Exxon Mobil Corporation (XOM)	0.4	$605k		3.6k	169.65	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.3	$531k	-9%	12k	44.45	View chart
Costco Wholesale Corporation (COST)	0.3	$490k		491.00	997.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$472k	-21%	7.5k	62.56	View chart
Broadcom (AVGO)	0.3	$430k	+2%	1.4k	309.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$426k		3.8k	111.17	View chart
Booking Holdings (BKNG)	0.3	$406k	-4%	96.00	4229.20	View chart
Texas Roadhouse (TXRH)	0.2	$385k	-5%	2.3k	165.13	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$366k		277.00	1321.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$353k		1.2k	286.75	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$337k	-6%	5.6k	60.12	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$327k		3.5k	94.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$310k		794.00	390.41	View chart
Advanced Micro Devices (AMD)	0.2	$309k	+4%	1.5k	203.43	View chart
Netflix (NFLX)	0.2	$296k		3.1k	96.15	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$295k		2.0k	144.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$292k		2.0k	145.77	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$291k		13k	22.34	View chart
Intuitive Surgical Com New (ISRG)	0.2	$290k		630.00	460.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$282k		5.0k	56.68	View chart
Microsoft Corporation (MSFT)	0.2	$276k	-11%	747.00	370.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$268k		4.0k	67.52	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$257k	-5%	3.5k	73.13	View chart
McDonald's Corporation (MCD)	0.2	$254k		818.00	310.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$237k	-7%	2.7k	88.68	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$227k	+14%	2.0k	112.29	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$223k	-8%	2.5k	88.44	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$221k	NEW	2.9k	77.10	View chart
Lowe's Companies (LOW)	0.1	$210k		889.00	236.24	View chart
Honest (HNST)	0.0	$30k		10k	2.94	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 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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