Equita Financial Network

Equita Financial Network as of Dec. 31, 2025

Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 95 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 Total Stk Mkt (VTI) 16.2 $54M 160k 335.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.7 $35M 566k 62.47
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.9 $19M 591k 32.89
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.6 $19M 223k 83.75
Dimensional Etf Trust Intl Small Cap V (DISV) 5.5 $18M 484k 38.00
Dimensional Etf Trust Global Ex Us Cor (DFGX) 5.3 $18M 332k 52.63
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.0 $17M 503k 33.08
Spdr Series Trust State Street Spd (SPTI) 3.9 $13M 445k 28.84
Dimensional Etf Trust Us Large Cap Val (DFLV) 3.3 $11M 325k 34.21
American Centy Etf Tr Real Estate Etf (AVRE) 2.7 $9.1M 209k 43.53
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.4 $7.9M 78k 102.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.3 $7.7M 294k 26.23
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.3 $7.5M 144k 52.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $6.5M 82k 79.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $4.9M 7.8k 627.10
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $4.6M 45k 101.98
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.3 $4.3M 100k 43.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $3.7M 75k 50.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $3.4M 77k 44.41
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $3.3M 31k 106.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.1M 4.5k 681.92
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.9 $2.9M 31k 93.97
Ishares Tr Esg Eafe Etf (DMXF) 0.9 $2.9M 38k 75.16
Ishares Tr New York Mun Etf (NYF) 0.8 $2.6M 49k 53.51
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $2.6M 34k 77.02
Spdr Series Trust State Street Spd (SPTM) 0.8 $2.5M 30k 82.50
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $2.5M 43k 57.58
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.7 $2.2M 50k 45.05
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.6 $2.1M 22k 97.80
Dimensional Etf Trust International (DFSI) 0.6 $2.1M 49k 42.85
Ishares Tr National Mun Etf (MUB) 0.5 $1.8M 16k 107.11
Microsoft Corporation (MSFT) 0.4 $1.4M 2.9k 483.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.4M 19k 74.07
NVIDIA Corporation (NVDA) 0.4 $1.3M 7.1k 186.51
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $1.2M 29k 41.48
Lowe's Companies (LOW) 0.3 $1.2M 4.8k 241.16
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $1.2M 26k 44.65
Ishares Tr Usd Grn Bond Etf (BGRN) 0.3 $1.1M 24k 47.94
Vanguard World Esg Us Corp Bd (VCEB) 0.3 $1.1M 18k 63.63
Ishares Esg Awr Msci Em (ESGE) 0.3 $1.1M 25k 44.17
Ishares Core Msci Emkt (IEMG) 0.3 $1.0M 15k 67.22
Amazon (AMZN) 0.3 $997k 4.3k 230.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $994k 1.6k 614.17
Dimensional Etf Trust Global Core Plus (DFGP) 0.3 $990k 18k 54.07
Apple (AAPL) 0.3 $983k 3.6k 271.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $923k 19k 48.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $908k 17k 52.88
Ishares Tr Broad Usd High (USHY) 0.3 $897k 24k 37.40
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $832k 6.9k 120.17
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $831k 32k 26.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $813k 12k 66.00
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $727k 16k 44.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $722k 13k 53.76
Alphabet Cap Stk Cl C (GOOG) 0.2 $704k 2.2k 313.79
Spdr Series Trust State Street Spd (SLYV) 0.2 $677k 7.4k 90.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $643k 8.7k 73.56
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $602k 6.3k 95.09
Spdr Series Trust State Street Spd (SHM) 0.2 $599k 13k 47.99
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $532k 9.9k 53.88
Tesla Motors (TSLA) 0.2 $507k 1.1k 449.72
Meta Platforms Cl A (META) 0.2 $502k 760.00 660.23
Ishares Tr Core S&p500 Etf (IVV) 0.1 $497k 725.00 684.94
Vanguard Index Fds Value Etf (VTV) 0.1 $463k 2.4k 191.01
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $451k 18k 25.08
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $421k 6.2k 68.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $409k 5.4k 75.44
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $402k 2.8k 143.97
Alphabet Cap Stk Cl A (GOOGL) 0.1 $391k 1.3k 313.02
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $391k 12k 32.94
Walt Disney Company (DIS) 0.1 $378k 3.3k 113.78
Ishares Tr Esg Aware Msci (ESML) 0.1 $374k 8.1k 45.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $364k 768.00 473.33
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $347k 14k 25.24
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $342k 2.8k 121.77
Broadcom (AVGO) 0.1 $325k 940.00 345.99
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $321k 3.8k 85.37
Coupang Cl A (CPNG) 0.1 $318k 14k 23.59
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $317k 6.4k 49.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $313k 13k 24.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $313k 622.00 502.65
Cisco Systems (CSCO) 0.1 $312k 4.1k 77.03
JPMorgan Chase & Co. (JPM) 0.1 $311k 965.00 322.22
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $288k 4.7k 61.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $281k 1.3k 210.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $276k 8.5k 32.62
Ishares Tr Global Reit Etf (REET) 0.1 $253k 10k 24.95
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $232k 2.4k 96.70
Wal-Mart Stores (WMT) 0.1 $223k 2.0k 111.39
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $219k 5.6k 38.73
Tidal Trust Iii Naacp Mino Etf (NACP) 0.1 $212k 4.3k 49.27
T Rowe Price Etf Price Grw Stock (TGRW) 0.1 $209k 4.6k 46.01
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $206k 5.7k 36.06
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $203k 2.0k 100.26
Purecycle Technologies (PCT) 0.0 $147k 17k 8.59
Novonix Sponsored Ads (NVX) 0.0 $10k 10k 1.01