Equita Financial Network

Equita Financial Network as of March 31, 2026

Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 87 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 Total Stk Mkt (VTI) 15.2 $48M 151k 320.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.3 $33M 510k 64.08
Dimensional Etf Trust Dimensional Inte (DFGX) 5.8 $19M 352k 52.45
Dimensional Etf Trust Intl Small Cap V (DISV) 5.7 $18M 460k 39.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.7 $18M 219k 82.75
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.5 $18M 503k 35.04
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.0 $16M 463k 34.55
Dimensional Etf Trust Us Large Cap Val (DFLV) 4.1 $13M 363k 35.71
Spdr Series Trust State Street Spd (SPTI) 3.9 $13M 436k 28.66
American Centy Etf Tr Real Estate Etf (AVRE) 2.9 $9.1M 207k 44.02
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.5 $8.0M 77k 103.43
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.4 $7.7M 147k 52.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.3 $7.3M 289k 25.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $6.4M 80k 79.27
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.5 $4.9M 119k 41.09
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $4.8M 43k 110.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $4.5M 91k 49.89
Spdr Index Shs Fds State Street Spd (SPDW) 1.1 $3.5M 76k 45.65
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $3.5M 32k 106.50
Ishares Tr Esg Eafe Etf (DMXF) 0.9 $3.0M 39k 75.45
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $3.0M 4.5k 650.34
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.9 $2.9M 29k 99.86
Dimensional Etf Trust International (DFSI) 0.9 $2.8M 66k 42.40
Ishares Tr New York Mun Etf (NYF) 0.8 $2.6M 49k 53.12
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $2.5M 31k 80.58
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.8 $2.4M 53k 45.50
Amazon (AMZN) 0.7 $2.3M 11k 208.27
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $2.2M 41k 55.20
Apple (AAPL) 0.7 $2.1M 8.4k 253.78
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.7 $2.1M 23k 90.94
Spdr Series Trust State Street Spd (SPTM) 0.6 $1.9M 24k 79.06
Dimensional Etf Trust Emerging Markets (DFSE) 0.6 $1.9M 44k 42.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.8M 3.1k 597.55
Ishares Tr National Mun Etf (MUB) 0.5 $1.7M 16k 106.15
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $1.3M 28k 45.06
Ishares Esg Awr Msci Em (ESGE) 0.4 $1.2M 26k 45.47
Lowe's Companies (LOW) 0.4 $1.1M 4.8k 236.28
Ishares Tr Usd Grn Bond Etf (BGRN) 0.3 $1.1M 23k 47.47
Vanguard World Esg Us Corp Bd (VCEB) 0.3 $1.1M 18k 62.83
Microsoft Corporation (MSFT) 0.3 $1.0M 2.8k 370.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $1.0M 21k 48.05
NVIDIA Corporation (NVDA) 0.3 $1.0M 5.7k 174.40
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $889k 17k 52.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $873k 1.5k 577.04
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $837k 32k 26.58
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $784k 18k 44.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $739k 14k 54.05
Netflix (NFLX) 0.2 $685k 7.1k 96.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $657k 8.8k 75.10
Ishares Core Msci Emkt (IEMG) 0.2 $637k 9.1k 69.75
salesforce (CRM) 0.2 $622k 3.3k 186.67
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $611k 12k 53.22
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $605k 6.3k 95.62
Spdr Series Trust State Street Spd (SHM) 0.2 $599k 13k 47.83
Alphabet Cap Stk Cl A (GOOGL) 0.2 $537k 1.9k 287.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $532k 1.9k 286.87
Tesla Motors (TSLA) 0.2 $507k 1.4k 371.75
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $505k 20k 24.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $502k 6.5k 77.11
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $483k 5.2k 92.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $467k 19k 24.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $446k 6.6k 67.53
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $421k 13k 33.67
Spdr Series Trust State Street Spd (SLYV) 0.1 $419k 4.4k 94.57
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $404k 3.3k 124.29
Vanguard Index Fds Value Etf (VTV) 0.1 $386k 2.0k 196.20
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $371k 2.8k 132.90
Ishares Tr Esg Aware Msci (ESML) 0.1 $371k 7.9k 47.02
Meta Platforms Cl A (META) 0.1 $358k 625.00 572.13
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $339k 14k 25.07
Ishares Tr Core S&p500 Etf (IVV) 0.1 $334k 512.00 653.21
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $317k 7.2k 44.18
Walt Disney Company (DIS) 0.1 $295k 3.1k 96.38
Cisco Systems (CSCO) 0.1 $276k 3.6k 77.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $275k 574.00 479.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $245k 8.4k 29.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $223k 1.6k 142.43
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $222k 2.4k 92.50
Vanguard World Inf Tech Etf (VGT) 0.1 $214k 306.00 697.72
Broadcom (AVGO) 0.1 $212k 684.00 309.51
Tidal Trust Iii Naacp Mino Etf (NACP) 0.1 $208k 4.3k 48.36
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $201k 4.0k 50.61
Wal-Mart Stores (WMT) 0.1 $201k 1.6k 124.28
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $201k 2.0k 99.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $200k 458.00 436.98
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $200k 5.6k 35.53
Novonix Sponsored Ads (NVX) 0.0 $6.9k 10k 0.69