Equity Wealth Partners

Equity Wealth Partners as of Sept. 30, 2025

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