Equity Wealth Partners

Equity Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Equity Wealth Partners

Equity Wealth Partners holds 78 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 Mid Cap Etf (VO) 10.7 $17M 57k 290.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 9.5 $15M 53k 276.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.2 $11M 16k 681.93
Schwab Strategic Tr Fundamental Us L (FNDX) 7.1 $11M 402k 27.21
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.8 $9.0M 109k 82.32
Vanguard Bd Index Fds Intermed Term (BIV) 5.2 $8.0M 103k 77.88
Vanguard Index Fds Small Cp Etf (VB) 5.1 $7.8M 30k 257.95
Select Sector Spdr Tr State Street Tec (XLK) 4.2 $6.5M 45k 143.97
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $4.4M 44k 99.88
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.4 $3.8M 37k 102.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $3.5M 128k 27.43
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.6M 12k 219.77
NVIDIA Corporation (NVDA) 1.6 $2.4M 13k 186.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $2.3M 3.7k 627.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $2.3M 70k 32.62
Ea Series Trust Freedom 100 Em (FRDM) 1.4 $2.2M 44k 51.27
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.4 $2.2M 29k 75.77
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.4 $2.2M 43k 50.50
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.8M 3.7k 487.87
Ishares Tr Core Msci Intl (IDEV) 1.1 $1.8M 21k 82.48
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $1.8M 17k 101.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.6M 3.2k 502.65
Ameriprise Financial (AMP) 1.0 $1.6M 3.2k 490.37
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.0 $1.5M 8.4k 177.36
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.9 $1.4M 18k 79.84
Vanguard Index Fds Value Etf (VTV) 0.8 $1.3M 6.7k 190.98
Palantir Technologies Cl A (PLTR) 0.8 $1.2M 6.9k 177.75
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $1.2M 4.7k 252.94
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.2M 9.7k 120.18
Nexstar Media Group Common Stock (NXST) 0.7 $1.1M 5.6k 203.06
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M 1.6k 684.74
Amazon (AMZN) 0.7 $1.1M 4.6k 230.82
Apple (AAPL) 0.7 $1.0M 3.8k 271.89
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.0M 20k 50.58
Ea Series Trust Strive 500 Etf (STRV) 0.7 $1.0M 23k 44.09
Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $995k 6.2k 160.97
MercadoLibre (MELI) 0.6 $943k 468.00 2014.26
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.6 $909k 22k 40.84
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.6 $900k 12k 75.85
Axon Enterprise (AXON) 0.6 $882k 1.6k 567.93
American Centy Etf Tr Diversified Mu (TAXF) 0.6 $850k 17k 50.38
Spdr Series Trust State Street Spd (SLYG) 0.5 $801k 8.5k 94.19
Honeywell International (HON) 0.5 $699k 3.6k 195.07
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.5 $696k 13k 52.39
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $668k 4.7k 143.53
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $631k 18k 34.26
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $576k 9.6k 60.17
Booking Holdings (BKNG) 0.4 $543k 101.00 5377.46
Broadcom (AVGO) 0.3 $472k 1.4k 346.21
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $430k 3.8k 111.77
Exxon Mobil Corporation (XOM) 0.3 $426k 3.5k 120.36
Costco Wholesale Corporation (COST) 0.3 $421k 488.00 862.50
Microsoft Corporation (MSFT) 0.3 $410k 848.00 483.49
Texas Roadhouse (TXRH) 0.3 $410k 2.5k 166.03
Alphabet Cap Stk Cl C (GOOG) 0.3 $389k 1.2k 313.88
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $369k 6.0k 61.13
Crowdstrike Hldgs Cl A (CRWD) 0.2 $368k 784.00 468.76
Intuitive Surgical Com New (ISRG) 0.2 $359k 634.00 566.36
Spdr Series Trust State Street Spd (SLYV) 0.2 $317k 3.5k 90.98
Vanguard Index Fds Large Cap Etf (VV) 0.2 $312k 992.00 314.92
Advanced Micro Devices (AMD) 0.2 $310k 1.4k 214.16
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $300k 13k 22.64
Asml Holding N V N Y Registry Shs (ASML) 0.2 $295k 276.00 1069.72
Netflix (NFLX) 0.2 $293k 3.1k 93.76
Spdr Series Trust State Street Spd (SPYV) 0.2 $292k 5.1k 56.81
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $287k 2.0k 143.31
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $287k 2.0k 141.16
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $284k 5.0k 57.24
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $266k 3.7k 71.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $262k 4.0k 66.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $255k 2.9k 88.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $252k 2.8k 91.46
McDonald's Corporation (MCD) 0.2 $250k 817.00 305.75
Mastercard Incorporated Cl A (MA) 0.1 $224k 392.00 571.25
Lowe's Companies (LOW) 0.1 $214k 887.00 241.14
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $213k 1.8k 120.97
Kinsale Cap Group (KNSL) 0.1 $211k 539.00 391.10
Honest (HNST) 0.0 $26k 10k 2.58