Equity Wealth Partners

Equity Wealth Partners as of March 31, 2026

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