Equity Wealth Partners

Equity Wealth Partners as of June 30, 2026

Portfolio Holdings for Equity Wealth Partners

Equity Wealth Partners holds 109 positions in its portfolio as reported in the June 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 $31M 389k 80.57
Ishares Tr Rus Tp200 Gr Etf (IWY) 6.7 $19M 64k 290.62
Vanguard Index Fds Small Cp Etf (VB) 6.7 $19M 61k 303.12
Schwab Strategic Tr Fundamental Us L (FNDX) 5.4 $15M 484k 31.10
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.0 $11M 15k 746.78
Vanguard Bd Index Fds Intermed Term (BIV) 3.9 $11M 142k 76.70
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.8 $11M 118k 89.20
Ishares Tr Core S&p500 Etf (IVV) 3.3 $9.3M 12k 748.90
Select Sector Spdr Tr St Str Techn Etf (XLK) 3.2 $8.9M 47k 190.52
American Centy Etf Tr Us Eqt Etf (AVUS) 3.2 $8.8M 69k 128.08
Capital Group Growth Etf Shs Creat Unit (CGGR) 2.9 $8.0M 169k 47.20
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.8 $7.7M 346k 22.29
Capital Group International SHS (CGIE) 2.4 $6.7M 181k 36.78
Capital Group International SHS (CGIC) 2.3 $6.3M 172k 36.39
Ishares Tr Core Msci Intl (IDEV) 2.2 $6.1M 69k 89.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $5.6M 8.2k 686.78
Ishares Tr Core Univrsl Usd (IUSB) 2.0 $5.5M 120k 46.15
Capital Group New Geography SHS (CGNG) 1.5 $4.3M 114k 37.46
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.5 $4.3M 38k 112.88
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $4.2M 43k 98.98
Ea Series Trust Freedom 100 Em (FRDM) 1.2 $3.4M 46k 72.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $3.3M 103k 31.71
NVIDIA Corporation (NVDA) 1.0 $2.7M 14k 200.08
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $2.7M 12k 236.61
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $2.7M 30k 91.21
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $2.4M 48k 50.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.3M 69k 33.84
Vanguard World Materials Etf (VAW) 0.8 $2.2M 9.7k 228.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $2.0M 28k 73.41
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.0M 23k 86.14
Vanguard Index Fds Value Etf (VTV) 0.7 $1.9M 8.8k 217.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $1.8M 15k 124.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.7M 3.4k 500.39
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $1.7M 17k 98.30
Apple (AAPL) 0.6 $1.6M 5.6k 289.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.6M 8.3k 197.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.6M 27k 59.69
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.5M 10k 148.32
Ameriprise Financial (AMP) 0.5 $1.5M 3.2k 458.74
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $1.2M 25k 50.49
Amazon (AMZN) 0.4 $1.2M 5.0k 238.34
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $1.2M 3.8k 303.00
Ea Series Trust Strive 500 Etf (STXF) 0.4 $1.1M 22k 48.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.0M 6.6k 158.04
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.4 $1.0M 21k 49.28
Axon Enterprise (AXON) 0.3 $921k 1.6k 560.61
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.3 $898k 33k 27.47
Vanguard Index Fds Large Cap Etf (VV) 0.3 $896k 2.6k 343.97
Advanced Micro Devices (AMD) 0.3 $873k 1.5k 580.91
Spdr Series Trust St Str Sp600grwo (SLYG) 0.3 $860k 7.2k 119.13
American Centy Etf Tr Diversified Mu (TAXF) 0.3 $846k 17k 50.84
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $843k 11k 75.25
MercadoLibre (MELI) 0.3 $835k 492.00 1697.39
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 0.3 $829k 24k 34.62
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.3 $792k 18k 43.28
Ishares Tr Core Msci Total (IXUS) 0.3 $792k 8.3k 95.44
Palantir Technologies Cl A (PLTR) 0.3 $791k 6.8k 116.67
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $755k 6.6k 114.18
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.3 $740k 20k 36.53
Nexstar Media Group Common Stock (NXST) 0.2 $660k 3.7k 178.61
Crowdstrike Hldgs Cl A (CRWD) 0.2 $604k 792.00 763.14
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $554k 279.00 1986.19
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.2 $527k 12k 44.85
Broadcom (AVGO) 0.2 $526k 1.4k 377.62
Exxon Mobil Corporation (XOM) 0.2 $487k 3.6k 136.71
Costco Wholesale Corporation (COST) 0.2 $469k 502.00 935.15
Texas Roadhouse (TXRH) 0.2 $455k 2.4k 193.26
Evergy (EVRG) 0.2 $441k 5.1k 86.42
Pepsi (PEP) 0.2 $439k 3.2k 135.39
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $436k 7.0k 62.20
Alphabet Cap Stk Cl C (GOOG) 0.2 $436k 1.2k 353.26
Booking Holdings (BKNG) 0.2 $430k 2.4k 178.25
Vanguard World Inf Tech Etf (VGT) 0.1 $413k 3.5k 119.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $405k 4.2k 96.43
McDonald's Corporation (MCD) 0.1 $401k 1.5k 270.27
Honeywell International (HON) 0.1 $400k 1.8k 223.91
Honeywell Aerospace (HONA) 0.1 $394k 1.8k 221.06
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $392k 5.7k 68.54
Microsoft Corporation (MSFT) 0.1 $386k 1.0k 373.01
Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $377k 3.5k 109.11
Micron Technology (MU) 0.1 $368k 319.00 1154.29
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $363k 2.0k 178.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $343k 4.2k 82.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $325k 442.00 735.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $318k 4.1k 77.11
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $301k 5.3k 56.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $299k 1.9k 154.25
Ishares Tr Tips Bd Etf (TIP) 0.1 $285k 2.6k 109.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $285k 3.3k 85.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $279k 1.3k 212.77
Tesla Motors (TSLA) 0.1 $273k 650.00 420.60
Netflix (NFLX) 0.1 $271k 3.8k 71.40
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $267k 2.0k 132.21
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $263k 3.5k 74.89
Procter & Gamble Company (PG) 0.1 $261k 1.8k 146.61
Intuitive Surgical Com New (ISRG) 0.1 $251k 630.00 397.68
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.1 $245k 11k 22.92
Lowe's Companies (LOW) 0.1 $245k 1.1k 220.54
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $233k 8.5k 27.33
Cloudflare Cl A Com (NET) 0.1 $225k 919.00 245.28
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $224k 1.9k 117.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $221k 598.00 369.99
Lam Research Corp Com New (LRCX) 0.1 $218k 503.00 433.60
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $218k 2.3k 93.38
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.1 $214k 4.8k 44.48
Mastercard Incorporated Cl A (MA) 0.1 $207k 403.00 513.46
Vanguard World Mega Cap Val Etf (MGV) 0.1 $205k 1.3k 163.44
Wal-Mart Stores (WMT) 0.1 $203k 1.8k 113.23
Global X Fds Artificial Etf (AIQ) 0.1 $203k 3.1k 65.62