Equity Wealth Partners, LLC 13F Holdings · Q2 2026
Equity Wealth Partners, LLC reported 109 securities worth $278.23M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VO (11.25%), IWY (6.72%), VB (6.69%). Among its top 25 positions this quarter: 5 new, 18 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $31.3M | 11.25% | 388,640 | Added |
| 2 | IWY | ISHARES TR | $18.7M | 6.72% | 64,297 | Added |
| 3 | VB | VANGUARD INDEX FDS | $18.6M | 6.69% | 61,430 | Added |
| 4 | FNDX | SCHWAB STRATEGIC TR | $15.0M | 5.40% | 483,474 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $11.1M | 4.00% | 14,920 | Trimmed |
| 6 | BIV | VANGUARD BD INDEX FDS | $10.9M | 3.91% | 141,723 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $10.5M | 3.77% | 117,646 | Added |
| 8 | IVV | ISHARES TR | $9.3M | 3.35% | 12,428 | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $8.9M | 3.20% | 46,796 | Added |
| 10 | AVUS | AMERICAN CENTY ETF TR | $8.8M | 3.17% | 68,769 | Added |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | $8.0M | 2.86% | 168,796 | New |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | $7.7M | 2.77% | 346,002 | Added |
| 13 | CGIE | CAPITAL GROUP INTERNATIONAL | $6.7M | 2.40% | 181,307 | New |
| 14 | CGIC | CAPITAL GROUP INTERNATIONAL | $6.3M | 2.25% | 172,361 | New |
| 15 | IDEV | ISHARES TR | $6.1M | 2.20% | 68,749 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $5.6M | 2.03% | 8,220 | Added |
| 17 | IUSB | ISHARES TR | $5.5M | 1.99% | 119,930 | New |
| 18 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $4.3M | 1.54% | 114,173 | New |
| 19 | XMHQ | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.53% | 37,723 | Added |
| 20 | AGG | ISHARES TR | $4.2M | 1.51% | 42,518 | Added |
| 21 | FRDM | EA SERIES TRUST | $3.4M | 1.21% | 46,127 | Added |
| 22 | SCHD | SCHWAB STRATEGIC TR | $3.3M | 1.17% | 102,693 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $2.7M | 0.98% | 13,609 | Added |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $2.7M | 0.98% | 11,491 | Added |
| 25 | AVLV | AMERICAN CENTY ETF TR | $2.7M | 0.97% | 29,583 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR