Equita Financial Network, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Equita Financial Network, Inc. held in its portfolio 92 assets valued at $331,833,950 (i.e. $331.83M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($53.69M), VANGUARD TAX-MANAGED FDS ($35.36M), and DIMENSIONAL ETF TRUST ($19.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 92 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Equita Financial Network, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 160138 | 53689594 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 565986 | 35357158 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 590753 | 19429871 | US SMALL CAP VAL |
| VANGUARD SCOTTSDALE FDS | 222472 | 18632068 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 484115 | 18396380 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 331640 | 17455882 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 503023 | 16639989 | EMERGING MKTS CO |
| SPDR SERIES TRUST | 495345 | 16611438 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 324916 | 11115361 | US LARGE CAP VAL |
| AMERICAN CENTY ETF TR | 208603 | 9080491 | REAL ESTATE ETF |
| ISHARES TR | 77531 | 7938393 | 0-5 YR TIPS ETF |
| SCHWAB STRATEGIC TR | 293624 | 7701765 | US BRD MKT ETF |
| PIMCO ETF TR | 143595 | 7525813 | INTER MUN BD ACT |
| VANGUARD SCOTTSDALE FDS | 81839 | 6524987 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 7842 | 4917704 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 44850 | 4573817 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 99684 | 4329264 | US SUSTAINABILTY |
| VANGUARD MUN BD FDS | 74472 | 3745176 | TAX EXEMPT BD |
| SPDR INDEX SHS FDS | 76798 | 3410593 | PORTFOLIO DEVLPD |
| ISHARES TR | 30770 | 3283158 | SHRT NAT MUN ETF |
| SPDR S&P 500 ETF TR | 4549 | 3102054 | TR UNIT |
| AMERICAN CENTY ETF TR | 31150 | 2927177 | INTL SMCP VLU |
| ISHARES TR | 38422 | 2887798 | ESG EAFE ETF |
| ISHARES TR | 49205 | 2632960 | NEW YORK MUN ETF |
| AMERICAN CENTY ETF TR | 33659 | 2592380 | AVANTIS EMGMKT |
| ISHARES TR | 42579 | 2451699 | ESG MSCI USA ETF |
| NUSHARES ETF TR | 49822 | 2244460 | NUVEEN ESG LRGVL |
| NUSHARES ETF TR | 21928 | 2144558 | NUVEEN ESG LRGCP |
| DIMENSIONAL ETF TRUST | 49221 | 2108890 | INTERNATIONAL |
| ISHARES TR | 16340 | 1750177 | NATIONAL MUN ETF |
| MICROSOFT CORP | 2894 | 1399652 | COM |
| VANGUARD BD INDEX FDS | 18760 | 1389576 | TOTAL BND MRKT |
| NVIDIA CORPORATION | 7129 | 1329598 | COM |
| DIMENSIONAL ETF TRUST | 28476 | 1181184 | EMERGING MARKETS |
| LOWES COS INC | 4779 | 1152504 | COM |
| NUSHARES ETF TR | 25770 | 1150631 | NUVEEN ESG SMLCP |
| ISHARES TR | 23812 | 1141445 | USD GRN BOND ETF |
| VANGUARD WORLD FD | 17728 | 1128033 | ESG US CORP BD |
| ISHARES INC | 25101 | 1108711 | ESG AWR MSCI EM |
| ISHARES INC | 15280 | 1027128 | CORE MSCI EMKT |
| AMAZON COM INC | 4320 | 997142 | COM |
| INVESCO QQQ TR | 1619 | 994341 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 18306 | 989806 | GLOBAL CORE PLUS |
| APPLE INC | 3616 | 983126 | COM |
| VANGUARD CHARLOTTE FDS | 19105 | 923154 | TOTAL INT BD ETF |
| ISHARES TR | 17175 | 908203 | ISHS 1-5YR INVS |
| ISHARES TR | 23991 | 897147 | BROAD USD HIGH |
| ISHARES TR | 6922 | 831835 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 31457 | 831083 | GLOBAL REAL EST |
| ISHARES TR | 12312 | 812566 | CORE S&P MCP ETF |
| T ROWE PRICE ETF INC | 16156 | 726525 | PRICE DIV GRWT |
| VANGUARD INTL EQUITY INDEX F | 13432 | 722104 | FTSE EMR MKT ETF |
| ALPHABET INC | 2244 | 704138 | CAP STK CL C |
| VANGUARD INTL EQUITY INDEX F | 8741 | 642953 | ALLWRLD EX US |
| ISHARES TR | 6327 | 601653 | ESG AW MSCI EAFE |
| ISHARES TR | 9876 | 532119 | ISHS 5-10YR INVT |
| TESLA INC | 1128 | 507284 | COM |
| META PLATFORMS INC | 760 | 501777 | CL A |
| ISHARES TR | 725 | 496582 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 2426 | 463389 | VALUE ETF |
| SCHWAB STRATEGIC TR | 17968 | 450637 | INT-TRM U.S TRES |
| GRAYSCALE BITCOIN TRUST ETF | 6157 | 420893 | SHS REP COM UT |
| VANGUARD STAR FDS | 5415 | 408508 | VG TL INTL STK F |
| SELECT SECTOR SPDR TR | 2790 | 401676 | STATE STREET TEC |
| ALPHABET INC | 1250 | 391271 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 11868 | 390943 | INTL SMALL CAP E |
| DISNEY WALT CO | 3320 | 377756 | COM |
| ISHARES TR | 8135 | 374047 | ESG AWARE MSCI |
| ISHARES TR | 768 | 363517 | RUS 1000 GRW ETF |
| ISHARES TR | 13759 | 347277 | ESG AWRE 1 5 YR |
| VANGUARD SCOTTSDALE FDS | 2811 | 342298 | VNG RUS1000GRW |
| BROADCOM INC | 940 | 325226 | COM |
| WORLD GOLD TR | 3755 | 320564 | SPDR GLD MINIS |
| COUPANG INC | 13472 | 317804 | CL A |
| T ROWE PRICE ETF INC | 6358 | 317017 | PRICE BLUE CHIP |
| SCHWAB STRATEGIC TR | 13014 | 312845 | INTL EQTY ETF |
| BERKSHIRE HATHAWAY INC DEL | 622 | 312648 | CL B NEW |
| CISCO SYS INC | 4056 | 312423 | COM |
| JPMORGAN CHASE & CO. | 965 | 310946 | COM |
| ISHARES TR | 4688 | 287631 | GLB INFRASTR ETF |
| ISHARES TR | 1334 | 280667 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 8465 | 276123 | US LCAP GR ETF |
| ISHARES TR | 10133 | 252820 | GLOBAL REIT ETF |
| GOLDMAN SACHS ETF TR | 2403 | 232359 | JUST US LRG CP |
| WALMART INC | 2005 | 223336 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 5649 | 218786 | SHS NEW |
| TIDAL TRUST III | 4300 | 211865 | NAACP MINO ETF |
| T ROWE PRICE ETF INC | 4551 | 209403 | PRICE GRW STOCK |
| SCHWAB STRATEGIC TR | 5718 | 206205 | FUNDAMENTAL EMER |
| VANGUARD CALIF TAX FREE FDS | 2025 | 203026 | TAX EXEMPT BD FD |
| PURECYCLE TECHNOLOGIES INC | 17100 | 146889 | COM |
| NOVONIX LIMITED | 10000 | 10100 | SPONSORED ADS |
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