Equity Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Equity Wealth Partners, LLC held in its portfolio 76 assets valued at $154,202,837 (i.e. $154.20M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($16.48M), ISHARES TR ($14.66M), and SPDR S&P 500 ETF TR ($11.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Equity Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 56792 | 16482147 | MID CAP ETF |
| ISHARES TR | 52948 | 14663348 | RUS TP200 GR ETF |
| SPDR S&P 500 ETF TR | 16275 | 11098458 | TR UNIT |
| SCHWAB STRATEGIC TR | 401478 | 10924209 | FUNDAMENTAL US L |
| AMERICAN CENTY ETF TR | 108729 | 8950556 | INTL EQT ETF |
| VANGUARD BD INDEX FDS | 102960 | 8018509 | INTERMED TERM |
| VANGUARD INDEX FDS | 30354 | 7829763 | SMALL CP ETF |
| SELECT SECTOR SPDR TR | 45161 | 6501905 | STATE STREET TEC |
| ISHARES TR | 43751 | 4369840 | CORE US AGGBD ET |
| INVESCO EXCHANGE TRADED FD T | 36774 | 3766375 | S&P MDCP QUALITY |
| SCHWAB STRATEGIC TR | 127523 | 3497948 | US DIVIDEND EQ |
| VANGUARD SPECIALIZED FUNDS | 11670 | 2564739 | DIV APP ETF |
| NVIDIA CORPORATION | 12968 | 2418582 | COM |
| VANGUARD INDEX FDS | 3667 | 2299534 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 69503 | 2267178 | US LCAP GR ETF |
| EA SERIES TRUST | 43504 | 2230453 | FREEDOM 100 EM |
| AMERICAN CENTY ETF TR | 29200 | 2212503 | US LARGE CAP VLU |
| J P MORGAN EXCHANGE TRADED F | 43252 | 2184229 | MUNICIPAL ETF |
| VANGUARD INDEX FDS | 3694 | 1802180 | GROWTH ETF |
| ISHARES TR | 21253 | 1752944 | CORE MSCI INTL |
| AMERICAN CENTY ETF TR | 17172 | 1751213 | US SML CP VALU |
| BERKSHIRE HATHAWAY INC DEL | 3185 | 1600940 | CL B NEW |
| AMERIPRISE FINL INC | 3218 | 1578020 | COM |
| VANGUARD INDEX FDS | 8429 | 1494975 | MCAP VL IDXVIP |
| ISHARES TR | 17776 | 1419235 | MRGSTR MD CP GRW |
| SPDR SERIES TRUST | 17132 | 1410206 | STATE STREET SPD |
| VANGUARD INDEX FDS | 6734 | 1286052 | VALUE ETF |
| PALANTIR TECHNOLOGIES INC | 6947 | 1234829 | CL A |
| INVESCO EXCH TRADED FD TR II | 4650 | 1176193 | NASDAQ 100 ETF |
| ISHARES TR | 9721 | 1168293 | CORE S&P SCP ETF |
| NEXSTAR MEDIA GROUP INC | 5572 | 1131438 | COMMON STOCK |
| ISHARES TR | 1608 | 1101057 | CORE S&P500 ETF |
| AMAZON COM INC | 4598 | 1061310 | COM |
| APPLE INC | 3802 | 1033718 | COM |
| JANUS DETROIT STR TR | 20189 | 1021152 | HENDRSON AAA CL |
| EA SERIES TRUST | 22988 | 1013428 | STRIVE 500 ETF |
| SHOPIFY INC | 6184 | 995438 | CL A SUB VTG SHS |
| MERCADOLIBRE INC | 468 | 942674 | COM |
| COLUMBIA ETF TR I | 22263 | 909206 | RESH ENHNC COR |
| VANGUARD SCOTTSDALE FDS | 11861 | 899662 | LG-TERM COR BD |
| AXON ENTERPRISE INC | 1553 | 881995 | COM |
| AMERICAN CENTY ETF TR | 16875 | 850163 | DIVERSIFIED MU |
| HONEYWELL INTL INC | 3583 | 698924 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 13283 | 695911 | CL A LMT VTG SHS |
| VANGUARD WHITEHALL FDS | 4652 | 667709 | HIGH DIV YLD |
| FIRST TR EXCHNG TRADED FD VI | 18418 | 631001 | FT VEST LADDERED |
| PACER FDS TR | 9573 | 575991 | US CASH COWS 100 |
| BOOKING HOLDINGS INC | 101 | 543123 | COM |
| BROADCOM INC | 1362 | 471532 | COM |
| AMERICAN CENTY ETF TR | 3849 | 430189 | US EQT ETF |
| EXXON MOBIL CORP | 3539 | 425940 | COM |
| COSTCO WHSL CORP NEW | 488 | 420902 | COM |
| MICROSOFT CORP | 848 | 409996 | COM |
| TEXAS ROADHOUSE INC | 2467 | 409585 | COM |
| ALPHABET INC | 1239 | 388896 | CAP STK CL C |
| INVESCO EXCH TRD SLF IDX FD | 6031 | 368674 | RUSL 1000 DYNM |
| CROWDSTRIKE HLDGS INC | 784 | 367508 | CL A |
| INTUITIVE SURGICAL INC | 634 | 359072 | COM NEW |
| VANGUARD INDEX FDS | 992 | 312402 | LARGE CAP ETF |
| ADVANCED MICRO DEVICES INC | 1447 | 309890 | COM |
| CAPITAL GRP FIXED INCM ETF T | 13227 | 299459 | CORE PLUS INCM |
| ASML HOLDING N V | 276 | 295243 | N Y REGISTRY SHS |
| NETFLIX INC | 3129 | 293375 | COM |
| VANGUARD INTL EQUITY INDEX F | 2004 | 287185 | FTSE SMCAP ETF |
| ISHARES TR | 2030 | 286562 | S&P SML 600 GWT |
| J P MORGAN EXCHANGE TRADED F | 4959 | 283850 | EQUITY PREMIUM |
| INVESCO EXCH TRADED FD TR II | 3724 | 265981 | S&P500 LOW VOL |
| ISHARES TR | 3974 | 262304 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 2882 | 255063 | REAL ESTATE ETF |
| VANGUARD WHITEHALL FDS | 2757 | 252145 | INTL DVD ETF |
| MCDONALDS CORP | 817 | 249794 | COM |
| MASTERCARD INCORPORATED | 392 | 223930 | CL A |
| LOWES COS INC | 887 | 213893 | COM |
| VANGUARD WORLD FD | 1764 | 213386 | ESG US STK ETF |
| KINSALE CAP GROUP INC | 539 | 210801 | COM |
| HONEST CO INC | 10087 | 26024 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.