Equity Wealth Partners, LLC: 13F holdings
CIK 20970372026Q2
| Positions | 109 |
|---|
| Reported value | $278.2m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 109 (+33 vs prior quarter) |
|---|
| Reported value | $278.2m (+79.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VO VANGUARD INDEX FDS | 388,640 | $31.3m | 11.3% |
| IWY ISHARES TR | 64,297 | $18.7m | 6.7% |
| VB VANGUARD INDEX FDS | 61,430 | $18.6m | 6.7% |
| FNDX SCHWAB STRATEGIC TR | 483,474 | $15.0m | 5.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 14,920 | $11.1m | 4.0% |
| BIV VANGUARD BD INDEX FDS | 141,723 | $10.9m | 3.9% |
| AVDE AMERICAN CENTY ETF TR | 117,646 | $10.5m | 3.8% |
| IVV ISHARES TR | 12,428 | $9.3m | 3.3% |
| XLK SELECT SECTOR SPDR TR | 46,796 | $8.9m | 3.2% |
| AVUS AMERICAN CENTY ETF TR | 68,769 | $8.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2097037")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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