Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Equita Financial Network, Inc. (CIK 1994461) reported $360.2M across 95 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($57.2M, 15.87%), VEA ($36.8M, 10.22%), DFSV ($19.6M, 5.45%), DFGX ($19.6M, 5.44%), DISV ($19.4M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $57.2M | 15.87% | 154,472 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $36.8M | 10.22% | 516,519 | Added |
| 3 | DFSV | DIMENSIONAL ETF TRUST | $19.6M | 5.45% | 505,882 | Added |
| 4 | DFGX | DIMENSIONAL ETF TRUST | $19.6M | 5.44% | 365,866 | Added |
| 5 | DISV | DIMENSIONAL ETF TRUST | $19.4M | 5.39% | 483,741 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $18.9M | 5.25% | 228,767 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $18.9M | 5.23% | 463,928 | Added |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $15.1M | 4.18% | 381,015 | Added |
| 9 | SPTI | SPDR SERIES TRUST | $13.0M | 3.61% | 457,795 | Added |
| 10 | AVRE | AMERICAN CENTY ETF TR | $10.3M | 2.86% | 217,767 | Added |
| 11 | SCHB | SCHWAB STRATEGIC TR | $8.4M | 2.32% | 289,163 | Added |
| 12 | MUNI | PIMCO ETF TR | $8.2M | 2.29% | 156,738 | Added |
| 13 | STIP | ISHARES TR | $8.3M | 2.29% | 80,871 | Added |
| 14 | DFSU | DIMENSIONAL ETF TRUST | $7.4M | 2.07% | 159,672 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $6.6M | 1.83% | 83,281 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $5.3M | 1.48% | 42,731 | Trimmed |
| 17 | VTEB | VANGUARD MUN BD FDS | $4.7M | 1.32% | 93,861 | Added |
| 18 | DFSI | DIMENSIONAL ETF TRUST | $4.0M | 1.11% | 88,291 | Added |
| 19 | SPDW | SPDR INDEX SHS FDS | $3.8M | 1.06% | 75,543 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 1.02% | 4,909 | Added |
| 21 | DMXF | ISHARES TR | $3.6M | 1.00% | 42,427 | Added |
| 22 | SUB | ISHARES TR | $3.6M | 1.00% | 33,843 | Added |
| 23 | AVEM | AMERICAN CENTY ETF TR | $3.0M | 0.84% | 31,362 | Added |
| 24 | AVDV | AMERICAN CENTY ETF TR | $3.0M | 0.83% | 29,176 | Added |
| 25 | NULG | NUSHARES ETF TR | $3.0M | 0.83% | 25,450 | Added |
Source: SEC Form 13F filings · as of 2026-06-30