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 $318.0M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($48.3M, 15.20%), VEA ($32.7M, 10.28%), DFGX ($18.5M, 5.81%), VCIT ($18.1M, 5.70%), DISV ($18.1M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $48.3M | 15.20% | 150,648 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $32.7M | 10.28% | 510,420 | Trimmed |
| 3 | DFGX | DIMENSIONAL ETF TRUST | $18.5M | 5.81% | 351,973 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $18.1M | 5.70% | 218,984 | Trimmed |
| 5 | DISV | DIMENSIONAL ETF TRUST | $18.1M | 5.70% | 459,917 | Trimmed |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $17.6M | 5.54% | 502,726 | Trimmed |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $16.0M | 5.03% | 463,400 | Trimmed |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $13.0M | 4.08% | 363,171 | Added |
| 9 | SPTI | SPDR SERIES TRUST | $12.5M | 3.93% | 435,818 | Trimmed |
| 10 | AVRE | AMERICAN CENTY ETF TR | $9.1M | 2.87% | 207,355 | Trimmed |
| 11 | STIP | ISHARES TR | $8.0M | 2.52% | 77,352 | Trimmed |
| 12 | MUNI | PIMCO ETF TR | $7.7M | 2.41% | 146,845 | Added |
| 13 | SCHB | SCHWAB STRATEGIC TR | $7.3M | 2.28% | 288,872 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $6.4M | 2.00% | 80,240 | Trimmed |
| 15 | DFSU | DIMENSIONAL ETF TRUST | $4.9M | 1.54% | 119,102 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $4.8M | 1.51% | 43,396 | Trimmed |
| 17 | VTEB | VANGUARD MUN BD FDS | $4.5M | 1.43% | 91,087 | Added |
| 18 | SUB | ISHARES TR | $3.5M | 1.09% | 32,447 | Added |
| 19 | SPDW | SPDR INDEX SHS FDS | $3.5M | 1.09% | 75,783 | Trimmed |
| 20 | DMXF | ISHARES TR | $3.0M | 0.94% | 39,420 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 0.93% | 4,546 | Trimmed |
| 22 | AVDV | AMERICAN CENTY ETF TR | $2.9M | 0.91% | 29,070 | Trimmed |
| 23 | DFSI | DIMENSIONAL ETF TRUST | $2.8M | 0.88% | 65,819 | Added |
| 24 | NYF | ISHARES TR | $2.6M | 0.82% | 49,278 | Added |
| 25 | AVEM | AMERICAN CENTY ETF TR | $2.5M | 0.79% | 31,342 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31