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.
Equity Wealth Partners, LLC (CIK 2097037) reported $154.7M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VO ($17.4M, 11.27%), IWY ($14.9M, 9.62%), FNDX ($12.7M, 8.19%), SPY ($10.2M, 6.57%), AVDE ($9.5M, 6.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $17.4M | 11.27% | 60,706 | Added |
| 2 | IWY | ISHARES TR | $14.9M | 9.62% | 59,794 | Added |
| 3 | FNDX | SCHWAB STRATEGIC TR | $12.7M | 8.19% | 454,730 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $10.2M | 6.57% | 15,626 | Trimmed |
| 5 | AVDE | AMERICAN CENTY ETF TR | $9.5M | 6.15% | 112,091 | Added |
| 6 | BIV | VANGUARD BD INDEX FDS | $9.1M | 5.91% | 118,369 | Added |
| 7 | VB | VANGUARD INDEX FDS | $8.5M | 5.47% | 32,288 | Added |
| 8 | XLK | SELECT SECTOR SPDR TR | $6.2M | 4.00% | 46,545 | Added |
| 9 | AGG | ISHARES TR | $4.1M | 2.64% | 41,137 | Trimmed |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.8M | 2.48% | 37,124 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $3.3M | 2.16% | 109,030 | Trimmed |
| 12 | FRDM | EA SERIES TRUST | $2.5M | 1.60% | 45,385 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.56% | 11,251 | Trimmed |
| 14 | AVLV | AMERICAN CENTY ETF TR | $2.4M | 1.53% | 29,383 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $2.3M | 1.48% | 13,162 | Added |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.46% | 45,115 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $2.1M | 1.35% | 3,490 | Trimmed |
| 18 | SCHG | SCHWAB STRATEGIC TR | $2.0M | 1.29% | 68,634 | Trimmed |
| 19 | IDEV | ISHARES TR | $1.7M | 1.13% | 20,907 | Trimmed |
| 20 | VUG | VANGUARD INDEX FDS | $1.7M | 1.07% | 3,788 | Added |
| 21 | AVUV | AMERICAN CENTY ETF TR | $1.7M | 1.07% | 15,053 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.99% | 3,194 | Added |
| 23 | VOE | VANGUARD INDEX FDS | $1.5M | 0.99% | 8,331 | Trimmed |
| 24 | AMP | AMERIPRISE FINL INC | $1.4M | 0.93% | 3,239 | Added |
| 25 | IMCG | ISHARES TR | $1.3M | 0.86% | 16,977 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31