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CIK: 0001994461
Total reported value
$360.2M
$360.2M
81 檔
34.7%
The Q2 2025 SEC filing reveals that Equita Financial Network, Inc. held a total portfolio value of $360.2M, covering 81 public equity positions.
During Q2 2025, Equita Financial Network, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.05% | +0.67% | -1.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.43% | -0.06% | -9.26% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 9.69% | -0.09% | -4.92% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.88% | -0.45% | -4.01% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 5.69% | -0.31% | -6.55% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.41% | +0.20% | -7.67% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.96% | -0.32% | -1.61% | |
| 8 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.98% | -0.01% | -6.68% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.59% | -0.12% | -20.82% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.56% | +0.04% | -2.62% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.44% | -0.23% | -3.23% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.14% | -0.17% | -6.09% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.79% | -0.03% | +10.01% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.25% | -0.03% | -0.51% | |
| 15 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.23% | +0.53% | +56.17% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.23% | -0.11% | -30.32% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.14% | -0.09% | -16.08% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.01% | +11.73% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.09% | +7.07% | |
| 20 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.11% | +0.06% | -9.22% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.00% | -0.08% | -8.34% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.98% | +0.07% | -14.18% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.92% | +0.05% | -8.30% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.90% | +0.01% | -27.81% | |
| 25 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.81% | +0.05% | -1.59% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | -0.07% | +1.99% | |
| 27 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.74% | +0.17% | -16.90% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.03% | -8.90% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.50% | +0.23% | +104.51% | |
| 30 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.48% | -0.08% | -24.79% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.44% | -0.01% | -34.28% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.07% | -1.17% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.04% | -21.86% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.02% | -27.43% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.41% | -0.03% | -3.12% | |
| 36 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.36% | +0.07% | -6.78% | |
| 37 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | +0.04% | -21.81% | |
| 38 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.32% | -0.01% | +14.31% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | +0.01% | +30.99% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.29% | — | -29.16% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.04% | -10.54% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | — | -5.26% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.14% | -19.50% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.27% | -0.02% | +28.49% | |
| 45 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.26% | -0.07% | +1.19% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | -12.52% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | +0.03% | -92.43% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.24% | -0.02% | -13.38% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.24% | -0.01% | -9.41% | |
| 50 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.24% | +0.01% | +46.94% |
According to official SEC Form 13F filings, Equita Financial Network, Inc. reported a total U.S. public equity portfolio value of $360.2M across 81 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 34.7% of total reported equity market value during Q2 2025.
During Q2 2025, Equita Financial Network, Inc.'s top holdings by market value included VTI (17.1%)、VEA (11.4%)、DFSV (9.7%). The largest single position, VTI, represented 17.1% of total portfolio value.
In Q2 2025, Equita Financial Network, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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