Equita Financial Network, Inc. — Q2 2025 13F Holdings

Name: Equita Financial Network, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001994461

Total reported value

$318.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	17.05%	-0.98%	-1.26%
2	VEA	Vanguard Ftse Developed ETF	ETF-Other	11.43%	-0.38%	-9.26%
3	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	9.69%	-0.32%	-4.92%
4	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	5.88%	+0.09%	-4.01%
5	DISV	Dimensional International Sm	ETF-Other	5.69%	+0.16%	-6.55%
6	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	5.41%	+0.02%	-7.67%
7	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	3.96%	+0.06%	-1.61%
8	AVRE	Avantis Real Estate ETF	ETF-Other	2.98%	—	-6.68%
9	MUNI	Pimco Intermediate Municipal	ETF-Other	2.59%	—	-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%	—	-3.23%
12	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.14%	+0.03%	-6.09%
13	AVUV	Avantis US Small Cap Value	ETF-Small Cap	1.79%	+0.13%	+10.01%
14	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.25%	—	-0.51%
15	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	1.23%	+0.24%	+56.17%
16	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.23%	+0.30%	-30.32%
17	SUB	Ishares Short-term National	ETF-Other	1.14%	+0.10%	-16.08%
18	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.14%	-0.91%	+11.73%
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.13%	—	+7.07%
20	DMXF	Ishares Esg Advanc Msci Eafe	ETF-Other	1.11%	—	-9.22%
21	AVDV	Avantis Intl S/c Value ETF	ETF-Other	1.00%	—	-8.34%
22	USXF	Ishares Esg Advance Msci USA	ETF-Other	0.98%	-0.03%	-14.18%
23	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.92%	—	-8.30%
24	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	0.90%	-0.15%	-27.81%
25	NULV	Nuveen Esg Large-cap Val ETF	ETF-Other	0.81%	—	-1.59%
26	MUB	Ishares National Muni Bond E	ETF-Other	0.75%	—	+1.99%
27	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-Other	0.74%	—	-16.90%
28	MSFT	Microsoft CORP	Stock-Tech	0.57%	-0.09%	-8.90%
29	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.50%	+0.24%	+104.51%
30	NYF	Ishares New York Muni Bond E	ETF-Other	0.48%	—	-24.79%
31	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.44%	—	-34.28%
32	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.44%	—	-1.17%
33	NVDA	Nvidia CORP	Stock-Tech	0.42%	-0.09%	-21.86%
34	AAPL	Apple INC	Stock-Tech	0.42%	+0.37%	-27.43%
35	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.41%	—	-3.12%
36	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.36%	—	-6.78%
37	NUSC	Nuveen Esg Small-cap ETF	ETF-Other	0.35%	—	-21.81%
38	DFGR	Dim Global Real Estate ETF	ETF-Other	0.32%	—	+14.31%
39	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.31%	-0.11%	+30.99%
40	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.29%	-0.07%	-29.16%
41	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.29%	—	-10.54%
42	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.28%	-0.12%	-5.26%
43	AMZN	Amazon.com INC	Stock-Consumer Disc	0.28%	+0.44%	-19.50%
44	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.27%	—	+28.49%
45	TDVG	T Rowe Price Dividend Growth	ETF-Other	0.26%	—	+1.19%
46	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.26%	-0.10%	-12.52%
47	VXUS	Vanguard Total Intl Stock	ETF-Other	0.25%	—	-92.43%
48	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.24%	—	-13.38%
49	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.24%	—	-9.41%
50	VCEB	Vanguard Esg US CORP Bond	ETF-Corp Bonds	0.24%	—	+46.94%

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