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CIK: 0001994461
Total reported value
$353.2M
$353.2M
91 檔
36.8%
In Q3 2025, Equita Financial Network, Inc.'s U.S. equity holdings reached a combined market value of $353.2M, distributed across 91 disclosed stock positions.
Equita Financial Network, Inc. executed strategic sector rebalancing during Q3 2025, establishing 18 new positions while fully exiting 13 holdings and trimming 46 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.52% | +1.07% | +5.65% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.46% | +0.47% | +2.48% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.02% | -5.45% | EXIT | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.59% | +0.36% | +10.29% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 5.37% | +0.80% | +2.33% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.30% | +0.24% | — | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.06% | +0.19% | +1.92% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.80% | +0.25% | +12.39% | |
| 9 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.20% | +0.39% | — | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.83% | -0.05% | +10.89% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.33% | +0.07% | -0.49% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.31% | +0.13% | +11.08% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.27% | +0.06% | +1.29% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.98% | +0.12% | +8.20% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.51% | -0.05% | -8.66% | |
| 16 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.30% | +0.32% | +15.12% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.06% | +19.66% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.11% | +0.01% | -0.79% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.05% | -0.42% | -1.18% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.04% | +0.26% | +6.55% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.05% | -0.17% | |
| 22 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.96% | +0.07% | -0.49% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.93% | +0.07% | -1.88% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.87% | +0.01% | -1.90% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.86% | -0.01% | -0.25% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.83% | +0.02% | -0.09% | |
| 27 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.68% | +0.11% | -5.36% | |
| 28 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.66% | +0.05% | -1.23% | |
| 29 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.62% | -0.74% | EXIT | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.60% | +0.55% | -6.76% | |
| 31 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.60% | +0.07% | +36.77% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +0.09% | -1.35% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.05% | +3.75% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.40% | -0.04% | -4.27% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.01% | -17.53% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.03% | +41.93% | |
| 37 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.33% | +0.02% | -0.45% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.33% | — | -5.88% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | -0.02% | +22.28% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | — | +9.19% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.32% | — | -15.60% | |
| 42 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.31% | +0.02% | -1.36% | |
| 43 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.29% | +0.06% | +66.47% | |
| 44 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.28% | +0.03% | +37.73% | |
| 45 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.28% | -0.34% | EXIT | |
| 46 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.27% | +0.01% | -1.89% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | — | -2.67% | |
| 48 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.24% | +0.01% | +3.04% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.24% | — | +0.87% | |
| 50 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.23% | — | +155.26% |
According to official SEC Form 13F filings, Equita Financial Network, Inc. reported a total U.S. public equity portfolio value of $353.2M across 91 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 36.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFGX
市值: $15.7M
Top Position Liquidated / Trimmed
VXF
前期市值: $7.2M
During Q3 2025, Equita Financial Network, Inc.'s top holdings by market value included VTI (16.5%)、VEA (10.5%)、DFSV (6.0%). The largest single position, VTI, represented 16.5% of total portfolio value.
In Q3 2025, Equita Financial Network, Inc. made 102 total portfolio adjustments, initiating 18 new buys, adding to 25 positions, trimming 46 holdings, and fully liquidating 13 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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