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CIK: 0001994461
Total reported value
$353.2M
$353.2M
95 檔
41.2%
At the close of Q4 2025, Equita Financial Network, Inc. disclosed equity holdings valued at approximately $353.2M, spread across 95 reported holdings.
In Q4 2025, Equita Financial Network, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 60 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.18% | +1.07% | +7.52% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.66% | +0.47% | +9.57% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.86% | -5.45% | EXIT | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.61% | +0.36% | +13.13% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 5.54% | +0.80% | +8.77% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.26% | +0.24% | +14.12% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.01% | +0.19% | +7.70% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.87% | +0.25% | +14.45% | |
| 9 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.35% | +0.39% | +13.09% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.74% | -0.05% | +10.79% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.39% | +0.13% | +17.02% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.32% | +0.07% | +9.40% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.27% | +0.06% | +12.02% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.97% | +0.12% | +11.60% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.06% | +30.03% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.38% | -0.05% | -0.35% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.30% | +0.32% | +9.68% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.13% | -0.42% | +19.75% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.03% | +0.01% | +0.04% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 0.99% | +0.26% | +7.24% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.05% | -0.98% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.88% | +0.07% | +0.31% | |
| 23 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.87% | +0.07% | +2.88% | |
| 24 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.79% | -0.74% | EXIT | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.78% | -0.01% | -0.35% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.75% | +0.02% | +0.01% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.74% | +0.01% | -5.01% | |
| 28 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.68% | +0.11% | +8.36% | |
| 29 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.65% | +0.05% | +11.93% | |
| 30 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.64% | +0.07% | +12.98% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | +0.55% | -2.71% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.09% | +1.62% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -0.08% | EXIT | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.05% | +1.87% | |
| 35 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.36% | +0.06% | +34.19% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.35% | -0.04% | +0.59% | |
| 37 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | +0.02% | +22.64% | |
| 38 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.34% | -0.34% | EXIT | |
| 39 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.34% | +0.03% | +37.11% | |
| 40 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.33% | +0.02% | +10.21% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | — | +7.49% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | -0.03% | -4.97% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.02% | — | |
| 44 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.30% | — | +48.54% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.01% | -15.10% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.28% | — | +0.99% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.27% | — | -7.43% | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.27% | — | +88.49% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | — | +8.58% | |
| 50 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.25% | +0.01% | +6.36% |
According to official SEC Form 13F filings, Equita Financial Network, Inc. reported a total U.S. public equity portfolio value of $353.2M across 95 disclosed positions in Q4 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 41.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BND
市值: $1.4M
Top Position Liquidated / Trimmed
VIGI
前期市值: $353.0K
During Q4 2025, Equita Financial Network, Inc.'s top holdings by market value included VTI (16.2%)、VEA (10.7%)、DFSV (5.9%). The largest single position, VTI, represented 16.2% of total portfolio value.
In Q4 2025, Equita Financial Network, Inc. made 87 total portfolio adjustments, initiating 7 new buys, adding to 60 positions, trimming 17 holdings, and fully liquidating 3 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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