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CIK: 0001994461
Total reported value
$360.2M
$360.2M
87 檔
37.7%
During the Q1 2026 filing period, Equita Financial Network, Inc. (CIK: 0001994461) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $360.2M across 87 reported positions.
In Q1 2026, Equita Financial Network, Inc. adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 15 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.20% | +0.67% | -5.93% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.28% | -0.06% | -9.82% | |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.81% | -0.37% | +6.13% | |
| 4 | DISV | Dimensional International Sm | ETF-Other | 5.70% | -0.31% | -5.00% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.70% | -0.45% | -1.57% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.54% | -0.09% | -14.90% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.03% | +0.20% | -7.88% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.08% | +0.10% | +11.77% | |
| 9 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.93% | -0.32% | -2.10% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.87% | -0.01% | -0.60% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.52% | -0.23% | -0.23% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.41% | -0.12% | +2.26% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.28% | +0.04% | -1.62% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.00% | -0.17% | -1.95% | |
| 15 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.54% | +0.53% | +19.48% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.51% | -0.03% | -3.24% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.43% | -0.11% | +22.31% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.09% | -0.03% | -1.32% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.09% | -0.09% | +5.45% | |
| 20 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.94% | +0.06% | +2.60% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.09% | -0.07% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.91% | -0.08% | -6.68% | |
| 23 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.88% | +0.23% | +33.72% | |
| 24 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.82% | -0.08% | +0.15% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.79% | +0.05% | -6.88% | |
| 26 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.76% | +0.05% | +5.98% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.14% | +160.30% | |
| 28 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.71% | +0.07% | -4.46% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.02% | +132.02% | |
| 30 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.66% | +0.17% | +4.95% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.60% | +0.01% | -19.96% | |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.59% | +0.12% | +55.66% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | -61.08% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.07% | +0.46% | |
| 35 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.40% | +0.04% | +9.77% | |
| 36 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.37% | +0.07% | +3.97% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.36% | -0.07% | +0.46% | |
| 38 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.35% | -0.01% | -2.34% | |
| 39 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.35% | +0.01% | -1.02% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.03% | -2.87% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.32% | -0.01% | +11.85% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.04% | -19.46% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.28% | -0.03% | -1.55% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.04% | -6.61% | |
| 45 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.26% | -0.01% | +0.13% | |
| 46 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.25% | -0.07% | +8.76% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.01% | +1.78% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.08% | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.21% | -0.01% | +0.15% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | +0.01% | -40.24% |
According to official SEC Form 13F filings, Equita Financial Network, Inc. reported a total U.S. public equity portfolio value of $360.2M across 87 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFGX) accounted for 37.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
NFLX
市值: $685.1K
Top Position Liquidated / Trimmed
BND
前期市值: $1.4M
During Q1 2026, Equita Financial Network, Inc.'s top holdings by market value included VTI (15.2%)、VEA (10.3%)、DFGX (5.8%). The largest single position, VTI, represented 15.2% of total portfolio value.
In Q1 2026, Equita Financial Network, Inc. made 97 total portfolio adjustments, initiating 7 new buys, adding to 33 positions, trimming 42 holdings, and fully liquidating 15 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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