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CIK: 0001994461
Total reported value
$353.2M
$353.2M
95 檔
43.2%
As reported in its official Q2 2026 Form 13F filing, Equita Financial Network, Inc.'s tracked investment portfolio stood at $353.2M with 95 total positions.
In Q2 2026, Equita Financial Network, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 51 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 | 15.87% | +1.07% | +2.54% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.22% | +0.47% | +1.19% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.45% | -5.45% | EXIT | |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.44% | +0.24% | +3.95% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 5.39% | +0.80% | +5.18% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.25% | +0.36% | +4.47% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.23% | +0.19% | +0.11% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.18% | +0.39% | +4.91% | |
| 9 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.61% | +0.25% | +5.04% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.86% | -0.05% | +5.02% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.32% | +0.07% | +0.10% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.29% | +0.13% | +4.55% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.29% | +0.06% | +6.74% | |
| 14 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.07% | +0.32% | +34.06% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.83% | +0.12% | +3.79% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.48% | -0.05% | -1.53% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.32% | -0.42% | +3.05% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.11% | +0.07% | +34.14% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.06% | +0.01% | -0.32% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | +0.05% | +7.99% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 1.00% | +0.26% | +4.30% | |
| 22 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.00% | +0.07% | +7.63% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.84% | -0.01% | +0.06% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.83% | +0.07% | +0.36% | |
| 25 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.83% | +0.05% | +10.59% | |
| 26 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.81% | +0.11% | +10.07% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.78% | +0.01% | -0.49% | |
| 28 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.74% | -0.74% | EXIT | |
| 29 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.71% | +0.06% | +18.79% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.01% | +2.29% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.61% | +0.02% | +0.01% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.03% | -18.80% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.06% | +0.29% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | +0.55% | -1.78% | |
| 35 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.44% | +0.02% | +10.66% | |
| 36 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.44% | +0.02% | +6.61% | |
| 37 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.36% | +0.03% | +17.61% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.05% | +9.53% | |
| 39 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.34% | -0.34% | EXIT | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | -0.02% | +0.46% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.31% | — | +7.83% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.09% | +1.99% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.04% | -0.29% | |
| 44 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.25% | +0.01% | +0.08% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.25% | — | +0.02% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | +0.01% | -1.16% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | — | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.20% | +0.01% | +0.46% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.06% | +5.68% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.19% | -0.03% | +20.32% |
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 Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 43.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFSB
市值: $461.6K
Top Position Liquidated / Trimmed
DFIS
前期市值: $420.6K
During Q2 2026, Equita Financial Network, Inc.'s top holdings by market value included VTI (15.9%)、VEA (10.2%)、DFSV (5.5%). The largest single position, VTI, represented 15.9% of total portfolio value.
In Q2 2026, Equita Financial Network, Inc. made 89 total portfolio adjustments, initiating 12 new buys, adding to 51 positions, trimming 22 holdings, and fully liquidating 4 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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