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CIK: 0002097037
Total reported value
$278.2M
$278.2M
80 檔
13.8%
During the Q3 2025 filing period, Equity Wealth Partners, LLC (CIK: 0002097037) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $278.2M across 80 reported positions.
During Q3 2025, Equity Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.85% | -0.02% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.20% | -2.57% | — | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.79% | -2.90% | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.20% | -0.80% | — | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.19% | -2.38% | — | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.99% | -2.79% | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.77% | -0.99% | — | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.75% | -2.00% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.57% | -1.13% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.39% | +1.22% | — | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.19% | -0.95% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.13% | -0.58% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | -0.50% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.80% | -0.36% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.68% | — | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.74% | -0.45% | — | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.55% | -0.56% | — | |
| 18 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.44% | -0.40% | — | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.43% | -0.41% | — | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.36% | +1.07% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.38% | — | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.23% | -0.18% | — | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.20% | -0.26% | — | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | -0.16% | — | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.18% | -0.40% | — | |
| 26 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.11% | -0.59% | — | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.08% | -0.35% | — | |
| 28 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.06% | -0.39% | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | -0.22% | — | |
| 30 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 0.89% | -0.29% | — | |
| 31 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.88% | -0.10% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +2.67% | — | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.87% | -0.24% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | -0.19% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.81% | -0.02% | — | |
| 36 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.79% | -0.27% | — | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.75% | -0.23% | — | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.74% | -0.14% | — | |
| 39 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.74% | -0.22% | — | |
| 40 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.68% | -0.23% | — | |
| 41 | STXF | Strive 500 ETF | ETF-Other | 0.65% | -0.24% | — | |
| 42 | TAXF | American Century Diver Muni | ETF-Other | 0.65% | -0.23% | — | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.64% | -0.18% | — | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -0.52% | EXIT | |
| 45 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.58% | -0.15% | — | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | -0.06% | — | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.45% | -0.13% | — | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.44% | -0.11% | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.09% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.09% | — |
According to official SEC Form 13F filings, Equity Wealth Partners, LLC reported a total U.S. public equity portfolio value of $278.2M across 80 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 VO, SPY, IWY) accounted for 13.8% of total reported equity market value during Q3 2025.
During Q3 2025, Equity Wealth Partners, LLC's top holdings by market value included VO (8.8%)、SPY (7.2%)、IWY (6.8%). The largest single position, VO, represented 8.8% of total portfolio value.
In Q3 2025, Equity Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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