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CIK: 0002097037
Total reported value
$278.2M
$278.2M
78 檔
22.3%
The Q4 2025 SEC filing reveals that Equity Wealth Partners, LLC held a total portfolio value of $278.2M, covering 78 public equity positions.
Equity Wealth Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 5 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.69% | -0.02% | +52.94% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 9.51% | -2.90% | +73.17% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.20% | -2.57% | +22.16% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.08% | -2.79% | +114.75% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 5.80% | -2.38% | +66.09% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.20% | -2.00% | +73.92% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 5.08% | +1.22% | +84.92% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.22% | -0.80% | +146.07% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.83% | -1.13% | -0.39% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.44% | -0.95% | -1.86% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.27% | -0.99% | -24.99% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.66% | -0.58% | -3.84% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.50% | -0.98% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.68% | +3.88% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.47% | -0.45% | +3.45% | |
| 16 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.45% | -0.39% | +47.99% | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.43% | -0.56% | +10.45% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.42% | -0.59% | +59.59% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | -0.36% | -20.30% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.14% | +1.07% | +1.78% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.14% | -0.41% | -2.95% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.38% | +0.73% | |
| 23 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.02% | -0.40% | -11.20% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.97% | -0.40% | +0.98% | |
| 25 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.92% | -0.26% | -0.29% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.16% | -14.05% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.80% | -0.35% | -5.11% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.76% | -0.18% | -24.43% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | -0.22% | +1.16% | |
| 30 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 0.73% | -0.29% | +0.05% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +2.67% | -0.06% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | -0.19% | -0.71% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.02% | -3.23% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.66% | -0.23% | +11.41% | |
| 35 | STXF | Strive 500 ETF | ETF-Other | 0.66% | -0.24% | +23.15% | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.65% | -0.22% | +0.72% | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.61% | -0.24% | +1.96% | |
| 38 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.59% | -0.23% | +7.32% | |
| 39 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.58% | -0.27% | -5.82% | |
| 40 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.57% | -0.10% | +2.37% | |
| 41 | TAXF | American Century Diver Muni | ETF-Other | 0.55% | -0.23% | +6.41% | |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.52% | -0.18% | +1.71% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.52% | EXIT | |
| 44 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.45% | -0.15% | +6.50% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | -0.06% | -0.49% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.41% | -0.13% | +10.43% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.37% | -0.14% | -39.85% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.35% | -0.11% | +2.02% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | -0.09% | -1.80% | |
| 50 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.28% | +2.89% | -2.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | +3.1% | +114.75% | Add |
| 2 | IWY | Ishares Russell Top 200 Grow | +2.7% | +73.17% | Add |
| 3 | VO | Vanguard Mid-cap ETF | +1.8% | +52.94% | Add |
| 4 | VB | Vanguard Small-cap ETF | +1.7% | +84.92% | Add |
| 5 | AVDE | Avantis International Equity | +1.6% | +66.09% | Add |
| 6 | BIV | Vanguard Intermediate-term B | +1.5% | +73.92% | Add |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.4% | +47.99% | Add |
| 8 | JMUB | Jpmorgan Municipal ETF | +0.3% | +59.59% | Add |
| 9 | XLK | Ss Technology Select Sector | 0% | +146.07% | Add |
| 10 | STXF | Strive 500 ETF | 0% | +23.15% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +22.16% | Add |
| 12 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 13 | AMD | Advanced Micro Devices | — | -5.05% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | 0% | -6.35% | Trim |
| 15 | ASML | ASML Holding N.V. | 0% | +6.98% | Add |
| 16 | HNST | Honest Co Inc/the | 0% | — | Unchanged |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +10.03% | Add |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +10.43% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | +0.83% | Add |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.03% | Add |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +0.45% | Add |
| 22 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Unchanged |
| 24 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -3.85% | Trim |
| 25 | KNSL | Kinsale Capital Group Inc | -0.1% | -6.26% | Trim |
| 26 | AVGO | Broadcom Inc | -0.1% | -1.80% | Trim |
| 27 | VV | Vanguard Large-cap ETF | -0.1% | -5.34% | Trim |
| 28 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -8.83% | Trim |
| 29 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | -5.91% | Trim |
| 30 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -0.25% | Trim |
| 31 | TXRH | Texas Roadhouse Inc | -0.1% | -1.08% | Trim |
| 32 | AVUS | Avantis U.s. Equity ETF | -0.1% | -2.80% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | +1.19% | Add |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | +11.41% | Add |
| 35 | SHOP | Shopify Inc - Class A | -0.1% | +0.72% | Add |
| 36 | RECS | Columbia Resear Enh Cor ETF | -0.1% | +7.32% | Add |
| 37 | COST | Costco Wholesale CORP | -0.1% | +2.09% | Add |
| 38 | BKNG | Booking Holdings Inc | -0.1% | +2.02% | Add |
| 39 | TAXF | American Century Diver Muni | -0.1% | +6.41% | Add |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | -0.1% | -12.70% | Trim |
| 41 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.49% | Trim |
| 42 | AVLV | Avantis US Large Cap Value | -0.1% | +10.45% | Add |
| 43 | VNQ | Vanguard Real Estate ETF | -0.1% | -25.26% | Trim |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.1% | +1.71% | Add |
| 45 | BAM | Brookfield Asset Mgmt-a | -0.1% | +6.50% | Add |
| 46 | LOW | Lowe's Cos Inc | -0.1% | -35.02% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.1% | -0.71% | Trim |
| 48 | AAPL | Apple Inc | -0.1% | -3.23% | Trim |
| 49 | HON | Honeywell International Inc | -0.2% | -0.20% | Trim |
| 50 | NXST | Nexstar Media Group Inc | -0.2% | +0.05% | Add |
According to official SEC Form 13F filings, Equity Wealth Partners, LLC reported a total U.S. public equity portfolio value of $278.2M across 78 disclosed positions in Q4 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, IWY, SPY) accounted for 22.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGCP
市值: $299.5K
Top Position Liquidated / Trimmed
KORP
前期市值: $343.7K
During Q4 2025, Equity Wealth Partners, LLC's top holdings by market value included VO (10.7%)、IWY (9.5%)、SPY (7.2%). The largest single position, VO, represented 10.7% of total portfolio value.
In Q4 2025, Equity Wealth Partners, LLC made 79 total portfolio adjustments, initiating 3 new buys, adding to 37 positions, trimming 34 holdings, and fully liquidating 5 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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