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CIK: 0002097037
Total reported value
$278.2M
$278.2M
76 檔
23.2%
In Q1 2026, Equity Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $278.2M, distributed across 76 disclosed stock positions.
Equity Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 3 holdings and trimming 39 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.27% | -0.02% | +6.89% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 9.62% | -2.90% | +12.93% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 8.19% | -2.79% | +13.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.57% | -2.57% | -3.99% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 6.15% | -2.38% | +3.09% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.91% | -2.00% | +14.97% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 5.47% | +1.22% | +6.37% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.00% | -0.80% | +3.06% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.64% | -1.13% | -5.97% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.48% | -0.95% | +0.95% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.16% | -0.99% | -14.50% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.60% | -0.39% | +4.32% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.56% | -0.58% | -3.59% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.53% | -0.56% | +0.63% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | -0.50% | +1.50% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.46% | -0.59% | +4.31% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.68% | -4.83% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.29% | -0.45% | -1.25% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.13% | +1.07% | -1.63% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.07% | -0.41% | -12.34% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.07% | -0.36% | +2.54% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.99% | -0.40% | -1.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.38% | +0.28% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.93% | -0.40% | +0.65% | |
| 25 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.86% | -0.26% | -4.49% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | -0.16% | -0.07% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | -0.22% | -1.68% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +2.67% | +0.81% | |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.68% | -0.23% | +3.81% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.63% | -0.35% | -3.34% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.19% | +0.83% | |
| 32 | STXF | Strive 500 ETF | ETF-Other | 0.62% | -0.24% | -0.39% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.61% | -0.02% | -2.13% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.60% | -0.18% | -15.57% | |
| 35 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.57% | -0.27% | -0.73% | |
| 36 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.54% | -0.24% | +2.99% | |
| 37 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 0.53% | -0.29% | -17.91% | |
| 38 | TAXF | American Century Diver Muni | ETF-Other | 0.53% | -0.23% | -3.21% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.52% | EXIT | |
| 40 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.51% | -0.23% | -8.84% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.49% | -0.18% | -7.40% | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.49% | -0.22% | +2.83% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.06% | -0.92% | |
| 44 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.43% | -0.10% | +1.61% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.42% | -0.10% | +119.46% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.40% | -0.13% | +0.19% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.21% | +0.68% | |
| 48 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.34% | -0.15% | -9.99% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.15% | +0.61% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.30% | -0.14% | -21.26% |
According to official SEC Form 13F filings, Equity Wealth Partners, LLC reported a total U.S. public equity portfolio value of $278.2M across 76 disclosed positions in Q1 2026.
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, FNDX) accounted for 23.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VXUS
市值: $220.7K
Top Position Liquidated / Trimmed
SPYV
前期市值: $292.2K
During Q1 2026, Equity Wealth Partners, LLC's top holdings by market value included VO (11.3%)、IWY (9.6%)、FNDX (8.2%). The largest single position, VO, represented 11.3% of total portfolio value.
In Q1 2026, Equity Wealth Partners, LLC made 77 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 39 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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