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CIK: 0002097037
Total reported value
$303.8M
$303.8M
109 檔
31.2%
As reported in its official Q2 2026 Form 13F filing, Equity Wealth Partners, LLC's tracked investment portfolio stood at $303.8M with 109 total positions.
In Q2 2026, Equity Wealth Partners, LLC displayed an active expansion posture, initiating 35 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.25% | -0.43% | +540.20% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.72% | -0.40% | +7.53% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 6.69% | +0.56% | +90.26% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.40% | -0.26% | +6.32% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.00% | -0.26% | -4.52% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.91% | -0.03% | +19.73% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 3.77% | -0.06% | +4.96% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.35% | -0.52% | +666.69% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 3.20% | -0.24% | +0.54% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.17% | +0.28% | +1696.47% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.86% | +0.58% | — | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.77% | +0.38% | +2560.33% | |
| 13 | CGIE | Cap Group Intl Equity | ETF-Other | 2.40% | +0.22% | — | |
| 14 | CGIC | Cap Group Intl Core Eq | ETF-Other | 2.25% | +0.56% | — | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.20% | -0.17% | +228.83% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.04% | +135.53% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.99% | -0.23% | — | |
| 18 | CGNG | Cap Group New Geography Eq | ETF-Other | 1.54% | +0.12% | — | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.53% | -0.14% | +1.61% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.51% | -0.28% | +3.36% | |
| 21 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.21% | -0.11% | +1.63% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | -0.15% | -5.81% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.01% | +3.40% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.98% | -0.08% | +2.13% | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.97% | -0.10% | +0.68% | |
| 26 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.87% | -0.02% | +5.33% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.84% | -0.03% | +0.80% | |
| 28 | VAW | Vanguard Materials ETF | ETF-Other | 0.80% | +0.26% | — | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | +0.20% | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | -0.04% | +508.58% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.36% | +30.51% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.66% | -0.11% | -2.56% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.08% | +5.95% | |
| 34 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.60% | -0.12% | -0.08% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.02% | +51.73% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.59% | -0.09% | -0.88% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.05% | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.08% | +6.97% | |
| 39 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.53% | -0.01% | — | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.45% | +0.10% | +17.82% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.01% | +8.54% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.42% | — | -2.45% | |
| 43 | STXF | Strive 500 ETF | ETF-Other | 0.38% | — | -3.39% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.04% | +43.33% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-Other | 0.36% | +0.23% | — | |
| 46 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.33% | -0.10% | +4.06% | |
| 47 | CGMU | Cap Group Municipal Income | ETF-Other | 0.32% | +0.08% | — | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.32% | +0.01% | +19.71% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.31% | +0.08% | -1.05% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.31% | -0.07% | -8.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +2.9% | +1696.47% | Add |
| 2 | CGGR | Cap Group Growth Equity | +2.9% | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | +2.7% | +666.69% | Add |
| 4 | CGCP | Cap Group Core Plus Income | +2.6% | +2560.33% | Add |
| 5 | CGIE | Cap Group Intl Equity | +2.4% | NEW | New buy |
| 6 | CGIC | Cap Group Intl Core Eq | +2.3% | NEW | New buy |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +2% | NEW | New buy |
| 8 | CGNG | Cap Group New Geography Eq | +1.5% | NEW | New buy |
| 9 | VB | Vanguard Small-cap ETF | +1.2% | +90.26% | Add |
| 10 | IDEV | Ishares Core Msci Dev Mkts | +1.1% | +228.83% | Add |
| 11 | VAW | Vanguard Materials ETF | +0.8% | NEW | New buy |
| 12 | BND | Vanguard Total Bond Market | +0.7% | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | +0.7% | +135.53% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.6% | NEW | New buy |
| 15 | CGDV | Cap Group Dividend Value | +0.4% | NEW | New buy |
| 16 | CGMU | Cap Group Municipal Income | +0.3% | NEW | New buy |
| 17 | CGXU | Cap Group Intl Focus | +0.3% | NEW | New buy |
| 18 | IXUS | Ishares Core Intl Stock ETF | +0.3% | NEW | New buy |
| 19 | EVRG | Evergy Inc | +0.2% | NEW | New buy |
| 20 | PEP | Pepsico Inc | +0.2% | NEW | New buy |
| 21 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | NEW | New buy |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | +0.1% | -1.05% | Trim |
| 28 | TIP | Ishares Tips Bond ETF | +0.1% | NEW | New buy |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 30 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 32 | FLBL | Franklin Senior Loan ETF | +0.1% | NEW | New buy |
| 33 | CGMS | Cap Group US Multi-sect Bond | +0.1% | NEW | New buy |
| 34 | NET | Cloudflare Inc - Class A | +0.1% | NEW | New buy |
| 35 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | NEW | New buy |
| 36 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 37 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 38 | CGUS | Cap Group Core Equity | +0.1% | NEW | New buy |
| 39 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 40 | MGV | Vanguard Mega Cap Value ETF | +0.1% | NEW | New buy |
| 41 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 42 | AIQ | Global X Art Intel & Tech | +0.1% | NEW | New buy |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 0% | -0.25% | Trim |
| 44 | VNQ | Vanguard Real Estate ETF | — | +56.80% | Add |
| 45 | VO | Vanguard Mid-cap ETF | 0% | +540.20% | Add |
| 46 | AAPL | Apple Inc | 0% | +51.73% | Add |
| 47 | MCD | Mcdonald's CORP | 0% | +81.54% | Add |
| 48 | HNST | Honest Co Inc/the | 0% | EXIT | Sold out |
| 49 | ASML | ASML Holding N.V. | 0% | +0.72% | Add |
| 50 | MSFT | Microsoft CORP | 0% | +38.69% | Add |
According to official SEC Form 13F filings, Equity Wealth Partners, LLC reported a total U.S. public equity portfolio value of $303.8M across 109 disclosed positions in Q2 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, VB) accounted for 31.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
CGGR
市值: $8.0M
Top Position Liquidated / Trimmed
HON
前期市值: $806.1K
During Q2 2026, Equity Wealth Partners, LLC's top holdings by market value included VO (11.3%)、IWY (6.7%)、VB (6.7%). The largest single position, VO, represented 11.3% of total portfolio value.
In Q2 2026, Equity Wealth Partners, LLC made 107 total portfolio adjustments, initiating 35 new buys, adding to 51 positions, trimming 19 holdings, and fully liquidating 2 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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