EW

Equity Wealth Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$154.7M

Reporting period: 2026-03-31 · Number of holdings: 76

Equity Wealth Partners, LLC disclosed 76 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $154.7M and a quarterly turnover rate of 8.7%.

Personality snowflake

Concentration
19.87
Portfolio Stability
8.66
Momentum/Contrarian
100
Sector conviction
69.17
Diversification
100
Sizing Uniformity
83.23

Recent moves

  • Add FNDX

    +13.3%　$1.7M

  • Add BIV

    +15.0%　$1.1M

  • Trim SPY

    -4.0%　-$936.2K

  • Add VO

    +6.9%　$951.5K

  • Add VB

    +6.4%　$627.0K

  • Add AVDE

    +3.1%　$559.2K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOVanguard Mid-cap ETFETF-Other11.27%+0.58%+6.89%
2IWYIshares Russell Top 200 GrowETF-Other9.62%+0.11%+12.93%
3FNDXSchwab Fndmntl US Lrg Co ETFETF-Other8.19%+1.11%+13.26%
4SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth6.57%-0.63%-3.99%
5AVDEAvantis International EquityETF-Other6.15%+0.35%+3.09%
6BIVVanguard Intermediate-term BETF-Other5.91%+0.71%+14.97%
7VBVanguard Small-cap ETFETF-Other5.47%+0.39%+6.37%
8XLKSs Technology Select SectorETF-Tech4.00%-0.22%+3.06%
9AGGIshares Core U.s. AggregateETF-Other2.64%-0.19%-5.97%
10XMHQInvesco S&p Midcap Qual ETFETF-Other2.48%+0.04%+0.95%
11SCHDSchwab US Dvd Equity ETFETF-Other2.16%-0.11%-14.50%
12FRDMFreedom 100 Emeging Mrkt ETFETF-Other1.60%+0.15%+4.32%
13VIGVanguard Dividend Apprec ETFETF-Other1.56%-0.10%-3.59%
14AVLVAvantis US Large Cap ValueETF-Large Cap & Growth1.53%+0.10%+0.63%
15NVDANvidia CORPStock-Tech1.48%-0.09%+1.50%
16JMUBJpmorgan Municipal ETFETF-Other1.46%+0.04%+4.31%
17VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.35%-0.14%-4.83%
18SCHGSchwab US Large-cap GrowthETF-Other1.29%-0.18%-1.25%
19IDEVIshares Core Msci Dev MktsETF-Other1.13%—-1.63%
20AVUVAvantis US Small Cap ValueETF-Small Cap1.07%-0.07%-12.34%
21VUGVanguard Growth ETFETF-Other1.07%-0.10%+2.54%
22VOEVanguard Mid-cap Value ETFETF-Other0.99%—-1.16%
23BRK-BBerkshire Hathaway Inc-cl BStock-Other0.99%-0.05%+0.28%
24AMPAmeriprise Financial INCStock-Financials0.93%-0.09%+0.65%
25IMCGIshares Morningstar Mid-capETF-Other0.86%-0.06%-4.49%
26VTVVanguard Value ETFETF-Other0.85%—-0.07%
27IJRIshares Core S&p Small-cap EETF-Small Cap0.77%—-1.68%
28IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.68%-0.03%+0.81%
29JAAAJanus Henderson Aaa Clo ETFETF-Other0.68%—+3.81%
30PLTRPalantir Technologies Inc-aStock-Tech0.63%-0.17%-3.34%
31AMZNAmazon.com INCStock-Consumer Disc0.62%-0.07%+0.83%
32STXFStrive 500 ETFETF-Other0.62%-0.04%-0.39%
33AAPLApple INCStock-Tech0.61%-0.06%-2.13%
34QQQMInvesco Nasdaq 100 ETFETF-Tech0.60%-0.16%-15.57%
35VCLTVanguard Long-term CORP BondETF-Corp Bonds0.57%—-0.73%
36MELIMercadolibre INCStock-Consumer Disc0.54%-0.07%+2.99%
37NXSTNexstar Media Group INCStock-Comm Services0.53%-0.20%-17.91%
38TAXFAmerican Century Diver MuniETF-Other0.53%—-3.21%
39HONHoneywell International INCStock-Industrials0.52%+0.07%-0.47%
40RECSColumbia Resear Enh Cor ETFETF-Other0.51%-0.08%-8.84%
41SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other0.49%—-7.40%
42SHOPShopify INC - Class AStock-Tech0.49%-0.16%+2.83%
43VYMVanguard High Dvd Yield ETFETF-Other0.44%—-0.92%
44AXONAxon Enterprise INCStock-Industrials0.43%-0.14%+1.61%
45VVVanguard Large-cap ETFETF-Other0.42%+0.22%+119.46%
46BUFRFt Vest Lad Buffervetf-usd IETF-Other0.40%—+0.19%
47XOMExxon Mobil CORPStock-Energy0.39%+0.11%+0.68%
48BAMBrookfield Asset Mgmt-aStock-Financials0.34%-0.11%-9.99%
49COSTCostco Wholesale CORPStock-Consumer Staples0.32%+0.05%+0.61%
50COWZPacer US Cash Cows 100 ETFETF-Other0.30%-0.07%-21.26%
1–50 of 76

Holding changes this quarter

Equity Wealth Partners, LLC's most significant position changes for 2026-03-31: Sold out: Ss Spdr P S&p 500 Value ETF (SPYV); Sold out: Mastercard INC - A (MA); New buy: Vanguard Total Intl Stock (VXUS); Sold out: Kinsale Capital Group INC (KNSL); Add: Schwab Fndmntl US Lrg Co ETF (FNDX) — shares +13.26%.

Position changes disclosed by Equity Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FNDXSchwab Fndmntl US Lrg Co ETF+1.1%+13.26%Add
2BIVVanguard Intermediate-term B+0.7%+14.97%Add
3VOVanguard Mid-cap ETF+0.6%+6.89%Add
4VBVanguard Small-cap ETF+0.4%+6.37%Add
5AVDEAvantis International Equity+0.4%+3.09%Add
6VVVanguard Large-cap ETF+0.2%+119.46%Add
7FRDMFreedom 100 Emeging Mrkt ETF+0.2%+4.32%Add
8IWYIshares Russell Top 200 Grow+0.1%+12.93%Add
9XOMExxon Mobil CORP+0.1%+0.68%Add
10AVLVAvantis US Large Cap Value+0.1%+0.63%Add
11HONHoneywell International INC+0.1%-0.47%Trim
12ASMLASML Holding N.V.+0.1%+0.36%Add
13COSTCostco Wholesale CORP+0.1%+0.61%Add
14XMHQInvesco S&p Midcap Qual ETF0%+0.95%Add
15JMUBJpmorgan Municipal ETF0%+4.31%Add
16IVVIshares Core S&p 500 ETF0%+0.81%Add
17AVGOBroadcom INC0%+2.06%Add
18ISRGIntuitive Surgical INC0%-0.63%Trim
19CRWDCrowdstrike Holdings INC - A0%+1.28%Add
20STXFStrive 500 ETF0%-0.39%Trim
21BRK-BBerkshire Hathaway Inc-cl B-0.1%+0.28%Add
22AAPLApple INC-0.1%-2.13%Trim
23IMCGIshares Morningstar Mid-cap-0.1%-4.49%Trim
24MELIMercadolibre INC-0.1%+2.99%Add
25COWZPacer US Cash Cows 100 ETF-0.1%-21.26%Trim
26AMZNAmazon.com INC-0.1%+0.83%Add
27AVUVAvantis US Small Cap Value-0.1%-12.34%Trim
28RECSColumbia Resear Enh Cor ETF-0.1%-8.84%Trim
29AMPAmeriprise Financial INC-0.1%+0.65%Add
30BKNGBooking Holdings INC-0.1%-4.95%Trim
31MSFTMicrosoft CORP-0.1%-11.91%Trim
32NVDANvidia CORP-0.1%+1.50%Add
33VUGVanguard Growth ETF-0.1%+2.54%Add
34VIGVanguard Dividend Apprec ETF-0.1%-3.59%Trim
35BAMBrookfield Asset Mgmt-a-0.1%-9.99%Trim
36SCHDSchwab US Dvd Equity ETF-0.1%-14.50%Trim
37VOOVanguard S&p 500 ETF-0.1%-4.83%Trim
38AXONAxon Enterprise INC-0.1%+1.61%Add
39QQQMInvesco Nasdaq 100 ETF-0.2%-15.57%Trim
40SHOPShopify INC - Class A-0.2%+2.83%Add
41PLTRPalantir Technologies Inc-a-0.2%-3.34%Trim
42SCHGSchwab US Large-cap Growth-0.2%-1.25%Trim
43AGGIshares Core U.s. Aggregate-0.2%-5.97%Trim
44NXSTNexstar Media Group INC-0.2%-17.91%Trim
45XLKSs Technology Select Sector-0.2%+3.06%Add
46SPYSs Spdr S&p 500 ETF Trust-us-0.6%-3.99%Trim
47SPYVSs Spdr P S&p 500 Value ETF—EXITSold out
48MAMastercard INC - A—EXITSold out
49VXUSVanguard Total Intl Stock—NEWNew buy
50KNSLKinsale Capital Group INC—EXITSold out

FAQ

What is Equity Wealth Partners, LLC and what type of investor is it?
Equity Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $154.7M, spread across 76 disclosed positions.
What are Equity Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Equity Wealth Partners, LLC's top holdings by market value are: 1. Vanguard Mid-cap ETF (VO) — $17.4M (11.3%) 2. Ishares Russell Top 200 Grow (IWY) — $14.9M (9.6%) 3. Schwab Fndmntl US Lrg Co ETF (FNDX) — $12.7M (8.2%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $10.2M (6.6%) 5. Avantis International Equity (AVDE) — $9.5M (6.2%)
What changes did Equity Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Equity Wealth Partners, LLC made 50 notable position adjustments: 1 new positions were initiated, 26 existing holdings were added to, 20 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Ss Spdr P S&p 500 Value ETF (SPYV); Sold out: Mastercard INC - A (MA); New buy: Vanguard Total Intl Stock (VXUS); Sold out: Kinsale Capital Group INC (KNSL); Add: Schwab Fndmntl US Lrg Co ETF (FNDX) — shares +13.26%
What sectors does Equity Wealth Partners, LLC focus on?
Equity Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 38.0% • Financials: 19.9% • Consumer Discretionary: 17.4% • Industrials: 8.4% • Communication Services: 8.4% • Energy: 3.4%