Equita Financial Network, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Equita Financial Network, Inc. disclosed 86 stock positions valued at approximately $353.23M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $353.23M
Holdings by Sector
Equita Financial Network, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 16.94% | 159,866 | +5,394 | +3.49% | $59,828,065 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.69% | 534,829 | +18,310 | +3.54% | $37,764,310 |
| DIMENSIONAL ETF TRUST | DISV | Other | 6.19% | 505,289 | +21,548 | +4.45% | $21,873,950 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 5.68% | 392,612 | +26,746 | +7.31% | $20,077,606 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 5.61% | 253,271 | +24,504 | +10.71% | $19,833,642 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.42% | 482,351 | +18,423 | +3.97% | $19,158,996 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 4.57% | 401,637 | +20,622 | +5.41% | $16,133,767 |
| SPDR SERIES TRUST | SPTI | Other | 3.86% | 500,143 | +42,348 | +9.25% | $13,643,913 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.81% | 223,843 | +6,076 | +2.79% | $9,927,452 |
| ISHARES TR | STIP | Other | 2.42% | 85,743 | +4,872 | +6.02% | $8,548,602 |
| SCHWAB STRATEGIC TR | SCHB | Other | 2.39% | 287,609 | -1,554 | -0.54% | $8,429,811 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 2.39% | 178,618 | +18,946 | +11.87% | $8,425,420 |
| PIMCO ETF TR | MUNI | Other | 2.35% | 167,236 | +10,498 | +6.70% | $8,309,955 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.95% | 89,325 | +6,044 | +7.26% | $6,900,388 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.43% | 42,749 | +18 | +0.04% | $5,034,597 |
| ISHARES TR | SUB | Other | 1.26% | 42,581 | +8,738 | +25.82% | $4,451,384 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.18% | 92,262 | +3,971 | +4.50% | $4,167,493 |
| ISHARES TR | DMXF | Other | 1.07% | 44,706 | +2,279 | +5.37% | $3,784,363 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.07% | 75,277 | -266 | -0.35% | $3,779,658 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.07% | 4,938 | +29 | +0.59% | $3,765,867 |
| ISHARES TR | MUB | Other | 1.03% | 35,816 | +19,694 | +122.16% | $3,620,998 |
| NUSHARES ETF TR | NULV | Other | 0.92% | 61,901 | +3,783 | +6.51% | $3,259,063 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.90% | 29,146 | -30 | -0.10% | $3,187,950 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.90% | 67,090 | -26,771 | -28.52% | $3,177,403 |
| NUSHARES ETF TR | NULG | Other | 0.88% | 27,435 | +1,985 | +7.80% | $3,119,085 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.83% | 31,319 | -43 | -0.14% | $2,944,652 |
| ISHARES TR | USXF | Other | 0.79% | 40,979 | +500 | +1.24% | $2,789,031 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.77% | 56,224 | +3,569 | +6.78% | $2,718,430 |
| APPLE INC | AAPL | Technology | 0.70% | 7,398 | -1,184 | -13.80% | $2,463,709 |
| VANGUARD INDEX FDS | VOO | Other | 0.64% | 3,239 | +178 | +5.82% | $2,270,391 |
Showing 30 of 86 holdings in the latest reporting period.