Equita Financial Network, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Equita Financial Network, Inc. disclosed 95 stock positions valued at approximately $360.25M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 95
- Portfolio Value
- $360.25M
Holdings by Sector
Equita Financial Network, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 15.87% | 154,472 | +3,824 | +2.54% | $57,160,786 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.22% | 516,519 | +6,099 | +1.19% | $36,801,990 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 5.45% | 505,882 | +3,156 | +0.63% | $19,623,170 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 5.44% | 365,866 | +13,893 | +3.95% | $19,608,509 |
| DIMENSIONAL ETF TRUST | DISV | Other | 5.39% | 483,741 | +23,824 | +5.18% | $19,412,522 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 5.25% | 228,767 | +9,783 | +4.47% | $18,907,616 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.23% | 463,928 | +528 | +0.11% | $18,854,053 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 4.18% | 381,015 | +17,844 | +4.91% | $15,065,336 |
| SPDR SERIES TRUST | SPTI | Other | 3.61% | 457,795 | +21,977 | +5.04% | $12,996,789 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.86% | 217,767 | +10,412 | +5.02% | $10,317,822 |
| SCHWAB STRATEGIC TR | SCHB | Other | 2.32% | 289,163 | +291 | +0.10% | $8,374,149 |
| ISHARES TR | STIP | Other | 2.29% | 80,871 | +3,519 | +4.55% | $8,261,787 |
| PIMCO ETF TR | MUNI | Other | 2.29% | 156,738 | +9,893 | +6.74% | $8,244,437 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 2.07% | 159,672 | +40,570 | +34.06% | $7,445,496 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.83% | 83,281 | +3,041 | +3.79% | $6,581,722 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.48% | 42,731 | -665 | -1.53% | $5,331,139 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.32% | 93,861 | +2,774 | +3.05% | $4,747,496 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.11% | 88,291 | +22,472 | +34.14% | $3,981,912 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.06% | 75,543 | -240 | -0.32% | $3,806,612 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.02% | 4,909 | +363 | +7.99% | $3,665,894 |
| ISHARES TR | SUB | Other | 1.00% | 33,843 | +1,396 | +4.30% | $3,603,235 |
| ISHARES TR | DMXF | Other | 1.00% | 42,427 | +3,007 | +7.63% | $3,589,324 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.84% | 31,362 | +20 | +0.06% | $3,026,097 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.83% | 29,176 | +106 | +0.36% | $3,006,554 |
| NUSHARES ETF TR | NULG | Other | 0.83% | 25,450 | +2,437 | +10.59% | $2,979,177 |
| NUSHARES ETF TR | NULV | Other | 0.81% | 58,118 | +5,315 | +10.07% | $2,905,295 |
| ISHARES TR | USXF | Other | 0.78% | 40,479 | -201 | -0.49% | $2,811,267 |
| ISHARES TR | NYF | Other | 0.74% | 49,278 | - | - | $2,656,331 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.71% | 52,655 | +8,328 | +18.79% | $2,573,750 |
| APPLE INC | AAPL | Technology | 0.69% | 8,582 | +192 | +2.29% | $2,483,236 |
Showing 30 of 95 holdings in the latest reporting period.