Equity Wealth Partners, Llc Portfolio Stock Holdings
Equity Wealth Partners, Llc disclosed 109 stock positions valued at approximately $278.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $278.2M
Holdings by Sector
Equity Wealth Partners, Llc Portfolio Holdings in Q2 2026
105 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VO | Other | 11.25% | 388,640 | +327,934 | +540.20% | $31,312,705 |
| ISHARES TR | IWY | Other | 6.72% | 64,297 | +4,503 | +7.53% | $18,686,097 |
| VANGUARD INDEX FDS | VB | Other | 6.69% | 61,430 | +29,142 | +90.26% | $18,620,756 |
| SCHWAB STRATEGIC TR | FNDX | Other | 5.40% | 483,474 | +28,744 | +6.32% | $15,036,040 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.00% | 14,920 | -706 | -4.52% | $11,142,030 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.91% | 141,723 | +23,354 | +19.73% | $10,870,144 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.77% | 117,646 | +5,555 | +4.96% | $10,493,986 |
| ISHARES TR | IVV | Other | 3.35% | 12,428 | +10,807 | +666.69% | $9,307,377 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.20% | 46,796 | +251 | +0.54% | $8,915,611 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.17% | 68,769 | +64,941 | +1696.47% | $8,807,992 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 2.86% | 168,796 | +168,796 | +100.00% | $7,967,171 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 2.77% | 346,002 | +332,996 | +2560.33% | $7,712,374 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 2.40% | 181,307 | +181,307 | +100.00% | $6,668,471 |
| ISHARES TR | IDEV | Other | 2.20% | 68,749 | +47,842 | +228.83% | $6,119,311 |
| VANGUARD INDEX FDS | VOO | Other | 2.03% | 8,220 | +4,730 | +135.53% | $5,645,356 |
| ISHARES TR | IUSB | Other | 1.99% | 119,930 | +119,930 | +100.00% | $5,534,776 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.53% | 37,723 | +599 | +1.61% | $4,258,197 |
| ISHARES TR | AGG | Other | 1.51% | 42,518 | +1,381 | +3.36% | $4,208,410 |
| EA SERIES TRUST | FRDM | Other | 1.21% | 46,127 | +742 | +1.63% | $3,362,668 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.17% | 102,693 | -6,337 | -5.81% | $3,256,396 |
| NVIDIA CORPORATION | NVDA | Technology | 0.98% | 13,609 | +447 | +3.40% | $2,722,931 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.98% | 11,491 | +240 | +2.13% | $2,718,909 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.97% | 29,583 | +200 | +0.68% | $2,698,228 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.87% | 47,519 | +2,404 | +5.33% | $2,407,098 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.84% | 69,185 | +551 | +0.80% | $2,341,207 |
| VANGUARD WORLD FD | VAW | Other | 0.80% | 9,676 | +9,676 | +100.00% | $2,213,683 |
| VANGUARD BD INDEX FDS | BND | Other | 0.73% | 27,689 | +27,689 | +100.00% | $2,032,648 |
| VANGUARD INDEX FDS | VUG | Other | 0.71% | 23,053 | +19,265 | +508.58% | $1,985,772 |
| VANGUARD INDEX FDS | VTV | Other | 0.69% | 8,782 | +2,053 | +30.51% | $1,913,925 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.66% | 14,668 | -385 | -2.56% | $1,829,977 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.61% | 3,384 | +190 | +5.95% | $1,693,320 |
| ISHARES TR | IMCG | Other | 0.60% | 16,963 | -14 | -0.08% | $1,667,418 |
| APPLE INC | AAPL | Technology | 0.59% | 5,646 | +1,925 | +51.73% | $1,633,644 |
| VANGUARD INDEX FDS | VOE | Other | 0.59% | 8,258 | -73 | -0.88% | $1,631,827 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.58% | 27,012 | +27,012 | +100.00% | $1,612,346 |
| ISHARES TR | IJR | Other | 0.55% | 10,224 | +666 | +6.97% | $1,516,375 |
| AMERIPRISE FINL INC | AMP | Financial Services | 0.53% | 3,239 | - | - | $1,485,869 |
| JANUS DETROIT STR TR | JAAA | Other | 0.45% | 24,693 | +3,734 | +17.82% | $1,246,726 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.43% | 5,032 | +396 | +8.54% | $1,199,327 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.42% | 3,830 | -96 | -2.45% | $1,160,505 |
| EA SERIES TRUST | STRV | Other | 0.38% | 22,121 | -777 | -3.39% | $1,068,467 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.38% | 6,606 | +1,997 | +43.33% | $1,043,980 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.36% | 20,517 | +20,517 | +100.00% | $1,011,078 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.33% | 1,642 | +64 | +4.06% | $920,522 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.32% | 32,679 | +32,679 | +100.00% | $897,692 |
| VANGUARD INDEX FDS | VV | Other | 0.32% | 2,606 | +429 | +19.71% | $896,380 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.31% | 1,503 | -16 | -1.05% | $873,108 |
| SPDR SERIES TRUST | SLYG | Other | 0.31% | 7,222 | -652 | -8.28% | $860,346 |
| AMERICAN CENTY ETF TR | TAXF | Other | 0.30% | 16,649 | +316 | +1.93% | $846,375 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.30% | 11,207 | -567 | -4.82% | $843,324 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.30% | 492 | +10 | +2.07% | $835,116 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.30% | 23,934 | +23,934 | +100.00% | $828,595 |
| COLUMBIA ETF TR I | RECS | Other | 0.28% | 18,294 | -2,002 | -9.86% | $791,749 |
| ISHARES TR | IXUS | Other | 0.28% | 8,295 | +8,295 | +100.00% | $791,675 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.28% | 6,777 | +62 | +0.92% | $790,673 |
| SHOPIFY INC | SHOP | Technology | 0.27% | 6,615 | +256 | +4.03% | $755,301 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.27% | 20,246 | +1,793 | +9.72% | $739,586 |
| NEXSTAR MEDIA GROUP INC | NXST | Communication Services | 0.24% | 3,695 | -879 | -19.22% | $659,961 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.22% | 792 | -2 | -0.25% | $604,407 |
| ASML HLDG NV | ASML | Other | 0.20% | 279 | +2 | +0.72% | $554,146 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 0.19% | 11,755 | -201 | -1.68% | $527,220 |
| BROADCOM INC | AVGO | Technology | 0.19% | 1,392 | +2 | +0.14% | $525,641 |
| EXXON MOBIL CORP | XOM | Energy | 0.18% | 3,563 | - | - | $487,096 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 502 | +11 | +2.24% | $469,445 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.16% | 2,353 | +19 | +0.81% | $454,752 |
| EVERGY INC | EVRG | Utilities | 0.16% | 5,098 | +5,098 | +100.00% | $440,589 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 3,245 | +3,245 | +100.00% | $439,336 |
| PACER FDS TR | COWZ | Other | 0.16% | 7,016 | -522 | -6.92% | $436,383 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 1,234 | +2 | +0.16% | $435,919 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.15% | 2,412 | +2,316 | +2412.50% | $429,943 |
| VANGUARD WORLD FD | VGT | Other | 0.15% | 3,457 | +3,457 | +100.00% | $413,183 |
| VANGUARD INDEX FDS | VNQ | Other | 0.15% | 4,196 | +1,520 | +56.80% | $404,611 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 1,485 | +667 | +81.54% | $401,346 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.14% | 5,722 | +112 | +2.00% | $392,195 |
| MICROSOFT CORP | MSFT | Technology | 0.14% | 1,036 | +289 | +38.69% | $386,439 |
| SPDR SERIES TRUST | SLYV | Other | 0.14% | 3,459 | +2 | +0.06% | $377,424 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.13% | 319 | +319 | +100.00% | $368,219 |
| ISHARES TR | IJT | Other | 0.13% | 2,031 | -5 | -0.25% | $362,789 |
| ISHARES TR | SHY | Other | 0.12% | 4,171 | +4,171 | +100.00% | $342,481 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 442 | +442 | +100.00% | $325,218 |
| ISHARES TR | IJH | Other | 0.11% | 4,126 | +162 | +4.09% | $318,139 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.11% | 5,330 | +363 | +7.31% | $301,018 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.11% | 1,938 | -66 | -3.29% | $298,943 |
| ISHARES TR | TIP | Other | 0.10% | 2,603 | +2,603 | +100.00% | $284,846 |
| VANGUARD STAR FDS | VXUS | Other | 0.10% | 3,328 | +466 | +16.28% | $284,541 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.10% | 1,311 | +1,311 | +100.00% | $278,941 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 650 | +650 | +100.00% | $273,390 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 3,790 | +710 | +23.05% | $270,606 |
| VANGUARD WORLD FD | ESGV | Other | 0.10% | 2,020 | -5 | -0.25% | $267,067 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.09% | 3,513 | - | - | $263,105 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.09% | 1,777 | +1,777 | +100.00% | $260,527 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.09% | 630 | - | - | $250,538 |
| FRANKLIN TEMPLETON ETF TR | FLBL | Other | 0.09% | 10,703 | +10,703 | +100.00% | $245,313 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.09% | 1,109 | +220 | +24.75% | $244,575 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.08% | 8,532 | +8,532 | +100.00% | $233,180 |
| CLOUDFLARE INC | NET | Technology | 0.08% | 919 | +919 | +100.00% | $225,412 |
| NUSHARES ETF TR | NULG | Other | 0.08% | 1,914 | +1,914 | +100.00% | $224,053 |
| VANGUARD INDEX FDS | VTI | Other | 0.08% | 598 | +598 | +100.00% | $221,253 |
| LAM RESEARCH CORP | LRCX | Other | 0.08% | 503 | +503 | +100.00% | $218,103 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.08% | 2,335 | -183 | -7.27% | $218,045 |