Equity Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Equity Wealth Partners, Llc disclosed 109 stock positions valued at approximately $278.23M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $278.23M
Holdings by Sector
Equity Wealth Partners, Llc Portfolio Holdings in Q2 2026
| 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 |
| CAPITAL GROUP INTERNATIONAL | CGIC | Other | 2.25% | 172,361 | +172,361 | +100.00% | $6,272,217 |
| 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 |
| CAPITAL GROUP NEW GEOGRAPHY | CGNG | Other | 1.54% | 114,173 | +114,173 | +100.00% | $4,276,921 |
| 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 |
Showing 30 of 109 holdings in the latest reporting period.