Equity Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Equity Wealth Partners, Llc disclosed 109 stock positions valued at approximately $303.84M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $303.84M
Holdings by Sector
Equity Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VO | Other | 10.82% | 419,235 | +30,595 | +7.87% | $32,876,388 |
| VANGUARD INDEX FDS | VB | Other | 7.25% | 77,479 | +16,049 | +26.13% | $22,041,867 |
| ISHARES TR | IWY | Other | 6.32% | 65,118 | +821 | +1.28% | $19,203,931 |
| SCHWAB STRATEGIC TR | FNDX | Other | 5.14% | 496,447 | +12,973 | +2.68% | $15,623,182 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.88% | 162,000 | +20,277 | +14.31% | $11,803,321 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.74% | 14,914 | -6 | -0.04% | $11,374,226 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.71% | 125,065 | +7,419 | +6.31% | $11,269,631 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.45% | 81,895 | +13,126 | +19.09% | $10,489,942 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 3.44% | 220,296 | +51,500 | +30.51% | $10,448,621 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 3.15% | 452,098 | +106,096 | +30.66% | $9,570,907 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.96% | 46,008 | -788 | -1.68% | $9,006,012 |
| ISHARES TR | IVV | Other | 2.83% | 11,212 | -1,216 | -9.78% | $8,586,993 |
| CAPITAL GROUP INTERNATIONAL | CGIC | Other | 2.81% | 237,005 | +64,644 | +37.51% | $8,527,435 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 2.62% | 216,550 | +35,243 | +19.44% | $7,948,482 |
| VANGUARD INDEX FDS | VOO | Other | 2.07% | 8,973 | +753 | +9.16% | $6,289,048 |
| ISHARES TR | IDEV | Other | 2.03% | 68,977 | +228 | +0.33% | $6,172,025 |
| ISHARES TR | IUSB | Other | 1.76% | 121,173 | +1,243 | +1.04% | $5,342,504 |
| CAPITAL GROUP NEW GEOGRAPHY | CGNG | Other | 1.66% | 138,080 | +23,907 | +20.94% | $5,033,016 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.39% | 37,741 | +18 | +0.05% | $4,213,815 |
| ISHARES TR | AGG | Other | 1.23% | 39,497 | -3,021 | -7.11% | $3,734,058 |
| EA SERIES TRUST | FRDM | Other | 1.10% | 47,679 | +1,552 | +3.36% | $3,335,598 |
| VANGUARD WORLD FD | VAW | Other | 1.06% | 14,777 | +5,101 | +52.72% | $3,223,885 |
| VANGUARD INDEX FDS | VTV | Other | 1.05% | 14,808 | +6,026 | +68.62% | $3,199,682 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.02% | 95,217 | -7,476 | -7.28% | $3,097,396 |
| NVIDIA CORPORATION | NVDA | Technology | 0.99% | 13,226 | -383 | -2.81% | $3,020,645 |
| VANGUARD BD INDEX FDS | BND | Other | 0.93% | 40,140 | +12,451 | +44.97% | $2,815,814 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.90% | 11,693 | +202 | +1.76% | $2,727,983 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.87% | 29,069 | -514 | -1.74% | $2,628,955 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.85% | 54,367 | +6,848 | +14.41% | $2,586,782 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.81% | 68,770 | -415 | -0.60% | $2,470,923 |
Showing 30 of 109 holdings in the latest reporting period.