Equity Wealth Partners, Llc Portfolio Stock Holdings
Equity Wealth Partners, Llc disclosed 76 stock positions valued at approximately $154.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 76
- Portfolio Value
- $154.7M
Holdings by Sector
Equity Wealth Partners, Llc Portfolio Holdings in Q1 2026
76 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VO | Other | 11.27% | 60,706 | +3,914 | +6.89% | $17,433,610 |
| ISHARES TR | IWY | Other | 9.62% | 59,794 | +6,846 | +12.93% | $14,879,234 |
| SCHWAB STRATEGIC TR | FNDX | Other | 8.19% | 454,730 | +53,252 | +13.26% | $12,664,232 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.57% | 15,626 | -649 | -3.99% | $10,162,229 |
| AMERICAN CENTY ETF TR | AVDE | Other | 6.15% | 112,091 | +3,362 | +3.09% | $9,509,787 |
| VANGUARD BD INDEX FDS | BIV | Other | 5.91% | 118,369 | +15,409 | +14.97% | $9,135,689 |
| VANGUARD INDEX FDS | VB | Other | 5.47% | 32,288 | +1,934 | +6.37% | $8,456,738 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.00% | 46,545 | +1,384 | +3.06% | $6,185,885 |
| ISHARES TR | AGG | Other | 2.64% | 41,137 | -2,614 | -5.97% | $4,083,654 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 2.48% | 37,124 | +350 | +0.95% | $3,837,466 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.16% | 109,030 | -18,493 | -14.50% | $3,345,045 |
| EA SERIES TRUST | FRDM | Other | 1.60% | 45,385 | +1,881 | +4.32% | $2,480,301 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.56% | 11,251 | -419 | -3.59% | $2,419,593 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.53% | 29,383 | +183 | +0.63% | $2,368,534 |
| NVIDIA CORPORATION | NVDA | Technology | 1.48% | 13,162 | +194 | +1.50% | $2,295,500 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.46% | 45,115 | +1,863 | +4.31% | $2,255,302 |
| VANGUARD INDEX FDS | VOO | Other | 1.35% | 3,490 | -177 | -4.83% | $2,085,542 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.29% | 68,634 | -869 | -1.25% | $1,999,321 |
| ISHARES TR | IDEV | Other | 1.13% | 20,907 | -346 | -1.63% | $1,747,195 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.07% | 15,053 | -2,119 | -12.34% | $1,662,859 |
| VANGUARD INDEX FDS | VUG | Other | 1.07% | 3,788 | +94 | +2.54% | $1,654,431 |
| VANGUARD INDEX FDS | VOE | Other | 0.99% | 8,331 | -98 | -1.16% | $1,535,180 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.99% | 3,194 | +9 | +0.28% | $1,530,565 |
| AMERIPRISE FINL INC | AMP | Financial Services | 0.93% | 3,239 | +21 | +0.65% | $1,439,325 |
| ISHARES TR | IMCG | Other | 0.86% | 16,977 | -799 | -4.49% | $1,337,247 |
| VANGUARD INDEX FDS | VTV | Other | 0.85% | 6,729 | -5 | -0.07% | $1,320,183 |
| ISHARES TR | IJR | Other | 0.77% | 9,558 | -163 | -1.68% | $1,188,109 |
| ISHARES TR | IVV | Other | 0.68% | 1,621 | +13 | +0.81% | $1,059,069 |
| JANUS DETROIT STR TR | JAAA | Other | 0.68% | 20,959 | +770 | +3.81% | $1,055,686 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.63% | 6,715 | -232 | -3.34% | $982,270 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.62% | 4,636 | +38 | +0.83% | $965,540 |
| EA SERIES TRUST | STRV | Other | 0.62% | 22,898 | -90 | -0.39% | $961,040 |
| APPLE INC | AAPL | Technology | 0.61% | 3,721 | -81 | -2.13% | $944,452 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.60% | 3,926 | -724 | -15.57% | $932,877 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.57% | 11,774 | -87 | -0.73% | $879,762 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.54% | 482 | +14 | +2.99% | $833,388 |
| NEXSTAR MEDIA GROUP INC | NXST | Communication Services | 0.53% | 4,574 | -998 | -17.91% | $827,193 |
| AMERICAN CENTY ETF TR | TAXF | Other | 0.53% | 16,333 | -542 | -3.21% | $817,465 |
| HONEYWELL INTL INC | HON | Industrials | 0.52% | 3,566 | -17 | -0.47% | $806,124 |
| COLUMBIA ETF TR I | RECS | Other | 0.51% | 20,296 | -1,967 | -8.84% | $791,124 |
| SPDR SERIES TRUST | SLYG | Other | 0.49% | 7,874 | -629 | -7.40% | $760,780 |
| SHOPIFY INC | SHOP | Technology | 0.49% | 6,359 | +175 | +2.83% | $754,305 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.44% | 4,609 | -43 | -0.92% | $682,558 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.43% | 1,578 | +25 | +1.61% | $670,161 |
| VANGUARD INDEX FDS | VV | Other | 0.42% | 2,177 | +1,185 | +119.46% | $650,666 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.40% | 18,453 | +35 | +0.19% | $623,158 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 3,563 | +24 | +0.68% | $604,453 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 0.34% | 11,956 | -1,327 | -9.99% | $531,449 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 491 | +3 | +0.61% | $489,683 |
| PACER FDS TR | COWZ | Other | 0.30% | 7,538 | -2,035 | -21.26% | $471,574 |
| BROADCOM INC | AVGO | Technology | 0.28% | 1,390 | +28 | +2.06% | $430,194 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.28% | 3,828 | -21 | -0.55% | $425,569 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.26% | 96 | -5 | -4.95% | $406,003 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.25% | 2,334 | -133 | -5.39% | $385,406 |
| ASML HLDG NV | ASML | Other | 0.24% | 277 | +1 | +0.36% | $366,107 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 1,232 | -7 | -0.56% | $353,280 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.22% | 5,610 | -421 | -6.98% | $337,273 |
| SPDR SERIES TRUST | SLYV | Other | 0.21% | 3,457 | -29 | -0.83% | $326,973 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.20% | 794 | +10 | +1.28% | $309,986 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.20% | 1,519 | +72 | +4.98% | $309,010 |
| NETFLIX INC. | NFLX | Communication Services | 0.19% | 3,080 | -49 | -1.57% | $296,142 |
| ISHARES TR | IJT | Other | 0.19% | 2,036 | +6 | +0.30% | $294,655 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.19% | 2,004 | - | - | $292,114 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.19% | 13,006 | -221 | -1.67% | $290,554 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.19% | 630 | -4 | -0.63% | $290,424 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.18% | 4,967 | +8 | +0.16% | $281,553 |
| MICROSOFT CORP | MSFT | Technology | 0.18% | 747 | -101 | -11.91% | $276,422 |
| ISHARES TR | IJH | Other | 0.17% | 3,964 | -10 | -0.25% | $267,663 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.17% | 3,513 | -211 | -5.67% | $256,918 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.16% | 818 | +1 | +0.12% | $254,320 |
| VANGUARD INDEX FDS | VNQ | Other | 0.15% | 2,676 | -206 | -7.15% | $237,318 |
| VANGUARD WORLD FD | ESGV | Other | 0.15% | 2,025 | +261 | +14.80% | $227,380 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.14% | 2,518 | -239 | -8.67% | $222,700 |
| VANGUARD STAR FDS | VXUS | Other | 0.14% | 2,862 | +2,862 | +100.00% | $220,656 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.14% | 889 | +2 | +0.23% | $210,021 |
| HONEST CO INC | HNST | Consumer Defensive | 0.02% | 10,087 | - | - | $29,656 |