Equita Financial Network, Inc.
CIK: 0001994461SEC EDGAR →
Portfolio Value
$331.8M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 160,138 | $53.7M | 16.18% |
| 2 | VANGUARD TAX-MANAGED FDS | 565,986 | $35.4M | 10.66% |
| 3 | DIMENSIONAL ETF TRUST | 590,753 | $19.4M | 5.86% |
| 4 | VANGUARD SCOTTSDALE FDS | 222,472 | $18.6M | 5.61% |
| 5 | DIMENSIONAL ETF TRUST | 484,115 | $18.4M | 5.54% |
| 6 | DIMENSIONAL ETF TRUST | 331,640 | $17.5M | 5.26% |
| 7 | DIMENSIONAL ETF TRUST | 503,023 | $16.6M | 5.01% |
| 8 | SPDR SERIES TRUST | 445,153 | $12.8M | 3.87% |
| 9 | DIMENSIONAL ETF TRUST | 324,916 | $11.1M | 3.35% |
| 10 | AMERICAN CENTY ETF TR | 208,603 | $9.1M | 2.74% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$53.7M · 160K shares
$35.4M · 566K shares
$19.4M · 591K shares
$18.6M · 222K shares
$18.4M · 484K shares
$17.5M · 332K shares
$16.6M · 503K shares
$12.8M · 445K shares
$11.1M · 325K shares
$9.1M · 209K shares
$7.9M · 78K shares
$7.7M · 294K shares
$7.5M · 144K shares
$6.5M · 82K shares
$4.9M · 8K shares
$4.6M · 45K shares
$4.3M · 100K shares
$3.7M · 74K shares
$3.4M · 77K shares
$3.3M · 31K shares
$3.1M · 5K shares
$2.9M · 31K shares
$2.9M · 38K shares
$2.6M · 49K shares
$2.6M · 34K shares
$2.5M · 30K shares
$2.5M · 43K shares
$2.2M · 50K shares
$2.1M · 22K shares
$2.1M · 49K shares
$1.8M · 16K shares
$1.4M · 3K shares
$1.4M · 19K shares
$1.3M · 7K shares
$1.2M · 28K shares
$1.2M · 5K shares
$1.1M · 26K shares
$1.1M · 24K shares
$1.1M · 18K shares
$1.1M · 25K shares
$1.0M · 15K shares
$997K · 4K shares
$994K · 2K shares
$989K · 18K shares
$983K · 4K shares
$923K · 19K shares
$908K · 17K shares
$897K · 24K shares
$831K · 7K shares
$831K · 31K shares
$812K · 12K shares
$726K · 16K shares
$722K · 13K shares
$704K · 2K shares
$676K · 7K shares
$642K · 9K shares
$601K · 6K shares
$598K · 12K shares
$532K · 10K shares
$507K · 1K shares
$501K · 760 shares
$496K · 725 shares
$463K · 2K shares
$450K · 18K shares
$420K · 6K shares
$408K · 5K shares
$401K · 3K shares
$391K · 1K shares
$390K · 12K shares
$377K · 3K shares
$374K · 8K shares
$363K · 768 shares
$347K · 14K shares
$342K · 3K shares
$325K · 940 shares
$320K · 4K shares
$317K · 6K shares
$317K · 13K shares
$312K · 4K shares
$312K · 622 shares
$312K · 13K shares
$310K · 965 shares
$287K · 5K shares
$280K · 1K shares
$276K · 8K shares
$252K · 10K shares
$232K · 2K shares
$223K · 2K shares
$218K · 6K shares
$211K · 4K shares
$209K · 5K shares
$206K · 6K shares
$203K · 2K shares
$146K · 17K shares
$10K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $319.3M | 96.2% |
| Technology | 8 | $5.3M | 1.6% |
| Consumer Cyclical | 4 | $3.0M | 0.9% |
| Communication Services | 4 | $2.0M | 0.6% |
| Unknown | 4 | $1.8M | 0.6% |
| Consumer Defensive | 1 | $223K | 0.1% |
| Industrials | 2 | $156K | 0.0% |