Equita Financial Network, Inc.
CIK: 0001994461SEC EDGAR →
Portfolio Value
$331.8B
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 160,138 | $53.7B | 16.18% |
| 2 | VANGUARD TAX-MANAGED FDS | 565,986 | $35.4B | 10.66% |
| 3 | DIMENSIONAL ETF TRUST | 590,753 | $19.4B | 5.86% |
| 4 | VANGUARD SCOTTSDALE FDS | 222,472 | $18.6B | 5.61% |
| 5 | DIMENSIONAL ETF TRUST | 484,115 | $18.4B | 5.54% |
| 6 | DIMENSIONAL ETF TRUST | 331,640 | $17.5B | 5.26% |
| 7 | DIMENSIONAL ETF TRUST | 503,023 | $16.6B | 5.01% |
| 8 | SPDR SERIES TRUST | 445,153 | $12.8B | 3.87% |
| 9 | DIMENSIONAL ETF TRUST | 324,916 | $11.1B | 3.35% |
| 10 | AMERICAN CENTY ETF TR | 208,603 | $9.1B | 2.74% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$53.7B · 160K shares
$35.4B · 566K shares
$19.4B · 591K shares
$18.6B · 222K shares
$18.4B · 484K shares
$17.5B · 332K shares
$16.6B · 503K shares
$12.8B · 445K shares
$11.1B · 325K shares
$9.1B · 209K shares
$7.9B · 78K shares
$7.7B · 294K shares
$7.5B · 144K shares
$6.5B · 82K shares
$4.9B · 8K shares
$4.6B · 45K shares
$4.3B · 100K shares
$3.7B · 74K shares
$3.4B · 77K shares
$3.3B · 31K shares
$3.1B · 5K shares
$2.9B · 31K shares
$2.9B · 38K shares
$2.6B · 49K shares
$2.6B · 34K shares
$2.5B · 30K shares
$2.5B · 43K shares
$2.2B · 50K shares
$2.1B · 22K shares
$2.1B · 49K shares
$1.8B · 16K shares
$1.4B · 3K shares
$1.4B · 19K shares
$1.3B · 7K shares
$1.2B · 28K shares
$1.2B · 5K shares
$1.1B · 26K shares
$1.1B · 24K shares
$1.1B · 18K shares
$1.1B · 25K shares
$1.0B · 15K shares
$997.0M · 4K shares
$994.0M · 2K shares
$989.0M · 18K shares
$983.0M · 4K shares
$923.0M · 19K shares
$908.0M · 17K shares
$897.0M · 24K shares
$831.0M · 7K shares
$831.0M · 31K shares
$812.0M · 12K shares
$726.0M · 16K shares
$722.0M · 13K shares
$704.0M · 2K shares
$676.0M · 7K shares
$642.0M · 9K shares
$601.0M · 6K shares
$598.0M · 12K shares
$532.0M · 10K shares
$507.0M · 1K shares
$501.0M · 760 shares
$496.0M · 725 shares
$463.0M · 2K shares
$450.0M · 18K shares
$420.0M · 6K shares
$408.0M · 5K shares
$401.0M · 3K shares
$391.0M · 1K shares
$390.0M · 12K shares
$377.0M · 3K shares
$374.0M · 8K shares
$363.0M · 768 shares
$347.0M · 14K shares
$342.0M · 3K shares
$325.0M · 940 shares
$320.0M · 4K shares
$317.0M · 6K shares
$317.0M · 13K shares
$312.0M · 4K shares
$312.0M · 622 shares
$312.0M · 13K shares
$310.0M · 965 shares
$287.0M · 5K shares
$280.0M · 1K shares
$276.0M · 8K shares
$252.0M · 10K shares
$232.0M · 2K shares
$223.0M · 2K shares
$218.0M · 6K shares
$211.0M · 4K shares
$209.0M · 5K shares
$206.0M · 6K shares
$203.0M · 2K shares
$146.0M · 17K shares
$10.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $319.3B | 96.2% |
| Technology | 8 | $5.3B | 1.6% |
| Consumer Cyclical | 4 | $3.0B | 0.9% |
| Communication Services | 4 | $2.0B | 0.6% |
| Unknown | 4 | $1.8B | 0.6% |
| Consumer Defensive | 1 | $223.0M | 0.1% |
| Industrials | 2 | $156.0M | 0.0% |