Equita Financial Network, Inc. Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$331.8B
Holdings
95
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (95 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 160,138 | $53.7B | 16.18% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 565,986 | $35.4B | 10.66% | |
| 3 | DFSVDIMENSIONAL ETF TRUST | 590,753 | $19.4B | 5.86% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 222,472 | $18.6B | 5.61% | |
| 5 | DISVDIMENSIONAL ETF TRUST | 484,115 | $18.4B | 5.54% | |
| 6 | DFGXDIMENSIONAL ETF TRUST | 331,640 | $17.5B | 5.26% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 503,023 | $16.6B | 5.01% | |
| 8 | SPTISPDR SERIES TRUST | 445,153 | $12.8B | 3.87% | |
| 9 | DFLVDIMENSIONAL ETF TRUST | 324,916 | $11.1B | 3.35% | |
| 10 | AVREAMERICAN CENTY ETF TR | 208,603 | $9.1B | 2.74% | |
| 11 | STIPISHARES TR | 77,531 | $7.9B | 2.39% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 293,624 | $7.7B | 2.32% | |
| 13 | MUNIPIMCO ETF TR | 143,595 | $7.5B | 2.27% | |
| 14 | VCSHVANGUARD SCOTTSDALE FDS | 81,839 | $6.5B | 1.97% | |
| 15 | VOOVANGUARD INDEX FDS | 7,842 | $4.9B | 1.48% | |
| 16 | AVUVAMERICAN CENTY ETF TR | 44,850 | $4.6B | 1.38% | |
| 17 | DFSUDIMENSIONAL ETF TRUST | 99,684 | $4.3B | 1.30% | |
| 18 | VTEBVANGUARD MUN BD FDS | 74,472 | $3.7B | 1.13% | |
| 19 | SPDWSPDR INDEX SHS FDS | 76,798 | $3.4B | 1.03% | |
| 20 | SUBISHARES TR | 30,770 | $3.3B | 0.99% | |
| 21 | SPYSPDR S&P 500 ETF TR | 4,549 | $3.1B | 0.93% | |
| 22 | AVDVAMERICAN CENTY ETF TR | 31,150 | $2.9B | 0.88% | |
| 23 | DMXFISHARES TR | 38,422 | $2.9B | 0.87% | |
| 24 | NYFISHARES TR | 49,205 | $2.6B | 0.79% | |
| 25 | AVEMAMERICAN CENTY ETF TR | 33,659 | $2.6B | 0.78% | |
| 26 | SPTMSPDR SERIES TRUST | 30,272 | $2.5B | 0.75% | |
| 27 | USXFISHARES TR | 42,579 | $2.5B | 0.74% | |
| 28 | NULVNUSHARES ETF TR | 49,822 | $2.2B | 0.68% | |
| 29 | NULGNUSHARES ETF TR | 21,928 | $2.1B | 0.65% | |
| 30 | DFSIDIMENSIONAL ETF TRUST | 49,221 | $2.1B | 0.64% | |
| 31 | MUBISHARES TR | 16,340 | $1.8B | 0.53% | |
| 32 | MSFTMICROSOFT CORP | 2,894 | $1.4B | 0.42% | |
| 33 | BNDVANGUARD BD INDEX FDS | 18,760 | $1.4B | 0.42% | |
| 34 | NVDANVIDIA CORPORATION | 7,129 | $1.3B | 0.40% | |
| 35 | DFSEDIMENSIONAL ETF TRUST | 28,476 | $1.2B | 0.36% | |
| 36 | LOWLOWES COS INC | 4,779 | $1.2B | 0.35% | |
| 37 | NUSCNUSHARES ETF TR | 25,770 | $1.1B | 0.35% | |
| 38 | BGRNISHARES TR | 23,812 | $1.1B | 0.34% | |
| 39 | VCEBVANGUARD WORLD FD | 17,728 | $1.1B | 0.34% | |
| 40 | ESGEISHARES INC | 25,101 | $1.1B | 0.33% | |
| 41 | IEMGISHARES INC | 15,280 | $1.0B | 0.31% | |
| 42 | AMZNAMAZON COM INC | 4,320 | $997.0M | 0.30% | |
| 43 | NDQINVESCO QQQ TR | 1,619 | $994.0M | 0.30% | |
| 44 | DFGPDIMENSIONAL ETF TRUST | 18,306 | $989.0M | 0.30% | |
| 45 | AAPLAPPLE INC | 3,616 | $983.0M | 0.30% | |
| 46 | BNDXVANGUARD CHARLOTTE FDS | 19,105 | $923.0M | 0.28% | |
| 47 | IGSBISHARES TR | 17,175 | $908.0M | 0.27% | |
| 48 | USHYISHARES TR | 23,991 | $897.0M | 0.27% | |
| 49 | IJRISHARES TR | 6,922 | $831.0M | 0.25% | |
| 50 | DFGRDIMENSIONAL ETF TRUST | 31,457 | $831.0M | 0.25% | |
| 51 | IJHISHARES TR | 12,312 | $812.0M | 0.24% | |
| 52 | TDVGT ROWE PRICE ETF INC | 16,156 | $726.0M | 0.22% | |
| 53 | VWOVANGUARD INTL EQUITY INDEX F | 13,432 | $722.0M | 0.22% | |
| 54 | GOOGALPHABET INC | 2,244 | $704.0M | 0.21% | |
| 55 | SLYVSPDR SERIES TRUST | 7,440 | $676.0M | 0.20% | |
| 56 | VEUVANGUARD INTL EQUITY INDEX F | 8,741 | $642.0M | 0.19% | |
| 57 | ESGDISHARES TR | 6,327 | $601.0M | 0.18% | |
| 58 | SHMSPDR SERIES TRUST | 12,480 | $598.0M | 0.18% | |
| 59 | IGIBISHARES TR | 9,876 | $532.0M | 0.16% | |
| 60 | TSLATESLA INC | 1,128 | $507.0M | 0.15% | |
| 61 | METAMETA PLATFORMS INC | 760 | $501.0M | 0.15% | |
| 62 | IVVISHARES TR | 725 | $496.0M | 0.15% | |
| 63 | VTVVANGUARD INDEX FDS | 2,426 | $463.0M | 0.14% | |
| 64 | SCHRSCHWAB STRATEGIC TR | 17,968 | $450.0M | 0.14% | |
| 65 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,157 | $420.0M | 0.13% | |
| 66 | VXUSVANGUARD STAR FDS | 5,415 | $408.0M | 0.12% | |
| 67 | XLKSELECT SECTOR SPDR TR | 2,790 | $401.0M | 0.12% | |
| 68 | GOOGLALPHABET INC | 1,250 | $391.0M | 0.12% | |
| 69 | DFISDIMENSIONAL ETF TRUST | 11,868 | $390.0M | 0.12% | |
| 70 | DISDISNEY WALT CO | 3,320 | $377.0M | 0.11% | |
| 71 | ESMLISHARES TR | 8,135 | $374.0M | 0.11% | |
| 72 | IWFISHARES TR | 768 | $363.0M | 0.11% | |
| 73 | SUSBISHARES TR | 13,759 | $347.0M | 0.10% | |
| 74 | VONGVANGUARD SCOTTSDALE FDS | 2,811 | $342.0M | 0.10% | |
| 75 | AVGOBROADCOM INC | 940 | $325.0M | 0.10% | |
| 76 | GLDMWORLD GOLD TR | 3,755 | $320.0M | 0.10% | |
| 77 | TMEDT ROWE PRICE ETF INC | 6,358 | $317.0M | 0.10% | |
| 78 | CPNGCOUPANG INC | 13,472 | $317.0M | 0.10% | |
| 79 | CSCOCISCO SYS INC | 4,056 | $312.0M | 0.09% | |
| 80 | BRK/BBERKSHIRE HATHAWAY INC DEL | 622 | $312.0M | 0.09% | |
| 81 | SCHFSCHWAB STRATEGIC TR | 13,014 | $312.0M | 0.09% | |
| 82 | JPMJPMORGAN CHASE & CO. | 965 | $310.0M | 0.09% | |
| 83 | IGFISHARES TR | 4,688 | $287.0M | 0.09% | |
| 84 | IWDISHARES TR | 1,334 | $280.0M | 0.08% | |
| 85 | SCHGSCHWAB STRATEGIC TR | 8,465 | $276.0M | 0.08% | |
| 86 | REETISHARES TR | 10,133 | $252.0M | 0.08% | |
| 87 | JUSTGOLDMAN SACHS ETF TR | 2,403 | $232.0M | 0.07% | |
| 88 | WMTWALMART INC | 2,005 | $223.0M | 0.07% | |
| 89 | BTCGRAYSCALE BITCOIN MINI TR ET | 5,649 | $218.0M | 0.07% | |
| 90 | NACPTIDAL TRUST III | 4,300 | $211.0M | 0.06% | |
| 91 | TGRWT ROWE PRICE ETF INC | 4,551 | $209.0M | 0.06% | |
| 92 | FNDESCHWAB STRATEGIC TR | 5,718 | $206.0M | 0.06% | |
| 93 | VTECVANGUARD CALIF TAX FREE FDS | 2,025 | $203.0M | 0.06% | |
| 94 | PCTPURECYCLE TECHNOLOGIES INC | 17,100 | $146.0M | 0.04% | |
| 95 | NVXNOVONIX LIMITED | 10,000 | $10.0M | 0.00% |