Equity Wealth Partners, LLC
CIK: 0002097037SEC EDGAR →
Portfolio Value
$154.2M
Holdings
78
As of
Q4 2025
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 56,792 | $16.5M | 10.69% |
| 2 | ISHARES TR | 52,948 | $14.7M | 9.51% |
| 3 | SCHWAB STRATEGIC TR | 401,478 | $10.9M | 7.08% |
| 4 | AMERICAN CENTY ETF TR | 108,729 | $8.9M | 5.80% |
| 5 | VANGUARD BD INDEX FDS | 102,960 | $8.0M | 5.20% |
| 6 | VANGUARD INDEX FDS | 30,354 | $7.8M | 5.08% |
| 7 | SELECT SECTOR SPDR TR | 45,161 | $6.5M | 4.22% |
| 8 | ISHARES TR | 43,751 | $4.4M | 2.83% |
| 9 | INVESCO EXCHANGE TRADED FD T | 36,774 | $3.8M | 2.44% |
| 10 | SCHWAB STRATEGIC TR | 127,523 | $3.5M | 2.27% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $120.9M | 87.6% |
| Technology | 9 | $7.5M | 5.5% |
| Unknown | 3 | $2.5M | 1.8% |
| Consumer Cyclical | 6 | $2.5M | 1.8% |
| Communication Services | 3 | $1.8M | 1.3% |
| Industrials | 2 | $1.6M | 1.1% |
| Energy | 1 | $425K | 0.3% |
| Consumer Defensive | 1 | $420K | 0.3% |
| Healthcare | 1 | $359K | 0.3% |