Equity Wealth Partners, LLC
Equity Wealth Partners, LLC reported 109 positions worth $278.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VO (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VO | SH | $31.3M | 11.25% | 388,640 | — | — | |
| ▸ 2 | IWY | SH | $18.7M | 6.72% | 64,297 | — | — | |
| ▸ 3 | VB | SH | $18.6M | 6.69% | 61,430 | — | — | |
| ▸ 4 | FNDX | SH | $15.0M | 5.40% | 483,474 | — | — | |
| ▸ 5 | SPY | SH | $11.1M | 4.00% | 14,920 | — | — | |
| ▸ 6 | BIV | SH | $10.9M | 3.91% | 141,723 | — | — | |
| ▸ 7 | AVDE | SH | $10.5M | 3.77% | 117,646 | — | — | |
| ▸ 8 | IVV | SH | $9.3M | 3.35% | 12,428 | — | — | |
| ▸ 9 | XLK | SH | $8.9M | 3.20% | 46,796 | — | — | |
| ▸ 10 | AVUS | SH | $8.8M | 3.17% | 68,769 | — | — |
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Frequently Asked Questions
What stocks does Equity Wealth Partners, LLC hold as of Q2 2026?
Equity Wealth Partners, LLC reported 109 positions worth $278.2M in its Q2 2026 13F filing. Largest positions: VO (11.3%), IWY (6.7%), VB (6.7%), FNDX (5.4%) and SPY (4.0%).
What did Equity Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Equity Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.