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Equity Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Equity Wealth Partners, LLC

Investment Activity

  • Equity Wealth Partners, LLC has $303.84 million in total holdings as of September 30, 2026.
  • Equity Wealth Partners, LLC owns shares of 109 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 10.92% of the portfolio was purchased this quarter.
  • About 1.67% of the portfolio was sold this quarter.
  • This quarter, Equity Wealth Partners, LLC has purchased 109 new stocks and bought additional shares in 57 stocks.
  • Equity Wealth Partners, LLC sold shares of 42 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

14021D107 - CAPITAL GROUP CORE BALANCED
$615,452 Holding
56585A102 - Marathon Petroleum
$289,651 Holding
33740U729 - FIRST TR EXCHNG TRADED FD VI
$281,099 Holding
025072604 - Avantis Emerging Markets Equity ETF
$251,085 Holding
14020R107 - CAPITAL GROUP GLOBAL EQUITY
$226,996 Holding

Largest Purchases this Quarter

Vanguard Small-Cap ETF
16,049 shares (about $4.57M)
Capital Group Growth ETF
51,500 shares (about $2.44M)
Vanguard Mid-Cap ETF
30,595 shares (about $2.40M)
CAPITAL GROUP INTERNATIONAL
64,644 shares (about $2.33M)
Capital Group Core Plus Income ETF
106,096 shares (about $2.25M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
1,216 shares (about $931.30K)
iShares Core U.S. Aggregate Bond ETF
3,021 shares (about $285.61K)
Schwab US Dividend Equity ETF
7,476 shares (about $243.19K)
Brookfield Asset Management
4,196 shares (about $187.05K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEquity Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$32,876,388$2,399,258 ▲7.9%419,23510.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$22,041,867$4,565,752 ▲26.1%77,4797.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$19,203,931$242,121 ▲1.3%65,1186.3%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$15,623,182$408,260 ▲2.7%496,4475.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$11,803,321$1,477,382 ▲14.3%162,0003.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,374,226$4,576 ▼0.0%14,9143.7%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$11,269,631$668,528 ▲6.3%125,0653.7%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$10,489,942$1,681,311 ▲19.1%81,8953.5%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$10,448,621$2,442,641 ▲30.5%220,2963.4%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$9,570,907$2,246,051 ▲30.7%452,0983.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$9,006,012$154,250 ▼-1.7%46,0083.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,586,993$931,304 ▼-9.8%11,2122.8%ETF
CAPITAL GROUP INTERNATIONAL
$8,527,435$2,325,890 ▲37.5%237,0052.8%SHS
CAPITAL GROUP INTERNATIONAL
$7,948,482$1,293,597 ▲19.4%216,5502.6%SHS
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,289,048$527,767 ▲9.2%8,9732.1%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$6,172,025$20,401 ▲0.3%68,9772.0%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$5,342,504$54,804 ▲1.0%121,1731.8%ETF
CAPITAL GROUP NEW GEOGRAPHY
$5,033,016$871,410 ▲20.9%138,0801.7%SHS
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$4,213,815$2,010 ▲0.0%37,7411.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,734,058$285,606 ▼-7.1%39,4971.2%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$3,335,598$108,577 ▲3.4%47,6791.1%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$3,223,885$1,112,881 ▲52.7%14,7771.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,199,682$1,302,086 ▲68.6%14,8081.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,097,396$243,193 ▼-7.3%95,2171.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,020,645$87,472 ▼-2.8%13,2261.0%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,815,814$873,435 ▲45.0%40,1400.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,727,983$47,127 ▲1.8%11,6930.9%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$2,628,955$46,485 ▼-1.7%29,0690.9%ETF
J P MORGAN EXCHANGE TRADED F
$2,586,782$325,828 ▲14.4%54,3670.9%MUNICIPAL ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,470,923$14,911 ▼-0.6%68,7700.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,024,326$52,985 ▼-2.6%22,4650.7%ETF
Apple Inc. stock logo
AAPL
Apple
$1,839,469$40,625 ▼-2.2%5,5240.6%Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,778,920$776,665 ▲77.5%36,4160.6%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,679,046$432,783 ▲34.7%33,2680.6%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,663,780$905,163 ▲119.3%44,4030.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,660,929$66,541 ▼-3.9%14,1030.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,616,468$14,412 ▲0.9%27,2550.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,614,852$70,211 ▼-4.2%3,2430.5%Finance
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$1,566,596$28,063 ▼-1.8%3,1820.5%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,508,823$105,776 ▼-6.6%7,7170.5%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$1,497,234$676,540 ▲82.4%43,6640.5%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,467,240$125,439 ▼-7.9%15,6270.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,436,527$45,708 ▲3.3%10,5600.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,277,596$110,883 ▲9.5%4,1940.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,264,436$10,713 ▲0.9%5,0750.4%Consumer Discretionary
PALANTIR TECHNOLOGIES INC
$1,255,106$12,532 ▼-1.0%6,7100.4%CL A
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,234,585$446,643 ▲56.7%12,9970.4%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$1,205,354$357,661 ▲42.2%46,4670.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,197,214$277,739 ▲30.2%1,9570.4%Technology
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$1,166,294$75,633 ▲6.9%23,6550.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,022,062$3,259 ▼-0.3%6,5850.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$999,415$82,346 ▲9.0%2,8400.3%ETF
SHOPIFY INC
$936,811$44,193 ▼-4.5%6,3170.3%CL A SUB VTG SHS
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$822,780$27,656 ▼-3.3%4760.3%Consumer Discretionary
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$820,669$53,017 ▲6.9%11,9810.3%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$797,355$27,504 ▼-3.3%17,6840.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$785,249$575,567 ▲274.5%2,9660.3%Technology
Nexstar Media Group, Inc. stock logo
NXST
Nexstar Media Group
$736,834$139,772 ▲23.4%4,5600.2%Communication Services
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$729,250$43,325 ▼-5.6%6,8170.2%ETF
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$687,440$6,338 ▼-0.9%1,6270.2%Industrials
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$649,403$435,487 ▲203.6%14,5930.2%ETF
CAPITAL GROUP CORE BALANCED
$615,452$615,452 ▲New Holding16,7470.2%SHS
Microsoft Corporation stock logo
MSFT
Microsoft
$576,165$44,636 ▲8.4%1,1230.2%Technology
American Century Diversified Municipal Bond ETF stock logo
TAXF
American Century Diversified Municipal Bond ETF
$540,993$247,918 ▼-31.4%11,4170.2%ETF
EVERGY INC
$497,882$97,976 ▲24.5%6,3470.2%COM
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$492,600$268,759 ▲120.1%1,3160.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$487,441$1,405 ▼-0.3%1,3880.2%Technology
ASML Holding N.V. stock logo
ASML
ASML
$480,636$25,392 ▼-5.0%2650.2%Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$439,436$142,594 ▲48.0%6,1080.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$413,654$2,408 ▲0.6%3,2640.1%Consumer Staples
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$407,102$27,400 ▼-6.3%3,2390.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$399,886$20,437 ▼-4.9%1,1740.1%Communication Services
Booking Holdings Inc. stock logo
BKNG
Booking
$393,0050.0%2,4120.1%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$392,860$63,658 ▼-13.9%4320.1%Consumer Staples
WALMART INC
$388,206$202,312 ▲108.8%3,7360.1%COM
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$387,705$11,153 ▼-2.8%5,5620.1%ETF
HONEYWELL INTL INC
$368,616$8,018 ▼-2.1%1,7470.1%COM
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$353,455$102 ▲0.0%3,4600.1%ETF
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$351,454$16,416 ▼-4.5%2,2480.1%Consumer Discretionary
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$342,938$4,223 ▲1.2%4,2230.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$341,497$58,785 ▲20.8%4,0200.1%ETF
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$336,969$187,051 ▼-35.7%7,5590.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$328,498$1,480 ▲0.5%4440.1%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$325,7050.0%2,0310.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$323,052$19,859 ▼-5.8%1,3990.1%Consumer Discretionary
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$305,167$163,232 ▼-34.8%4,5710.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$304,275$4,610 ▲1.5%5,4120.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$303,556$36,214 ▼-10.7%2850.1%Technology
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$299,656$1,242 ▼-0.4%1,9300.1%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$289,651$289,651 ▲New Holding7330.1%Energy
Cloudflare, Inc. stock logo
NET
Cloudflare
$281,991$37,159 ▼-11.6%8120.1%Technology
FIRST TR EXCHNG TRADED FD VI
$281,099$281,099 ▲New Holding9,8500.1%FT VEST LAD
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$276,253$2,440 ▲0.9%2,0380.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$272,563$1,769 ▲0.7%2,6200.1%ETF
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$272,108$48,315 ▲21.6%10,3740.1%ETF
HONEYWELL AEROSPACE INC
$270,868$5,579 ▼-2.0%1,7480.1%COM
Netflix, Inc. stock logo
NFLX
Netflix
$263,7080.0%3,7900.1%Communication Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$260,491$2,325 ▲0.9%1,7930.1%Consumer Staples
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$259,837$3,660 ▲1.4%6390.1%Healthcare
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$257,043$15,597 ▼-5.7%1,2360.1%ETF

Showing largest 100 holdings. View all holdings.
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