Equity Wealth Partners, LLC Top Holdings and 13F Report (2026) About Equity Wealth Partners, LLCInvestment ActivityEquity Wealth Partners, LLC has $154.71 million in total holdings as of March 31, 2026.Equity Wealth Partners, LLC owns shares of 76 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 4.89% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, Equity Wealth Partners, LLC has purchased 78 new stocks and bought additional shares in 34 stocks.Equity Wealth Partners, LLC sold shares of 39 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $17,433,610iShares Russell Top 200 Growth ETF $14,879,234Schwab Fundamental U.S. Large Company ETF $12,664,232SPDR S&P 500 ETF Trust $10,162,229Avantis International Equity ETF $9,509,787 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $220,656 Holding Largest Purchases this Quarter iShares Russell Top 200 Growth ETF 6,846 shares (about $1.70M)Schwab Fundamental U.S. Large Company ETF 53,252 shares (about $1.48M)Vanguard Intermediate-Term Bond ETF 15,409 shares (about $1.19M)Vanguard Mid-Cap ETF 3,914 shares (about $1.12M)Vanguard Small-Cap ETF 1,934 shares (about $506.55K) Largest Sales this Quarter Schwab US Dividend Equity ETF 18,493 shares (about $567.37K)SPDR S&P 500 ETF Trust 649 shares (about $422.07K)iShares Core U.S. Aggregate Bond ETF 2,614 shares (about $259.49K)Avantis U.S. Small Cap Value ETF 2,119 shares (about $234.08K)Nexstar Media Group 998 shares (about $180.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEquity Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOVanguard Mid-Cap ETF$17,433,610$1,124,026 â–²6.9%60,70611.3%ETFIWYiShares Russell Top 200 Growth ETF$14,879,234$1,703,570 â–²12.9%59,7949.6%ETFFNDXSchwab Fundamental U.S. Large Company ETF$12,664,232$1,483,068 â–²13.3%454,7308.2%ETFSPYSPDR S&P 500 ETF Trust$10,162,229$422,071 â–¼-4.0%15,6266.6%FinanceAVDEAvantis International Equity ETF$9,509,787$285,232 â–²3.1%112,0916.1%ETFBIVVanguard Intermediate-Term Bond ETF$9,135,689$1,189,263 â–²15.0%118,3695.9%ETFVBVanguard Small-Cap ETF$8,456,738$506,545 â–²6.4%32,2885.5%ETFXLKTechnology Select Sector SPDR Fund$6,185,885$183,935 â–²3.1%46,5454.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,083,654$259,491 â–¼-6.0%41,1372.6%FinanceXMHQInvesco S&P MidCap Quality ETF$3,837,466$36,179 â–²1.0%37,1242.5%ETFSCHDSchwab US Dividend Equity ETF$3,345,045$567,366 â–¼-14.5%109,0302.2%ETFFRDMFreedom 100 Emerging Markets ETF$2,480,301$102,797 â–²4.3%45,3851.6%ETFVIGVanguard Dividend Appreciation ETF$2,419,593$90,108 â–¼-3.6%11,2511.6%ETFAVLVAvantis U.S. Large Cap Value ETF$2,368,534$14,751 â–²0.6%29,3831.5%ETFNVDANVIDIA$2,295,500$33,834 â–²1.5%13,1621.5%Computer and TechnologyJMUBJPMorgan Municipal ETF$2,255,302$93,132 â–²4.3%45,1151.5%ETFVOOVanguard S&P 500 ETF$2,085,542$105,771 â–¼-4.8%3,4901.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,999,321$25,314 â–¼-1.3%68,6341.3%ETFIDEViShares Core MSCI International Developed Markets ETF$1,747,195$28,915 â–¼-1.6%20,9071.1%ETFAVUVAvantis U.S. Small Cap Value ETF$1,662,859$234,079 â–¼-12.3%15,0531.1%ETFVUGVanguard Growth ETF$1,654,431$41,055 â–²2.5%3,7881.1%ETFVOEVanguard Mid-Cap Value ETF$1,535,180$18,059 â–¼-1.2%8,3311.0%ETFBRK.BBerkshire Hathaway$1,530,565$4,313 â–²0.3%3,1941.0%FinanceAMPAmeriprise Financial$1,439,325$9,332 â–²0.7%3,2390.9%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$1,337,247$62,936 â–¼-4.5%16,9770.9%ETFVTVVanguard Value ETF$1,320,183$981 â–¼-0.1%6,7290.9%ETFIJRiShares Core S&P Small-Cap ETF$1,188,109$20,262 â–¼-1.7%9,5580.8%ETFIVViShares Core S&P 500 ETF$1,059,069$8,493 â–²0.8%1,6210.7%ETFJAAAJanus Henderson AAA CLO ETF$1,055,686$38,784 â–²3.8%20,9590.7%ETFPALANTIR TECHNOLOGIES INC$982,270$33,937 â–¼-3.3%6,7150.6%CL AAMZNAmazon.com$965,540$7,914 â–²0.8%4,6360.6%Retail/WholesaleSTRVStrive 500 ETF$961,040$3,777 â–¼-0.4%22,8980.6%ETFAAPLApple$944,452$20,559 â–¼-2.1%3,7210.6%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$932,877$172,033 â–¼-15.6%3,9260.6%ETFVCLTVanguard Long-Term Corporate Bond ETF$879,762$6,501 â–¼-0.7%11,7740.6%ManufacturingMELIMercadoLibre$833,388$24,206 â–²3.0%4820.5%Retail/WholesaleNXSTNexstar Media Group$827,193$180,485 â–¼-17.9%4,5740.5%Consumer DiscretionaryTAXFAmerican Century Diversified Municipal Bond ETF$817,465$27,127 â–¼-3.2%16,3330.5%ETFHONHoneywell International$806,124$3,843 â–¼-0.5%3,5660.5%Multi-Sector ConglomeratesRECSColumbia Research Enhanced Core ETF$791,124$76,672 â–¼-8.8%20,2960.5%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$760,780$60,774 â–¼-7.4%7,8740.5%ETFSHOPIFY INC$754,305$20,759 â–²2.8%6,3590.5%CL A SUB VTG SHSVYMVanguard High Dividend Yield ETF$682,558$6,368 â–¼-0.9%4,6090.4%Financial ServicesAXONAxon Enterprise$670,161$10,617 â–²1.6%1,5780.4%AerospaceVVVanguard Large-Cap ETF$650,666$354,175 â–²119.5%2,1770.4%ETFBUFRFT Vest Laddered Buffer ETF$623,158$1,182 â–²0.2%18,4530.4%ETFXOMExxonMobil$604,453$4,072 â–²0.7%3,5630.4%EnergyBAMBrookfield Asset Management$531,449$58,986 â–¼-10.0%11,9560.3%FinanceCOSTCostco Wholesale$489,683$2,992 â–²0.6%4910.3%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$471,574$127,309 â–¼-21.3%7,5380.3%ETFAVGOBroadcom$430,194$8,666 â–²2.1%1,3900.3%Computer and TechnologyAVUSAvantis U.S. Equity ETF$425,569$2,335 â–¼-0.5%3,8280.3%ETFBKNGBooking$406,003$21,146 â–¼-5.0%960.3%Retail/WholesaleTXRHTexas Roadhouse$385,406$21,962 â–¼-5.4%2,3340.2%Retail/WholesaleASMLASML$366,107$1,322 â–²0.4%2770.2%Computer and TechnologyGOOGAlphabet$353,280$2,007 â–¼-0.6%1,2320.2%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$337,273$25,311 â–¼-7.0%5,6100.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$326,973$2,743 â–¼-0.8%3,4570.2%ETFCRWDCrowdStrike$309,986$3,904 â–²1.3%7940.2%Computer and TechnologyAMDAdvanced Micro Devices$309,010$14,647 â–²5.0%1,5190.2%Computer and TechnologyNFLXNetflix$296,142$4,711 â–¼-1.6%3,0800.2%Consumer DiscretionaryIJTiShares S&P Small-Cap 600 Growth ETF$294,655$868 â–²0.3%2,0360.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$292,1140.0%2,0040.2%ETFCGCPCapital Group Core Plus Income ETF$290,554$4,937 â–¼-1.7%13,0060.2%ETFISRGIntuitive Surgical$290,424$1,844 â–¼-0.6%6300.2%MedicalJEPIJPMorgan Equity Premium Income ETF$281,553$453 â–²0.2%4,9670.2%ETFMSFTMicrosoft$276,422$37,374 â–¼-11.9%7470.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$267,663$675 â–¼-0.3%3,9640.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$256,918$15,431 â–¼-5.7%3,5130.2%ETFMCDMcDonald's$254,320$311 â–²0.1%8180.2%Retail/WholesaleVNQVanguard Real Estate ETF$237,318$18,269 â–¼-7.1%2,6760.2%ETFESGVVanguard ESG U.S. Stock ETF$227,380$29,307 â–²14.8%2,0250.1%ETFVIGIVanguard International Dividend Appreciation ETF$222,700$21,138 â–¼-8.7%2,5180.1%ETFVXUSVanguard Total International Stock ETF$220,656$220,656 â–²New Holding2,8620.1%ETFLOWLowe's Companies$210,021$472 â–²0.2%8890.1%Retail/WholesaleHNSTHonest$29,6560.0%10,0870.0%Consumer DiscretionarySPYVSPDR Portfolio S&P 500 Value ETF$0$292,156 â–¼-100.0%00.0%ETFMAMastercard$0$223,930 â–¼-100.0%00.0%Business ServicesKNSLKinsale Capital Group$0$210,801 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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