§ 13F · FUND PROFILE
Equita Financial Network, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $296M (13F)Positions · 91Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 151K | $48M | 15.2% | −6% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 510K | $33M | 10.3% | −10% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 352K | $18M | 5.8% | +6% |
| 4 | DISV | DIMENSIONAL ETF TRUST | 460K | $18M | 5.7% | −5% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 219K | $18M | 5.7% | −2% |
| 6 | DFSV | DIMENSIONAL ETF TRUST | 503K | $18M | 5.5% | −15% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 463K | $16M | 5.0% | −8% |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 363K | $13M | 4.1% | +12% |
| 9 | SPTI | SPDR SERIES TRUST | 436K | $12M | 3.9% | −2% |
| 10 | AVRE | AMERICAN CENTY ETF TR | 207K | $9M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EQUITA SIGNAL
AC read
Equita Financial Network, Inc. is a Other fund managing $296 million in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed