§ 13F · FUND PROFILE
Equita Financial Network, Inc..
AUM · $360M (13F)Positions · 95Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 154K | $57M | 15.9% | +3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 517K | $37M | 10.2% | +1% |
| 3 | DFSV | DIMENSIONAL ETF TRUST | 506K | $20M | 5.4% | +1% |
| 4 | DFGX | DIMENSIONAL ETF TRUST | 366K | $20M | 5.4% | +4% |
| 5 | DISV | DIMENSIONAL ETF TRUST | 484K | $19M | 5.4% | +5% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 229K | $19M | 5.2% | +4% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 464K | $19M | 5.2% | ±0% |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 381K | $15M | 4.2% | +5% |
| 9 | SPTI | SPDR SERIES TRUST | 458K | $13M | 3.6% | +5% |
| 10 | AVRE | AMERICAN CENTY ETF TR | 218K | $10M | 2.9% | +5% |
§ 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 $360 million in assets. The fund runs a portfolio of 95 positions.
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