§ 13F · FUND PROFILE
Equity Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 78Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$154.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | 57K | $16.5T | 10.7% | NEW |
| 2 | IWY | ISHARES TR | 53K | $14.7T | 9.5% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 16K | $11.1T | 7.2% | NEW |
| 4 | FNDX | SCHWAB STRATEGIC TR | 401K | $10.9T | 7.1% | NEW |
| 5 | AVDE | AMERICAN CENTY ETF TR | 109K | $9.0T | 5.8% | NEW |
| 6 | BIV | VANGUARD BD INDEX FDS | 103K | $8.0T | 5.2% | NEW |
| 7 | VB | VANGUARD INDEX FDS | 30K | $7.8T | 5.1% | NEW |
| 8 | XLK | SELECT SECTOR SPDR TR | 45K | $6.5T | 4.2% | NEW |
| 9 | AGG | ISHARES TR | 44K | $4.4T | 2.8% | NEW |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | 37K | $3.8T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EQUITY SIGNAL
AC read
Equity Wealth Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed