§ 13F · FUND PROFILE
Equity Wealth Partners, LLC.
AUM · $123M (13F)Positions · 80Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | 389K | $31M | 11.3% | +540% |
| 2 | IWY | ISHARES TR | 64K | $19M | 6.7% | +8% |
| 3 | VB | VANGUARD INDEX FDS | 61K | $19M | 6.7% | +90% |
| 4 | FNDX | SCHWAB STRATEGIC TR | 483K | $15M | 5.4% | +6% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 15K | $11M | 4.0% | −5% |
| 6 | BIV | VANGUARD BD INDEX FDS | 142K | $11M | 3.9% | +20% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 118K | $10M | 3.8% | +5% |
| 8 | IVV | ISHARES TR | 12K | $9M | 3.3% | +667% |
| 9 | XLK | SELECT SECTOR SPDR TR | 47K | $9M | 3.2% | +1% |
| 10 | AVUS | AMERICAN CENTY ETF TR | 69K | $9M | 3.2% | +1696% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EQUITY SIGNAL
AC read
Equity Wealth Partners, LLC is a Other fund managing $123 million in assets. The fund runs a portfolio of 80 positions.
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