Equity Wealth Partners, LLC
77 holdingsFiling period: 2026-03-31Current AUM: $172.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | 60.7K | $17.4M | $19.7M | 11.38% | +3.9K | 2026-03-31 |
| 2 | IWY | ISHARES TR | 59.8K | $14.9M | $16.5M | 9.56% | +6.8K | 2026-03-31 |
| 3 | FNDX | SCHWAB STRATEGIC TR | 454.7K | $12.7M | $14.4M | 8.35% | +53.3K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 15.6K | $10.2M | $11.7M | 6.76% | -649 | 2026-03-31 |
| 5 | AVDE | AMERICAN CENTY ETF TR | 112.1K | $9.5M | $10.2M | 5.92% | +3.4K | 2026-03-31 |
| 6 | BIV | VANGUARD BD INDEX FDS | 118.4K | $9.1M | $8.9M | 5.17% | +15.4K | 2026-03-31 |
| 7 | VB | VANGUARD INDEX FDS | 32.3K | $8.5M | $9.5M | 5.51% | +1.9K | 2026-03-31 |
| 8 | XLK | SELECT SECTOR SPDR TR | 46.5K | $6.2M | $8.2M | 4.72% | +1.4K | 2026-03-31 |
| 9 | AGG | ISHARES TR | 41.1K | $4.1M | $4.0M | 2.32% | -2,614 | 2026-03-31 |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | 37.1K | $3.8M | $4.3M | 2.47% | +350 | 2026-03-31 |
| 11 | SCHD | SCHWAB STRATEGIC TR | 109.0K | $3.3M | $3.6M | 2.11% | -18,493 | 2026-03-31 |
| 12 | FRDM | EA SERIES TRUST | 45.4K | $2.5M | $3.0M | 1.71% | +1.9K | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 11.3K | $2.4M | $2.7M | 1.56% | -419 | 2026-03-31 |
| 14 | AVLV | AMERICAN CENTY ETF TR | 29.4K | $2.4M | $2.7M | 1.57% | +183 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 13.2K | $2.3M | $2.6M | 1.53% | +194 | 2026-03-31 |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | 45.1K | $2.3M | $2.2M | 1.30% | +1.9K | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 3.5K | $2.1M | $2.4M | 1.39% | -177 | 2026-03-31 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 68.6K | $2.0M | $2.3M | 1.36% | -869 | 2026-03-31 |
| 19 | IDEV | ISHARES TR | 20.9K | $1.7M | $1.9M | 1.09% | -346 | 2026-03-31 |
| 20 | AVUV | AMERICAN CENTY ETF TR | 15.1K | $1.7M | $1.9M | 1.09% | -2,119 | 2026-03-31 |
| 21 | VUG | VANGUARD INDEX FDS | 3.8K | $1.7M | $1.9M | 1.12% | +94 | 2026-03-31 |
| 22 | VOE | VANGUARD INDEX FDS | 8.3K | $1.5M | $1.7M | 0.99% | -98 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.2K | $1.5M | $1.5M | 0.89% | +9 | 2026-03-31 |
| 24 | AMP | AMERIPRISE FINL INC | 3.2K | $1.4M | $1.8M | 1.02% | +21 | 2026-03-31 |
| 25 | IMCG | ISHARES TR | 17.0K | $1.3M | $1.6M | 0.93% | -799 | 2026-03-31 |
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