Equity Wealth Partners, LLC
110 holdingsFiling period: 2026-06-30Current AUM: $278.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Index Fds | 388.6K | $31.3M | $31.6M | 11.35% | +327.9K | 2026-06-30 |
| 2 | IWY | iShares TR | 64.3K | $18.7M | $18.3M | 6.57% | +4.5K | 2026-06-30 |
| 3 | VB | Vanguard Index Fds | 61.4K | $18.6M | $17.7M | 6.37% | +29.1K | 2026-06-30 |
| 4 | FNDX | Schwab Strategic TR | 483.5K | $15.0M | $15.8M | 5.68% | +28.7K | 2026-06-30 |
| 5 | SPY | State Str Spdr S&P 500 ETF T | 14.9K | $11.1M | $11.4M | 4.10% | -706 | 2026-06-30 |
| 6 | BIV | Vanguard BD Index Fds | 141.7K | $10.9M | $10.5M | 3.77% | +23.4K | 2026-06-30 |
| 7 | AVDE | American Centy ETF TR | 117.6K | $10.5M | $10.5M | 3.77% | +5.6K | 2026-06-30 |
| 8 | IVV | iShares TR | 12.4K | $9.3M | $9.6M | 3.43% | +10.8K | 2026-06-30 |
| 9 | XLK | Select Sector Spdr TR | 46.8K | $8.9M | $8.7M | 3.13% | +251 | 2026-06-30 |
| 10 | AVUS | American Centy ETF TR | 68.8K | $8.8M | $8.9M | 3.18% | +64.9K | 2026-06-30 |
| 11 | CGGR | Capital Group Growth ETF | 168.8K | $8.0M | $7.8M | 2.80% | -- | 2026-06-30 |
| 12 | CGCP | Capital Grp Fixed Incm ETF T | 346.0K | $7.7M | $7.4M | 2.68% | +333.0K | 2026-06-30 |
| 13 | CGIE | Capital Group International | 181.3K | $6.7M | $6.5M | 2.34% | -- | 2026-06-30 |
| 14 | CGIC | Capital Group International | 172.4K | $6.3M | $6.0M | 2.16% | -- | 2026-06-30 |
| 15 | IDEV | iShares TR | 68.7K | $6.1M | $6.1M | 2.20% | +47.8K | 2026-06-30 |
| 16 | VOO | Vanguard Index Fds | 8.2K | $5.6M | $5.8M | 2.08% | +4.7K | 2026-06-30 |
| 17 | IUSB | iShares TR | 119.9K | $5.5M | $5.4M | 1.93% | -- | 2026-06-30 |
| 18 | CGNG | Capital Group New Geography | 114.2K | $4.3M | $3.8M | 1.38% | -- | 2026-06-30 |
| 19 | XMHQ | Invesco Exchange Traded FD T | 37.7K | $4.3M | $4.4M | 1.58% | +599 | 2026-06-30 |
| 20 | AGG | iShares TR | 42.5K | $4.2M | $4.1M | 1.47% | +1.4K | 2026-06-30 |
| 21 | FRDM | EA Series Trust | 46.1K | $3.4M | $2.9M | 1.05% | +742 | 2026-06-30 |
| 22 | SCHD | Schwab Strategic TR | 102.7K | $3.3M | $3.6M | 1.30% | -6,337 | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation | 13.6K | $2.7M | $2.9M | 1.06% | +447 | 2026-06-30 |
| 24 | VIG | Vanguard Specialized Funds | 11.5K | $2.7M | $2.8M | 1.01% | +240 | 2026-06-30 |
| 25 | AVLV | American Centy ETF TR | 29.6K | $2.7M | $2.8M | 0.99% | +200 | 2026-06-30 |
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