Equita Financial Network, Inc.

Est. AUM

$315.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$48.3M	150648	15.34%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$32.7M	510420	10.38%	SOLE
3	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$18.5M	351973	5.86%	SOLE
4	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$18.1M	459917	5.76%	SOLE
5	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$18.1M	218984	5.75%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$17.6M	502726	5.59%	SOLE
7	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$16.0M	463400	5.08%	SOLE
8	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$13.0M	363171	4.12%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$12.5M	435818	3.96%	SOLE
10	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$9.1M	207355	2.90%	SOLE
11	ISHARES TR	0-5 YR TIPS ETF	$8.0M	77352	2.54%	SOLE
12	PIMCO ETF TR	INTER MUN BD ACT	$7.7M	146845	2.43%	SOLE
13	SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.3M	288872	2.30%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$6.4M	80240	2.02%	SOLE
15	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$4.9M	119102	1.55%	SOLE
16	AMERICAN CENTY ETF TR	US SML CP VALU	$4.8M	43396	1.52%	SOLE
17	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.5M	91087	1.44%	SOLE
18	SPDR INDEX SHS FDS	STATE STREET SPD	$3.5M	75783	1.10%	SOLE
19	ISHARES TR	SHRT NAT MUN ETF	$3.5M	32447	1.10%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	4546	0.94%	SOLE
21	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.9M	29070	0.92%	SOLE
22	DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.8M	65819	0.89%	SOLE
23	ISHARES TR	NEW YORK MUN ETF	$2.6M	49278	0.83%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.5M	31342	0.80%	SOLE
25	NUSHARES ETF TR	NUVEEN ESG LRGVL	$2.4M	52803	0.76%	SOLE
26	AMAZON COM INC	COM	$2.3M	11245	0.74%	SOLE
27	ISHARES TR	ESG MSCI USA ETF	$2.2M	40680	0.71%	SOLE
28	APPLE INC	COM	$2.1M	8390	0.68%	SOLE
29	NUSHARES ETF TR	NUVEEN ESG LRGCP	$2.1M	23013	0.66%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	24230	0.61%	SOLE
31	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.9M	44327	0.60%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	3052	0.58%	SOLE
33	ISHARES TR	NATIONAL MUN ETF	$1.7M	16415	0.55%	SOLE
34	NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.3M	28289	0.40%	SOLE
35	ISHARES INC	ESG AWR MSCI EM	$1.2M	26097	0.38%	SOLE
36	LOWES COS INC	COM	$1.1M	4801	0.36%	SOLE
37	ISHARES TR	USD GRN BOND ETF	$1.1M	23254	0.35%	SOLE
38	VANGUARD WORLD FD	ESG US CORP BD	$1.1M	17547	0.35%	SOLE
39	MICROSOFT CORP	COM	$1.0M	2811	0.33%	SOLE
40	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.0M	21369	0.33%	SOLE
41	NVIDIA CORPORATION	COM	$1.0M	5742	0.32%	SOLE
42	ISHARES TR	ISHS 1-5YR INVS	$888K	16908	0.28%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$872K	1512	0.28%	SOLE
44	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$837K	31498	0.27%	SOLE
45	T ROWE PRICE ETF INC	PRICE DIV GRWT	$784K	17572	0.25%	SOLE
46	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$738K	13671	0.23%	SOLE
47	NETFLIX INC.	COM	$685K	7125	0.22%	SOLE
48	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$657K	8754	0.21%	SOLE
49	ISHARES INC	CORE MSCI EMKT	$636K	9132	0.20%	SOLE
50	SALESFORCE INC	COM	$622K	3334	0.20%	SOLE

1–50 of 86

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.