Equity Wealth Partners, LLC

Est. AUM

$154.4M

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	MID CAP ETF	$17.4M	60706	11.29%	SOLE
2	ISHARES TR	RUS TP200 GR ETF	$14.9M	59794	9.64%	SOLE
3	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$12.7M	454730	8.20%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.2M	15626	6.58%	SOLE
5	AMERICAN CENTY ETF TR	INTL EQT ETF	$9.5M	112091	6.16%	SOLE
6	VANGUARD BD INDEX FDS	INTERMED TERM	$9.1M	118369	5.92%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$8.5M	32288	5.48%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.2M	46545	4.01%	SOLE
9	ISHARES TR	CORE US AGGBD ET	$4.1M	41137	2.64%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.8M	37124	2.48%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.3M	109030	2.17%	SOLE
12	EA SERIES TRUST	FREEDOM 100 EM	$2.5M	45385	1.61%	SOLE
13	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	11251	1.57%	SOLE
14	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.4M	29383	1.53%	SOLE
15	NVIDIA CORPORATION	COM	$2.3M	13162	1.49%	SOLE
16	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.3M	45115	1.46%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	3490	1.35%	SOLE
18	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.0M	68634	1.29%	SOLE
19	ISHARES TR	CORE MSCI INTL	$1.7M	20907	1.13%	SOLE
20	AMERICAN CENTY ETF TR	US SML CP VALU	$1.7M	15053	1.08%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$1.7M	3788	1.07%	SOLE
22	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	8331	0.99%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3194	0.99%	SOLE
24	AMERIPRISE FINL INC	COM	$1.4M	3239	0.93%	SOLE
25	ISHARES TR	MRGSTR MD CP GRW	$1.3M	16977	0.87%	SOLE
26	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6729	0.85%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$1.2M	9558	0.77%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$1.1M	1621	0.69%	SOLE
29	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.1M	20959	0.68%	SOLE
30	PALANTIR TECHNOLOGIES INC	CL A	$982K	6715	0.64%	SOLE
31	AMAZON COM INC	COM	$966K	4636	0.63%	SOLE
32	EA SERIES TRUST	STRIVE 500 ETF	$961K	22898	0.62%	SOLE
33	APPLE INC	COM	$944K	3721	0.61%	SOLE
34	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$933K	3926	0.60%	SOLE
35	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$880K	11774	0.57%	SOLE
36	MERCADOLIBRE INC	COM	$833K	482	0.54%	SOLE
37	NEXSTAR MEDIA GROUP INC	COMMON STOCK	$827K	4574	0.54%	SOLE
38	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$817K	16333	0.53%	SOLE
39	HONEYWELL INTL INC	COM	$806K	3566	0.52%	SOLE
40	COLUMBIA ETF TR I	RESH ENHNC COR	$791K	20296	0.51%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$761K	7874	0.49%	SOLE
42	SHOPIFY INC	CL A SUB VTG SHS	$754K	6359	0.49%	SOLE
43	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$683K	4609	0.44%	SOLE
44	AXON ENTERPRISE INC	COM	$670K	1578	0.43%	SOLE
45	VANGUARD INDEX FDS	LARGE CAP ETF	$651K	2177	0.42%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$623K	18453	0.40%	SOLE
47	EXXON MOBIL CORP	COM	$604K	3563	0.39%	SOLE
48	BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$531K	11956	0.34%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$490K	491	0.32%	SOLE
50	PACER FDS TR	US CASH COWS 100	$472K	7538	0.31%	SOLE

1–50 of 75

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