Equity Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$154.7M
Q ending 2026-03-31
Prior quarter
$154.2M
Q ending 2025-12-31
Change
+0.3% QoQ
Positions
76
reported holdings
Largest positions
All 76 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VO | Shares | $17.4M | 61K |
| Ishares Tr | IWY | Shares | $14.9M | 60K |
| Schwab Strategic Tr | FNDX | Shares | $12.7M | 455K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $10.2M | 16K |
| American Centy Etf Tr | AVDE | Shares | $9.5M | 112K |
| Vanguard Bd Index Fds | BIV | Shares | $9.1M | 118K |
| Vanguard Index Fds | VB | Shares | $8.5M | 32K |
| Select Sector Spdr Tr | XLK | Shares | $6.2M | 47K |
| Ishares Tr | AGG | Shares | $4.1M | 41K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $3.8M | 37K |
| Schwab Strategic Tr | SCHD | Shares | $3.3M | 109K |
| Ea Series Trust | FRDM | Shares | $2.5M | 45K |
| Vanguard Specialized Funds | VIG | Shares | $2.4M | 11K |
| American Centy Etf Tr | AVLV | Shares | $2.4M | 29K |
| Nvidia Corporation | NVDA | Shares | $2.3M | 13K |
| J P Morgan Exchange Traded F | JMUB | Shares | $2.3M | 45K |
| Vanguard Index Fds | VOO | Shares | $2.1M | 3K |
| Schwab Strategic Tr | SCHG | Shares | $2.0M | 69K |
| Ishares Tr | IDEV | Shares | $1.7M | 21K |
| American Centy Etf Tr | AVUV | Shares | $1.7M | 15K |
| Vanguard Index Fds | VUG | Shares | $1.7M | 4K |
| Vanguard Index Fds | VOE | Shares | $1.5M | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| Ameriprise Finl Inc | AMP | Shares | $1.4M | 3K |
| Ishares Tr | IMCG | Shares | $1.3M | 17K |
| Vanguard Index Fds | VTV | Shares | $1.3M | 7K |
| Ishares Tr | IJR | Shares | $1.2M | 10K |
| Ishares Tr | IVV | Shares | $1.1M | 2K |
| Janus Detroit Str Tr | JAAA | Shares | $1.1M | 21K |
| Palantir Technologies Inc | PLTR | Shares | $982K | 7K |
| Amazon Com Inc | AMZN | Shares | $966K | 5K |
| Ea Series Trust | STXF | Shares | $961K | 23K |
| Apple Inc | AAPL | Shares | $944K | 4K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $933K | 4K |
| Vanguard Scottsdale Fds | VCLT | Shares | $880K | 12K |
| Mercadolibre Inc | MELI | Shares | $833K | 482 |
| Nexstar Media Group Inc | NXST | Shares | $827K | 5K |
| American Centy Etf Tr | TAXF | Shares | $817K | 16K |
| Honeywell Intl Inc | HONGBP | Shares | $806K | 4K |
| Columbia Etf Tr I | RECS | Shares | $791K | 20K |
| Spdr Series Trust | SLYG | Shares | $761K | 8K |
| Shopify Inc | SHOP | Shares | $754K | 6K |
| Vanguard Whitehall Fds | VYM | Shares | $683K | 5K |
| Axon Enterprise Inc | AXON | Shares | $670K | 2K |
| Vanguard Index Fds | VV | Shares | $651K | 2K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $623K | 18K |
| Exxon Mobil Corp | XOM | Shares | $604K | 4K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $531K | 12K |
| Costco Wholesale Corporation | COST | Shares | $490K | 491 |
| Pacer Fds Tr | COWZ | Shares | $472K | 8K |
| Broadcom Inc | AVGO | Shares | $430K | 1K |
| American Centy Etf Tr | AVUS | Shares | $426K | 4K |
| Booking Holdings Inc | BKNG | Shares | $406K | 96 |
| Texas Roadhouse Inc | TXRH | Shares | $385K | 2K |
| Asml Hldg Nv | Shares | $366K | 277 | |
| Alphabet Inc | GOOG | Shares | $353K | 1K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $337K | 6K |
| Spdr Series Trust | SLYV | Shares | $327K | 3K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $310K | 794 |
| Advanced Micro Devices Inc | AMD | Shares | $309K | 2K |
| Netflix Inc. | NFLX | Shares | $296K | 3K |
| Ishares Tr | IJT | Shares | $295K | 2K |
| Vanguard Intl Equity Index F | VSS | Shares | $292K | 2K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $291K | 13K |
| Intuitive Surgical Inc | ISRG | Shares | $290K | 630 |
| J P Morgan Exchange Traded F | JEPI | Shares | $282K | 5K |
| Microsoft Corp | MSFT | Shares | $276K | 747 |
| Ishares Tr | IJH | Shares | $268K | 4K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $257K | 4K |
| Mcdonalds Corp | MCD | Shares | $254K | 818 |
| Vanguard Index Fds | VNQ | Shares | $237K | 3K |
| Vanguard World Fd | ESGV | Shares | $227K | 2K |
| Vanguard Whitehall Fds | VIGI | Shares | $223K | 3K |
| Vanguard Star Fds | VXUS | Shares | $221K | 3K |
| Lowes Cos Inc | LOW | Shares | $210K | 889 |
| Honest Co Inc | HNST | Shares | $30K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.