Q3 2026 13F · SEC CIK 2097037

Equity Wealth Partners, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $303.8M
Reported positions: 109
Holdings vs S&P 500, 3 yrs: —
Assets under management: $258.6M

Equity Wealth Partners, LLC is a wealth manager that reported 109 positions worth $303.8M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VO, 10.8%), Vanguard Index Fds (VB, 7.3%), Ishares Tr (IWY, 6.3%).

Equity Wealth Partners, LLC holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Equity Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOVanguard Index Fds	10.8%	11.3%	419,235	+7.9%	$32.9M
VBVanguard Index Fds	7.3%	6.7%	77,479	+26.1%	$22.0M
IWYIshares Tr	6.3%	6.7%	65,118	+1.3%	$19.2M
FNDXSchwab Strategic Tr	5.1%	5.4%	496,447	+2.7%	$15.6M
BIVVanguard Bd Index Fds	3.9%	3.9%	162,000	+14.3%	$11.8M
SPYState Str Spdr S&p 500 ETF T	3.7%	4.0%	14,914	-0.0%	$11.4M
AVDEAvantis International Equity ETF	3.7%	3.8%	125,065	+6.3%	$11.3M
AVUSAvantis U.S. Equity ETF	3.5%	3.2%	81,895	+19.1%	$10.5M
CGGRCapital Group Growth ETF	3.4%	2.9%	220,296	+30.5%	$10.4M
CGCPCapital Grp Fixed Incm ETF T	3.1%	2.8%	452,098	+30.7%	$9.6M
XLKSelect Sector Spdr Tr	3.0%	3.2%	46,008	-1.7%	$9.0M
IVVIshares Tr	2.8%	3.3%	11,212	-9.8%	$8.6M
CGICCapital Group International	2.8%	2.3%	237,005	+37.5%	$8.5M
CGIECapital Group International	2.6%	2.4%	216,550	+19.4%	$7.9M
VOOVanguard Index Fds	2.1%	2.0%	8,973	+9.2%	$6.3M
IDEVIshares Tr	2.0%	2.2%	68,977	+0.3%	$6.2M
IUSBIshares Tr	1.8%	2.0%	121,173	+1.0%	$5.3M
CGNGCapital Group New Geography	1.7%	1.5%	138,080	+20.9%	$5.0M
XMHQInvesco Exchange Traded Fd T	1.4%	1.5%	37,741	+0.0%	$4.2M
AGGIshares Tr	1.2%	1.5%	39,497	-7.1%	$3.7M
FRDMEa Series Trust	1.1%	1.2%	47,679	+3.4%	$3.3M
VAWVanguard World Fd	1.1%	0.8%	14,777	+52.7%	$3.2M
VTVVanguard Index Fds	1.1%	0.7%	14,808	+68.6%	$3.2M
SCHDSchwab Strategic Tr	1.0%	1.2%	95,217	-7.3%	$3.1M
NVDANvidia Corporation	1.0%	1.0%	13,226	-2.8%	$3.0M
BNDVanguard Bd Index Fds	0.9%	0.7%	40,140	+45.0%	$2.8M
VIGVanguard Specialized Funds	0.9%	1.0%	11,693	+1.8%	$2.7M
AVLVAmerican Centy ETF Tr	0.9%	1.0%	29,069	-1.7%	$2.6M
JMUBJ P Morgan Exchange Traded F	0.9%	0.9%	54,367	+14.4%	$2.6M
SCHGSchwab Strategic Tr	0.8%	0.8%	68,770	-0.6%	$2.5M
VUGVanguard Index Fds	0.7%	0.7%	22,465	-2.6%	$2.0M
AAPLApple Inc	0.6%	0.6%	5,524	-2.2%	$1.8M
CGDVCapital Group Dividend Value	0.6%	0.4%	36,416	+77.5%	$1.8M
JAAAJanus Detroit Str Tr	0.6%	0.4%	33,268	+34.7%	$1.7M
BUFRFirst Tr Exchng Traded Fd Vi	0.5%	—	44,403	—	$1.7M
AVUVAmerican Centy ETF Tr	0.5%	0.7%	14,103	-3.9%	$1.7M
VWOVanguard Intl Equity Index F	0.5%	0.6%	27,255	+0.9%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	3,243	-4.2%	$1.6M
AMPAmeriprise Finl Inc	0.5%	0.5%	3,182	-1.8%	$1.6M
VOEVanguard Index Fds	0.5%	0.6%	7,717	-6.6%	$1.5M
CGXUCapital Group Intl Focus Eqt	0.5%	—	43,664	—	$1.5M
IMCGIshares Tr	0.5%	0.6%	15,627	-7.9%	$1.5M
IJRIshares Tr	0.5%	0.5%	10,560	+3.3%	$1.4M
QQQMInvesco Exch Traded Fd Tr II	0.4%	0.4%	4,194	+9.5%	$1.3M
AMZNAmazon Com Inc	0.4%	0.4%	5,075	+0.9%	$1.3M
PLTRPalantir Technologies Inc	0.4%	—	6,710	—	$1.3M
IXUSIshares Tr	0.4%	—	12,997	—	$1.2M
CGMUCapital Grp Fixed Incm ETF T	0.4%	0.3%	46,467	+42.2%	$1.2M
AMDAdvanced Micro Devices Inc	0.4%	0.3%	1,957	+30.2%	$1.2M
STXFEa Series Trust	0.4%	0.4%	23,655	+6.9%	$1.2M

What Equity Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CGDV Capital Group Dividend Value+77.5% shares
VTV Vanguard Index Fds+68.6% shares
VAW Vanguard World Fd+52.7% shares
BND Vanguard Bd Index Fds+45.0% shares
CGMU Capital Grp Fixed Incm ETF T+42.2% shares
CGIC Capital Group International+37.5% shares
JAAA Janus Detroit Str Tr+34.7% shares
CGCP Capital Grp Fixed Incm ETF T+30.7% shares

Reduced

IVV Ishares Tr-9.8% shares
IMCG Ishares Tr-7.9% shares
SCHD Schwab Strategic Tr-7.3% shares
AGG Ishares Tr-7.1% shares
VOE Vanguard Index Fds-6.6% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$303.8M	109
Q2 2026	$278.2M	109
Q1 2026	$154.7M	76
Q4 2025	$154.2M	78
Q3 2025	$123.2M	80

Questions about Equity Wealth Partners, LLC's portfolio

What stocks does Equity Wealth Partners, LLC own?

Equity Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 109 positions worth $303.8M. The largest are Vanguard Index Fds (VO) at 10.8%, Vanguard Index Fds (VB) at 7.3%, Ishares Tr (IWY) at 6.3%, Schwab Strategic Tr (FNDX) at 5.1% and Vanguard Bd Index Fds (BIV) at 3.9%.

What did Equity Wealth Partners, LLC buy last quarter?

In Q3 2026, Equity Wealth Partners, LLC added Capital Group Dividend Value (CGDV) (+77.5% shares), Vanguard Index Fds (VTV) (+68.6% shares) and Vanguard World Fd (VAW) (+52.7% shares), compared with its Q2 2026 filing.

What did Equity Wealth Partners, LLC sell last quarter?

In Q3 2026, Equity Wealth Partners, LLC cut from its top 50 Vanguard Whitehall Fds (VYM), cut from its top 50 Axon Enterprise Inc (AXON), cut from its top 50 Vanguard Index Fds (VV), cut from its top 50 Spdr Series Trust (SLYG), Ishares Tr (IVV) (-9.8% shares), Ishares Tr (IMCG) (-7.9% shares) and Schwab Strategic Tr (SCHD) (-7.3% shares), compared with its Q2 2026 filing.

When is Equity Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Equity Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Equity Wealth Partners, LLC manage?

Equity Wealth Partners, LLC reported $258.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $303.8M.