Equity Wealth Partners, LLC — 13F holdings

Equity Wealth Partners, LLC reported 109 holdings worth $278M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. VO VANGUARD INDEX FDS — $31.3M (11.3%)
  2. IWY ISHARES TR — $18.7M (6.7%)
  3. VB VANGUARD INDEX FDS — $18.6M (6.7%)
  4. FNDX SCHWAB STRATEGIC TR — $15.0M (5.4%)
  5. SPY SPDR S&P 500 ETF TR — $11.1M (4.0%)
  6. BIV VANGUARD BD INDEX FDS — $10.9M (3.9%)
  7. AVDE AMERICAN CENTY ETF TR — $10.5M (3.8%)
  8. IVV ISHARES TR — $9.31M (3.3%)
  9. XLK SELECT SECTOR SPDR TR — $8.92M (3.2%)
  10. AVUS AMERICAN CENTY ETF TR — $8.81M (3.2%)