account_balance
Investment manager · 13F filer · SEC CIK 1994461
Equita Financial Network, Inc.
Reported value$353Mas of Sep 30, 2026
Positions86 3 new, 12 sold out
Top 10 weight64.2%VTI alone is 17%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
16.9%Added +3%
VEAVanguard Tax-Managed FDS
10.7%Added +4%
DISVDimensional ETF Trust
6.2%Added +4%
DFGXDimensional ETF Trust
5.7%Added +7%
VCITVanguard Scottsdale FDS
5.6%Added +11%
DFEMDimensional ETF Trust
5.4%Added +4%
DFLVDimensional ETF Trust
4.6%Added +5%
SPTISPDR Series Trust
3.9%Added +9%
AVREAmerican Centy ETF Tr
2.8%Added +3%
STIPiShares Tr
2.4%Added +6%
SCHBSchwab Strategic Tr
2.4%
DFSUDimensional ETF Trust
2.4%Added +12%
VTIVanguard Index FDS
16.9%Added +3%
VEAVanguard Tax-Managed FDS
10.7%+4%
DISVDimensional ETF Trust
6.2%
DFGXDimensional ETF Trust
5.7%
VCITVanguard Scottsdale FDS
5.6%+11%
DFEMDimensional ETF Trust
5.4%+4%
DFLVDimensional ETF Trust
4.6%
SPTI3.9%
AVRE
STIP
SCHB
DFSU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 16.9% Added +3%
VEA Vanguard Tax-Managed FDS 10.7% Added +4%
DISV Dimensional ETF Trust 6.2% Added +4%
DFGX Dimensional ETF Trust 5.7% Added +7%
VCIT Vanguard Scottsdale FDS 5.6% Added +11%
DFEM Dimensional ETF Trust 5.4% Added +4%
DFLV Dimensional ETF Trust 4.6% Added +5%
SPTI SPDR Series Trust 3.9% Added +9%
AVRE American Centy ETF Tr 2.8% Added +3%
STIP iShares Tr 2.4% Added +6%
SCHB Schwab Strategic Tr 2.4% Held
DFSU Dimensional ETF Trust 2.4% Added +12%
What changed
Biggest moves since Jun 30, 2026
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