account_balance
Investment manager · 13F filer · SEC CIK 2097037
Equity Wealth Partners, LLC
Reported value$304Mas of Sep 30, 2026
Positions109 6 new, 6 sold out
Top 10 weight50.9%VO alone is 11%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOVanguard Index FDS
10.8%Added +8%
VBVanguard Index FDS
7.3%Added +26%
IWYiShares Tr
6.3%
FNDXSchwab Strategic Tr
5.1%Added +3%
BIVVanguard Bd Index FDS
3.9%Added +14%
SPYSPDR S&P 500 ETF Trust
3.7%
AVDEAmerican Centy ETF Tr
3.7%Added +6%
AVUSAmerican Centy ETF Tr
3.5%Added +19%
CGGRCapital Group Growth ETF
3.4%Added +31%
CGCPCapital GRP Fixed Incm ETF T
3.1%+31%
XLKSelect Sector SPDR Tr
3.0%
IVViShares Tr
2.8%Trimmed −10%
VOVanguard Index FDS
10.8%Added +8%
VBVanguard Index FDS
7.3%+26%
IWYiShares Tr
6.3%
FNDXSchwab Strategic Tr
5.1%
BIVVanguard Bd Index FDS
3.9%+14%
SPYSPDR S&P 500 ETF Trust
3.7%
AVDEAmerican Centy ETF Tr
3.7%
AVUSAmerican Centy ETF Tr
3.5%
CGGR3.4%
CGCP3.1%
XLK3.0%
IVV2.8%
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
VO Vanguard Index FDS 10.8% Added +8%
VB Vanguard Index FDS 7.3% Added +26%
IWY iShares Tr 6.3% Held
FNDX Schwab Strategic Tr 5.1% Added +3%
BIV Vanguard Bd Index FDS 3.9% Added +14%
SPY SPDR S&P 500 ETF Trust 3.7% HeldAVDE American Centy ETF Tr 3.7% Added +6%
AVUS American Centy ETF Tr 3.5% Added +19%
CGGR Capital Group Growth ETF 3.4% Added +31%
CGCP Capital GRP Fixed Incm ETF T 3.1% Added +31%
XLK Select Sector SPDR Tr 3.0% Held
IVV iShares Tr 2.8% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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