Equita Financial Network, Inc.
โขCIK: 1994461โขFiling: Q4 2025
**Equita Financial Network, Inc.** manages $332M across a diversified portfolio of 95 holdings. The fund exhibits significant allocation to broad market exposure, notably VTI at $53.7M and VEA at $35.4M. Further concentration is evident in fixed income and sector-specific plays, including VCIT ($18.6M) and DISV ($18.4M). This structure suggests a tactical approach balancing core market growth with targeted yield generation.
Total AUM
$331.8M
QoQ Performance
+12.2%
Positions
45
Top 10 Concentration
64.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VEA
DFSV
VCIT
DISV
DFGX
DFEM
VTI16.2%
VEA10.7%
DFSV5.9%
VCIT5.6%
DISV5.5%
DFGX5.3%
DFEM5.0%
SPTI3.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other94.5%
ETF2.6%
Technology1.8%
Consumer0.9%
Financial0.2%
Communication0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
โ60 increased
โ17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023