Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Equity Wealth Partners, LLC

•CIK: 2097037•Filing: Q4 2025

**Equity Wealth Partners, LLC** manages $154M across a diversified portfolio of 78 positions. The firm exhibits significant concentration in technology and market indices, with top holdings including VO at $16.5M and IWY at $14.7M. Further notable allocations include SPY ($11.1M) and FNDX ($10.9M). This positioning suggests a core focus on established, large-cap equity exposure.

Total AUM

$154.2M

QoQ Performance

+25.1%

Positions

52

Top 10 Concentration

60.1%

Latest Filing

Q4 2025

Top Holdings Allocation

VO

IWY

SPY

FNDX

AVDE

BIV

VB

VO10.7%

IWY9.5%

SPY7.2%

FNDX7.1%

AVDE5.8%

BIV5.2%

VB5.1%

XLK4.2%

📈 Biggest Buys

ISHARES TR

+73.2%

9.5% of portfolio

SCHWAB STRATEGIC TR

+114.7%

7.1% of portfolio

VANGUARD INDEX FDS

+52.9%

10.7% of portfolio

SELECT SECTOR SPDR TR

+146.1%

4.2% of portfolio

VANGUARD INDEX FDS

+84.9%

5.1% of portfolio

📉 Biggest Sells

SCHWAB STRATEGIC TR

-25.0%

2.3% of portfolio

VANGUARD INDEX FDS

-20.3%

1.2% of portfolio

PACER FDS TR

-39.8%

0.4% of portfolio

INVESCO EXCH TRADED FD TR II

-24.4%

0.8% of portfolio

VANGUARD INDEX FDS

-14.1%

0.8% of portfolio

Sector Breakdown

Other83.6%

ETF9.4%

Technology3.3%

Consumer1.6%

Financial1.2%

Industrial0.5%

Energy0.3%

Communication0.2%

🚪 Exited Positionssold since Q3 2025

AMERICAN CENTY ETF TR

SOLD

$343.7K

VEEVA SYS INC

SOLD

$232.1K

ZSCALER INC

SOLD

$231.9K

HOME DEPOT INC

SOLD

$227.4K

TESLA INC

SOLD

$208.1K

Changes from Q3 2025

NEW3 new positions

↑37 increased

↓34 decreased

Historical Filings

Q4 2025Q3 2025

📌 Top Holdings

VANGUARD INDEX FDS

SPDR S&P 500 ETF TR

SCHWAB STRATEGIC TR

AMERICAN CENTY ETF TR

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