Institutional Fund
Equity Wealth Partners, LLC
Independence, MOCIK 20970373 filings on record
Portfolio Value
$154.71M
Q1 2026
Holdings
76
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.3%
from $154.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.3%
- Ishares Tr9.6%
- Schwab Strategic Tr8.2%
- Spdr S&P 500 ETF Tr6.6%
- American Centy ETF Tr6.1%
- Vanguard Bd Index Fds5.9%
- Other52.3%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 60.7K | $17.43M | 11.3% | +3.9K | Added |
| 2 | Ishares Tr | 59.8K | $14.88M | 9.6% | +6.8K | Added |
| 3 | Schwab Strategic Tr | 454.7K | $12.66M | 8.2% | +53.3K | Added |
| 4 | Spdr S&P 500 ETF Tr | 15.6K | $10.16M | 6.6% | −649 | Reduced |
| 5 | American Centy ETF Tr | 112.1K | $9.51M | 6.1% | +3.4K | Added |
| 6 | Vanguard Bd Index Fds | 118.4K | $9.14M | 5.9% | +15.4K | Added |
| 7 | Vanguard Index Fds | 32.3K | $8.46M | 5.5% | +1.9K | Added |
| 8 | Select Sector Spdr Tr | 46.5K | $6.19M | 4.0% | +1.4K | Added |
| 9 | Ishares Tr | 41.1K | $4.08M | 2.6% | −2.6K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 37.1K | $3.84M | 2.5% | +350 | Added |
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