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Equity Wealth Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2097037
Institutional-grade research for retail investors

Sector Allocation

  • Other90.2%$274.0M
  • Technology3.9%$11.8M
  • Financials3.3%$9.9M
  • Consumer Discretionary1.1%$3.4M
  • Consumer Staples0.5%$1.5M
  • Industrials0.4%$1.3M
  • Communication Services0.3%$1.0M
  • Utilities0.2%$497,882
  • Energy0.1%$289,651
  • Healthcare0.1%$259,837

AUM History

13fpro.ai/research/fund/equity-wealth-partners-llc-2097037

Conviction and streaks

Stable · top 10 = 50.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q3 2026

  • VANGUARD
    $32.9M
  • VANGUARD
    $22.0M
  • ISHARES
    $19.2M
  • SCHWAB
    $15.6M
  • VANGUARD
    $11.8M
  • SPYSPY
    $11.4M
  • AMERICAN
    $11.3M
  • AMERICAN
    $10.5M
  • CAPITAL
    $10.4M
  • CAPITAL
    $9.6M
  • SELECT
    $9.0M
  • ISHARES
    $8.6M
  • CAPITAL
    $8.5M
  • CAPITAL
    $7.9M
  • VANGUARD
    $6.3M
  • ISHARES
    $6.2M
  • ISHARES
    $5.3M
  • CAPITAL
    $5.0M
  • IVZIVZ
    $4.2M
  • ISHARES
    $3.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/equity-wealth-partners-llc-2097037

Equity Wealth Partners, LLC 13F holdings — Q3 2026

$303.8M portfolio (+9.2% QoQ) · 109 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio

  • 1

    VANGUARD INDEX FDS - MRNGSTR MID CAP

    $32.9M

    10.8% of stocks

    +8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    VANGUARD INDEX FDS - MRNGSTR SML CAP

    $22.0M

    7.3% of stocks

    +26%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    ISHARES TR - RUS TP200 GR ETF

    $19.2M

    6.3% of stocks

    +1%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    SCHWAB STRATEGIC TR - FUNDAMENTAL US L

    $15.6M

    5.1% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    VANGUARD BD INDEX FDS - INTERMED TERM

    $11.8M

    3.9% of stocks

    +14%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $11.4M

    3.7% of stocks

    -0.0%This quarter0.0%Since filed5+ qtrsHeld
  • 7

    AMERICAN CENTY ETF TR - INTL EQT ETF

    $11.3M

    3.7% of stocks

    +6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    AMERICAN CENTY ETF TR - US EQT ETF

    $10.5M

    3.5% of stocks

    +19%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT

    $10.4M

    3.4% of stocks

    +31%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM

    $9.6M

    3.1% of stocks

    +31%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — Equity Wealth Partners, LLC (Q3 2026)

109 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund$9.0M-2%
— ISHARES TR - CORE S&P500 ETFetf/fund$8.6M-10%
— CAPITAL GROUP INTERNATIONAL - SHS$8.5M+38%
— CAPITAL GROUP INTERNATIONAL - SHS$7.9M+19%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$6.3M+9%
— ISHARES TR - CORE MSCI INTLetf/fund$6.2M+0.3%
— ISHARES TR - CORE UNIVRSL USDetf/fund$5.3M+1%
— CAPITAL GROUP NEW GEOGRAPHY - SHS$5.0M+21%
IVZ$IVZInvesco Ltd.$4.2M+0.0%
— ISHARES TR - CORE US AGGBD ETetf/fund$3.7M-7%
— EA SERIES TRUST - FREEDOM 100 EM$3.3M+3%
— VANGUARD WORLD FD - MATERIALS ETFetf/fund$3.2M+53%
— VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund$3.2M+69%
— SCHWAB STRATEGIC TR - US DIVIDEND EQ$3.1M-7%
NVDA$NVDANVIDIA CORP$3.0M-3%

What changed in Q3 2026

Against the previous quarter's 13F: 6 new, 57 added to, 42 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

  • CAPITAL GROUP CORE BALANCED - SHS$615K

    first bought this quarter

  • MPC$MPCMarathon Petroleum Corp$290K

    first bought this quarter

  • FIRST TR EXCHNG TRADED FD VI - FT VEST LAD$281K

    first bought this quarter

  • AMERICAN CENTY ETF TR - AVANTIS EMGMKT$251K

    first bought this quarter

  • CAPITAL GROUP GLOBAL EQUITY - SHS$227K

    first bought this quarter

  • VEEV$VEEVVEEVA SYSTEMS INC$214K

    first bought this quarter

Added to (57)

  • VANGUARD INDEX FDS - MRNGSTR SML CAP+26%

    now $22.0M

  • CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT+31%

    now $10.4M

  • VANGUARD INDEX FDS - MRNGSTR MID CAP+8%

    now $32.9M

  • CAPITAL GROUP INTERNATIONAL - SHS+38%

    now $8.5M

  • CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM+31%

    now $9.6M

  • AMERICAN CENTY ETF TR - US EQT ETF+19%

    now $10.5M

+51 more in the Excel export

Trimmed (42)

  • ISHARES TR - CORE S&P500 ETF-10%

    now $8.6M

  • ISHARES TR - CORE US AGGBD ET-7%

    now $3.7M

  • AMERICAN CENTY ETF TR - DIVERSIFIED MU-31%

    now $541K

  • SCHWAB STRATEGIC TR - US DIVIDEND EQ-7%

    now $3.1M

  • BAM$BAMBrookfield Asset Management Ltd.-36%

    now $337K · held 5+ qtrs, 3 trims in a row

  • PACER FDS TR - US CASH COWS 100-35%

    now $305K

+36 more in the Excel export

Sold out (6)

  • XOM.R34088$XOM.R34088EXXON MOBIL CORPwas $487K

    held 4+ qtrs

  • VANGUARD INDEX FDS - REAL ESTATE ETFwas $405K
  • LOW$LOWLOWES COMPANIES INCwas $245K

    held 4+ qtrs

  • LRCX$LRCXLAM RESEARCH CORPwas $218K

    held 1 qtr

  • MA$MAMastercard Incwas $207K

    held 1 qtr

  • VANGUARD WORLD FD - MEGA CAP VAL ETFwas $205K

Firm AUM (Form ADV): $258.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Equity Wealth Partners, LLC has filed, 4 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Equity Wealth Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

0.0%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 8% over the last 4

Top 10 weight

51%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Equity Wealth Partners, LLC disclosed 109 positions worth $303.8M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 6 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (90.2% of disclosed assets). All figures are sourced directly from Equity Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2097037.

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AI-Powered Hedge Fund Analysis: Equity Wealth Partners, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Equity Wealth Partners, LLC (SEC CIK: 2097037), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Equity Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.