Equita Financial Network, Inc.
Sector Allocation
- Other94.7%$334.3M
- Technology2.9%$10.2M
- Financials1.3%$4.5M
- Consumer Discretionary0.9%$3.3M
- Communication Services0.1%$463,403
- Healthcare0.1%$214,089
- Industrials0.1%$213,649
AUM History
13fpro.ai/research/fund/equita-financial-network-inc-1994461
Conviction and streaks
Stable · top 10 = 64.2%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$59.8M
- VANGUARD$37.8M
- DIMENSIONAL$21.9M
- DIMENSIONAL$20.1M
- VANGUARD$19.8M
- DIMENSIONAL$19.2M
- DIMENSIONAL$16.1M
- SPDR$13.6M
- AMERICAN$9.9M
- ISHARES$8.5M
- SCHWAB$8.4M
- DIMENSIONAL$8.4M
- PIMCO$8.3M
- VANGUARD$6.9M
- AMERICAN$5.0M
- ISHARES$4.5M
- DIMENSIONAL$4.2M
- ISHARES$3.8M
- SPDR$3.8M
SPY
$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/equita-financial-network-inc-1994461
Equita Financial Network, Inc. 13F holdings — Q3 2026
$353.2M portfolio (-1.9% QoQ) · 86 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$59.8M
16.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$37.8M
10.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - INTL SMALL CAP V
$21.9M
6.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - INTL COR FIX ETF
$20.1M
5.7% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$19.8M
5.6% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$19.2M
5.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$16.1M
4.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST INTER ETF
$13.6M
3.9% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
AMERICAN CENTY ETF TR - REAL ESTATE ETF
$9.9M
2.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - 0-5 YR TIPS ETF
$8.5M
2.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $59.8M | 16.9% | +3% | — | — | — | — | |
| 2 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $37.8M | 10.7% | +4% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $21.9M | 6.2% | +4% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $20.1M | 5.7% | +7% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $19.8M | 5.6% | +11% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $19.2M | 5.4% | +4% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $16.1M | 4.6% | +5% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST INTER ETF | $13.6M | 3.9% | +9% | — | — | — | — | |
| 9 | AMERICAN CENTY ETF TR - REAL ESTATE ETF | $9.9M | 2.8% | +3% | — | — | — | — | |
| 10 | ISHARES TR - 0-5 YR TIPS ETF | $8.5M | 2.4% | +6% | — | — | — | — |
All holdings — Equita Financial Network, Inc. (Q3 2026)
86 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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $8.4M | 2.4% | 288K | -0.5% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTYetf/fund | — | $8.4M | 2.4% | 179K | +12% | — | — | 13F |
| 13 | — | PIMCO ETF TR - INTER MUN BD ACTetf/fund | — | $8.3M | 2.4% | 167K | +7% | — | — | 13F |
| 14 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $6.9M | 1.9% | 89K | +7% | — | — | 13F |
| 15 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $5.0M | 1.4% | 43K | +0.0% | — | — | 13F |
| 16 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $4.5M | 1.3% | 43K | +26% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - INTERNATIONALetf/fund | — | $4.2M | 1.2% | 92K | +4% | — | — | 13F |
| 18 | — | ISHARES TR - ESG EAFE ETFetf/fund | — | $3.8M | 1.1% | 45K | +5% | — | — | 13F |
| 19 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $3.8M | 1.1% | 75K | -0.4% | — | — | 13F |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.8M | 1.1% | 4,938 | +0.6% | 8+ qtrs | — | 13F | |
| 21 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $3.6M | 1.0% | 36K | +122% | — | — | 13F |
| 22 | — | NUSHARES ETF TR - NUVEEN ESG LRGVLetf/fund | — | $3.3M | 0.9% | 62K | +7% | — | — | 13F |
| 23 | — | AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund | — | $3.2M | 0.9% | 29K | -0.1% | — | — | 13F |
| 24 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $3.2M | 0.9% | 67K | -29% | — | — | 13F |
| 25 | — | NUSHARES ETF TR - NUVEEN ESG LRGCPetf/fund | — | $3.1M | 0.9% | 27K | +8% | — | — | 13F |
| 26 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $2.9M | 0.8% | 31K | -0.1% | |||
| 27 | — | ISHARES TR - ESG MSCI USA ETF | — | $2.8M | 0.8% | 41K | +1% | |||
| 28 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $2.7M | 0.8% | 56K | +7% | |||
| 29 | $AAPL | Apple Inc. | Technology | $2.5M | 0.7% | 7,398 | -14% | |||
| 30 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.3M | 0.6% | 3,239 | +6% | |||
| 31 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $2.2M | 0.6% | 24K | -0.4% | |||
| 32 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.0M | 0.6% | 8,146 | -11% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $1.9M | 0.6% | 5,653 | +284% | |||
| 34 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $1.9M | 0.5% | 40K | +221% | |||
| 35 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | — | $1.8M | 0.5% | 37K | +312% | |||
| 36 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $1.6M | 0.5% | 30K | +4% | |||
| 37 | $NU | Nu Holdings Ltd. | Financials | $1.6M | 0.5% | 33K | +11% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $1.4M | 0.4% | 6,157 | -2% | |||
| 39 | — | VANGUARD WORLD FD - ESG US CORP BD | — | $1.4M | 0.4% | 23K | +13% | |||
| 40 | $MSFT | MICROSOFT CORP | Technology | $1.4M | 0.4% | 2,657 | -7% | |||
| 41 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $1.1M | 0.3% | 23K | -0.1% | |||
| 42 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.0M | 0.3% | 1,405 | -8% | |||
| 43 | $GOOGL | Alphabet Inc. | Technology | $933K | 0.3% | 2,713 | +38% | |||
| 44 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $909K | 0.3% | 34K | +7% | |||
| 45 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $877K | 0.3% | 4,758 | -0.6% | |||
| 46 | — | ISHARES TR - ISHS 1-5YR INVS | — | $866K | 0.3% | 17K | +0.0% | |||
| 47 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $813K | 0.2% | 14K | +2% | |||
| 48 | — | ISHARES INC - CORE MSCI EMKT | — | $746K | 0.2% | 9,196 | +0.7% | |||
| 49 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $744K | 0.2% | 31K | +55% | |||
| 50 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $731K | 0.2% | 8,814 | +0.2% | |||
| 51 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | — | $673K | 0.2% | 14K | +6% | |||
| 52 | — | ISHARES TR - ESG AW MSCI EAFE | — | $612K | 0.2% | 5,943 | -4% | |||
| 53 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $596K | 0.2% | 22K | +15% | |||
| 54 | — | ISHARES TR - ISHS 5-10YR INVT | — | $585K | 0.2% | 12K | +1% | |||
| 55 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $553K | 0.2% | 6,513 | -17% | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $546K | 0.1% | 2,790 | -2% | |||
| 57 | $META | Meta Platforms, Inc. | Technology | $510K | 0.1% | 703 | +5% | |||
| 58 | — | ISHARES TR - CORE S&P MCP ETF | — | $500K | 0.1% | 6,949 | +8% | |||
| 59 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $484K | 0.1% | 20K | +22% | |||
| 60 | $NFLX | NETFLIX INC | Communication Services | $463K | 0.1% | 6,660 | -5% | |||
| 61 | — | ISHARES TR - CORE S&P SCP ETF | — | $453K | 0.1% | 3,330 | +2% | |||
| 62 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $443K | 0.1% | 4,333 | -1% | |||
| 63 | — | ISHARES TR - CORE S&P500 ETF | — | $442K | 0.1% | 577 | +19% | |||
| 64 | — | ISHARES TR - CORE S&P TTL STK | — | $421K | 0.1% | 2,530 | +62% | |||
| 65 | $GLDM | World Gold Trust | Financials | $420K | 0.1% | 5,110 | -2% | |||
| 66 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $398K | 0.1% | 6,157 | — | |||
| 67 | $TSLA | Tesla, Inc. | Consumer Discretionary | $394K | 0.1% | 1,110 | -4% | |||
| 68 | $ORCL | ORACLE CORP | Technology | $394K | 0.1% | 2,867 | New | |||
| 69 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $384K | 0.1% | 1,777 | +0.2% | |||
| 70 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $352K | 0.1% | 576 | -4% | |||
| 71 | — | ISHARES TR - ESG AWARE MSCI | — | $336K | 0.1% | 6,458 | -11% | |||
| 72 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | — | $326K | 0.1% | 6,339 | +1% | |||
| 73 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | — | $306K | 0.1% | 7,381 | +36% | |||
| 74 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $302K | 0.1% | 8,408 | +23% | |||
| 75 | $AVGO | Broadcom Inc. | Technology | $302K | 0.1% | 859 | -29% | |||
| 76 | $CRM | Salesforce, Inc. | Technology | $269K | 0.1% | 1,173 | -47% | |||
| 77 | — | VANGUARD WORLD FD - INF TECH ETF | — | $268K | 0.1% | 2,136 | — | |||
| 78 | $GS | GOLDMAN SACHS GROUP INC | Financials | $262K | 0.1% | 2,403 | — | |||
| 79 | — | TIDAL TRUST III - NAACP MINO ETF | — | $252K | 0.1% | 4,134 | — | |||
| 80 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $251K | 0.1% | 12K | New | |||
| 81 | — | ISHARES TR - CALIF MUN BD ETF | — | $237K | 0.1% | 4,385 | New | |||
| 82 | $CSCO | CISCO SYSTEMS, INC. | Technology | $235K | 0.1% | 2,180 | +0.3% | |||
| 83 | $LLY | ELI LILLY & Co | Healthcare | $214K | 0.1% | 185 | -18% | |||
| 84 | $RBA | RB GLOBAL INC. | Industrials | $214K | 0.1% | 2,625 | -2% | |||
| 85 | $JPM | JPMORGAN CHASE & CO | Financials | $213K | 0.1% | 645 | -12% | |||
| 86 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $212K | 0.1% | 5,644 | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 52 added to, 27 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
$ORCLORACLE CORP$394K
first bought this quarter
- SCHWAB STRATEGIC TR - 5 10YR CORP BD$251K
first bought this quarter
- ISHARES TR - CALIF MUN BD ETF$237K
first bought this quarter
Added to (52)
- VANGUARD INDEX FDS - MRNGSTR TTL STK+3%
now $59.8M
- ISHARES TR - NATIONAL MUN ETF+122%
now $3.6M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+11%
now $19.8M
$GOOGAlphabet Inc.+284%
now $1.9M · held 5 qtrs
- DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA+312%
now $1.8M
- DIMENSIONAL ETF TRUST - INTL COR FIX ETF+7%
now $20.1M
+46 more in the Excel export
Trimmed (27)
- VANGUARD MUN BD FDS - TAX EXEMPT BD-29%
now $3.2M
$AAPLApple Inc.-14%
now $2.5M · held 8+ qtrs
$AMZNAMAZON COM INC-11%
now $2.0M · held 8+ qtrs, 2 trims in a row
$CRMSalesforce, Inc.-47%
now $269K · held 3 qtrs, 2 trims in a row
$AVGOBroadcom Inc.-29%
now $302K · held 6 qtrs
- VANGUARD STAR FDS - VG TL INTL STK F-17%
now $553K
+21 more in the Excel export
Sold out (12)
- DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $19.6M
- ISHARES TR - NEW YORK MUN ETFwas $2.7M
- ISHARES TR - USD GRN BOND ETFwas $1.2M
$BRK-ABERKSHIRE HATHAWAY INCwas $332K
held 7+ qtrs
$DISWalt Disney Cowas $301K
held 6 qtrs
- VANGUARD BD INDEX FDS - TOTAL BND MRKTwas $299K
+6 more in the Excel export
Holdings by quarter
Every 13F Equita Financial Network, Inc. has filed, 12 earlier quarters. Pick one to see what it held then.
Is it too late to follow Equita Financial Network?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Equita Financial Network's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 12% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
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 Q4 2024 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
Equita Financial Network, Inc. disclosed 86 positions worth $353.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 3 new positions and exited 12 — including a new stake in $ORCL. The portfolio is most concentrated in Other (94.7% of disclosed assets). All figures are sourced directly from Equita Financial Network, Inc.’s Form 13F-HR filing with the SEC under CIK 1994461.
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