What does Equity Wealth Partners, LLC hold?

Equity Wealth Partners, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2097037.

What is Equity Wealth Partners, LLC's AUM?

Equity Wealth Partners, LLC reported approximately $303.8M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $258.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Equity Wealth Partners, LLC's holdings?

All Equity Wealth Partners, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2097037. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Equity Wealth Partners, LLC's 13F data updated on 13F Pro?

Equity Wealth Partners, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

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.

$Conviction hold10.8% weight · held 5 quarters

$Conviction hold7.3% weight · held 5 quarters

$Conviction hold6.3% weight · held 5 quarters

$Conviction hold5.1% weight · held 5 quarters

$Conviction hold3.9% weight · held 5 quarters

$Accumulating+1029% shares · 4 quarters running

$Accumulating+372% shares · 4 quarters running

$Accumulating+113% shares · 4 quarters running

$Accumulating+166% shares · 4 quarters running

$Accumulating+174% shares · 4 quarters running

$Trimming-44% shares · 4 quarters running

$Trimming-20% shares · 4 quarters running

$Trimming-12% shares · 4 quarters running

$Trimming-71% shares · 4 quarters running

$Trimming-51% shares · 4 quarters running

Largest positions — Q3 2026

VANGUARD
$32.9M
VANGUARD
$22.0M
ISHARES
$19.2M
SCHWAB
$15.6M
VANGUARD
$11.8M
SPY
$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
IVZ
$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—
6
SPDR S&P 500 ETF TRUST
$SPY
$11.4M
3.7% of stocks
-0.0%This quarter0.0%Since filed5+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
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—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - MRNGSTR MID CAP	$32.9M	10.8%	+8%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR SML CAP	$22.0M	7.3%	+26%	—	—	—	—
3	ISHARES TR - RUS TP200 GR ETF	$19.2M	6.3%	+1%	—	—	—	—
4	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	$15.6M	5.1%	+3%	—	—	—	—
5	VANGUARD BD INDEX FDS - INTERMED TERM	$11.8M	3.9%	+14%	—	—	—	—
6	SPDR S&P 500 ETF TRUST$SPY	$11.4M	3.7%	-0.0%	0.0%	5+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
7	AMERICAN CENTY ETF TR - INTL EQT ETF	$11.3M	3.7%	+6%	—	—	—	—
8	AMERICAN CENTY ETF TR - US EQT ETF	$10.5M	3.5%	+19%	—	—	—	—
9	CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT	$10.4M	3.4%	+31%	—	—	—	—
10	CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM	$9.6M	3.1%	+31%	—	—	—	—

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

Sort

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						Held		Source
11	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$9.0M	3.0%	46K	-2%	—	—	13F
12	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$8.6M	2.8%	11K	-10%	—	—	13F
13	—	CAPITAL GROUP INTERNATIONAL - SHS	—	$8.5M	2.8%	237K	+38%	—	—	13F
14	—	CAPITAL GROUP INTERNATIONAL - SHS	—	$7.9M	2.6%	217K	+19%	—	—	13F
15	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$6.3M	2.1%	8,973	+9%	—	—	13F
16	—	ISHARES TR - CORE MSCI INTLetf/fund	—	$6.2M	2.0%	69K	+0.3%	—	—	13F
17	—	ISHARES TR - CORE UNIVRSL USDetf/fund	—	$5.3M	1.8%	121K	+1%	—	—	13F
18	—	CAPITAL GROUP NEW GEOGRAPHY - SHS	—	$5.0M	1.7%	138K	+21%	—	—	13F
19	$IVZ	Invesco Ltd.	Financials	$4.2M	1.4%	38K	+0.0%	5+ qtrs	—	13F
20	—	ISHARES TR - CORE US AGGBD ETetf/fund	—	$3.7M	1.2%	39K	-7%	—	—	13F
21	—	EA SERIES TRUST - FREEDOM 100 EM	—	$3.3M	1.1%	48K	+3%	—	—	13F
22	—	VANGUARD WORLD FD - MATERIALS ETFetf/fund	—	$3.2M	1.1%	15K	+53%	—	—	13F
23	—	VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund	—	$3.2M	1.1%	15K	+69%	—	—	13F
24	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$3.1M	1.0%	95K	-7%	—	—	13F
25	$NVDA	NVIDIA CORP	Technology	$3.0M	1.0%	13K	-3%	5+ qtrs	86.0	13F
26	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$2.8M	0.9%	40K	+45%
27	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$2.7M	0.9%	12K	+2%
28	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	—	$2.6M	0.9%	29K	-2%
29	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$2.6M	0.8%	54K	+14%
30	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$2.5M	0.8%	69K	-0.6%
31	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$2.0M	0.7%	22K	-3%
32	$AAPL	Apple Inc.	Technology	$1.8M	0.6%	5,524	-2%
33	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	—	$1.8M	0.6%	36K	+77%
34	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$1.7M	0.6%	33K	+35%
35	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$1.7M	0.6%	44K	+119%
36	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$1.7M	0.6%	14K	-4%
37	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$1.6M	0.5%	27K	+0.9%
38	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.6M	0.5%	3,243	-4%
39	$AMP	AMERIPRISE FINANCIAL INC	Financials	$1.6M	0.5%	3,182	-2%
40	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$1.5M	0.5%	7,717	-7%
41	—	CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT	—	$1.5M	0.5%	44K	+82%
42	—	ISHARES TR - MRGSTR MD CP GRW	—	$1.5M	0.5%	16K	-8%
43	—	ISHARES TR - CORE S&P SCP ETF	—	$1.4M	0.5%	11K	+3%
44	$IVZ	Invesco Ltd.	Financials	$1.3M	0.4%	4,194	+10%
45	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.3M	0.4%	5,075	+0.9%
46	$PLTR	Palantir Technologies Inc.	Technology	$1.3M	0.4%	6,710	-1.0%
47	—	ISHARES TR - CORE MSCI TOTAL	—	$1.2M	0.4%	13K	+57%
48	—	CAPITAL GRP FIXED INCM ETF T - MUN INM ETF	—	$1.2M	0.4%	46K	+42%
49	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.2M	0.4%	1,957	+30%
50	—	EA SERIES TRUST - STRIVE 500 ETF	—	$1.2M	0.4%	24K	+7%
51	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$1.0M	0.3%	6,585	-0.3%
52	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$999K	0.3%	2,840	+9%
53	$SHOP	SHOPIFY INC.	Technology	$937K	0.3%	6,317	-5%
54	$MELI	MERCADOLIBRE INC	Consumer Discretionary	$823K	0.3%	476	-3%
55	—	VANGUARD SCOTTSDALE FDS - LG-TERM COR BD	—	$821K	0.3%	12K	+7%
56	—	COLUMBIA ETF TR I - RESH ENHNC COR	—	$797K	0.3%	18K	-3%
57	$CRWD	CrowdStrike Holdings, Inc.	Technology	$785K	0.3%	2,966	+274%
58	$NXST	NEXSTAR MEDIA GROUP, INC.	Communication Services	$737K	0.2%	4,560	+23%
59	—	SPDR SERIES TRUST - ST STR SP600GRWO	—	$729K	0.2%	6,817	-6%
60	$AXON	AXON ENTERPRISE, INC.	Industrials	$687K	0.2%	1,627	-0.9%
61	—	CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT	—	$649K	0.2%	15K	+204%
62	—	CAPITAL GROUP CORE BALANCED - SHS	—	$615K	0.2%	17K	New
63	$MSFT	MICROSOFT CORP	Technology	$576K	0.2%	1,123	+8%
64	—	AMERICAN CENTY ETF TR - DIVERSIFIED MU	—	$541K	0.2%	11K	-31%
65	$EVRG	Evergy, Inc.	Utilities	$498K	0.2%	6,347	+24%
66	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$493K	0.2%	1,316	+120%
67	$AVGO	Broadcom Inc.	Technology	$487K	0.2%	1,388	-0.3%
68	$ASML	ASML HOLDING NV	Technology	$481K	0.2%	265	-5%
69	—	ISHARES TR - CORE S&P MCP ETF	—	$439K	0.1%	6,108	+48%
70	$PEP	PEPSICO INC	Consumer Staples	$414K	0.1%	3,264	+0.6%
71	—	VANGUARD WORLD FD - INF TECH ETF	—	$407K	0.1%	3,239	-6%
72	$GOOG	Alphabet Inc.	Technology	$400K	0.1%	1,174	-5%
73	$BKNG	Booking Holdings Inc.	Consumer Discretionary	$393K	0.1%	2,412	—
74	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$393K	0.1%	432	-14%
75	$WMT	Walmart Inc.	Consumer Staples	$388K	0.1%	3,736	+109%
76	$IVZ	Invesco Ltd.	Financials	$388K	0.1%	5,562	-3%
77	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$369K	0.1%	1,747	-2%
78	—	SPDR SERIES TRUST - ST STR SP600SM C	—	$353K	0.1%	3,460	+0.0%
79	$TXRH	Texas Roadhouse, Inc.	Consumer Discretionary	$351K	0.1%	2,248	-4%
80	—	ISHARES TR - 1 3 YR TREAS BD	—	$343K	0.1%	4,223	+1%
81	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$341K	0.1%	4,020	+21%
82	$BAM	Brookfield Asset Management Ltd.	Financials	$337K	0.1%	7,559	-36%
83	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$328K	0.1%	444	+0.5%
84	—	ISHARES TR - S&P SML 600 GWT	—	$326K	0.1%	2,031	—
85	$MCD	MCDONALDS CORP	Consumer Discretionary	$323K	0.1%	1,399	-6%
86	—	PACER FDS TR - US CASH COWS 100	—	$305K	0.1%	4,571	-35%
87	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$304K	0.1%	5,412	+2%
88	$MU	MICRON TECHNOLOGY INC	Technology	$304K	0.1%	285	-11%
89	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	—	$300K	0.1%	1,930	-0.4%
90	$MPC	Marathon Petroleum Corp	Energy	$290K	0.1%	733	New
91	$NET	Cloudflare, Inc.	Technology	$282K	0.1%	812	-12%
92	—	FIRST TR EXCHNG TRADED FD VI - FT VEST LAD	—	$281K	0.1%	9,850	New
93	—	VANGUARD WORLD FD - ESG US STK ETF	—	$276K	0.1%	2,038	+0.9%
94	—	ISHARES TR - TIPS BD ETF	—	$273K	0.1%	2,620	+0.7%
95	—	CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR	—	$272K	0.1%	10K	+22%
96	$HONA	Honeywell Aerospace Inc.	Industrials	$271K	0.1%	1,748	-2%
97	$NFLX	NETFLIX INC	Communication Services	$264K	0.1%	3,790	—
98	$PG	PROCTER & GAMBLE Co	Consumer Staples	$260K	0.1%	1,793	+0.9%
99	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$260K	0.1%	639	+1%
100	$IVZ	Invesco Ltd.	Financials	$257K	0.1%	1,236	-6%
101	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$251K	0.1%	2,671	New
102	—	FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF	—	$250K	0.1%	11K	+2%
103	$IVZ	Invesco Ltd.	Financials	$248K	0.1%	3,514	+0.0%
104	—	CAPITAL GROUP GLOBAL EQUITY - SHS	—	$227K	0.1%	6,521	New
105	$TSLA	Tesla, Inc.	Consumer Discretionary	$225K	0.1%	634	-2%
106	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	—	$220K	0.1%	2,332	-0.1%
107	—	NUSHARES ETF TR - NUVEEN ESG LRGCP	—	$218K	0.1%	1,914	—
108	$VEEV	VEEVA SYSTEMS INC	Technology	$214K	0.1%	750	New
109	—	GLOBAL X FDS - ARTIFICIAL ETF	—	$200K	0.1%	3,075	-0.4%

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
$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
$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
$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.R34088EXXON MOBIL CORPwas $487K
held 4+ qtrs
VANGUARD INDEX FDS - REAL ESTATE ETFwas $405K
$LOWLOWES COMPANIES INCwas $245K
held 4+ qtrs
$LRCXLAM RESEARCH CORPwas $218K
held 1 qtr
$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.

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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

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

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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.