13F HOLDINGS REPORT

Equita Financial Network, Inc.

Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0002063364-26-000037

Total Value

$331.8M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (95)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908769	160,138	$53.7M	16.18%
2	VANGUARD TAX-MANAGED FDS	921943858	565,986	$35.4M	10.66%
3	DIMENSIONAL ETF TRUST	25434V815	590,753	$19.4M	5.86%
4	VANGUARD SCOTTSDALE FDS	92206C870	222,472	$18.6M	5.61%
5	DIMENSIONAL ETF TRUST	25434V781	484,115	$18.4M	5.54%
6	DIMENSIONAL ETF TRUST	25434V575	331,640	$17.5M	5.26%
7	DIMENSIONAL ETF TRUST	25434V732	503,023	$16.6M	5.01%
8	SPDR SERIES TRUST	78464A672	445,153	$12.8M	3.87%
9	DIMENSIONAL ETF TRUST	25434V666	324,916	$11.1M	3.35%
10	AMERICAN CENTY ETF TR	025072356	208,603	$9.1M	2.74%
11	ISHARES TR	46429B747	77,531	$7.9M	2.39%
12	SCHWAB STRATEGIC TR	808524102	293,624	$7.7M	2.32%
13	PIMCO ETF TR	72201R866	143,595	$7.5M	2.27%
14	VANGUARD SCOTTSDALE FDS	92206C409	81,839	$6.5M	1.97%
15	VANGUARD INDEX FDS	922908363	7,842	$4.9M	1.48%
16	AMERICAN CENTY ETF TR	025072877	44,850	$4.6M	1.38%
17	DIMENSIONAL ETF TRUST	25434V716	99,684	$4.3M	1.30%
18	VANGUARD MUN BD FDS	922907746	74,472	$3.7M	1.13%
19	SPDR INDEX SHS FDS	78463X889	76,798	$3.4M	1.03%
20	ISHARES TR	464288158	30,770	$3.3M	0.99%
21	SPDR S&P 500 ETF TR	SPY	4,549	$3.1M	0.93%
22	AMERICAN CENTY ETF TR	025072802	31,150	$2.9M	0.88%
23	ISHARES TR	46436E759	38,422	$2.9M	0.87%
24	ISHARES TR	464288323	49,205	$2.6M	0.79%
25	AMERICAN CENTY ETF TR	025072604	33,659	$2.6M	0.78%
26	SPDR SERIES TRUST	78464A805	30,272	$2.5M	0.75%
27	ISHARES TR	46436E767	42,579	$2.5M	0.74%
28	NUSHARES ETF TR	NU	49,822	$2.2M	0.68%
29	NUSHARES ETF TR	NU	21,928	$2.1M	0.65%
30	DIMENSIONAL ETF TRUST	25434V690	49,221	$2.1M	0.64%
31	ISHARES TR	464288414	16,340	$1.8M	0.53%
32	MICROSOFT CORP	MSFT	2,894	$1.4M	0.42%
33	VANGUARD BD INDEX FDS	921937835	18,760	$1.4M	0.42%
34	NVIDIA CORPORATION	NVDA	7,129	$1.3M	0.40%
35	DIMENSIONAL ETF TRUST	25434V682	28,476	$1.2M	0.36%
36	LOWES COS INC	548661107	4,779	$1.2M	0.35%
37	NUSHARES ETF TR	NU	25,770	$1.2M	0.35%
38	ISHARES TR	46435U440	23,812	$1.1M	0.34%
39	VANGUARD WORLD FD	921910691	17,728	$1.1M	0.34%
40	ISHARES INC	46434G863	25,101	$1.1M	0.33%
41	ISHARES INC	46434G103	15,280	$1.0M	0.31%
42	AMAZON COM INC	AMZN	4,320	$997,142	0.30%
43	INVESCO QQQ TR	IVZ	1,619	$994,341	0.30%
44	DIMENSIONAL ETF TRUST	25434V583	18,306	$989,806	0.30%
45	APPLE INC	AAPL	3,616	$983,126	0.30%
46	VANGUARD CHARLOTTE FDS	92203J407	19,105	$923,154	0.28%
47	ISHARES TR	464288646	17,175	$908,203	0.27%
48	ISHARES TR	46435U853	23,991	$897,147	0.27%
49	ISHARES TR	464287804	6,922	$831,835	0.25%
50	DIMENSIONAL ETF TRUST	25434V658	31,457	$831,083	0.25%
51	ISHARES TR	464287507	12,312	$812,566	0.24%
52	T ROWE PRICE ETF INC	87283Q404	16,156	$726,525	0.22%
53	VANGUARD INTL EQUITY INDEX F	922042858	13,432	$722,104	0.22%
54	ALPHABET INC	GOOG	2,244	$704,138	0.21%
55	SPDR SERIES TRUST	78464A300	7,440	$676,861	0.20%
56	VANGUARD INTL EQUITY INDEX F	922042775	8,741	$642,953	0.19%
57	ISHARES TR	46435G516	6,327	$601,653	0.18%
58	SPDR SERIES TRUST	78468R739	12,480	$598,913	0.18%
59	ISHARES TR	464288638	9,876	$532,119	0.16%
60	TESLA INC	TSLA	1,128	$507,284	0.15%
61	META PLATFORMS INC	META	760	$501,777	0.15%
62	ISHARES TR	464287200	725	$496,582	0.15%
63	VANGUARD INDEX FDS	922908744	2,426	$463,389	0.14%
64	SCHWAB STRATEGIC TR	808524854	17,968	$450,637	0.14%
65	GRAYSCALE BITCOIN TRUST ETF	GBTC	6,157	$420,893	0.13%
66	VANGUARD STAR FDS	921909768	5,415	$408,508	0.12%
67	SELECT SECTOR SPDR TR	81369Y803	2,790	$401,676	0.12%
68	ALPHABET INC	GOOG	1,250	$391,271	0.12%
69	DIMENSIONAL ETF TRUST	25434V773	11,868	$390,943	0.12%
70	DISNEY WALT CO	254687106	3,320	$377,756	0.11%
71	ISHARES TR	46435U663	8,135	$374,047	0.11%
72	ISHARES TR	464287614	768	$363,517	0.11%
73	ISHARES TR	46435G243	13,759	$347,277	0.10%
74	VANGUARD SCOTTSDALE FDS	92206C680	2,811	$342,298	0.10%
75	BROADCOM INC	AVGO	940	$325,226	0.10%
76	WORLD GOLD TR	GLDW	3,755	$320,564	0.10%
77	COUPANG INC	CPNG	13,472	$317,804	0.10%
78	T ROWE PRICE ETF INC	87283Q107	6,358	$317,017	0.10%
79	SCHWAB STRATEGIC TR	808524805	13,014	$312,845	0.09%
80	BERKSHIRE HATHAWAY INC DEL	BRK-A	622	$312,648	0.09%
81	CISCO SYS INC	CSCO	4,056	$312,423	0.09%
82	JPMORGAN CHASE & CO.	VYLD	965	$310,946	0.09%
83	ISHARES TR	464288372	4,688	$287,631	0.09%
84	ISHARES TR	464287598	1,334	$280,667	0.08%
85	SCHWAB STRATEGIC TR	808524300	8,465	$276,123	0.08%
86	ISHARES TR	46434V647	10,133	$252,820	0.08%
87	GOLDMAN SACHS ETF TR	NVGLF	2,403	$232,359	0.07%
88	WALMART INC	WMT	2,005	$223,336	0.07%
89	GRAYSCALE BITCOIN MINI TR ET	389930207	5,649	$218,786	0.07%
90	TIDAL TRUST III	45259A209	4,300	$211,865	0.06%
91	T ROWE PRICE ETF INC	87283Q305	4,551	$209,403	0.06%
92	SCHWAB STRATEGIC TR	808524730	5,718	$206,205	0.06%
93	VANGUARD CALIF TAX FREE FDS	922021605	2,025	$203,026	0.06%
94	PURECYCLE TECHNOLOGIES INC	PCTTW	17,100	$146,889	0.04%
95	NOVONIX LIMITED	NVNXF	10,000	$10,100	0.00%