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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Equity Wealth Partners, LLC

Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0002097037-25-000003

Total Value
$123.2M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290862937,133$10.9M8.85%
2SPDR S&P 500 ETF TRSPY13,323$8.9M7.20%
3ISHARES TR46428943830,576$8.4M6.79%
4SELECT SECTOR SPDR TR81369Y80318,353$5.2M4.20%
5AMERICAN CENTY ETF TR02507270365,462$5.2M4.19%
6SCHWAB STRATEGIC TR808524771186,953$4.9M3.99%
7SCHWAB STRATEGIC TR808524797170,014$4.6M3.77%
8VANGUARD BD INDEX FDS92193781959,199$4.6M3.75%
9ISHARES TR46428722643,924$4.4M3.57%
10VANGUARD INDEX FDS92290875116,415$4.2M3.39%
11INVESCO EXCHANGE TRADED FD TIVZ37,472$3.9M3.19%
12VANGUARD SPECIALIZED FUNDS92190884412,136$2.6M2.13%
13NVIDIA CORPORATIONNVDA13,097$2.4M1.98%
14VANGUARD INDEX FDS9229087364,635$2.2M1.80%
15VANGUARD INDEX FDS9229083633,530$2.2M1.75%
16SCHWAB STRATEGIC TR80852430067,184$2.1M1.74%
17AMERICAN CENTY ETF TR02507234926,438$1.9M1.55%
18AMERIPRISE FINL INC03076C1063,624$1.8M1.44%
19AMERICAN CENTY ETF TR02507287717,694$1.8M1.43%
20ISHARES TR46435G32620,882$1.7M1.36%
21BERKSHIRE HATHAWAY INC DELBRK-A3,162$1.6M1.29%
22INVESCO EXCH TRADED FD TR IIIVZ6,153$1.5M1.23%
23ISHARES TR46428830717,828$1.5M1.20%
24VANGUARD INDEX FDS9229087447,835$1.5M1.19%
25VANGUARD INDEX FDS9229085128,347$1.5M1.18%
26J P MORGAN EXCHANGE TRADED F46641Q64727,102$1.4M1.11%
27PALANTIR TECHNOLOGIES INCPLTR7,321$1.3M1.08%
28EA SERIES TRUST02072L60729,396$1.3M1.06%
29ISHARES TR4642878049,610$1.1M0.93%
30NEXSTAR MEDIA GROUP INCNXST5,569$1.1M0.89%
31AXON ENTERPRISE INCAXON1,517$1.1M0.88%
32ISHARES TR4642872001,609$1.1M0.87%
33MERCADOLIBRE INCMELI459$1.1M0.87%
34AMAZON COM INCAMZN4,631$1.0M0.83%
35APPLE INCAAPL3,929$1.0M0.81%
36VANGUARD SCOTTSDALE FDS92206C81312,594$977,9200.79%
37JANUS DETROIT STR TR47103U84518,121$920,1910.75%
38PACER FDS TR69374H88115,914$914,5620.74%
39SHOPIFY INCSHOP6,140$912,4650.74%
40COLUMBIA ETF TR I19761L70620,745$837,0610.68%
41EA SERIES TRUST02072L68018,666$806,3710.65%
42AMERICAN CENTY ETF TR02507250515,858$796,5390.65%
43SPDR SERIES TRUST78464A2018,360$788,3880.64%
44HONEYWELL INTL INC4385161063,590$755,6830.61%
45BROOKFIELD ASSET MANAGMT LTD11300410512,472$710,1590.58%
46VANGUARD WHITEHALL FDS9219464064,675$658,9560.53%
47FIRST TR EXCHNG TRADED FD VI33740F75516,678$557,3790.45%
48BOOKING HOLDINGS INCBKNG99$536,4350.44%
49BROADCOM INCAVGO1,387$457,7470.37%
50NETFLIX INCNFLX375$449,5950.36%
51COSTCO WHSL CORP NEW22160K105478$442,3020.36%
52MICROSOFT CORPMSFT838$433,8720.35%
53AMERICAN CENTY ETF TR0250728853,960$430,4530.35%
54VANGUARD WHITEHALL FDS9219468104,750$425,4650.35%
55INVESCO EXCH TRD SLF IDX FDIVZ6,908$416,2920.34%
56TEXAS ROADHOUSE INCTXRH2,494$414,3010.34%
57EXXON MOBIL CORPXOM3,510$395,7600.32%
58CROWDSTRIKE HLDGS INCCRWD786$385,4390.31%
59VANGUARD INDEX FDS9229085533,856$352,5460.29%
60AMERICAN CENTY ETF TR0250721097,220$343,6570.28%
61LOWES COS INC5486611071,365$342,9590.28%
62VANGUARD INDEX FDS9229086371,048$322,6410.26%
63ALPHABET INCGOOG1,323$322,2740.26%
64J P MORGAN EXCHANGE TRADED F46641Q3325,439$310,5640.25%
65SPDR SERIES TRUST78464A3003,485$308,9450.25%
66INVESCO EXCH TRADED FD TR IIIVZ3,958$290,8270.24%
67ISHARES TR4642878872,030$287,2200.23%
68VANGUARD INTL EQUITY INDEX F9220427181,995$284,4390.23%
69INTUITIVE SURGICAL INCISRG634$283,5440.23%
70ISHARES TR4642875074,133$269,6910.22%
71SPDR SERIES TRUST78464A5084,674$258,6320.21%
72ASML HOLDING N VASMLF258$249,4690.20%
73MCDONALDS CORPMCD817$248,2250.20%
74ADVANCED MICRO DEVICES INCAMD1,524$246,5680.20%
75KINSALE CAP GROUP INC49714P108575$244,5320.20%
76VEEVA SYS INCVEEV779$232,0720.19%
77ZSCALER INCZS774$231,9370.19%
78HOME DEPOT INCHD561$227,3860.18%
79TESLA INCTSLA468$208,1290.17%
80HONEST CO INCHNST10,087$37,1200.03%