13F HOLDINGS REPORT
Equity Wealth Partners, LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0002097037-26-000002
Total Value
$154.2M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908629 | 56,792 | $16.5M | 10.69% |
| 2 | ISHARES TR | 464289438 | 52,948 | $14.7M | 9.51% |
| 3 | SPDR S&P 500 ETF TR | SPY | 16,275 | $11.1M | 7.20% |
| 4 | SCHWAB STRATEGIC TR | 808524771 | 401,478 | $10.9M | 7.08% |
| 5 | AMERICAN CENTY ETF TR | 025072703 | 108,729 | $9.0M | 5.80% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 102,960 | $8.0M | 5.20% |
| 7 | VANGUARD INDEX FDS | 922908751 | 30,354 | $7.8M | 5.08% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 45,161 | $6.5M | 4.22% |
| 9 | ISHARES TR | 464287226 | 43,751 | $4.4M | 2.83% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 36,774 | $3.8M | 2.44% |
| 11 | SCHWAB STRATEGIC TR | 808524797 | 127,523 | $3.5M | 2.27% |
| 12 | VANGUARD SPECIALIZED FUNDS | 921908844 | 11,670 | $2.6M | 1.66% |
| 13 | NVIDIA CORPORATION | NVDA | 12,968 | $2.4M | 1.57% |
| 14 | VANGUARD INDEX FDS | 922908363 | 3,667 | $2.3M | 1.49% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 69,503 | $2.3M | 1.47% |
| 16 | EA SERIES TRUST | 02072L607 | 43,504 | $2.2M | 1.45% |
| 17 | AMERICAN CENTY ETF TR | 025072349 | 29,200 | $2.2M | 1.43% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 43,252 | $2.2M | 1.42% |
| 19 | VANGUARD INDEX FDS | 922908736 | 3,694 | $1.8M | 1.17% |
| 20 | ISHARES TR | 46435G326 | 21,253 | $1.8M | 1.14% |
| 21 | AMERICAN CENTY ETF TR | 025072877 | 17,172 | $1.8M | 1.14% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,185 | $1.6M | 1.04% |
| 23 | AMERIPRISE FINL INC | 03076C106 | 3,218 | $1.6M | 1.02% |
| 24 | VANGUARD INDEX FDS | 922908512 | 8,429 | $1.5M | 0.97% |
| 25 | ISHARES TR | 464288307 | 17,776 | $1.4M | 0.92% |
| 26 | VANGUARD INDEX FDS | 922908744 | 6,734 | $1.3M | 0.83% |
| 27 | PALANTIR TECHNOLOGIES INC | PLTR | 6,947 | $1.2M | 0.80% |
| 28 | INVESCO EXCH TRADED FD TR II | IVZ | 4,650 | $1.2M | 0.76% |
| 29 | ISHARES TR | 464287804 | 9,721 | $1.2M | 0.76% |
| 30 | NEXSTAR MEDIA GROUP INC | NXST | 5,572 | $1.1M | 0.73% |
| 31 | ISHARES TR | 464287200 | 1,608 | $1.1M | 0.71% |
| 32 | AMAZON COM INC | AMZN | 4,598 | $1.1M | 0.69% |
| 33 | APPLE INC | AAPL | 3,802 | $1.0M | 0.67% |
| 34 | JANUS DETROIT STR TR | 47103U845 | 20,189 | $1.0M | 0.66% |
| 35 | EA SERIES TRUST | 02072L680 | 22,988 | $1.0M | 0.66% |
| 36 | SHOPIFY INC | SHOP | 6,184 | $995,438 | 0.65% |
| 37 | MERCADOLIBRE INC | MELI | 468 | $942,674 | 0.61% |
| 38 | COLUMBIA ETF TR I | 19761L706 | 22,263 | $909,206 | 0.59% |
| 39 | VANGUARD SCOTTSDALE FDS | 92206C813 | 11,861 | $899,662 | 0.58% |
| 40 | AXON ENTERPRISE INC | AXON | 1,553 | $881,995 | 0.57% |
| 41 | AMERICAN CENTY ETF TR | 025072505 | 16,875 | $850,163 | 0.55% |
| 42 | SPDR SERIES TRUST | 78464A201 | 8,503 | $800,902 | 0.52% |
| 43 | HONEYWELL INTL INC | 438516106 | 3,583 | $698,924 | 0.45% |
| 44 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 13,283 | $695,911 | 0.45% |
| 45 | VANGUARD WHITEHALL FDS | 921946406 | 4,652 | $667,709 | 0.43% |
| 46 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 18,418 | $631,001 | 0.41% |
| 47 | PACER FDS TR | 69374H881 | 9,573 | $575,991 | 0.37% |
| 48 | BOOKING HOLDINGS INC | BKNG | 101 | $543,123 | 0.35% |
| 49 | BROADCOM INC | AVGO | 1,362 | $471,532 | 0.31% |
| 50 | AMERICAN CENTY ETF TR | 025072885 | 3,849 | $430,189 | 0.28% |
| 51 | EXXON MOBIL CORP | XOM | 3,539 | $425,940 | 0.28% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 488 | $420,902 | 0.27% |
| 53 | MICROSOFT CORP | MSFT | 848 | $409,996 | 0.27% |
| 54 | TEXAS ROADHOUSE INC | TXRH | 2,467 | $409,585 | 0.27% |
| 55 | ALPHABET INC | GOOG | 1,239 | $388,896 | 0.25% |
| 56 | INVESCO EXCH TRD SLF IDX FD | IVZ | 6,031 | $368,674 | 0.24% |
| 57 | CROWDSTRIKE HLDGS INC | CRWD | 784 | $367,508 | 0.24% |
| 58 | INTUITIVE SURGICAL INC | ISRG | 634 | $359,072 | 0.23% |
| 59 | SPDR SERIES TRUST | 78464A300 | 3,486 | $317,148 | 0.21% |
| 60 | VANGUARD INDEX FDS | 922908637 | 992 | $312,402 | 0.20% |
| 61 | ADVANCED MICRO DEVICES INC | AMD | 1,447 | $309,890 | 0.20% |
| 62 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 13,227 | $299,459 | 0.19% |
| 63 | ASML HOLDING N V | ASMLF | 276 | $295,243 | 0.19% |
| 64 | NETFLIX INC | NFLX | 3,129 | $293,375 | 0.19% |
| 65 | SPDR SERIES TRUST | 78464A508 | 5,143 | $292,156 | 0.19% |
| 66 | VANGUARD INTL EQUITY INDEX F | 922042718 | 2,004 | $287,185 | 0.19% |
| 67 | ISHARES TR | 464287887 | 2,030 | $286,562 | 0.19% |
| 68 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 4,959 | $283,850 | 0.18% |
| 69 | INVESCO EXCH TRADED FD TR II | IVZ | 3,724 | $265,981 | 0.17% |
| 70 | ISHARES TR | 464287507 | 3,974 | $262,304 | 0.17% |
| 71 | VANGUARD INDEX FDS | 922908553 | 2,882 | $255,063 | 0.17% |
| 72 | VANGUARD WHITEHALL FDS | 921946810 | 2,757 | $252,145 | 0.16% |
| 73 | MCDONALDS CORP | MCD | 817 | $249,794 | 0.16% |
| 74 | MASTERCARD INCORPORATED | MA | 392 | $223,930 | 0.15% |
| 75 | LOWES COS INC | 548661107 | 887 | $213,893 | 0.14% |
| 76 | VANGUARD WORLD FD | 921910733 | 1,764 | $213,386 | 0.14% |
| 77 | KINSALE CAP GROUP INC | 49714P108 | 539 | $210,801 | 0.14% |
| 78 | HONEST CO INC | HNST | 10,087 | $26,024 | 0.02% |