Institutional Manager · CIK 0002097037
Equity Wealth Partners, LLC
Independence, MO · File #028-25881
Latest AUM
$154.2M
Positions
78
Top-10 Concentration
63.5%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908629 | 56,792 | $16.5M | 11.30% |
| 2 | ISHARES TR | 464289438 | 52,948 | $14.7M | 10.05% |
| 3 | SPDR S&P 500 ETF TR | SPY | 16,275 | $11.1M | 7.61% |
| 4 | SCHWAB STRATEGIC TR | 808524771 | 401,478 | $10.9M | 7.49% |
| 5 | AMERICAN CENTY ETF TR | 025072703 | 108,729 | $9.0M | 6.13% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 102,960 | $8.0M | 5.50% |
| 7 | VANGUARD INDEX FDS | 922908751 | 30,354 | $7.8M | 5.37% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 45,161 | $6.5M | 4.46% |
| 9 | ISHARES TR | 464287226 | 43,751 | $4.4M | 3.00% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 36,774 | $3.8M | 2.58% |
| 11 | SCHWAB STRATEGIC TR | 808524797 | 127,523 | $3.5M | 2.40% |
| 12 | VANGUARD SPECIALIZED FUNDS | 921908844 | 11,670 | $2.6M | 1.76% |
| 13 | NVIDIA CORPORATION | NVDA | 12,968 | $2.4M | 1.66% |
| 14 | VANGUARD INDEX FDS | 922908363 | 3,667 | $2.3M | 1.58% |
| 15 | SCHWAB STRATEGIC TR | 808524300 | 69,503 | $2.3M | 1.55% |
| 16 | EA SERIES TRUST | 02072L607 | 43,504 | $2.2M | 1.53% |
| 17 | AMERICAN CENTY ETF TR | 025072349 | 29,200 | $2.2M | 1.52% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 43,252 | $2.2M | 1.50% |
| 19 | VANGUARD INDEX FDS | 922908736 | 3,694 | $1.8M | 1.24% |
| 20 | ISHARES TR | 46435G326 | 21,253 | $1.8M | 1.20% |