EQUITY WEALTH PARTNERS, LLC

Filed: 1/26/2026ACC: 0002097037-26-000002

📋 What this filing means

EQUITY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $154.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$154.20M

Total AUM (reported)

1.60M

Total Shares

Allocation by class

MID CAP ETF$16.48M10.7%

RUS TP200 GR ETF$14.66M9.5%

COM$12.60M8.2%

TR UNIT$11.10M7.2%

FUNDAMENTAL US L$10.92M7.1%

INTL EQT ETF$8.95M5.8%

INTERMED TERM$8.02M5.2%

Portfolio Concentration

Top 3$42.24M27.4%

4–10$50.36M32.7%

11–25$31.07M20.2%

Rest$30.52M19.8%

Top 3 weight

27.4%

Top 10 weight

60.1%

Voting Authority Distribution

Total shares with voting rights: 1.60M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.60M

% of voting shares100.0%

Investment Discretion (by position count)

Sole78

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings78

Rows:

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares56.79K

TypeSH

Market value$16.48M

10.69%

Sole

0.00

Shared

0.00

None

56.79K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares52.95K

TypeSH

Market value$14.66M

9.51%

Sole

0.00

Shared

0.00

None

52.95K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares16.27K

TypeSH

Market value$11.10M

7.20%

Sole

0.00

Shared

0.00

None

16.27K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares401.48K

TypeSH

Market value$10.92M

7.08%

Sole

0.00

Shared

0.00

None

401.48K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares108.73K

TypeSH

Market value$8.95M

5.80%

Sole

0.00

Shared

0.00

None

108.73K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares102.96K

TypeSH

Market value$8.02M

5.20%

Sole

0.00

Shared

0.00

None

102.96K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares30.35K

TypeSH

Market value$7.83M

5.08%

Sole

0.00

Shared

0.00

None

30.35K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares45.16K

TypeSH

Market value$6.50M

4.22%

Sole

0.00

Shared

0.00

None

45.16K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares43.75K

TypeSH

Market value$4.37M

2.83%

Sole

0.00

Shared

0.00

None

43.75K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares36.77K

TypeSH

Market value$3.77M

2.44%

Sole

0.00

Shared

0.00

None

36.77K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares127.52K

TypeSH

Market value$3.50M

2.27%

Sole

0.00

Shared

0.00

None

127.52K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares11.67K

TypeSH

Market value$2.56M

1.66%

Sole

0.00

Shared

0.00

None

11.67K

NVIDIA CORPORATION

SOLE

COM

Shares12.97K

TypeSH

Market value$2.42M

1.57%

Sole

0.00

Shared

0.00

None

12.97K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.67K

TypeSH

Market value$2.30M

1.49%

Sole

0.00

Shared

0.00

None

3.67K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares69.50K

TypeSH

Market value$2.27M

1.47%

Sole

0.00

Shared

0.00

None

69.50K

EA SERIES TRUST

SOLE

FREEDOM 100 EM

Shares43.50K

TypeSH

Market value$2.23M

1.45%

Sole

0.00

Shared

0.00

None

43.50K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares29.20K

TypeSH

Market value$2.21M

1.43%

Sole

0.00

Shared

0.00

None

29.20K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares43.25K

TypeSH

Market value$2.18M

1.42%

Sole

0.00

Shared

0.00

None

43.25K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares3.69K

TypeSH

Market value$1.80M

1.17%

Sole

0.00

Shared

0.00

None

3.69K

ISHARES TR

SOLE

CORE MSCI INTL

Shares21.25K

TypeSH

Market value$1.75M

1.14%

Sole

0.00

Shared

0.00

None

21.25K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares17.17K

TypeSH

Market value$1.75M

1.14%

Sole

0.00

Shared

0.00

None

17.17K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.19K

TypeSH

Market value$1.60M

1.04%

Sole

0.00

Shared

0.00

None

3.19K

AMERIPRISE FINL INC

SOLE

COM

Shares3.22K

TypeSH

Market value$1.58M

1.02%

Sole

0.00

Shared

0.00

None

3.22K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares8.43K

TypeSH

Market value$1.49M

0.97%

Sole

0.00

Shared

0.00

None

8.43K

ISHARES TR

SOLE

MRGSTR MD CP GRW

Shares17.78K

TypeSH

Market value$1.42M

0.92%

Sole

0.00

Shared

0.00

None

17.78K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	MID CAP ETF	56.79K	SH	$16.48M 10.69%	56.79K
ISHARES TRSOLE	RUS TP200 GR ETF	52.95K	SH	$14.66M 9.51%	52.95K
SPDR S&P 500 ETF TRSOLE	TR UNIT	16.27K	SH	$11.10M 7.20%	16.27K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	401.48K	SH	$10.92M 7.08%	401.48K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	108.73K	SH	$8.95M 5.80%	108.73K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	102.96K	SH	$8.02M 5.20%	102.96K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	30.35K	SH	$7.83M 5.08%	30.35K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	45.16K	SH	$6.50M 4.22%	45.16K
ISHARES TRSOLE	CORE US AGGBD ET	43.75K	SH	$4.37M 2.83%	43.75K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	36.77K	SH	$3.77M 2.44%	36.77K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	127.52K	SH	$3.50M 2.27%	127.52K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	11.67K	SH	$2.56M 1.66%	11.67K
NVIDIA CORPORATIONSOLE	COM	12.97K	SH	$2.42M 1.57%	12.97K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.67K	SH	$2.30M 1.49%	3.67K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	69.50K	SH	$2.27M 1.47%	69.50K
EA SERIES TRUSTSOLE	FREEDOM 100 EM	43.50K	SH	$2.23M 1.45%	43.50K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	29.20K	SH	$2.21M 1.43%	29.20K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	43.25K	SH	$2.18M 1.42%	43.25K
VANGUARD INDEX FDSSOLE	GROWTH ETF	3.69K	SH	$1.80M 1.17%	3.69K
ISHARES TRSOLE	CORE MSCI INTL	21.25K	SH	$1.75M 1.14%	21.25K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	17.17K	SH	$1.75M 1.14%	17.17K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.19K	SH	$1.60M 1.04%	3.19K
AMERIPRISE FINL INCSOLE	COM	3.22K	SH	$1.58M 1.02%	3.22K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	8.43K	SH	$1.49M 0.97%	8.43K
ISHARES TRSOLE	MRGSTR MD CP GRW	17.78K	SH	$1.42M 0.92%	17.78K

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