EQUITY WEALTH PARTNERS, LLC

Filed: 5/8/2026ACC: 0002097037-26-000004

📋 What this filing means

EQUITY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $154.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$154.71M

Total AUM (reported)

1.65M

Total Shares

Allocation by class

MID CAP ETF$17.43M11.3%

RUS TP200 GR ETF$14.88M9.6%

FUNDAMENTAL US L$12.66M8.2%

COM$11.65M7.5%

TR UNIT$10.16M6.6%

INTL EQT ETF$9.51M6.1%

INTERMED TERM$9.14M5.9%

Portfolio Concentration

Top 3$44.98M29.1%

4–10$51.37M33.2%

11–25$30.16M19.5%

Rest$28.20M18.2%

Top 3 weight

29.1%

Top 10 weight

62.3%

Voting Authority Distribution

Total shares with voting rights: 1.65M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.65M

% of voting shares100.0%

Investment Discretion (by position count)

Sole76

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings76

Rows:

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares60.71K

TypeSH

Market value$17.43M

11.27%

Sole

0.00

Shared

0.00

None

60.71K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares59.79K

TypeSH

Market value$14.88M

9.62%

Sole

0.00

Shared

0.00

None

59.79K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares454.73K

TypeSH

Market value$12.66M

8.19%

Sole

0.00

Shared

0.00

None

454.73K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares15.63K

TypeSH

Market value$10.16M

6.57%

Sole

0.00

Shared

0.00

None

15.63K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares112.09K

TypeSH

Market value$9.51M

6.15%

Sole

0.00

Shared

0.00

None

112.09K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares118.37K

TypeSH

Market value$9.14M

5.91%

Sole

0.00

Shared

0.00

None

118.37K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares32.29K

TypeSH

Market value$8.46M

5.47%

Sole

0.00

Shared

0.00

None

32.29K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares46.55K

TypeSH

Market value$6.19M

4.00%

Sole

0.00

Shared

0.00

None

46.55K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares41.14K

TypeSH

Market value$4.08M

2.64%

Sole

0.00

Shared

0.00

None

41.14K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares37.12K

TypeSH

Market value$3.84M

2.48%

Sole

0.00

Shared

0.00

None

37.12K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares109.03K

TypeSH

Market value$3.35M

2.16%

Sole

0.00

Shared

0.00

None

109.03K

EA SERIES TRUST

SOLE

FREEDOM 100 EM

Shares45.38K

TypeSH

Market value$2.48M

1.60%

Sole

0.00

Shared

0.00

None

45.38K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares11.25K

TypeSH

Market value$2.42M

1.56%

Sole

0.00

Shared

0.00

None

11.25K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares29.38K

TypeSH

Market value$2.37M

1.53%

Sole

0.00

Shared

0.00

None

29.38K

NVIDIA CORPORATION

SOLE

COM

Shares13.16K

TypeSH

Market value$2.30M

1.48%

Sole

0.00

Shared

0.00

None

13.16K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares45.12K

TypeSH

Market value$2.26M

1.46%

Sole

0.00

Shared

0.00

None

45.12K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.49K

TypeSH

Market value$2.09M

1.35%

Sole

0.00

Shared

0.00

None

3.49K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares68.63K

TypeSH

Market value$2.00M

1.29%

Sole

0.00

Shared

0.00

None

68.63K

ISHARES TR

SOLE

CORE MSCI INTL

Shares20.91K

TypeSH

Market value$1.75M

1.13%

Sole

0.00

Shared

0.00

None

20.91K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares15.05K

TypeSH

Market value$1.66M

1.07%

Sole

0.00

Shared

0.00

None

15.05K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares3.79K

TypeSH

Market value$1.65M

1.07%

Sole

0.00

Shared

0.00

None

3.79K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares8.33K

TypeSH

Market value$1.54M

0.99%

Sole

0.00

Shared

0.00

None

8.33K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.19K

TypeSH

Market value$1.53M

0.99%

Sole

0.00

Shared

0.00

None

3.19K

AMERIPRISE FINL INC

SOLE

COM

Shares3.24K

TypeSH

Market value$1.44M

0.93%

Sole

0.00

Shared

0.00

None

3.24K

ISHARES TR

SOLE

MRGSTR MD CP GRW

Shares16.98K

TypeSH

Market value$1.34M

0.86%

Sole

0.00

Shared

0.00

None

16.98K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	MID CAP ETF	60.71K	SH	$17.43M 11.27%	60.71K
ISHARES TRSOLE	RUS TP200 GR ETF	59.79K	SH	$14.88M 9.62%	59.79K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	454.73K	SH	$12.66M 8.19%	454.73K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	15.63K	SH	$10.16M 6.57%	15.63K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	112.09K	SH	$9.51M 6.15%	112.09K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	118.37K	SH	$9.14M 5.91%	118.37K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	32.29K	SH	$8.46M 5.47%	32.29K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	46.55K	SH	$6.19M 4.00%	46.55K
ISHARES TRSOLE	CORE US AGGBD ET	41.14K	SH	$4.08M 2.64%	41.14K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	37.12K	SH	$3.84M 2.48%	37.12K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	109.03K	SH	$3.35M 2.16%	109.03K
EA SERIES TRUSTSOLE	FREEDOM 100 EM	45.38K	SH	$2.48M 1.60%	45.38K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	11.25K	SH	$2.42M 1.56%	11.25K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	29.38K	SH	$2.37M 1.53%	29.38K
NVIDIA CORPORATIONSOLE	COM	13.16K	SH	$2.30M 1.48%	13.16K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	45.12K	SH	$2.26M 1.46%	45.12K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.49K	SH	$2.09M 1.35%	3.49K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	68.63K	SH	$2.00M 1.29%	68.63K
ISHARES TRSOLE	CORE MSCI INTL	20.91K	SH	$1.75M 1.13%	20.91K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	15.05K	SH	$1.66M 1.07%	15.05K
VANGUARD INDEX FDSSOLE	GROWTH ETF	3.79K	SH	$1.65M 1.07%	3.79K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	8.33K	SH	$1.54M 0.99%	8.33K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.19K	SH	$1.53M 0.99%	3.19K
AMERIPRISE FINL INCSOLE	COM	3.24K	SH	$1.44M 0.93%	3.24K
ISHARES TRSOLE	MRGSTR MD CP GRW	16.98K	SH	$1.34M 0.86%	16.98K

Page 1 of 4