StockDriftsStockDriftsTop 50 Equita Financial Network INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 16.94% | 159.9K | $59.8M | +3.49%(+5.39K) | $261.06(+43.85%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.69% | 534.8K | $37.8M | +3.54%(+18.31K) | $49.07(+41.35%) | 2026-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 6.19% | 505.3K | $21.9M | +4.45%(+21.55K) | $28.32(+50.57%) | 2026-09-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 5.68% | 392.6K | $20.1M | +7.31%(+26.75K) | $53.45(-3.62%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.61% | 253.3K | $19.8M | +10.71%(+24.50K) | $80.56(-2.38%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.42% | 482.4K | $19.2M | +3.97%(+18.42K) | $26.38(+44.38%) | 2026-09-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.57% | 401.6K | $16.1M | +5.41%(+20.62K) | $33.04(+24.89%) | 2026-09-30 | |
| SPTI | SPDR SERIES TRUST | 3.86% | 500.1K | $13.6M | +9.25%(+42.35K) | $28.26(-2.91%) | 2026-09-30 | |
| AVRE | AMERICAN CENTY ETF TR | 2.81% | 223.8K | $9.9M | +2.79%(+6.08K) | $42.00(+6.19%) | 2026-09-30 | |
| STIP | ISHARES TR | 2.42% | 85.7K | $8.5M | +6.02%(+4.87K) | $99.67(+0.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.38% | — | — | +45.38% |
| Top 20 Holdings Unweighted | +11.32% | +37.94% | — | — | +37.94% |
Equita Financial Network INC reports $353.23M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are VTI (16.9%), VEA (10.7%) and DISV (6.2%). The top 20 holdings account for 80.35% of reported assets. Its disclosed equity book has returned +45.38% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Equita Financial Network INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1994461). View Equita Financial Network INC’s 13F filings on SEC