StockDriftsStockDriftsTop 50 Equita Financial Network, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.87% | 154.5K | $57.2M | +2.54%(+3.82K) | $257.18(+48.55%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.22% | 516.5K | $36.8M | +1.19%(+6.10K) | $48.29(+51.13%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.45% | 505.9K | $19.6M | +0.63%(+3.16K) | $28.62(+41.30%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 5.44% | 365.9K | $19.6M | +3.95%(+13.89K) | $53.53(-2.04%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 5.39% | 483.7K | $19.4M | +5.18%(+23.82K) | $27.73(+57.92%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.25% | 228.8K | $18.9M | +4.47%(+9.78K) | $80.57(+0.82%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.23% | 463.9K | $18.9M | +0.11%(+528) | $25.83(+52.55%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.18% | 381.0K | $15.1M | +4.91%(+17.84K) | $32.67(+28.29%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 3.61% | 457.8K | $13.0M | +5.04%(+21.98K) | $28.30(-0.73%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 2.86% | 217.8K | $10.3M | +5.02%(+10.41K) | $41.89(+14.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.33% |
Equita Financial Network, Inc. reports $360.25M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.9%), VEA (10.2%) and DFSV (5.5%). The top 20 holdings account for 80.29% of reported assets. Its disclosed equity book has returned +47.01% cumulatively over 11 quarters. Figures reflect the Q2 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