StockDriftsStockDriftsTop 50 Equity Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | 11.25% | 388.6K | $31.3M | +60.05%(+145.82K) | $73.37(+13.16%) | 2026-06-30 | |
| IWY | ISHARES TR | 6.72% | 64.3K | $18.7M | +7.53%(+4.50K) | $266.04(+9.12%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 6.69% | 61.4K | $18.6M | +90.26%(+29.14K) | $264.04(+16.04%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.4% | 483.5K | $15.0M | +6.32%(+28.74K) | $26.47(+22.69%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4% | 14.9K | $11.1M | -4.52%(-706) | $647.83(+19.40%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.91% | 141.7K | $10.9M | +19.73%(+23.35K) | $77.63(-2.70%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.77% | 117.6K | $10.5M | +4.96%(+5.55K) | $78.62(+19.46%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.35% | 12.4K | $9.3M | +666.69%(+10.81K) | $685.83(+13.35%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.2% | 46.8K | $8.9M | +0.54%(+251) | $135.61(+37.71%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.17% | 68.8K | $8.8M | +1696.47%(+64.94K) | $117.36(+12.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.87% |
Equity Wealth Partners, LLC reports $278.23M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are VO (11.3%), IWY (6.7%) and VB (6.7%). The top 20 holdings account for 72.54% of reported assets. Its disclosed equity book has returned +12.05% cumulatively over 3 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 Equity Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2097037). View Equity Wealth Partners, LLC’s 13F filings on SEC