Equita Financial Network, Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $289 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $52.8M, Vanguard Ftse Developed Market with a value of $34.7M, Vanguard Intermediate Term Cor with a value of $18.6M, Dimensional ETF Tr Dimensional with a value of $18.5M, and Dimensional ETF Tr Dimensional with a value of $17.4M.

Examining the 13F form we can see an increase of $27.3M in the current position value, from $262M to 289M.

Equita Financial Network, Inc. is based out at Fort Washington, PA

Below you can find more details about Equita Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $289 Million
ETFs: $263 Million
Technology: $4.4 Million
Consumer Cyclical: $2.93 Million
Communication Services: $1.8 Million
Financial Services: $605,000
Consumer Defensive: $206,000
Industrials: $168,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $289 Million
  • Prior Value $262 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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