Equity Wealth Partners, LLC Portfolio Holdings

Equity Wealth Partners, LLC

  • $123 Billion
  • Q3 2025

Equity Wealth Partners, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $10.9B, Spdr S&P 500 ETF Trust with a value of $8.88B, Ishares Tr Russell 200 Growth with a value of $8.37B, Technology Sector Spdr with a value of $5.17B, and American Centy ETF Tr Avantis with a value of $5.16B.

Examining the 13F form we can see an increase of $123B in the current position value.

Equity Wealth Partners, LLC is based out at Independence, MO

Below you can find more details about Equity Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $99.3 Billion
Technology: $7.7 Billion
Consumer Cyclical: $4.1 Billion
Financial Services: $3.61 Billion
Communication Services: $1.87 Billion
Industrials: $1.84 Billion
Healthcare: $516 Million
Consumer Defensive: $442 Million
Other: $396 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$2.44 Billion 1.98% of portfolio
13,097
Q3 2025 New
$47B
$1.78 Billion 1.44% of portfolio
3,624
Q3 2025 New
$662B
$1.59 Billion 1.29% of portfolio
3,162
Q3 2025 New
$342B
$1.34 Billion 1.08% of portfolio
7,321
Q3 2025 New
$7.07B
$1.1 Billion 0.89% of portfolio
5,569
Q3 2025 New
$39.4B
$1.09 Billion 0.88% of portfolio
1,517
Q3 2025 New
$103B
$1.07 Billion 0.87% of portfolio
459
Q3 2025 New
$2.39T
$1.02 Billion 0.83% of portfolio
4,631
Q3 2025 New
$4.3T
$1 Billion 0.81% of portfolio
3,929
Q3 2025 New
$174B
$912 Million 0.74% of portfolio
6,140
Q3 2025 New
-
$806 Million 0.65% of portfolio
-
Q3 2025 New
$132B
$756 Million 0.61% of portfolio
3,590
Q3 2025 New
$191B
$536 Million 0.44% of portfolio
99
Q3 2025 New
$139B
$458 Million 0.37% of portfolio
1,387
Q3 2025 New
$404B
$442 Million 0.36% of portfolio
478
Q3 2025 New
$49.1B
$450 Million 0.36% of portfolio
375
Q3 2025 New
$11.2B
$414 Million 0.34% of portfolio
2,494
Q3 2025 New
$490B
$396 Million 0.32% of portfolio
3,510
Q3 2025 New
$115B
$385 Million 0.31% of portfolio
786
Q3 2025 New
$140B
$343 Million 0.28% of portfolio
1,365
Q3 2025 New
$1.74T
$322 Million 0.26% of portfolio
1,323
Q3 2025 New
$193B
$284 Million 0.23% of portfolio
634
Q3 2025 New
$8.94B
$245 Million 0.2% of portfolio
575
Q3 2025 New
$388B
$247 Million 0.2% of portfolio
1,524
Q3 2025 New
$224B
$248 Million 0.2% of portfolio
817
Q3 2025 New
$405B
$249 Million 0.2% of portfolio
258
Q3 2025 New
$41.2B
$232 Million 0.19% of portfolio
779
Q3 2025 New
$42.8B
$232 Million 0.19% of portfolio
774
Q3 2025 New
$367B
$227 Million 0.18% of portfolio
561
Q3 2025 New
$1.29T
$208 Million 0.17% of portfolio
468
Q3 2025 New
$225M
$37.1 Million 0.03% of portfolio
10,087
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $123 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 80 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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