Equita Financial Network, Inc. Portfolio Holdings

Equita Financial Network, Inc.

  • $262 Million
  • Q3 2025

Equita Financial Network, Inc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Million distributed in 91 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 $48.9M, Vanguard Ftse Developed Market with a value of $31M, Dimensional ETF Tr Dimensional with a value of $17.8M, Vanguard Intermediate Term Cor with a value of $16.5M, and Dimensional ETF Tr Dimensional with a value of $15.9M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $245M to 262M.

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 $262 Million
ETFs: $237 Million
Technology: $4.45 Million
Consumer Cyclical: $3 Million
Communication Services: $1.72 Million
Financial Services: $551,000
Consumer Defensive: $203,000
Industrials: $198,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.9 Million 18.66% of portfolio
148,941
Q3 2025 Added 5.65%
$0
$31 Million 11.81% of portfolio
516,558
Q3 2025 Added 2.48%
$0
$17.8 Million 6.8% of portfolio
559,696
Q3 2025 Reduced 32.34%
$0
$16.5 Million 6.31% of portfolio
196,653
Q3 2025 Added 10.29%
$0
$15.9 Million 6.06% of portfolio
445,070
Q3 2025 Added 2.33%
$0
$15 Million 5.72% of portfolio
467,038
Q3 2025 Added 1.92%
$0
$11.2 Million 4.29% of portfolio
388,941
Q3 2025 Added 12.39%
$0
$8.37 Million 3.2% of portfolio
188,285
Q3 2025 Added 10.89%
$0
$6.9 Million 2.63% of portfolio
268,398
Q3 2025 Reduced 0.49%
$0
$6.85 Million 2.61% of portfolio
66,253
Q3 2025 Added 11.08%
$0
$6.7 Million 2.56% of portfolio
128,184
Q3 2025 Added 1.29%
$0
$5.86 Million 2.24% of portfolio
73,334
Q3 2025 Added 8.2%
$0
$4.48 Million 1.71% of portfolio
45,009
Q3 2025 Reduced 8.66%
$0
$3.69 Million 1.41% of portfolio
6,031
Q3 2025 Added 19.66%
$0
$3.28 Million 1.25% of portfolio
76,770
Q3 2025 Reduced 0.79%
$0
$3.11 Million 1.19% of portfolio
62,187
Q3 2025 Reduced 1.18%
$0
$3.06 Million 1.17% of portfolio
4,594
Q3 2025 Reduced 0.17%
$0
$2.83 Million 1.08% of portfolio
37,346
Q3 2025 Reduced 0.49%
$0
$2.76 Million 1.05% of portfolio
31,055
Q3 2025 Reduced 1.88%
$0
$2.57 Million 0.98% of portfolio
44,826
Q3 2025 Reduced 1.9%
$0
$2.54 Million 0.97% of portfolio
33,776
Q3 2025 Reduced 0.25%
$0
$2.44 Million 0.93% of portfolio
30,270
Q3 2025 Reduced 0.09%
$0
$2.02 Million 0.77% of portfolio
45,979
Q3 2025 Reduced 5.36%
$0
$1.95 Million 0.74% of portfolio
19,590
Q3 2025 Reduced 1.23%
$0
$1.84 Million 0.7% of portfolio
34,576
Q3 2025 Added 49.88%
$0
$1.79 Million 0.68% of portfolio
16,795
Q3 2025 Reduced 6.76%
$3.78T
$1.48 Million 0.56% of portfolio
2,848
Q3 2025 Reduced 1.35%
$465B
$1.31 Million 0.5% of portfolio
6,998
Q3 2025 Added 3.75%
$140B
$1.19 Million 0.46% of portfolio
4,751
Q3 2025 Reduced 4.27%
$4.3T
$1.08 Million 0.41% of portfolio
4,259
Q3 2025 Reduced 17.53%
$0
$988,000 0.38% of portfolio
22,775
Q3 2025 Reduced 0.45%
$2.39T
$998,000 0.38% of portfolio
4,546
Q3 2025 Added 41.93%
$0
$983,000 0.38% of portfolio
18,553
Q3 2025 Reduced 5.88%
$0
$971,000 0.37% of portfolio
1,619
Q3 2025 Added 22.28%
$0
$935,000 0.36% of portfolio
18,918
Q3 2025 Reduced 15.6%
$0
$926,000 0.35% of portfolio
21,012
Q3 2025 Reduced 1.36%
$0
$830,000 0.32% of portfolio
12,930
Q3 2025 Added 37.73%
$0
$824,000 0.31% of portfolio
17,141
Q3 2025 Added 38.14%
$0
$762,000 0.29% of portfolio
14,215
Q3 2025 Added 9.19%
$0
$757,000 0.29% of portfolio
6,375
Q3 2025 Reduced 2.67%
$0
$708,000 0.27% of portfolio
16,118
Q3 2025 Added 3.04%
$0
$697,000 0.27% of portfolio
10,685
Q3 2025 Added 0.87%
$0
$660,000 0.25% of portfolio
7,453
Q3 2025 Reduced 19.02%
$0
$635,000 0.24% of portfolio
949
Q3 2025 Added 26.87%
$0
$629,000 0.24% of portfolio
6,773
Q3 2025 Added 1.06%
$0
$637,000 0.24% of portfolio
13,212
Q3 2025 Reduced 7.92%
$0
$619,000 0.24% of portfolio
11,434
Q3 2025 Added 8.73%
$0
$547,000 0.21% of portfolio
10,123
Q3 2025 Reduced 12.22%
$51.1B
$552,000 0.21% of portfolio
6,157
Q3 2025 Reduced 4.1%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $262 Million
  • Prior Value $245 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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