Equita Financial Network, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $245 Million distributed in 81 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 $42.8M, Vanguard Ftse Developed Market with a value of $28.7M, Dimensional ETF Tr Dimensional with a value of $24.3M, Vanguard Intermediate Term Cor with a value of $14.8M, and Dimensional ETF Tr Dimensional with a value of $14.3M.

Examining the 13F form we can see an decrease of $37.3M in the current position value, from $283M to 245M.

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 $245 Million
ETFs: $223 Million
Technology: $4.39 Million
Consumer Cyclical: $2.47 Million
Communication Services: $1.18 Million
Financial Services: $664,000
Industrials: $203,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $245 Million
  • Prior Value $283 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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