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 Market Cap. of $50 Millions to $300 Millions

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