Equity Wealth Partners, LLC Portfolio Holdings

Equity Wealth Partners, LLC

  • $154 Billion
  • Q4 2025

Equity Wealth Partners, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $16.5B, Ishares Tr Russell 200 Growth with a value of $14.7B, Spdr S&P 500 ETF Trust with a value of $11.1B, Schwab Fundamental U S Large C with a value of $10.9B, and American Centy ETF Tr Avantis with a value of $8.95B.

Examining the 13F form we can see an increase of $31B in the current position value, from $123B to 154B.

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 $154 Billion
ETFs: $131 Billion
Technology: $7.54 Billion
Financial Services: $3.61 Billion
Consumer Cyclical: $3.45 Billion
Communication Services: $1.81 Billion
Industrials: $1.58 Billion
Energy: $426 Million
Consumer Defensive: $421 Million
Other: $359 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
$26 Million 0.02% of portfolio
10,087
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $154 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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