Equity Wealth Partners, LLC - Portfolio overview

Equity Wealth Partners, LLC has 83 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VO - VANGUARD INDEX FDS, 11.14%
2. IWY - ISHARES TR, 9.51%
3. FNDX - SCHWAB STRATEGIC TR, 8.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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