Equita Financial Network, Inc.
Clone Performance
Nov 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.5% | $6,728,976 |
| Unclassified | 28.9% | $5,478,687 |
| Consumer Cyclical | 19.6% | $3,715,877 |
| Communication Services | 9.9% | $1,882,184 |
| Financial Services | 3.0% | $573,172 |
| Industrials | 1.7% | $315,055 |
| Healthcare | 1.4% | $271,071 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +547 | 6,289 | $1,258,366 | |
| AVGO | Broadcom Inc. | +532 | 1,216 | $459,344 | |
| SPY | Spdr S&P 500 ETF Trust | +363 | 4,909 | $3,665,893 | |
| AAPL | Apple Inc. | +192 | 8,582 | $2,483,287 | |
| BRK-B | Berkshire Hathaway Inc | +90 | 664 | $332,258 | |
| DIS | Walt Disney Co | +65 | 3,123 | $300,588 | |
| MSFT | Microsoft Corp | +56 | 2,867 | $1,069,448 | |
| META | Meta Platforms, Inc. | +43 | 668 | $376,277 | |
| QQQ | Invesco Qqq Trust, Series 1 | +7 | 1,519 | $1,118,591 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −2,114 | 9,131 | $2,176,282 | |
| GOOGL | Alphabet Inc. | −1,750 | 1,973 | $705,091 | |
| CSCO | Cisco Systems, Inc. | −1,379 | 2,173 | $255,240 | |
| CRM | Salesforce, Inc. | −1,101 | 2,233 | $349,821 | |
| TSLA | Tesla, Inc. | −214 | 1,151 | $484,110 | |
| NFLX | Netflix Inc | −119 | 7,006 | $500,228 | |
| LOW | Lowes Companies Inc | −14 | 4,787 | $1,055,485 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 599 | $347,965 | |
| RBA | Rb Global Inc. | 2,666 | $310,455 | |
| AMAT | Applied Materials Inc /De | 402 | $290,646 | |
| GBTC | Grayscale Bitcoin Trust ETF | 6,157 | $280,266 | |
| LLY | ELI LILLY & Co | 226 | $271,071 | |
| JPM | Jpmorgan Chase & Co | 736 | $240,914 | |
| ASML | Asml Holding NV | 108 | $214,859 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 510,420 | $32,707,713 | |
| BNDX | Vanguard Total International Bond ETF | 21,369 | $1,026,780 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 8,754 | $657,425 | |
| VXUS | Vanguard Total International Stock ETF | 6,506 | $501,677 | |
| WMT | Walmart Inc. | 1,616 | $200,836 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | 2,025 | $200,637 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,909 | $3,665,893 | 19.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,582 | $2,483,287 | 13.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,131 | $2,176,282 | 11.48% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,289 | $1,258,366 | 6.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,519 | $1,118,591 | 5.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,867 | $1,069,448 | 5.64% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 4,787 | $1,055,485 | 5.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,973 | $705,091 | 3.72% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 7,006 | $500,228 | 2.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,151 | $484,110 | 2.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,216 | $459,344 | 2.42% | |
| GLDM |
World Gold Trust
|
Held | 5,212 | $413,937 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 668 | $376,277 | 1.98% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 2,233 | $349,821 | 1.84% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 599 | $347,965 | 1.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 664 | $332,258 | 1.75% | |
| RBA |
Rb Global Inc.
Industrials
|
NEW | 2,666 | $310,455 | 1.64% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 3,123 | $300,588 | 1.58% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 402 | $290,646 | 1.53% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
NEW | 6,157 | $280,266 | 1.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 226 | $271,071 | 1.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 2,173 | $255,240 | 1.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 736 | $240,914 | 1.27% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 108 | $214,859 | 1.13% | |
| NVX |
NOVONIX Ltd
Industrials
|
Held | 10,000 | $4,600 | 0.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.