Equita Financial Network, Inc.

Registered adviser

CIK

1994461

Location

FORT WASHINGTON, PA

Portfolio Value

Small $320,841,837

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,564 / 8,811 ▼ 60 · as of Jun 2026

Top Industry

Internet Content & Information 23.1%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

13 quarters · since Sep 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 277031

Roster of Oct 1, 2026

Regulatory AUM

$390,965,587

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$390,965,587	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$412,310,129	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$283,061,181	Individuals and high net worth (100%)
May 2023 to Mar 2024	$151,519,331	Individuals and high net worth (98%)
Apr 2023	$151,519,331	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$155,932,259	Individuals and high net worth (99%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.8% of the book (60%+)

Turnover

Low turnover

9.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 90.2%; sector active share 86.7% against the combined 13F book's sector weights.

Over time 12 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

86 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

29.8%

−0.3 pts

Top 5

75.9%

+3.5 pts

Top 10

90.5%

+0.7 pts

HHI

1,572

Moderately concentrated+92

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.5%	$306,283,392	68
Technology	2.1%	$6,784,193	8
Communication Services	1.2%	$3,832,895	4
Consumer Cyclical	1.0%	$3,300,265	3
Healthcare	0.1%	$214,059	1
Industrials	0.1%	$213,648	1
Financial Services	0.1%	$213,385	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+42,348	500,143	$13,643,901
—		+27,851	40,458	$0
DFSB	Dimensional Global Sustainability Fixed Income ETF	+27,645	36,503	$1,808,723
DFGX	Dimensional International Core Fixed Income ETF	+26,746	392,612	$20,077,785
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+24,504	253,271	$19,833,652
DISV	Dimensional International Small Cap Value ETF	+21,548	505,289	$21,873,960
DFLV	Dimensional US Large Cap Value ETF	+20,622	401,637	$16,133,758
MUB	iShares National Muni Bond ETF	+19,694	35,816	$0
DFSU	Dimensional US Sustainability Core 1 ETF	+18,946	178,618	$8,425,411
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+18,423	482,351	$19,158,981
VEA	Vanguard FTSE Developed Markets ETF	+18,310	534,829	$37,764,275
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+11,138	31,394	$744,037
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+10,498	167,236	$8,309,956
SUB	iShares Short-Term National Muni Bond ETF	+8,738	42,581	$0
AVRE	Avantis Real Estate ETF	+6,076	223,843	$9,927,437
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+6,044	89,325	$6,900,356
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+5,394	159,866	$59,828,251
STIP	iShares 0-5 Year TIPS Bond ETF	+4,872	85,743	$0
GOOG	Alphabet Inc.	+4,181	5,653	$1,926,203
DFSI	Dimensional International Sustainability Core 1 ETF	+3,971	92,262	$4,167,474
NULV	Nuveen ESG Large-Cap Value ETF	+3,783	61,901	$3,259,087
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	+3,591	19,794	$0
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	+3,569	56,224	$2,718,430
NUSC	Nuveen ESG Small-Cap ETF	+3,210	33,369	$1,619,230
SCHF	Schwab International Equity ETF	+2,820	21,688	$595,769
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−26,771	67,090	$3,177,382
SCHB	Schwab U.S. Broad Market ETF	−1,554	287,609	$8,429,819
VXUS	Vanguard Total International Stock ETF	−1,315	6,513	$553,344
AAPL	Apple Inc.	−1,184	7,398	$2,463,681
CRM	Salesforce, Inc.	−1,060	1,173	$269,285
AMZN	Amazon Com Inc	−985	8,146	$2,029,575
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−805	6,458	$0
AVGO	Broadcom Inc.	−357	859	$301,672
NFLX	Netflix Inc	−346	6,660	$463,402
ESGD	iShares ESG Aware MSCI EAFE ETF	−280	5,943	$0
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−266	75,277	$3,779,658
MSFT	Microsoft Corp	−210	2,657	$1,362,775
NVDA	Nvidia Corp	−132	6,157	$1,406,135
QQQ	Invesco Qqq Trust, Series 1	−114	1,405	$1,039,376
GLDM	World Gold Trust	−102	5,110	$419,939
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−100	24,132	$2,221,350
JPM	Jpmorgan Chase & Co	−91	645	$213,385
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	−59	4,333	$442,615
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−56	2,790	$546,142
AVEM	Avantis Emerging Markets Equity ETF	−43	31,319	$2,944,612
LLY	ELI LILLY & Co	−41	185	$214,059
RBA	Rb Global Inc.	−41	2,625	$213,648
TSLA	Tesla, Inc.	−41	1,110	$393,839
AVDV	Avantis International Small Cap Value ETF	−30	29,146	$3,187,989
LOW	Lowes Companies Inc	−29	4,758	$876,851
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	2,867	$393,639
SCHI	Schwab 5-10 Year Corporate Bond ETF	11,698	$250,805
CMF	iShares California Muni Bond ETF	4,385	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	505,882	$19,623,162
NYF	iShares New York Muni Bond ETF	49,278	$2,656,576
BGRN	iShares USD Green Bond ETF	25,643	$1,217,350
BRK-B	Berkshire Hathaway Inc	664	$332,258
DIS	Walt Disney Co	3,123	$300,588
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	4,075	$299,145
AMAT	Applied Materials Inc	402	$290,646
FV	First Trust Dorsey Wright Focus 5 ETF	3,450	$261,786
ASML	Asml Holding NV	108	$214,859
FDT	First Trust Developed Markets ex-US AlphaDEX Fund	2,163	$204,792
VTEC	Vanguard California Tax-Exempt Bond ETF	2,025	$203,715
NVX	NOVONIX Ltd	10,000	$4,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $320,841,837 total · filing declares 86 positions · $353,231,423 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	159,866	+5,394	$59,828,251	+4.7%	18.65%
VEA	Vanguard FTSE Developed Markets ETF	Added	534,829	+18,310	$37,764,275	+2.6%	11.77%
DISV	Dimensional International Small Cap Value ETF	Added	505,289	+21,548	$21,873,960	+12.7%	6.82%
DFGX	Dimensional International Core Fixed Income ETF	Added	392,612	+26,746	$20,077,785	+2.4%	6.26%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	253,271	+24,504	$19,833,652	+4.9%	6.18%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	482,351	+18,423	$19,158,981	+1.6%	5.97%
DFLV	Dimensional US Large Cap Value ETF	Added	401,637	+20,622	$16,133,758	+7.1%	5.03%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Added	500,143	+42,348	$13,643,901	+5.0%	4.25%
AVRE	Avantis Real Estate ETF	Added	223,843	+6,076	$9,927,437	−3.8%	3.09%
SCHB	Schwab U.S. Broad Market ETF	Reduced	287,609	-1,554	$8,429,819	+0.7%	2.63%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	178,618	+18,946	$8,425,411	+13.2%	2.63%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	167,236	+10,498	$8,309,956	+0.8%	2.59%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	89,325	+6,044	$6,900,356	+4.8%	2.15%
AVUV	Avantis U.S. Small Cap Value ETF	Added	42,749	+18	$5,034,549	−5.6%	1.57%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	92,262	+3,971	$4,167,474	+4.7%	1.30%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	75,277	-266	$3,779,658	−0.7%	1.18%
SPY	Spdr S&P 500 ETF Trust	Added	4,938	+29	$3,765,866	+2.7%	1.17%
NULV	Nuveen ESG Large-Cap Value ETF	Added	61,901	+3,783	$3,259,087	+12.2%	1.02%
AVDV	Avantis International Small Cap Value ETF	Reduced	29,146	-30	$3,187,989	+6.0%	0.99%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	67,090	-26,771	$3,177,382	−33.1%	0.99%
NULG	Nuveen ESG Large-Cap Growth ETF	Added	27,435	+1,985	$3,119,085	+4.7%	0.97%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	31,319	-43	$2,944,612	−2.7%	0.92%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Added	56,224	+3,569	$2,718,430	+5.6%	0.85%
AAPL	Apple Inc. Technology	Reduced	7,398	-1,184	$2,463,681	−0.8%	0.77%
VOO	VANGUARD 500 INDEX FUND	Added	3,239	+178	$2,270,085	+8.0%	0.71%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	24,132	-100	$2,221,350	+1.0%	0.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,146	-985	$2,029,575	−6.7%	0.63%
GOOG	Alphabet Inc. Communication Services	Added	5,653	+4,181	$1,926,203	+270.4%	0.60%
DFSB	Dimensional Global Sustainability Fixed Income ETF	Added	36,503	+27,645	$1,808,723	+291.8%	0.56%
NUSC	Nuveen ESG Small-Cap ETF	Added	33,369	+3,210	$1,619,230	+3.0%	0.50%
NVDA	Nvidia Corp Technology	Reduced	6,157	-132	$1,406,135	+11.7%	0.44%
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	Added	23,408	+2,771	$1,394,648	+7.7%	0.43%
MSFT	Microsoft Corp Technology	Reduced	2,657	-210	$1,362,775	+27.4%	0.42%
BNDX	Vanguard Total International Bond ETF	Reduced	23,023	-20	$1,079,088	−3.3%	0.34%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,405	-114	$1,039,376	−7.1%	0.32%
GOOGL	Alphabet Inc. Communication Services	Added	2,713	+740	$933,489	+32.4%	0.29%
DFGR	Dimensional Global Real Estate ETF	Added	33,601	+2,078	$908,907	−0.5%	0.28%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	4,758	-29	$876,851	−16.9%	0.27%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	13,715	+203	$813,436	+0.9%	0.25%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	31,394	+11,138	$744,037	+49.0%	0.23%
VEU	Vanguard International Equity Index Funds	Added	8,814	+20	$731,297	−0.7%	0.23%
TDVG	T. Rowe Price Dividend Growth ETF	Added	13,945	+788	$672,985	+4.3%	0.21%
SCHF	Schwab International Equity ETF	Added	21,688	+2,820	$595,769	+14.0%	0.19%
VXUS	Vanguard Total International Stock ETF	Reduced	6,513	-1,315	$553,344	−17.3%	0.17%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	2,790	-56	$546,142	+0.7%	0.17%
META	Meta Platforms, Inc. Communication Services	Added	703	+35	$509,801	+35.5%	0.16%
NFLX	Netflix Inc Communication Services	Reduced	6,660	-346	$463,402	−7.4%	0.14%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Reduced	4,333	-59	$442,615	−7.6%	0.14%
GLDM	World Gold Trust	Reduced	5,110	-102	$419,939	+1.4%	0.13%
GBTC	Grayscale Bitcoin Trust ETF	Held	6,157	0	$397,680	+41.9%	0.12%

Showing the top 50 of 86 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.