Equity Wealth Partners, LLC

CIK

2097037

Location

Independence, MO

Portfolio Value

Micro $34,073,290

Diversification

Diversified

Filing Date

Global Rank

#7,366 / 8,517 ▼ 39

Top Industry

Semiconductors 19.9%

3Y Alpha vs SPY

+52.2%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

4 quarters · since Sep 2025

Clone Performance

Nov 2025–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+50.0%

SPY

+15.5%

Annualised alpha

+50.4%

Max drawdown

−10.6%

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 4 quarters. Past performance does not predict future results.

Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.7%

+11.6 pts

Top 5

54.8%

−12.5 pts

Top 10

68.4%

−11.1 pts

HHI

1,279

Diversified+66

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.7%	$11,467,296	2
Technology	28.3%	$9,659,158	12
Financial Services	11.5%	$3,913,433	4
Consumer Cyclical	11.3%	$3,838,348	7
Industrials	5.0%	$1,714,089	3
Consumer Defensive	4.0%	$1,372,179	4
Communication Services	2.7%	$930,496	2
Energy	1.4%	$487,133	1
Utilities	1.3%	$440,620	1
Healthcare	0.7%	$250,538	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+2,316	2,412	$429,914
AAPL	Apple Inc.	+1,925	5,646	$1,633,726
NFLX	Netflix Inc	+710	3,790	$270,606
MCD	Mcdonalds Corp	+667	1,485	$401,410
NVDA	Nvidia Corp	+447	13,609	$2,723,024
AMZN	Amazon Com Inc	+396	5,032	$1,199,326
MSFT	Microsoft Corp	+289	1,036	$386,448
SHOP	Shopify Inc.	+256	6,615	$755,300
LOW	Lowes Companies Inc	+220	1,109	$244,523
BRK-B	Berkshire Hathaway Inc	+190	3,384	$1,693,319
AXON	Axon Enterprise, Inc.	+64	1,642	$920,521
PLTR	Palantir Technologies Inc.	+62	6,777	$790,672
TXRH	Texas Roadhouse, Inc.	+19	2,353	$454,670
COST	Costco Wholesale Corp /New	+11	502	$469,605
MELI	Mercadolibre Inc	+10	492	$835,115
ASML	Asml Holding NV	+2	279	$555,053
AVGO	Broadcom Inc.	+2	1,392	$525,828
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−1,781	1,785	$399,661
NXST	Nexstar Media Group, Inc.	−879	3,695	$659,890
SPY	Spdr S&P 500 ETF Trust	−706	14,920	$11,141,808
BAM	Brookfield Asset Management Ltd.	−201	11,755	$527,211
AMD	Advanced Micro Devices Inc	−16	1,503	$873,107
CRWD	CrowdStrike Holdings, Inc.	−2	792	$604,406
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
EVRG	Evergy, Inc.	5,098	$440,620
PEP	Pepsico Inc	3,245	$439,373
HONA	Honeywell Aerospace Inc.	1,784	$393,907
MU	Micron Technology Inc	319	$368,218
QQQ	Invesco Qqq Trust, Series 1	442	$325,488
TSLA	Tesla, Inc.	650	$273,390
PG	PROCTER & GAMBLE Co	1,777	$260,579
NET	Cloudflare, Inc.	919	$225,412
LRCX	Lam Research Corp	503	$217,964
MA	Mastercard Inc	403	$206,980
WMT	Walmart Inc.	1,789	$202,622
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	118,369	$9,135,719
VB	Vanguard Morningstar Small-Cap ETF	32,288	$8,456,872
VIG	Vanguard Dividend Appreciation ETF	11,251	$2,419,640
GOOGL	Alphabet Inc.	1,232	$353,411
VIGI	Vanguard International Dividend Appreciation ETF	2,518	$222,742
VXUS	Vanguard Total International Stock ETF	2,862	$220,688
HNST	Honest Company, Inc.	10,087	$29,655
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $34,073,290 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	14,920	-706	$11,141,808	+9.6%	32.70%
NVDA	Nvidia Corp Technology	Added	13,609	+447	$2,723,024	+18.6%	7.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,384	+190	$1,693,319	+10.6%	4.97%
AAPL	Apple Inc. Technology	Added	5,646	+1,925	$1,633,726	+73.0%	4.79%
AMP	Ameriprise Financial Inc Financial Services	Held	3,239	0	$1,485,923	+3.2%	4.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,032	+396	$1,199,326	+24.2%	3.52%
AXON	Axon Enterprise, Inc. Industrials	Added	1,642	+64	$920,521	+37.4%	2.70%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,503	-16	$873,107	+182.5%	2.56%
MELI	Mercadolibre Inc Consumer Cyclical	Added	492	+10	$835,115	+0.2%	2.45%
PLTR	Palantir Technologies Inc. Technology	Added	6,777	+62	$790,672	−19.5%	2.32%
SHOP	Shopify Inc. Technology	Added	6,615	+256	$755,300	+0.1%	2.22%
NXST	Nexstar Media Group, Inc. Communication Services	Reduced	3,695	-879	$659,890	−20.2%	1.94%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	792	-2	$604,406	+95.0%	1.77%
ASML	Asml Holding NV Technology	Added	279	+2	$555,053	+51.7%	1.63%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	11,755	-201	$527,211	−0.8%	1.55%
AVGO	Broadcom Inc. Technology	Added	1,392	+2	$525,828	+22.2%	1.54%
XOM	ExxonMobil Holdings Corp Energy	Held	3,563	0	$487,133	−19.4%	1.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	502	+11	$469,605	−4.0%	1.38%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Added	2,353	+19	$454,670	+18.0%	1.33%
EVRG	Evergy, Inc. Utilities	NEW	5,098	NEW	$440,620	NEW	1.29%
PEP	Pepsico Inc Consumer Defensive	NEW	3,245	NEW	$439,373	NEW	1.29%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	2,412	+2,316	$429,914	+6.4%	1.26%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,485	+667	$401,410	+57.9%	1.18%
HON	Honeywell International Inc Industrials	Reduced	1,785	-1,781	$399,661	−50.4%	1.17%
HONA	Honeywell Aerospace Inc. Industrials	NEW	1,784	NEW	$393,907	NEW	1.16%
MSFT	Microsoft Corp Technology	Added	1,036	+289	$386,448	+39.8%	1.13%
MU	Micron Technology Inc Technology	NEW	319	NEW	$368,218	NEW	1.08%
QQQ	Invesco Qqq Trust, Series 1	NEW	442	NEW	$325,488	NEW	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	650	NEW	$273,390	NEW	0.80%
NFLX	Netflix Inc Communication Services	Added	3,790	+710	$270,606	−8.6%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	1,777	NEW	$260,579	NEW	0.76%
ISRG	Intuitive Surgical Inc Healthcare	Held	630	0	$250,538	−13.7%	0.74%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,109	+220	$244,523	+16.4%	0.72%
NET	Cloudflare, Inc. Technology	NEW	919	NEW	$225,412	NEW	0.66%
LRCX	Lam Research Corp Technology	NEW	503	NEW	$217,964	NEW	0.64%
MA	Mastercard Inc Financial Services	NEW	403	NEW	$206,980	NEW	0.61%
WMT	Walmart Inc. Consumer Defensive	NEW	1,789	NEW	$202,622	NEW	0.59%

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.