Equity Wealth Partners, LLC

CIK

2097037

Location

Independence, MO

Portfolio Value

Small $278,226,932

Diversification

Diversified

Filing Date

Global Rank

#5,447 / 8,793 ▲ 1548 · as of Jun 2026

Top Industry

Semiconductors 18.6%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

4 quarters · since Sep 2025

Clone Performance

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

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Portfolio Concentration

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

Top Position

22.4%

+8.0 pts

Top 5

56.3%

−2.4 pts

Top 10

74.2%

−3.9 pts

HHI

892

Diversified+65

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.3%	$254,024,055	36
Technology	3.5%	$9,659,158	12
Financial Services	1.8%	$5,073,808	5
Consumer Cyclical	1.4%	$3,838,348	7
Industrials	0.6%	$1,714,588	3
Consumer Defensive	0.5%	$1,372,179	4
Communication Services	0.5%	$1,366,505	3
Energy	0.2%	$487,133	1
Utilities	0.2%	$440,620	1
Healthcare	0.1%	$250,538	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+384,078	501,587	$62,227,901
CGCB	Capital Group Core Bond ETF	+374,207	387,213	$8,843,255
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+195,838	292,038	$30,453,426
ACSG	American Century Small Cap Growth Insights ETF	+70,627	247,315	$24,676,635
BIV	Vanguard Intermediate-Term Bond ETF	+51,043	169,412	$12,902,803
VEU	Vanguard FTSE All-World Ex-US ETF	+26,946	28,950	$1,911,360
FNDA	Schwab Fundamental U.S. Small Company ETF	+22,958	655,352	$20,633,656
EDV	Vanguard World Funds Extended Duration ETF	+14,380	16,405	$3,098,715
—		+4,503	64,297	$18,685,994
JA	Janus Henderson AA-A CLO ETF	+3,734	24,693	$1,246,749
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+2,767	52,849	$2,708,112
BKNG	Booking Holdings Inc.	+2,316	2,412	$429,914
AAPL	Apple Inc.	+1,925	5,646	$1,633,726
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,910	39,034	$4,537,113
VIGI	Vanguard International Dividend Appreciation ETF	+1,814	8,941	$1,261,988
AFGR	First Trust Active Factor Large Cap Growth ETF	+1,793	20,246	$739,586
VIG	Vanguard Dividend Appreciation ETF	+1,760	15,687	$3,123,620
NFLX	Netflix Inc	+710	3,790	$270,606
MCD	Mcdonalds Corp	+667	1,485	$401,410
VXUS	Vanguard Total International Stock ETF	+466	3,328	$284,510
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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+251	46,796	$8,915,573
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAAC	Columbia AAA CLO ETF	−2,002	18,294	$791,764
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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−650	10,681	$1,237,767
—		−567	11,207	$843,326
AAAP	Pacer Barings CLO Market Flex ETF	−522	7,016	$436,395
BAM	Brookfield Asset Management Ltd.	−201	11,755	$527,211
IVZ	Invesco Ltd.	−96	3,830	$1,160,375
AAAA	Amplius Aggressive Asset Allocation ETF	−35	68,248	$4,431,102
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

21 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	168,796	$7,967,171
CGIE	Capital Group International Equity ETF	181,307	$6,668,471
CGIC	Capital Group International Core Equity ETF	172,361	$6,272,216
CGNG	Capital Group New Geography Equity ETF	114,173	$4,276,920
CGDV	Capital Group Dividend Value ETF	20,517	$1,011,077
CGXU	Capital Group International Focus Equity ETF	23,934	$828,595
EVRG	Evergy, Inc.	5,098	$440,620
PEP	Pepsico Inc	3,245	$439,373
HONA	Honeywell Aerospace Inc.	1,784	$394,406
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
BUYZ	Franklin Disruptive Commerce ETF	10,703	$245,312
NET	Cloudflare, Inc.	919	$225,412
NCLO	Nuveen AA-BBB CLO ETF	1,914	$224,052
LRCX	Lam Research Corp	503	$217,964
CGUS	Capital Group Core Equity ETF	4,807	$213,815
MA	Mastercard Inc	403	$206,980
WMT	Walmart Inc.	1,789	$202,622
AGNG	Global X Funds Global X Aging Population ETF	3,086	$202,472
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HNST	Honest Company, Inc.	10,087	$29,655
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $278,226,932 total · filing declares 109 positions · $278,225,535 · as of Jun 30, 2026

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

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	501,587	+384,078	$62,227,901	+233.1%	22.37%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	292,038	+195,838	$30,453,426	—	10.95%
ACSG	American Century Small Cap Growth Insights ETF	Added	247,315	+70,627	$24,676,635	+66.9%	8.87%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	655,352	+22,958	$20,633,656	+14.6%	7.42%
		Added	64,297	+4,503	$18,685,994	+25.6%	6.72%
BIV	Vanguard Intermediate-Term Bond ETF	Added	169,412	+51,043	$12,902,803	+41.2%	4.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	14,920	-706	$11,141,808	+9.6%	4.00%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	46,796	+251	$8,915,573	+44.1%	3.20%
CGCB	Capital Group Core Bond ETF	Added	387,213	+374,207	$8,843,255	+2943.6%	3.18%
CGGR	Capital Group Growth ETF	NEW	168,796	NEW	$7,967,171	NEW	2.86%
CGIE	Capital Group International Equity ETF	NEW	181,307	NEW	$6,668,471	NEW	2.40%
CGIC	Capital Group International Core Equity ETF	NEW	172,361	NEW	$6,272,216	NEW	2.25%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	39,034	+1,910	$4,537,113	+18.2%	1.63%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	68,248	-35	$4,431,102	+28.8%	1.59%
CGNG	Capital Group New Geography Equity ETF	NEW	114,173	NEW	$4,276,920	NEW	1.54%
VIG	Vanguard Dividend Appreciation ETF	Added	15,687	+1,760	$3,123,620	+17.6%	1.12%
EDV	Vanguard World Funds Extended Duration ETF	Added	16,405	+14,380	$3,098,715	+1263.0%	1.11%
NVDA	Nvidia Corp Technology	Added	13,609	+447	$2,723,024	+18.6%	0.98%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	52,849	+2,767	$2,708,112	+6.8%	0.97%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	28,950	+26,946	$1,911,360	+554.2%	0.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,384	+190	$1,693,319	+10.6%	0.61%
AAPL	Apple Inc. Technology	Added	5,646	+1,925	$1,633,726	+73.0%	0.59%
AMP	Ameriprise Financial Inc Financial Services	Held	3,239	0	$1,485,923	+3.2%	0.53%
VIGI	Vanguard International Dividend Appreciation ETF	Added	8,941	+1,814	$1,261,988	+39.4%	0.45%
JA	Janus Henderson AA-A CLO ETF	Added	24,693	+3,734	$1,246,749	+18.1%	0.45%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	10,681	-650	$1,237,767	+13.8%	0.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,032	+396	$1,199,326	+24.2%	0.43%
IVZ	Invesco Ltd. Financial Services	Reduced	3,830	-96	$1,160,375	+24.4%	0.42%
CGDV	Capital Group Dividend Value ETF	NEW	20,517	NEW	$1,011,077	NEW	0.36%
AXON	Axon Enterprise, Inc. Industrials	Added	1,642	+64	$920,521	+37.4%	0.33%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,503	-16	$873,107	+182.5%	0.31%
		Reduced	11,207	-567	$843,326	−4.1%	0.30%
MELI	Mercadolibre Inc Consumer Cyclical	Added	492	+10	$835,115	+0.2%	0.30%
CGXU	Capital Group International Focus Equity ETF	NEW	23,934	NEW	$828,595	NEW	0.30%
AAAC	Columbia AAA CLO ETF	Reduced	18,294	-2,002	$791,764	+0.1%	0.28%
PLTR	Palantir Technologies Inc. Technology	Added	6,777	+62	$790,672	−19.5%	0.28%
SHOP	Shopify Inc. Technology	Added	6,615	+256	$755,300	+0.1%	0.27%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	20,246	+1,793	$739,586	+18.7%	0.27%
NXST	Nexstar Media Group, Inc. Communication Services	Reduced	3,695	-879	$659,890	−20.2%	0.24%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	792	-2	$604,406	+95.0%	0.22%
ASML	Asml Holding NV Technology	Added	279	+2	$555,053	+51.7%	0.20%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	11,755	-201	$527,211	−0.8%	0.19%
AVGO	Broadcom Inc. Technology	Added	1,392	+2	$525,828	+22.2%	0.19%
XOM	ExxonMobil Holdings Corp Energy	Held	3,563	0	$487,133	−19.4%	0.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	502	+11	$469,605	−4.0%	0.17%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Added	2,353	+19	$454,670	+18.0%	0.16%
EVRG	Evergy, Inc. Utilities	NEW	5,098	NEW	$440,620	NEW	0.16%
PEP	Pepsico Inc Consumer Defensive	NEW	3,245	NEW	$439,373	NEW	0.16%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	7,016	-522	$436,395	−7.5%	0.16%
GOOGL	Alphabet Inc. Communication Services	Added	1,234	+2	$436,009	+23.4%	0.16%

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.