Equity Wealth Partners, LLC

CIK

2097037

Location

Independence, MO

Portfolio Value

Micro $26,816,496

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,507 / 8,605 ▲ 6 · as of Mar 2026

Top Industry

Semiconductors 18.2%

3Y Alpha vs SPY

-12.2%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+6.4%

SPY

+11.9%

Annualised alpha

-9.0%

Max drawdown

−11.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

37.9%

+0.7 pts

Top 5

61.2%

+1.1 pts

Top 10

77.7%

+0.3 pts

HHI

1,678

Moderately concentrated+58

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.9%	$10,162,212	1
Technology	24.0%	$6,435,487	9
Financial Services	13.1%	$3,501,419	3
Consumer Cyclical	9.9%	$2,664,807	6
Industrials	5.7%	$1,515,490	2
Communication Services	4.2%	$1,123,258	2
Energy	2.3%	$604,498	1
Consumer Defensive	1.9%	$518,902	2
Healthcare	1.1%	$290,423	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+194	13,162	$2,295,452
SHOP	Shopify Inc.	+175	6,359	$754,304
AMD	Advanced Micro Devices Inc	+72	1,519	$309,010
AMZN	Amazon Com Inc	+38	4,636	$965,539
AVGO	Broadcom Inc.	+28	1,390	$430,218
AXON	Axon Enterprise, Inc.	+25	1,578	$670,160
XOM	Exxon Mobil Corp	+24	3,563	$604,498
AMP	Ameriprise Financial Inc	+21	3,239	$1,439,411
MELI	Mercadolibre Inc	+14	482	$833,387
CRWD	CrowdStrike Holdings, Inc.	+10	794	$77,496
BRK-B	Berkshire Hathaway Inc	+9	3,194	$1,530,564
COST	Costco Wholesale Corp /New	+3	491	$489,247
LOW	Lowes Companies Inc	+2	889	$210,052
ASML	Asml Holding NV	+1	277	$365,869
MCD	Mcdonalds Corp	+1	818	$254,226
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
BAM	Brookfield Asset Management Ltd.	−1,327	11,956	$531,444
NXST	Nexstar Media Group, Inc.	−998	4,574	$827,116
SPY	Spdr S&P 500 ETF Trust	−649	15,626	$10,162,212
PLTR	Palantir Technologies Inc.	−232	6,715	$982,270
TXRH	Texas Roadhouse, Inc.	−133	2,334	$385,436
MSFT	Microsoft Corp	−101	747	$276,516
AAPL	Apple Inc.	−81	3,721	$944,352
NFLX	Netflix Inc	−49	3,080	$296,142
HON	Honeywell International Inc	−17	3,566	$845,330
BKNG	Booking Holdings Inc.	−5	96	$16,167
ISRG	Intuitive Surgical Inc	−4	630	$290,423
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	392	$223,784
KNSL	Kinsale Capital Group, Inc.	539	$210,813
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $26,816,496 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	15,626	-649	$10,162,212	−8.4%	37.90%
NVDA	Nvidia Corp Technology	Added	13,162	+194	$2,295,452	−5.1%	8.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,194	+9	$1,530,564	−4.4%	5.71%
AMP	Ameriprise Financial Inc Financial Services	Added	3,239	+21	$1,439,411	−8.8%	5.37%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,715	-232	$982,270	−20.5%	3.66%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,636	+38	$965,539	−9.0%	3.60%
AAPL	Apple Inc. Technology	Reduced	3,721	-81	$944,352	−8.6%	3.52%
HON	Honeywell International Inc Industrials	Reduced	3,566	-17	$845,330	+15.3%	3.15%
MELI	Mercadolibre Inc Consumer Cyclical	Added	482	+14	$833,387	−11.6%	3.11%
NXST	Nexstar Media Group, Inc. Communication Services	Reduced	4,574	-998	$827,116	−26.9%	3.08%
SHOP	Shopify Inc. Technology	Added	6,359	+175	$754,304	−24.2%	2.81%
AXON	Axon Enterprise, Inc. Industrials	Added	1,578	+25	$670,160	−24.0%	2.50%
XOM	Exxon Mobil Corp Energy	Added	3,563	+24	$604,498	+41.9%	2.25%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	11,956	-1,327	$531,444	−23.6%	1.98%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	491	+3	$489,247	+16.3%	1.82%
AVGO	Broadcom Inc. Technology	Added	1,390	+28	$430,218	−8.7%	1.60%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Reduced	2,334	-133	$385,436	−5.9%	1.44%
ASML	Asml Holding NV Technology	Added	277	+1	$365,869	+23.9%	1.36%
AMD	Advanced Micro Devices Inc Technology	Added	1,519	+72	$309,010	−0.3%	1.15%
NFLX	Netflix Inc Communication Services	Reduced	3,080	-49	$296,142	+0.9%	1.10%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	630	-4	$290,423	−19.1%	1.08%
MSFT	Microsoft Corp Technology	Reduced	747	-101	$276,516	−32.6%	1.03%
MCD	Mcdonalds Corp Consumer Cyclical	Added	818	+1	$254,226	+1.8%	0.95%
LOW	Lowes Companies Inc Consumer Cyclical	Added	889	+2	$210,052	−1.8%	0.78%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	794	+10	$77,496	−15.7%	0.29%
HNST	Honest Company, Inc. Consumer Defensive	Held	10,087	0	$29,655	+14.0%	0.11%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	96	-5	$16,167	−25.3%	0.06%