Equita Financial Network, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), Equita Financial Network, Inc. reported 81 stock positions worth $251.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 17.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.4%) and Dimensional US Small Cap Val (DFSV, 9.7%). Compared with Q1 2025, it opened 9 new positions, sold out of 14, added to 17 and reduced 51. The biggest buy was Dimensional US Sus CORE1 ETF (DFSU, shares +56%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- FORT WASHINGTON, PA
- CIK
- 0001994461
- Portfolio Value
- $251.3M (Q2 2025)
- SEC Filing
- 0002063364-25-000177 ↗ filed Aug 1, 2025
Holdings Value
Holdings 81 stocks · $251.3M
| VTI VG Morningstar TS MKT ETF-US | 17.05% | 140,976 | $42.8M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 11.43% | 504,080 | $28.7M | Reduce -9.3% |
| DFSV Dimensional US Small Cap Val | 9.69% | 827,164 | $24.3M | Reduce -4.9% |
| VCIT Vanguard Int-Term Corporate | 5.88% | 178,310 | $14.8M | Reduce -4.0% |
| DISV Dimensional International SM | 5.69% | 434,946 | $14.3M | Reduce -6.5% |
| DFEM Dimensional Emrg MRKT Core | 5.41% | 458,246 | $13.6M | Reduce -7.7% |
| SPTI SS SPDR P Int Term TSY ETF | 3.96% | 346,072 | $10.0M | Reduce -1.6% |
| AVRE Avantis Real Estate ETF | 2.98% | 169,789 | $7.5M | Reduce -6.7% |
| MUNI PIMCO Intermediate Municipal | 2.59% | 126,549 | $6.5M | Reduce -20.8% |
| SCHB Schwab US Broad Market ETF | 2.56% | 269,712 | $6.4M | Reduce -2.6% |
| STIP iShares 0-5 Year Tips Bond E | 2.44% | 59,647 | $6.1M | Reduce -3.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.14% | 67,777 | $5.4M | Reduce -6.1% |
| AVUV Avantis US Small Cap Value | 1.79% | 49,275 | $4.5M | Add +10.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.25% | 77,385 | $3.1M | Reduce -0.5% |
| DFSU Dimensional US Sus CORE1 ETF | 1.23% | 78,949 | $3.1M | Add +56.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.23% | 62,932 | $3.1M | Reduce -30.3% |
| SUB iShares Short-Term National | 1.14% | 26,927 | $2.9M | Reduce -16.1% |
| VOO Vanguard S&P 500 ETF | 1.14% | 5,040 | $2.9M | Add +11.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.13% | 4,602 | $2.8M | Add +7.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 1.11% | 37,531 | $2.8M | Reduce -9.2% |
| AVDV Avantis Intl S/C Value ETF | 1.00% | 31,649 | $2.5M | Reduce -8.3% |
| USXF iShares ESG Advance MSCI USA | 0.98% | 45,693 | $2.5M | Reduce -14.2% |
| AVEM Avantis Emerging Markets Eq | 0.92% | 33,859 | $2.3M | Reduce -8.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.90% | 30,296 | $2.3M | Reduce -27.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.81% | 48,581 | $2.0M | Reduce -1.6% |
| MUB iShares National Muni Bond E | 0.75% | 18,013 | $1.9M | Add +2.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.74% | 19,834 | $1.9M | Reduce -16.9% |
| MSFT Microsoft Corp. | 0.57% | 2,887 | $1.4M | Reduce -8.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.50% | 31,854 | $1.3M | Add +104.5% |
| NYF iShares New York Muni Bond E | 0.48% | 23,069 | $1.2M | Reduce -24.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.44% | 22,414 | $1.1M | Reduce -34.3% |
| LOW Lowe's Cos Inc. | 0.44% | 4,963 | $1.1M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.42% | 6,745 | $1.1M | Reduce -21.9% |
| AAPL Apple Inc. | 0.42% | 5,164 | $1.1M | Reduce -27.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.41% | 19,712 | $1.0M | Reduce -3.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.36% | 22,877 | $896K | Reduce -6.8% |
| NUSC Nuveen ESG Small-Cap ETF | 0.35% | 21,301 | $868K | Reduce -21.8% |
| DFGR Dim Global Real Estate ETF | 0.32% | 30,146 | $809K | Add +14.3% |
| IEMG iShares Core MSCI Emerging | 0.31% | 13,019 | $782K | Add +31.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.29% | 9,203 | $734K | Reduce -29.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 1,324 | $730K | Reduce -10.5% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 6,550 | $716K | Reduce -5.3% |
| AMZN Amazon.com Inc. | 0.28% | 3,203 | $703K | Reduce -19.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.27% | 14,348 | $686K | Add +28.5% |
| TDVG T Rowe Price Dividend Growth | 0.26% | 15,643 | $663K | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 10,593 | $657K | Reduce -12.5% |
| VXUS Vanguard Total Intl Stock | 0.25% | 9,122 | $630K | Reduce -92.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.24% | 11,532 | $615K | Reduce -13.4% |
| ESGD iShares Trust iShares ESG Aw | 0.24% | 6,702 | $598K | Reduce -9.4% |
| VCEB Vanguard ESG US Corp. Bond | 0.24% | 9,388 | $595K | Add +46.9% |
| BGRN iShares Usd Green Bond ETF | 0.24% | 12,408 | $591K | Add +46.5% |
| DUOL Duolingo | 0.22% | 1,341 | $550K | Add +64.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.22% | 6,420 | $545K | No change |
| SCHR Schwab Intermediate-Term US | 0.21% | 21,333 | $534K | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 10,516 | $520K | Reduce -85.1% |
| META Meta Platforms Inc. Class A | 0.20% | 672 | $496K | Reduce -18.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 12,747 | $485K | Add +93.9% |
| IVV iShares Core S&P 500 ETF | 0.18% | 748 | $464K | Reduce -94.5% |
| CPNG Coupang Inc. | 0.16% | 13,443 | $403K | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 795 | $386K | Add +12.8% |
| XLK SS Technology Select Sector | 0.14% | 1,395 | $353K | No change |
| DFIS Dimensional International SM | 0.14% | 11,707 | $349K | Add +45.0% |
| VIGI Vanguard Int Div App Indx FD | 0.14% | 3,857 | $348K | New |
| IWF iShares Russell 1000 Growth | 0.13% | 768 | $326K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.12% | 7,155 | $296K | New |
| SCHG Schwab US Large-Cap Growth | 0.11% | 9,808 | $286K | Reduce -8.5% |
| AVGO Broadcom Inc. | 0.11% | 1,021 | $281K | New |
| JPM JPMorgan Chase & Co. | 0.11% | 962 | $279K | Reduce -44.9% |
| TCHP T Rowe Price Blue Chip Growt | 0.11% | 6,093 | $276K | Reduce -10.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,221 | $275K | Reduce -8.4% |
| TSLA Tesla Inc. | 0.11% | 832 | $264K | Reduce -6.9% |
| DFGP Dimensional GLBL Core PL Fix | 0.10% | 4,828 | $263K | New |
| IWD iShares Russell 1000 Value E | 0.10% | 1,330 | $258K | No change |
| NACP Impact Shares Naacp Minority | 0.10% | 5,519 | $241K | Reduce -5.0% |
| JUST Goldman Sachs Just US LRG | 0.09% | 2,554 | $225K | Reduce -3.5% |
| SCHF Schwab Intl Equity ETF | 0.09% | 9,924 | $219K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.09% | 8,558 | $215K | New |
| RBLX Roblox Corp. Class A | 0.08% | 2,020 | $213K | New |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,137 | $200K | Reduce -37.3% |
| PCT Purecycle Technologies Inc. | 0.08% | 14,159 | $194K | New |
| NVX Novonix Limited | 0.00% | 10,000 | $10K | New |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -94.5% | 0.18% | −2.51 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −2.50 |
| VXUS Vanguard Total Intl Stock | Reduce -92.4% | 0.25% | −2.36 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −2.23 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −1.46 |
| VWO Vanguard Ftse Emerging Marke | Reduce -85.1% | 0.21% | −0.91 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.47 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.42 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.41 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -30.3% | 1.23% | −0.34 |
| MUNI PIMCO Intermediate Municipal | Reduce -20.8% | 2.59% | −0.29 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.24 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.14 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -34.3% | 0.44% | −0.14 |
| AAPL Apple Inc. | Reduce -27.4% | 0.42% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.11 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.11 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -27.8% | 0.90% | −0.09 |
| NYF iShares New York Muni Bond E | Reduce -24.8% | 0.48% | −0.09 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.08 |
| VTEC Vanguard Ca Tax-Ex Bond | Sold out | 0.00% | −0.08 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -29.2% | 0.29% | −0.06 |
| SUB iShares Short-Term National | Reduce -16.1% | 1.14% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -44.9% | 0.11% | −0.04 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -21.8% | 0.35% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -37.3% | 0.08% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -13.4% | 0.24% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -12.5% | 0.26% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -19.5% | 0.28% | +0.01 |
| NACP Impact Shares Naacp Minority | Reduce -5.0% | 0.10% | +0.02 |
| JUST Goldman Sachs Just US LRG | Reduce -3.5% | 0.09% | +0.02 |
| TCHP T Rowe Price Blue Chip Growt | Reduce -10.7% | 0.11% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.5% | 0.11% | +0.02 |
| TSLA Tesla Inc. | Reduce -6.9% | 0.11% | +0.02 |
| SCHR Schwab Intermediate-Term US | Reduce -1.1% | 0.21% | +0.03 |
| DIS The Walt Disney Co. | Reduce -8.4% | 0.11% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Reduce -9.4% | 0.24% | +0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.44% | +0.03 |
| META Meta Platforms Inc. Class A | Reduce -18.9% | 0.20% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.3% | 0.28% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.1% | 0.41% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.5% | 0.29% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -6.8% | 0.36% | +0.06 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -16.9% | 0.74% | +0.09 |
| NVDA Nvidia Corp. | Reduce -21.9% | 0.42% | +0.10 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -1.6% | 0.81% | +0.11 |
| USXF iShares ESG Advance MSCI USA | Reduce -14.2% | 0.98% | +0.11 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -9.2% | 1.11% | +0.14 |
Portfolio Buys Q1 2025 → Q2 2025
| DFSU Dimensional US Sus CORE1 ETF | Add +56.2% | 1.23% | +0.60 |
| AVUV Avantis US Small Cap Value | Add +10.0% | 1.79% | +0.42 |
| VOO Vanguard S&P 500 ETF | Add +11.7% | 1.14% | +0.33 |
| DFSI Dimensional Int Sus COR1 ETF | Add +104.5% | 0.50% | +0.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.1% | 1.13% | +0.29 |
| VIGI Vanguard Int Div App Indx FD | New | 0.14% | +0.14 |
| DUOL Duolingo | Add +64.7% | 0.22% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +31.0% | 0.31% | +0.12 |
| ESML iShares ESG Aware MSCI USA S | New | 0.12% | +0.12 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +93.9% | 0.19% | +0.12 |
| AVGO Broadcom Inc. | New | 0.11% | +0.11 |
| DFGP Dimensional GLBL Core PL Fix | New | 0.10% | +0.10 |
| MUB iShares National Muni Bond E | Add +2.0% | 0.75% | +0.10 |
| VCEB Vanguard ESG US Corp. Bond | Add +46.9% | 0.24% | +0.10 |
| BGRN iShares Usd Green Bond ETF | Add +46.5% | 0.24% | +0.10 |
| SHM SS SPDR N Ice St Muni ETF | Add +28.5% | 0.27% | +0.09 |
| SCHF Schwab Intl Equity ETF | New | 0.09% | +0.09 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.09% | +0.09 |
| RBLX Roblox Corp. Class A | New | 0.08% | +0.08 |
| DFGR Dim Global Real Estate ETF | Add +14.3% | 0.32% | +0.08 |
| PCT Purecycle Technologies Inc. | New | 0.08% | +0.08 |
| DFIS Dimensional International SM | Add +45.0% | 0.14% | +0.07 |
| CPNG Coupang Inc. | Add +1.4% | 0.16% | +0.06 |
| TDVG T Rowe Price Dividend Growth | Add +1.2% | 0.26% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.8% | 0.15% | +0.02 |
| NVX Novonix Limited | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 95 | $360.2M | VTI, VEA, DFSV, DFGX, DISV |
| Q1 2026 | 87 | $318.0M | VTI, VEA, DFGX, DISV, VCIT |
| Q4 2025 | 95 | $331.8M | VTI, VEA, DFSV, VCIT, DISV |
| Q3 2025 | 91 | $295.8M | VTI, VEA, DFSV, VCIT, DISV |
| Q2 2025 | 81 | $251.3M | VTI, VEA, DFSV, VCIT, DISV |
| Q1 2025 | 86 | $286.2M | VTI, VEA, DFSV, VCIT, DISV |
| Q4 2024 | 80 | $276.6M | VTI, DFSV, VEA, VCIT, DFEM |
| Q3 2024 | 79 | $273.7M | VTI, VEA, DFSV, VCIT, DFEM |
| Q2 2024 | 78 | $239.3M | VTI, VEA, DFSV, VCIT, DFEM |
| Q1 2024 | 70 | $222.7M | VTI, VEA, DFSV, VCIT, DFEM |