Equita Financial Network, Inc.

Name: Equita Financial Network, Inc. 13F holdings, Q4 2025
Creator: Equita Financial Network, Inc.
Published: 2026-01-29

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Equita Financial Network, Inc. reported 95 stock positions worth $331.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.7%) and Dimensional US Small Cap Val (DFSV, 5.9%). Compared with Q3 2025, it opened 7 new positions, sold out of 3, added to 59 and reduced 17. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale Avantis US Small Cap Value (AVUV, shares −0%).

Most Recent 13F: Q2 2026
Location: FORT WASHINGTON, PA
CIK: 0001994461
Portfolio Value: $331.8M (Q4 2025)
SEC Filing: 0002063364-26-000037 ↗ filed Jan 29, 2026

Holdings Value

Holdings 95 stocks · $331.8M


VTI VG Morningstar TS MKT ETF-US	16.18%	160,138	$53.7M	Add +7.5%
VEA Vanguard Ftse Developed ETF	10.66%	565,986	$35.4M	Add +9.6%
DFSV Dimensional US Small Cap Val	5.86%	590,753	$19.4M	Add +5.5%
VCIT Vanguard Int-Term Corporate	5.61%	222,472	$18.6M	Add +13.1%
DISV Dimensional International SM	5.54%	484,115	$18.4M	Add +8.8%
DFGX Dimsnl Intr CF in ETF-Usd Inc.	5.26%	331,640	$17.5M	Add +14.1%
DFEM Dimensional Emrg MRKT Core	5.01%	503,023	$16.6M	Add +7.7%
SPTI SS SPDR P Int Term TSY ETF	3.87%	445,153	$12.8M	Add +14.4%
DFLV Dim US Large Cap Value ETF	3.35%	324,916	$11.1M	Add +13.1%
AVRE Avantis Real Estate ETF	2.74%	208,603	$9.1M	Add +10.8%
STIP iShares 0-5 Year Tips Bond E	2.39%	77,531	$7.9M	Add +17.0%
SCHB Schwab US Broad Market ETF	2.32%	293,624	$7.7M	Add +9.4%
MUNI PIMCO Intermediate Municipal	2.27%	143,595	$7.5M	Add +12.0%
VCSH Vanguard S/T Corp. Bond ETF	1.97%	81,839	$6.5M	Add +11.6%
VOO Vanguard S&P 500 ETF	1.48%	7,842	$4.9M	Add +30.0%
AVUV Avantis US Small Cap Value	1.38%	44,850	$4.6M	Reduce -0.3%
DFSU Dimensional US Sus CORE1 ETF	1.30%	99,684	$4.3M	Add +9.7%
VTEB Vanguard Tax-Exempt Bond ETF	1.13%	74,472	$3.7M	Add +19.8%
SPDW Ste STR SPDR PT DW Eu ETF	1.03%	76,798	$3.4M	Add +0.0%
SUB iShares Short-Term National	0.99%	30,770	$3.3M	Add +7.2%
SPY SS SPDR S&P 500 ETF Trust-US	0.93%	4,549	$3.1M	Reduce -1.0%
AVDV Avantis Intl S/C Value ETF	0.88%	31,150	$2.9M	Add +0.3%
DMXF iShares ESG Advanc MSCI Eafe	0.87%	38,422	$2.9M	Add +2.9%
NYF iShares New York Muni Bond E	0.79%	49,205	$2.6M	Add +42.3%
AVEM Avantis Emerging Markets Eq	0.78%	33,659	$2.6M	Reduce -0.3%
SPTM SS SPDR P S&P 1500 Comp ETF	0.75%	30,272	$2.5M	Add +0.0%
USXF iShares ESG Advance MSCI USA	0.74%	42,579	$2.5M	Reduce -5.0%
NULV Nuveen ESG Large-Cap Val ETF	0.68%	49,822	$2.2M	Add +8.4%
NULG Nuveen ESG LRG-Cap GRW ETF	0.65%	21,928	$2.1M	Add +11.9%
DFSI Dimensional Int Sus COR1 ETF	0.64%	49,221	$2.1M	Add +13.0%
MUB iShares National Muni Bond E	0.53%	16,340	$1.8M	Reduce -2.7%
MSFT Microsoft Corp.	0.42%	2,894	$1.4M	Add +1.6%
BND Vanguard Total Bond Market	0.42%	18,760	$1.4M	New
NVDA Nvidia Corp.	0.40%	7,129	$1.3M	Add +1.9%
DFSE Dimensional Em Sus CORE1 ETF	0.36%	28,476	$1.2M	Add +34.2%
LOW Lowe's Cos Inc.	0.35%	4,779	$1.2M	Add +0.6%
NUSC Nuveen ESG Small-Cap ETF	0.35%	25,770	$1.2M	Add +22.6%
BGRN iShares Usd Green Bond ETF	0.34%	23,812	$1.1M	Add +38.9%
VCEB Vanguard ESG US Corp. Bond	0.34%	17,728	$1.1M	Add +37.1%
ESGE iShares Inc. iShares ESG Awar	0.33%	25,101	$1.1M	Add +10.2%
IEMG iShares Core MSCI Emerging	0.31%	15,280	$1.0M	Add +7.5%
AMZN Amazon.com Inc.	0.30%	4,320	$997K	Reduce -5.0%
QQQ Invesco QQQ Trust Series 1	0.30%	1,619	$994K	No change
DFGP Dimensional GLBL Core PL Fix	0.30%	18,306	$990K	Add +48.5%
AAPL Apple Inc.	0.30%	3,616	$983K	Reduce -15.1%
BNDX Vanguard Total Intl Bond ETF	0.28%	19,105	$923K	Add +1.0%
IGSB iShares 1-5Y Inv Grade Corp.	0.27%	17,175	$908K	Reduce -7.4%
USHY iShares Broad Usd High Yield	0.27%	23,991	$897K	Add +88.5%
IJR iShares Core S&P Small-Cap E	0.25%	6,922	$832K	Add +8.6%
DFGR Dim Global Real Estate ETF	0.25%	31,457	$831K	Add +6.4%
IJH iShares Core S&P Midcap ETF	0.24%	12,312	$813K	Add +15.2%
TDVG T Rowe Price Dividend Growth	0.22%	16,156	$727K	Add +0.2%
VWO Vanguard Ftse Emerging Marke	0.22%	13,432	$722K	Add +17.5%
GOOG Alphabet Inc. Class C	0.21%	2,244	$704K	Add +113.7%
SLYV SS SPDR S&P 600 SC Val ETF	0.20%	7,440	$677K	Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U	0.19%	8,741	$643K	New
ESGD iShares Trust iShares ESG Aw	0.18%	6,327	$602K	Reduce -6.6%
SHM SS SPDR N Ice St Muni ETF	0.18%	12,480	$599K	Reduce -5.5%
IGIB iShares 5-10Y Inv Grade Corp.	0.16%	9,876	$532K	Reduce -2.4%
TSLA Tesla Inc.	0.15%	1,128	$507K	Add +31.9%
META Meta Platforms Inc. Class A	0.15%	760	$502K	Add +7.7%
IVV iShares Core S&P 500 ETF	0.15%	725	$497K	Reduce -23.6%
VTV Vanguard Mrngstr Val ETF-Aui	0.14%	2,426	$463K	Add +53.5%
SCHR Schwab Intermediate-Term US	0.14%	17,968	$451K	Reduce -2.7%
GBTC Grayscale Bitcoin Trust ETF	0.13%	6,157	$421K	No change
VXUS Vanguard Total Intl Stock	0.12%	5,415	$409K	Add +1.6%
XLK SS Technology Select Sector	0.12%	2,790	$402K	No change
GOOGL Alphabet Inc. Class A	0.12%	1,250	$391K	Add +1.5%
DFIS Dimensional International SM	0.12%	11,868	$391K	Add +0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.11%	3,320	$378K	Add +1.1%
ESML iShares ESG Aware MSCI USA S	0.11%	8,135	$374K	Add +12.4%
IWF iShares Russell 1000 Growth	0.11%	768	$364K	No change
SUSB iShares ESG Aware 1-5 Year U	0.10%	13,759	$347K	Add +19.0%
VONG Vanguard Russell 1000 Growth	0.10%	2,811	$342K	No change
AVGO Broadcom Inc.	0.10%	940	$325K	Reduce -4.0%
GLDM SPDR Gold Minishares Trust	0.10%	3,755	$321K	New
CPNG Coupang Inc.	0.10%	13,472	$318K	Add +0.2%
TCHP T Rowe Price Blue Chip Growt	0.10%	6,358	$317K	No change
SCHF Schwab Intl Equity ETF	0.09%	13,014	$313K	Add +30.7%
BRK.B Berkshire Hathaway Inc. Class B	0.09%	622	$313K	Add +15.2%
CSCO Cisco Systems Inc.	0.09%	4,056	$312K	New
JPM JPMorgan Chase & Co.	0.09%	965	$311K	Add +8.4%
IGF iShares Global Infrastructur	0.09%	4,688	$288K	New
IWD iShares Russell 1000 Value E	0.08%	1,334	$281K	No change
SCHG Schwab US Large-Cap Growth	0.08%	8,465	$276K	Reduce -2.3%
REET iShares Global REIT ETF	0.08%	10,133	$253K	New
JUST Goldman Sachs Just US LRG	0.07%	2,403	$232K	No change
WMT Walmart Inc.	0.07%	2,005	$223K	Add +1.5%
BTC Grayscale Bitcoin Mini ETF	0.07%	5,649	$219K	No change
NACP Impact Shares Naacp Minority	0.06%	4,300	$212K	Reduce -13.8%
TGRW T Rowe Price Growth Stock Et	0.06%	4,551	$209K	No change
FNDE Schwab Fndmntl Em MRK Eq ETF	0.06%	5,718	$206K	New
VTEC Vanguard Ca Tax-Ex Bond	0.06%	2,025	$203K	No change
PCT Purecycle Technologies Inc.	0.04%	17,100	$147K	Add +20.8%
NVX Novonix Limited	0.00%	10,000	$10K	No change

Portfolio Sells Q3 2025 → Q4 2025


AVUV Avantis US Small Cap Value	Reduce -0.3%	1.38%	−0.14
USXF iShares ESG Advance MSCI USA	Reduce -5.0%	0.74%	−0.13
VIGI Vanguard Int Div App Indx FD	Sold out	0.00%	−0.12
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.0%	0.93%	−0.10
RBLX Roblox Corp. Class A	Sold out	0.00%	−0.09
DUOL Duolingo	Sold out	0.00%	−0.09
MUB iShares National Muni Bond E	Reduce -2.7%	0.53%	−0.08
AVEM Avantis Emerging Markets Eq	Reduce -0.3%	0.78%	−0.08
AAPL Apple Inc.	Reduce -15.1%	0.30%	−0.07
IVV iShares Core S&P 500 ETF	Reduce -23.6%	0.15%	−0.07
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -7.4%	0.27%	−0.06
AMZN Amazon.com Inc.	Reduce -5.0%	0.30%	−0.04
SHM SS SPDR N Ice St Muni ETF	Reduce -5.5%	0.18%	−0.03
ESGD iShares Trust iShares ESG Aw	Reduce -6.6%	0.18%	−0.03
IGIB iShares 5-10Y Inv Grade Corp.	Reduce -2.4%	0.16%	−0.02
SCHR Schwab Intermediate-Term US	Reduce -2.7%	0.14%	−0.02
SLYV SS SPDR S&P 600 SC Val ETF	Reduce -0.2%	0.20%	−0.02
NACP Impact Shares Naacp Minority	Reduce -13.8%	0.06%	−0.02
AVGO Broadcom Inc.	Reduce -4.0%	0.10%	−0.01
SCHG Schwab US Large-Cap Growth	Reduce -2.3%	0.08%	−0.01

Portfolio Buys Q3 2025 → Q4 2025


BND Vanguard Total Bond Market	New	0.42%	+0.42
VOO Vanguard S&P 500 ETF	Add +30.0%	1.48%	+0.23
VEU Vanguard Ftse All-World Ex-U	New	0.19%	+0.19
VEA Vanguard Ftse Developed ETF	Add +9.6%	10.66%	+0.19
DISV Dimensional International SM	Add +8.8%	5.54%	+0.17
NYF iShares New York Muni Bond E	Add +42.3%	0.79%	+0.17
DFLV Dim US Large Cap Value ETF	Add +13.1%	3.35%	+0.15
GOOG Alphabet Inc. Class C	Add +113.7%	0.21%	+0.13
USHY iShares Broad Usd High Yield	Add +88.5%	0.27%	+0.11
GLDM SPDR Gold Minishares Trust	New	0.10%	+0.10
CSCO Cisco Systems Inc.	New	0.09%	+0.09
IGF iShares Global Infrastructur	New	0.09%	+0.09
STIP iShares 0-5 Year Tips Bond E	Add +17.0%	2.39%	+0.08
REET iShares Global REIT ETF	New	0.08%	+0.08
VTEB Vanguard Tax-Exempt Bond ETF	Add +19.8%	1.13%	+0.08
SPTI SS SPDR P Int Term TSY ETF	Add +14.4%	3.87%	+0.07
DFGP Dimensional GLBL Core PL Fix	Add +48.5%	0.30%	+0.07
BGRN iShares Usd Green Bond ETF	Add +38.9%	0.34%	+0.07
FNDE Schwab Fndmntl Em MRK Eq ETF	New	0.06%	+0.06
DFSE Dimensional Em Sus CORE1 ETF	Add +34.2%	0.36%	+0.06
VCEB Vanguard ESG US Corp. Bond	Add +37.1%	0.34%	+0.06
VTV Vanguard Mrngstr Val ETF-Aui	Add +53.5%	0.14%	+0.04
NUSC Nuveen ESG Small-Cap ETF	Add +22.6%	0.35%	+0.03
DFSI Dimensional Int Sus COR1 ETF	Add +13.0%	0.64%	+0.03
TSLA Tesla Inc.	Add +31.9%	0.15%	+0.02
VCIT Vanguard Int-Term Corporate	Add +13.1%	5.61%	+0.02
GOOGL Alphabet Inc. Class A	Add +1.5%	0.12%	+0.02
SCHF Schwab Intl Equity ETF	Add +30.7%	0.09%	+0.02
IJH iShares Core S&P Midcap ETF	Add +15.2%	0.24%	+0.01
VWO Vanguard Ftse Emerging Marke	Add +17.5%	0.22%	+0.01
SUSB iShares ESG Aware 1-5 Year U	Add +19.0%	0.10%	+0.01
MUNI PIMCO Intermediate Municipal	Add +12.0%	2.27%	+0.00
BRK.B Berkshire Hathaway Inc. Class B	Add +15.2%	0.09%	+0.00
ESML iShares ESG Aware MSCI USA S	Add +12.4%	0.11%	+0.00
DFSU Dimensional US Sus CORE1 ETF	Add +9.7%	1.30%	−0.00
ESGE iShares Inc. iShares ESG Awar	Add +10.2%	0.33%	−0.00
JPM JPMorgan Chase & Co.	Add +8.4%	0.09%	−0.00
WMT Walmart Inc.	Add +1.5%	0.07%	−0.00
NULV Nuveen ESG Large-Cap Val ETF	Add +8.4%	0.68%	−0.00
IJR iShares Core S&P Small-Cap E	Add +8.6%	0.25%	−0.01
IEMG iShares Core MSCI Emerging	Add +7.5%	0.31%	−0.01
DFIS Dimensional International SM	Add +0.5%	0.12%	−0.01
VXUS Vanguard Total Intl Stock	Add +1.6%	0.12%	−0.01
SCHB Schwab US Broad Market ETF	Add +9.4%	2.32%	−0.01
NULG Nuveen ESG LRG-Cap GRW ETF	Add +11.9%	0.65%	−0.01
DIS The Walt Disney Co.	Add +1.1%	0.11%	−0.01
VCSH Vanguard S/T Corp. Bond ETF	Add +11.6%	1.97%	−0.01
PCT Purecycle Technologies Inc.	Add +20.8%	0.04%	−0.02
TDVG T Rowe Price Dividend Growth	Add +0.2%	0.22%	−0.02
DFGR Dim Global Real Estate ETF	Add +6.4%	0.25%	−0.02

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