Equity Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Equity Wealth Partners, LLC reported 80 stock positions worth $123.2 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 8.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.2%) and iShares Russell Top 200 Grow (IWY, 6.8%).
- Most Recent 13F
- Q2 2026
- Location
- Independence, MO
- CIK
- 0002097037
- Portfolio Value
- $123.2M (Q3 2025)
- SEC Filing
- 0002097037-25-000003 ↗ filed Nov 17, 2025
Holdings Value
Holdings 80 stocks · $123.2M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 8.85% | 37,133 | $10.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.20% | 13,323 | $8.9M | — |
| IWY iShares Russell Top 200 Grow | 6.79% | 30,576 | $8.4M | — |
| XLK SS Technology Select Sector | 4.20% | 18,353 | $5.2M | — |
| AVDE Avantis International Equity | 4.19% | 65,462 | $5.2M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.99% | 186,953 | $4.9M | — |
| SCHD Schwab US DVD Equity ETF | 3.77% | 170,014 | $4.6M | — |
| BIV Vanguard Intermediate-Term B | 3.75% | 59,199 | $4.6M | — |
| AGG iShares Core U.S. Aggregate | 3.57% | 43,924 | $4.4M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 3.39% | 16,415 | $4.2M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 3.19% | 37,472 | $3.9M | — |
| VIG Vanguard Dividend Apprec ETF | 2.13% | 12,136 | $2.6M | — |
| NVDA Nvidia Corp. | 1.98% | 13,097 | $2.4M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.80% | 4,635 | $2.2M | — |
| VOO Vanguard S&P 500 ETF | 1.75% | 3,530 | $2.2M | — |
| SCHG Schwab US Large-Cap Growth | 1.74% | 67,184 | $2.1M | — |
| AVLV Avantis US Large Cap Value | 1.55% | 26,438 | $1.9M | — |
| AMP Ameriprise Financial Inc. | 1.44% | 3,624 | $1.8M | — |
| AVUV Avantis US Small Cap Value | 1.43% | 17,694 | $1.8M | — |
| IDEV iShares Core MSCI Dev MKTS | 1.36% | 20,882 | $1.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 3,162 | $1.6M | — |
| QQQM Invesco Nasdaq 100 ETF | 1.23% | 6,153 | $1.5M | — |
| IMCG iShares Morningstar Mid-Cap | 1.20% | 17,828 | $1.5M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.19% | 7,835 | $1.5M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.18% | 8,347 | $1.5M | — |
| JMUB JPMorgan Municipal ETF | 1.11% | 27,102 | $1.4M | — |
| PLTR Palantir Technologies Inc. Class A | 1.08% | 7,321 | $1.3M | — |
| FRDM Freedom 100 Emeging MRKT ETF | 1.06% | 29,396 | $1.3M | — |
| IJR iShares Core S&P Small-Cap E | 0.93% | 9,610 | $1.1M | — |
| NXST Nexstar Media Group Inc. | 0.89% | 5,569 | $1.1M | — |
| AXON Axon Enterprise Inc. | 0.88% | 1,517 | $1.1M | — |
| IVV iShares Core S&P 500 ETF | 0.87% | 1,609 | $1.1M | — |
| MELI MercadoLibre Inc. | 0.87% | 459 | $1.1M | — |
| AMZN Amazon.com Inc. | 0.83% | 4,631 | $1.0M | — |
| AAPL Apple Inc. | 0.81% | 3,929 | $1.0M | — |
| VCLT Vanguard Long-Term Corp. Bond | 0.79% | 12,594 | $978K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.75% | 18,121 | $920K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.74% | 15,914 | $915K | — |
| SHOP Shopify Inc. Class A | 0.74% | 6,140 | $912K | — |
| RECS Columbia Resear Enh Cor ETF | 0.68% | 20,745 | $837K | — |
| STXF Strive 500 ETF | 0.65% | 18,666 | $806K | — |
| TAXF American Century Diver Muni | 0.65% | 15,858 | $797K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.64% | 8,360 | $788K | — |
| HON Honeywell International Inc. | 0.61% | 3,590 | $756K | — |
| BAM Brookfield Asset Mgmt-A | 0.58% | 12,472 | $710K | — |
| VYM Vanguard High DVD Yield ETF | 0.53% | 4,675 | $659K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.45% | 16,678 | $557K | — |
| BKNG Booking Holdings Inc. | 0.44% | 99 | $536K | — |
| AVGO Broadcom Inc. | 0.37% | 1,387 | $458K | — |
| NFLX Netflix Inc. | 0.36% | 375 | $450K | — |
| COST Costco Wholesale Corp. | 0.36% | 478 | $442K | — |
| MSFT Microsoft Corp. | 0.35% | 838 | $434K | — |
| AVUS Avantis U.S. Equity ETF | 0.35% | 3,960 | $430K | — |
| VIGI Vanguard Int Div App Indx FD | 0.35% | 4,750 | $425K | — |
| OMFL Invesco Russell 1000 DYN M/F | 0.34% | 6,908 | $416K | — |
| TXRH Texas Roadhouse Inc. | 0.34% | 2,494 | $414K | — |
| XOM Exxon Mobil Corp. | 0.32% | 3,510 | $396K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 786 | $385K | — |
| VNQ Vanguard Real Estate ETF | 0.29% | 3,856 | $353K | — |
| KORP American Century Diversified | 0.28% | 7,220 | $344K | — |
| LOW Lowe's Cos Inc. | 0.28% | 1,365 | $343K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 1,048 | $323K | — |
| GOOG Alphabet Inc. Class C | 0.26% | 1,323 | $322K | — |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 5,439 | $311K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.25% | 3,485 | $309K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.24% | 3,958 | $291K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.23% | 2,030 | $287K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.23% | 1,995 | $284K | — |
| ISRG Intuitive Surgical Inc. | 0.23% | 634 | $284K | — |
| IJH iShares Core S&P Midcap ETF | 0.22% | 4,133 | $270K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 4,674 | $259K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 258 | $249K | — |
| MCD McDonald's Corp. | 0.20% | 817 | $248K | — |
| AMD Advanced Micro Devices | 0.20% | 1,524 | $247K | — |
| KNSL Kinsale Capital Group Inc. | 0.20% | 575 | $245K | — |
| VEEV Veeva Systems Inc. Class A | 0.19% | 779 | $232K | — |
| ZS Zscaler Inc. | 0.19% | 774 | $232K | — |
| HD Home Depot Inc. | 0.18% | 561 | $227K | — |
| TSLA Tesla Inc. | 0.17% | 468 | $208K | — |
| HNST The Honest Co. Inc. | 0.03% | 10,087 | $37K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.