Equity Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Equity Wealth Partners, LLC reported 78 stock positions worth $154.2 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 10.7% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 9.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.2%). Compared with Q3 2025, it opened 3 new positions, sold out of 5, added to 36 and reduced 35. The biggest buy was Schwab Fndmntl US LRG Co. ETF (FNDX, shares +115%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Independence, MO
- CIK
- 0002097037
- Portfolio Value
- $154.2M (Q4 2025)
- SEC Filing
- 0002097037-26-000002 ↗ filed Jan 26, 2026
Holdings Value
Holdings 78 stocks · $154.2M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.69% | 56,792 | $16.5M | Add +52.9% |
| IWY iShares Russell Top 200 Grow | 9.51% | 52,948 | $14.7M | Add +73.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.20% | 16,275 | $11.1M | Add +22.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.08% | 401,478 | $10.9M | Add +114.8% |
| AVDE Avantis International Equity | 5.80% | 108,729 | $9.0M | Add +66.1% |
| BIV Vanguard Intermediate-Term B | 5.20% | 102,960 | $8.0M | Add +73.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.08% | 30,354 | $7.8M | Add +84.9% |
| XLK SS Technology Select Sector | 4.22% | 45,161 | $6.5M | Add +23.0% |
| AGG iShares Core U.S. Aggregate | 2.83% | 43,751 | $4.4M | Reduce -0.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.44% | 36,774 | $3.8M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 2.27% | 127,523 | $3.5M | Reduce -25.0% |
| VIG Vanguard Dividend Apprec ETF | 1.66% | 11,670 | $2.6M | Reduce -3.8% |
| NVDA Nvidia Corp. | 1.57% | 12,968 | $2.4M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 1.49% | 3,667 | $2.3M | Add +3.9% |
| SCHG Schwab US Large-Cap Growth | 1.47% | 69,503 | $2.3M | Add +3.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.45% | 43,504 | $2.2M | Add +48.0% |
| AVLV Avantis US Large Cap Value | 1.43% | 29,200 | $2.2M | Add +10.4% |
| JMUB JPMorgan Municipal ETF | 1.42% | 43,252 | $2.2M | Add +59.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.17% | 3,694 | $1.8M | Reduce -20.3% |
| IDEV iShares Core MSCI Dev MKTS | 1.14% | 21,253 | $1.8M | Add +1.8% |
| AVUV Avantis US Small Cap Value | 1.14% | 17,172 | $1.8M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 3,185 | $1.6M | Add +0.7% |
| AMP Ameriprise Financial Inc. | 1.02% | 3,218 | $1.6M | Reduce -11.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.97% | 8,429 | $1.5M | Add +1.0% |
| IMCG iShares Morningstar Mid-Cap | 0.92% | 17,776 | $1.4M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.83% | 6,734 | $1.3M | Reduce -14.1% |
| PLTR Palantir Technologies Inc. Class A | 0.80% | 6,947 | $1.2M | Reduce -5.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.76% | 4,650 | $1.2M | Reduce -24.4% |
| IJR iShares Core S&P Small-Cap E | 0.76% | 9,721 | $1.2M | Add +1.2% |
| NXST Nexstar Media Group Inc. | 0.73% | 5,572 | $1.1M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.71% | 1,608 | $1.1M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.69% | 4,598 | $1.1M | Reduce -0.7% |
| AAPL Apple Inc. | 0.67% | 3,802 | $1.0M | Reduce -3.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.66% | 20,189 | $1.0M | Add +11.4% |
| STXF Strive 500 ETF | 0.66% | 22,988 | $1.0M | Add +23.1% |
| SHOP Shopify Inc. Class A | 0.65% | 6,184 | $995K | Add +0.7% |
| MELI MercadoLibre Inc. | 0.61% | 468 | $943K | Add +2.0% |
| RECS Columbia Resear Enh Cor ETF | 0.59% | 22,263 | $909K | Add +7.3% |
| VCLT Vanguard Long-Term Corp. Bond | 0.58% | 11,861 | $900K | Reduce -5.8% |
| AXON Axon Enterprise Inc. | 0.57% | 1,553 | $882K | Add +2.4% |
| TAXF American Century Diver Muni | 0.55% | 16,875 | $850K | Add +6.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.52% | 8,503 | $801K | Add +1.7% |
| HON Honeywell International Inc. | 0.45% | 3,583 | $699K | Reduce -0.2% |
| BAM Brookfield Asset Mgmt-A | 0.45% | 13,283 | $696K | Add +6.5% |
| VYM Vanguard High DVD Yield ETF | 0.43% | 4,652 | $668K | Reduce -0.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.41% | 18,418 | $631K | Add +10.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.37% | 9,573 | $576K | Reduce -39.9% |
| BKNG Booking Holdings Inc. | 0.35% | 101 | $543K | Add +2.0% |
| AVGO Broadcom Inc. | 0.31% | 1,362 | $472K | Reduce -1.8% |
| AVUS Avantis U.S. Equity ETF | 0.28% | 3,849 | $430K | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.28% | 3,539 | $426K | Add +0.8% |
| COST Costco Wholesale Corp. | 0.27% | 488 | $421K | Add +2.1% |
| MSFT Microsoft Corp. | 0.27% | 848 | $410K | Add +1.2% |
| TXRH Texas Roadhouse Inc. | 0.27% | 2,467 | $410K | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.25% | 1,239 | $389K | Reduce -6.3% |
| OMFL Invesco Russell 1000 DYN M/F | 0.24% | 6,031 | $369K | Reduce -12.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 784 | $368K | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.23% | 634 | $359K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.21% | 3,486 | $317K | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 992 | $312K | Reduce -5.3% |
| AMD Advanced Micro Devices | 0.20% | 1,447 | $310K | Reduce -5.0% |
| CGCP Cap Group Core Plus Income | 0.19% | 13,227 | $299K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 276 | $295K | Add +7.0% |
| NFLX Netflix Inc. | 0.19% | 3,129 | $293K | Reduce -16.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.19% | 5,143 | $292K | Add +10.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.19% | 2,004 | $287K | Add +0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 2,030 | $287K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 4,959 | $284K | Reduce -8.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.17% | 3,724 | $266K | Reduce -5.9% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 3,974 | $262K | Reduce -3.9% |
| VNQ Vanguard Real Estate ETF | 0.17% | 2,882 | $255K | Reduce -25.3% |
| VIGI Vanguard Int Div App Indx FD | 0.16% | 2,757 | $252K | Reduce -42.0% |
| MCD McDonald's Corp. | 0.16% | 817 | $250K | No change |
| MA Mastercard Inc. Class A | 0.15% | 392 | $224K | New |
| LOW Lowe's Cos Inc. | 0.14% | 887 | $214K | Reduce -35.0% |
| ESGV Vanguard ESG US Stock ETF | 0.14% | 1,764 | $213K | New |
| KNSL Kinsale Capital Group Inc. | 0.14% | 539 | $211K | Reduce -6.3% |
| HNST The Honest Co. Inc. | 0.02% | 10,087 | $26K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Reduce -25.0% | 2.27% | −1.50 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -1.9% | 2.44% | −0.75 |
| AGG iShares Core U.S. Aggregate | Reduce -0.4% | 2.83% | −0.74 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -20.3% | 1.17% | −0.64 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -24.4% | 0.76% | −0.47 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.8% | 1.66% | −0.46 |
| AMP Ameriprise Financial Inc. | Reduce -11.2% | 1.02% | −0.42 |
| NVDA Nvidia Corp. | Reduce -1.0% | 1.57% | −0.41 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -39.9% | 0.37% | −0.37 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -14.1% | 0.83% | −0.35 |
| AVUV Avantis US Small Cap Value | Reduce -3.0% | 1.14% | −0.29 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.1% | 0.80% | −0.28 |
| KORP American Century Diversified | Sold out | 0.00% | −0.28 |
| IMCG iShares Morningstar Mid-Cap | Reduce -0.3% | 0.92% | −0.28 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -5.8% | 0.58% | −0.21 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.19 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.19 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.18 |
| VIGI Vanguard Int Div App Indx FD | Reduce -42.0% | 0.16% | −0.18 |
| NFLX Netflix Inc. | Reduce -16.6% | 0.19% | −0.17 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.71% | −0.16 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.45% | −0.16 |
| AAPL Apple Inc. | Reduce -3.2% | 0.67% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -35.0% | 0.14% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.69% | −0.14 |
| VNQ Vanguard Real Estate ETF | Reduce -25.3% | 0.17% | −0.12 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.5% | 0.43% | −0.10 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -12.7% | 0.24% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.3% | 0.24% | −0.07 |
| TXRH Texas Roadhouse Inc. | Reduce -1.1% | 0.27% | −0.07 |
| AVUS Avantis U.S. Equity ETF | Reduce -2.8% | 0.28% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -8.8% | 0.18% | −0.07 |
| AVGO Broadcom Inc. | Reduce -1.8% | 0.31% | −0.07 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -5.9% | 0.17% | −0.06 |
| KNSL Kinsale Capital Group Inc. | Reduce -6.3% | 0.14% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -5.3% | 0.20% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.9% | 0.17% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -6.3% | 0.25% | −0.01 |
| AMD Advanced Micro Devices | Reduce -5.0% | 0.20% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +114.8% | 7.08% | +3.09 |
| IWY iShares Russell Top 200 Grow | Add +73.2% | 9.51% | +2.72 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +52.9% | 10.69% | +1.84 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +84.9% | 5.08% | +1.69 |
| AVDE Avantis International Equity | Add +66.1% | 5.80% | +1.61 |
| BIV Vanguard Intermediate-Term B | Add +73.9% | 5.20% | +1.45 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +48.0% | 1.45% | +0.39 |
| JMUB JPMorgan Municipal ETF | Add +59.6% | 1.42% | +0.31 |
| CGCP Cap Group Core Plus Income | New | 0.19% | +0.19 |
| MA Mastercard Inc. Class A | New | 0.15% | +0.15 |
| ESGV Vanguard ESG US Stock ETF | New | 0.14% | +0.14 |
| XLK SS Technology Select Sector | Add +23.0% | 4.22% | +0.02 |
| STXF Strive 500 ETF | Add +23.1% | 0.66% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.2% | 7.20% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.0% | 0.19% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +10.0% | 0.19% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +10.4% | 0.41% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.5% | 0.19% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.28% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +0.0% | 0.21% | −0.04 |
| BKNG Booking Holdings Inc. | Add +2.0% | 0.35% | −0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Add +11.4% | 0.66% | −0.08 |
| COST Costco Wholesale Corp. | Add +2.1% | 0.27% | −0.09 |
| MSFT Microsoft Corp. | Add +1.2% | 0.27% | −0.09 |
| RECS Columbia Resear Enh Cor ETF | Add +7.3% | 0.59% | −0.09 |
| SHOP Shopify Inc. Class A | Add +0.7% | 0.65% | −0.09 |
| TAXF American Century Diver Muni | Add +6.4% | 0.55% | −0.10 |
| AVLV Avantis US Large Cap Value | Add +10.4% | 1.43% | −0.12 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +1.7% | 0.52% | −0.12 |
| BAM Brookfield Asset Mgmt-A | Add +6.5% | 0.45% | −0.13 |
| NXST Nexstar Media Group Inc. | Add +0.1% | 0.73% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 0.76% | −0.17 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.0% | 0.97% | −0.21 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.8% | 1.14% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 1.04% | −0.25 |
| MELI MercadoLibre Inc. | Add +2.0% | 0.61% | −0.26 |
| VOO Vanguard S&P 500 ETF | Add +3.9% | 1.49% | −0.26 |
| SCHG Schwab US Large-Cap Growth | Add +3.5% | 1.47% | −0.27 |
| AXON Axon Enterprise Inc. | Add +2.4% | 0.57% | −0.31 |