Equity Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Equity Wealth Partners, LLC reported 76 stock positions worth $154.7 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 11.3% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 9.6%) and Schwab Fndmntl US LRG Co. ETF (FNDX, 8.2%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 34 and reduced 39. The biggest buy was Schwab Fndmntl US LRG Co. ETF (FNDX, shares +13%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Independence, MO
- CIK
- 0002097037
- Portfolio Value
- $154.7M (Q1 2026)
- SEC Filing
- 0002097037-26-000004 ↗ filed May 8, 2026
Holdings Value
Holdings 76 stocks · $154.7M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 11.27% | 60,706 | $17.4M | Add +6.9% |
| IWY iShares Russell Top 200 Grow | 9.62% | 59,794 | $14.9M | Add +12.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 8.19% | 454,730 | $12.7M | Add +13.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.57% | 15,626 | $10.2M | Reduce -4.0% |
| AVDE Avantis International Equity | 6.15% | 112,091 | $9.5M | Add +3.1% |
| BIV Vanguard Intermediate-Term B | 5.91% | 118,369 | $9.1M | Add +15.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.47% | 32,288 | $8.5M | Add +6.4% |
| XLK SS Technology Select Sector | 4.00% | 46,545 | $6.2M | Add +3.1% |
| AGG iShares Core U.S. Aggregate | 2.64% | 41,137 | $4.1M | Reduce -6.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.48% | 37,124 | $3.8M | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 2.16% | 109,030 | $3.3M | Reduce -14.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.60% | 45,385 | $2.5M | Add +4.3% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 11,251 | $2.4M | Reduce -3.6% |
| AVLV Avantis US Large Cap Value | 1.53% | 29,383 | $2.4M | Add +0.6% |
| NVDA Nvidia Corp. | 1.48% | 13,162 | $2.3M | Add +1.5% |
| JMUB JPMorgan Municipal ETF | 1.46% | 45,115 | $2.3M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 1.35% | 3,490 | $2.1M | Reduce -4.8% |
| SCHG Schwab US Large-Cap Growth | 1.29% | 68,634 | $2.0M | Reduce -1.3% |
| IDEV iShares Core MSCI Dev MKTS | 1.13% | 20,907 | $1.7M | Reduce -1.6% |
| AVUV Avantis US Small Cap Value | 1.07% | 15,053 | $1.7M | Reduce -12.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.07% | 3,788 | $1.7M | Add +2.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.99% | 8,331 | $1.5M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 3,194 | $1.5M | Add +0.3% |
| AMP Ameriprise Financial Inc. | 0.93% | 3,239 | $1.4M | Add +0.7% |
| IMCG iShares Morningstar Mid-Cap | 0.86% | 16,977 | $1.3M | Reduce -4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.85% | 6,729 | $1.3M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 9,558 | $1.2M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 0.68% | 1,621 | $1.1M | Add +0.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.68% | 20,959 | $1.1M | Add +3.8% |
| PLTR Palantir Technologies Inc. Class A | 0.63% | 6,715 | $982K | Reduce -3.3% |
| AMZN Amazon.com Inc. | 0.62% | 4,636 | $966K | Add +0.8% |
| STXF Strive 500 ETF | 0.62% | 22,898 | $961K | Reduce -0.4% |
| AAPL Apple Inc. | 0.61% | 3,721 | $944K | Reduce -2.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.60% | 3,926 | $933K | Reduce -15.6% |
| VCLT Vanguard Long-Term Corp. Bond | 0.57% | 11,774 | $880K | Reduce -0.7% |
| MELI MercadoLibre Inc. | 0.54% | 482 | $833K | Add +3.0% |
| NXST Nexstar Media Group Inc. | 0.53% | 4,574 | $827K | Reduce -17.9% |
| TAXF American Century Diver Muni | 0.53% | 16,333 | $817K | Reduce -3.2% |
| HON Honeywell International Inc. | 0.52% | 3,566 | $806K | Reduce -0.5% |
| RECS Columbia Resear Enh Cor ETF | 0.51% | 20,296 | $791K | Reduce -8.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.49% | 7,874 | $761K | Reduce -7.4% |
| SHOP Shopify Inc. Class A | 0.49% | 6,359 | $754K | Add +2.8% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 4,609 | $683K | Reduce -0.9% |
| AXON Axon Enterprise Inc. | 0.43% | 1,578 | $670K | Add +1.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.42% | 2,177 | $651K | Add +119.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.40% | 18,453 | $623K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.39% | 3,563 | $604K | Add +0.7% |
| BAM Brookfield Asset Mgmt-A | 0.34% | 11,956 | $531K | Reduce -10.0% |
| COST Costco Wholesale Corp. | 0.32% | 491 | $490K | Add +0.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 7,538 | $472K | Reduce -21.3% |
| AVGO Broadcom Inc. | 0.28% | 1,390 | $430K | Add +2.1% |
| AVUS Avantis U.S. Equity ETF | 0.28% | 3,828 | $426K | Reduce -0.6% |
| BKNG Booking Holdings Inc. | 0.26% | 96 | $406K | Reduce -5.0% |
| TXRH Texas Roadhouse Inc. | 0.25% | 2,334 | $385K | Reduce -5.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.24% | 277 | $366K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.23% | 1,232 | $353K | Reduce -0.6% |
| OMFL Invesco Russell 1000 DYN M/F | 0.22% | 5,610 | $337K | Reduce -7.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.21% | 3,457 | $327K | Reduce -0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 794 | $310K | Add +1.3% |
| AMD Advanced Micro Devices | 0.20% | 1,519 | $309K | Add +5.0% |
| NFLX Netflix Inc. | 0.19% | 3,080 | $296K | Reduce -1.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 2,036 | $295K | Add +0.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.19% | 2,004 | $292K | No change |
| CGCP Cap Group Core Plus Income | 0.19% | 13,006 | $291K | Reduce -1.7% |
| ISRG Intuitive Surgical Inc. | 0.19% | 630 | $290K | Reduce -0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 4,967 | $282K | Add +0.2% |
| MSFT Microsoft Corp. | 0.18% | 747 | $276K | Reduce -11.9% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 3,964 | $268K | Reduce -0.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.17% | 3,513 | $257K | Reduce -5.7% |
| MCD McDonald's Corp. | 0.16% | 818 | $254K | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.15% | 2,676 | $237K | Reduce -7.2% |
| ESGV Vanguard ESG US Stock ETF | 0.15% | 2,025 | $227K | Add +14.8% |
| VIGI Vanguard Int Div App Indx FD | 0.14% | 2,518 | $223K | Reduce -8.7% |
| VXUS Vanguard Total Intl Stock | 0.14% | 2,862 | $221K | New |
| LOW Lowe's Cos Inc. | 0.14% | 889 | $210K | Add +0.2% |
| HNST The Honest Co. Inc. | 0.02% | 10,087 | $30K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.0% | 6.57% | −0.63 |
| NXST Nexstar Media Group Inc. | Reduce -17.9% | 0.53% | −0.20 |
| AGG iShares Core U.S. Aggregate | Reduce -6.0% | 2.64% | −0.19 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.19 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.3% | 1.29% | −0.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.3% | 0.63% | −0.17 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -15.6% | 0.60% | −0.16 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.15 |
| VOO Vanguard S&P 500 ETF | Reduce -4.8% | 1.35% | −0.14 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.14 |
| BAM Brookfield Asset Mgmt-A | Reduce -10.0% | 0.34% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.5% | 2.16% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.6% | 1.56% | −0.10 |
| BKNG Booking Holdings Inc. | Reduce -5.0% | 0.26% | −0.09 |
| MSFT Microsoft Corp. | Reduce -11.9% | 0.18% | −0.09 |
| RECS Columbia Resear Enh Cor ETF | Reduce -8.8% | 0.51% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -21.3% | 0.30% | −0.07 |
| AVUV Avantis US Small Cap Value | Reduce -12.3% | 1.07% | −0.06 |
| AAPL Apple Inc. | Reduce -2.1% | 0.61% | −0.06 |
| IMCG iShares Morningstar Mid-Cap | Reduce -4.5% | 0.86% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 0.19% | −0.05 |
| STXF Strive 500 ETF | Reduce -0.4% | 0.62% | −0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -7.4% | 0.49% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.23% | −0.02 |
| TAXF American Century Diver Muni | Reduce -3.2% | 0.53% | −0.02 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -7.0% | 0.22% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -8.7% | 0.14% | −0.02 |
| TXRH Texas Roadhouse Inc. | Reduce -5.4% | 0.25% | −0.02 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -0.7% | 0.57% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -7.2% | 0.15% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.6% | 1.13% | −0.01 |
| CGCP Cap Group Core Plus Income | Reduce -1.7% | 0.19% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -5.7% | 0.17% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.6% | 0.28% | −0.00 |
| NFLX Netflix Inc. | Reduce -1.6% | 0.19% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.17% | +0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -0.8% | 0.21% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.9% | 0.44% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 0.77% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.85% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.2% | 0.99% | +0.02 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.52% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +13.3% | 8.19% | +1.10 |
| BIV Vanguard Intermediate-Term B | Add +15.0% | 5.91% | +0.71 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.9% | 11.27% | +0.58 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.4% | 5.47% | +0.39 |
| AVDE Avantis International Equity | Add +3.1% | 6.15% | +0.34 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +119.5% | 0.42% | +0.22 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +4.3% | 1.60% | +0.16 |
| VXUS Vanguard Total Intl Stock | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.39% | +0.11 |
| IWY iShares Russell Top 200 Grow | Add +12.9% | 9.62% | +0.11 |
| AVLV Avantis US Large Cap Value | Add +0.6% | 1.53% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.4% | 0.24% | +0.05 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.32% | +0.04 |
| JMUB JPMorgan Municipal ETF | Add +4.3% | 1.46% | +0.04 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +0.9% | 2.48% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.8% | 0.68% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +14.8% | 0.15% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.3% | 0.19% | +0.00 |
| MCD McDonald's Corp. | Add +0.1% | 0.16% | +0.00 |
| AMD Advanced Micro Devices | Add +5.0% | 0.20% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +0.2% | 0.18% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.14% | −0.00 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +0.2% | 0.40% | −0.01 |
| AVGO Broadcom Inc. | Add +2.1% | 0.28% | −0.03 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 0.68% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.3% | 0.20% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.99% | −0.05 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.62% | −0.06 |
| MELI MercadoLibre Inc. | Add +3.0% | 0.54% | −0.07 |
| NVDA Nvidia Corp. | Add +1.5% | 1.48% | −0.08 |
| AMP Ameriprise Financial Inc. | Add +0.7% | 0.93% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.5% | 1.07% | −0.10 |
| AXON Axon Enterprise Inc. | Add +1.6% | 0.43% | −0.14 |
| SHOP Shopify Inc. Class A | Add +2.8% | 0.49% | −0.16 |
| XLK SS Technology Select Sector | Add +3.1% | 4.00% | −0.22 |