Equity Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Equity Wealth Partners, LLC reported 109 stock positions worth $278.2 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, 6.7%) and Vanguard Most SM-Cap ETF-Usd (VB, 6.7%). Compared with Q1 2026, it opened 33 new positions, sold out of 1, added to 52 and reduced 19. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +1696%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −5%).

Most Recent 13F
Q2 2026
Location
Independence, MO
CIK
0002097037
Portfolio Value
$278.2M (Q2 2026)
SEC Filing
0002097037-26-000009 ↗ filed Jul 28, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q3 2025: $123.2M Q3 2025 Q4 2025: $154.2M Q4 2025 Q1 2026: $154.7M Q1 2026 Q2 2026: $278.2M $278.2M Q2 2026

Holdings 109 stocks · $278.2M
VO Vngrd Mrngstr MD-Cap ETF-Usd 11.25% 388,640 $31.3M Add +60.0%
IWY iShares Russell Top 200 Grow 6.72% 64,297 $18.7M Add +7.5%
VB Vanguard Most SM-Cap ETF-Usd 6.69% 61,430 $18.6M Add +90.3%
FNDX Schwab Fndmntl US LRG Co. ETF 5.40% 483,474 $15.0M Add +6.3%
SPY SS SPDR S&P 500 ETF Trust-US 4.00% 14,920 $11.1M Reduce -4.5%
BIV Vanguard Intermediate-Term B 3.91% 141,723 $10.9M Add +19.7%
AVDE Avantis International Equity 3.77% 117,646 $10.5M Add +5.0%
IVV iShares Core S&P 500 ETF 3.35% 12,428 $9.3M Add +666.7%
XLK SS Technology Select Sector 3.20% 46,796 $8.9M Add +0.5%
AVUS Avantis U.S. Equity ETF 3.17% 68,769 $8.8M Add +1696.5%
CGGR Cap Group Growth Equity 2.86% 168,796 $8.0M New
CGCP Cap Group Core Plus Income 2.77% 346,002 $7.7M Add +2560.3%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 2.40% 181,307 $6.7M New
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 2.25% 172,361 $6.3M New
IDEV iShares Core MSCI Dev MKTS 2.20% 68,749 $6.1M Add +228.8%
VOO Vanguard S&P 500 ETF 2.03% 8,220 $5.6M Add +135.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.99% 119,930 $5.5M New
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 1.54% 114,173 $4.3M New
XMHQ Invesco S&P Midcap Qual ETF 1.53% 37,723 $4.3M Add +1.6%
AGG iShares Core U.S. Aggregate 1.51% 42,518 $4.2M Add +3.4%
FRDM Freedom 100 Emeging MRKT ETF 1.21% 46,127 $3.4M Add +1.6%
SCHD Schwab US DVD Equity ETF 1.17% 102,693 $3.3M Reduce -5.8%
NVDA Nvidia Corp. 0.98% 13,609 $2.7M Add +3.4%
VIG Vanguard Dividend Apprec ETF 0.98% 11,491 $2.7M Add +2.1%
AVLV Avantis US Large Cap Value 0.97% 29,583 $2.7M Add +0.7%
JMUB JPMorgan Municipal ETF 0.87% 47,519 $2.4M Add +5.3%
SCHG Schwab US Large-Cap Growth 0.84% 69,185 $2.3M Add +0.8%
VAW Vanguard Materials ETF 0.80% 9,676 $2.2M New
BND Vanguard Total Bond Market 0.73% 27,689 $2.0M New
VUG Vanguard Mrngstar GR ETF-Sui 0.71% 23,053 $2.0M Add +1.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.69% 8,782 $1.9M Add +30.5%
AVUV Avantis US Small Cap Value 0.66% 14,668 $1.8M Reduce -2.6%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 3,384 $1.7M Add +6.0%
IMCG iShares Morningstar Mid-Cap 0.60% 16,963 $1.7M Reduce -0.1%
AAPL Apple Inc. 0.59% 5,646 $1.6M Add +51.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.59% 8,258 $1.6M Reduce -0.9%
VWO Vanguard Ftse Emerging Marke 0.58% 27,012 $1.6M New
IJR iShares Core S&P Small-Cap E 0.55% 10,224 $1.5M Add +7.0%
AMP Ameriprise Financial Inc. 0.53% 3,239 $1.5M No change
JAAA Janus Henderson Aaa Clo ETF 0.45% 24,693 $1.2M Add +17.8%
AMZN Amazon.com Inc. 0.43% 5,032 $1.2M Add +8.5%
QQQM Invesco Nasdaq 100 ETF 0.42% 3,830 $1.2M Reduce -2.5%
STXF Strive 500 ETF 0.38% 22,121 $1.1M Reduce -3.4%
VYM Vanguard High DVD Yield ETF 0.38% 6,606 $1.0M Add +43.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.36% 20,517 $1.0M New
AXON Axon Enterprise Inc. 0.33% 1,642 $921K Add +4.1%
CGMU Cap Group Municipal Income 0.32% 32,679 $898K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.32% 2,606 $896K Add +19.7%
AMD Advanced Micro Devices 0.31% 1,503 $873K Reduce -1.1%
SLYG SS SPDR S&P 600 SC GR ETF 0.31% 7,222 $860K Reduce -8.3%
TAXF American Century Diver Muni 0.30% 16,649 $846K Add +1.9%
VCLT Vanguard Long-Term Corp. Bond 0.30% 11,207 $843K Reduce -4.8%
MELI MercadoLibre Inc. 0.30% 492 $835K Add +2.1%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.30% 23,934 $829K New
RECS Columbia Resear Enh Cor ETF 0.28% 18,294 $792K Reduce -9.9%
IXUS iShares Core Intl Stock ETF 0.28% 8,295 $792K New
PLTR Palantir Technologies Inc. Class A 0.28% 6,777 $791K Add +0.9%
SHOP Shopify Inc. Class A 0.27% 6,615 $755K Add +4.0%
BUFR FT Vest Lad Buffervetf-Usd I 0.27% 20,246 $740K Add +9.7%
NXST Nexstar Media Group Inc. 0.24% 3,695 $660K Reduce -19.2%
CRWD CrowdStrike Holdings Inc. Class A 0.22% 792 $604K Reduce -0.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.20% 279 $554K Add +0.7%
BAM Brookfield Asset Mgmt-A 0.19% 11,755 $527K Reduce -1.7%
AVGO Broadcom Inc. 0.19% 1,392 $526K Add +0.1%
XOM Exxon Mobil Corp. 0.18% 3,563 $487K No change
COST Costco Wholesale Corp. 0.17% 502 $469K Add +2.2%
TXRH Texas Roadhouse Inc. 0.16% 2,353 $455K Add +0.8%
EVRG Evergy Inc. 0.16% 5,098 $441K New
PEP Pepsico Inc. 0.16% 3,245 $439K New
COWZ Pacer US Cash Cows 100 ETF 0.16% 7,016 $436K Reduce -6.9%
GOOG Alphabet Inc. Class C 0.16% 1,234 $436K Add +0.2%
BKNG Booking Holdings Inc. 0.15% 2,412 $430K Add +0.5%
VGT Vanguard Info Tech ETF 0.15% 3,457 $413K New
VNQ Vanguard Real Estate ETF 0.15% 4,196 $405K Add +56.8%
MCD McDonald's Corp. 0.14% 1,485 $401K Add +81.5%
HON Honeywell International Inc. 0.14% 1,785 $400K Add +0.1%
HONA Honeywell Aerospace Inc. 0.14% 1,784 $394K No change
OMFL Invesco Russell 1000 DYN M/F 0.14% 5,722 $392K Add +2.0%
MSFT Microsoft Corp. 0.14% 1,036 $386K Add +38.7%
SLYV SS SPDR S&P 600 SC Val ETF 0.14% 3,459 $377K Add +0.1%
MU Micron Technology Inc. 0.13% 319 $368K New
IJT iShares S&P Small-Cap 600 GR 0.13% 2,031 $363K Reduce -0.3%
SHY iShares 1-3 Year Treasury Bo 0.12% 4,171 $342K New
QQQ Invesco QQQ Trust Series 1 0.12% 442 $325K New
IJH iShares Core S&P Midcap ETF 0.11% 4,126 $318K Add +4.1%
JEPI JPMorgan Equity Premium Inco 0.11% 5,330 $301K Add +7.3%
VSS Vanguard Ftse All Wo X-US SC 0.11% 1,938 $299K Reduce -3.3%
TIP iShares Tips Bond ETF 0.10% 2,603 $285K New
VXUS Vanguard Total Intl Stock 0.10% 3,328 $285K Add +16.3%
RSP Invesco S&P 500 Equal Weight 0.10% 1,311 $279K New
TSLA Tesla Inc. 0.10% 650 $273K New
NFLX Netflix Inc. 0.10% 3,790 $271K Add +23.1%
ESGV Vanguard ESG US Stock ETF 0.10% 2,020 $267K Reduce -0.3%
SPLV Invesco S&P 500 Low Volatili 0.09% 3,513 $263K No change
PG The Procter & Gamble Co. 0.09% 1,777 $261K New
ISRG Intuitive Surgical Inc. 0.09% 630 $251K No change
FLBL Franklin Senior Loan ETF 0.09% 10,703 $245K New
LOW Lowe's Cos Inc. 0.09% 1,109 $245K Add +24.8%
CGMS Cap Group US Multi-Sect Bond 0.08% 8,532 $233K New
NET Cloudflare Inc. Class A 0.08% 919 $225K New
NULG Nuveen ESG LRG-Cap GRW ETF 0.08% 1,914 $224K New
VTI VG Morningstar TS MKT ETF-US 0.08% 598 $221K New
LRCX Lam Research Corp. 0.08% 503 $218K New
VIGI Vanguard Int Div App Indx FD 0.08% 2,335 $218K Reduce -7.3%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.08% 4,807 $214K New
MA Mastercard Inc. Class A 0.07% 403 $207K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.07% 1,252 $205K New
WMT Walmart Inc. 0.07% 1,789 $203K New
AIQ Global X Art Intel & Tech 0.07% 3,086 $203K New

Portfolio Sells Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.5% 4.00% −2.56
SCHD Schwab US DVD Equity ETF Reduce -5.8% 1.17% −0.99
AVUV Avantis US Small Cap Value Reduce -2.6% 0.66% −0.42
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.9% 0.59% −0.41
NXST Nexstar Media Group Inc. Reduce -19.2% 0.24% −0.30
VCLT Vanguard Long-Term Corp. Bond Reduce -4.8% 0.30% −0.27
IMCG iShares Morningstar Mid-Cap Reduce -0.1% 0.60% −0.27
STXF Strive 500 ETF Reduce -3.4% 0.38% −0.24
RECS Columbia Resear Enh Cor ETF Reduce -9.9% 0.28% −0.23
QQQM Invesco Nasdaq 100 ETF Reduce -2.5% 0.42% −0.19
SLYG SS SPDR S&P 600 SC GR ETF Reduce -8.3% 0.31% −0.18
BAM Brookfield Asset Mgmt-A Reduce -1.7% 0.19% −0.15
COWZ Pacer US Cash Cows 100 ETF Reduce -6.9% 0.16% −0.15
VSS Vanguard Ftse All Wo X-US SC Reduce -3.3% 0.11% −0.08
VIGI Vanguard Int Div App Indx FD Reduce -7.3% 0.08% −0.07
IJT iShares S&P Small-Cap 600 GR Reduce -0.3% 0.13% −0.06
ESGV Vanguard ESG US Stock ETF Reduce -0.3% 0.10% −0.05
HNST The Honest Co. Inc. Sold out 0.00% −0.02
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.3% 0.22% +0.02
AMD Advanced Micro Devices Reduce -1.1% 0.31% +0.11

Portfolio Buys Q1 2026 → Q2 2026
AVUS Avantis U.S. Equity ETF Add +1696.5% 3.17% +2.89
CGGR Cap Group Growth Equity New 2.86% +2.86
IVV iShares Core S&P 500 ETF Add +666.7% 3.35% +2.66
CGCP Cap Group Core Plus Income Add +2560.3% 2.77% +2.58
CGIE Cap Group Intl Equity New 2.40% +2.40
CGIC Cap Group Intl Core Eq New 2.25% +2.25
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 1.99% +1.99
CGNG Cap Group New Geography Eq New 1.54% +1.54
VB Vanguard Most SM-Cap ETF-Usd Add +90.3% 6.69% +1.23
IDEV iShares Core MSCI Dev MKTS Add +228.8% 2.20% +1.07
VAW Vanguard Materials ETF New 0.80% +0.80
BND Vanguard Total Bond Market New 0.73% +0.73
VOO Vanguard S&P 500 ETF Add +135.5% 2.03% +0.68
VWO Vanguard Ftse Emerging Marke New 0.58% +0.58
CGDV Cap Group Dividend Value New 0.36% +0.36
CGMU Cap Group Municipal Income New 0.32% +0.32
CGXU Cap Group Intl Focus New 0.30% +0.30
IXUS iShares Core Intl Stock ETF New 0.28% +0.28
EVRG Evergy Inc. New 0.16% +0.16
PEP Pepsico Inc. New 0.16% +0.16
VGT Vanguard Info Tech ETF New 0.15% +0.15
MU Micron Technology Inc. New 0.13% +0.13
SHY iShares 1-3 Year Treasury Bo New 0.12% +0.12
QQQ Invesco QQQ Trust Series 1 New 0.12% +0.12
TIP iShares Tips Bond ETF New 0.10% +0.10
RSP Invesco S&P 500 Equal Weight New 0.10% +0.10
TSLA Tesla Inc. New 0.10% +0.10
PG The Procter & Gamble Co. New 0.09% +0.09
FLBL Franklin Senior Loan ETF New 0.09% +0.09
CGMS Cap Group US Multi-Sect Bond New 0.08% +0.08
NET Cloudflare Inc. Class A New 0.08% +0.08
NULG Nuveen ESG LRG-Cap GRW ETF New 0.08% +0.08
VTI VG Morningstar TS MKT ETF-US New 0.08% +0.08
LRCX Lam Research Corp. New 0.08% +0.08
CGUS Cap Group Core Equity New 0.08% +0.08
MA Mastercard Inc. Class A New 0.07% +0.07
MGV Vngrd Mrgstr MG CP VL ETF-Ui New 0.07% +0.07
AIQ Global X Art Intel & Tech New 0.07% +0.07
WMT Walmart Inc. New 0.07% +0.07
VNQ Vanguard Real Estate ETF Add +56.8% 0.15% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +60.0% 11.25% −0.01
MCD McDonald's Corp. Add +81.5% 0.14% −0.02
AAPL Apple Inc. Add +51.7% 0.59% −0.02
ASML ASML Holding NV-NY Reg SHS Add +0.7% 0.20% −0.04
MSFT Microsoft Corp. Add +38.7% 0.14% −0.04
VXUS Vanguard Total Intl Stock Add +16.3% 0.10% −0.04
LOW Lowe's Cos Inc. Add +24.8% 0.09% −0.05
IJH iShares Core S&P Midcap ETF Add +4.1% 0.11% −0.06
VYM Vanguard High DVD Yield ETF Add +43.3% 0.38% −0.07
GOOG Alphabet Inc. Class C Add +0.2% 0.16% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 109$278.2MVO, IWY, VB, FNDX, SPY
Q1 2026 76$154.7MVO, IWY, FNDX, SPY, AVDE
Q4 2025 78$154.2MVO, IWY, SPY, FNDX, AVDE
Q3 2025 80$123.2MVO, SPY, IWY, XLK, AVDE