Equity Wealth Partners, LLC ETF holdings
Independence, MO
Reported $255.2M in 73 ETFs in its Form 13F for June 30, 2026.
ETF value
$255.2M
ETFs held
73
Change from prior quarter
+86.1%
With price moves
ETFs as a share of its 13F
91.7%
of $278.2M
Top 10 of 73 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VO | Vanguard Morningstar Mid-Cap ETF | $31.3M | 388,640 | +327,934 shares |
| IWY | iShares Russell Top 200 Growth ETF | $18.7M | 64,297 | +4,503 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $18.6M | 61,430 | +29,142 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $15.0M | 483,474 | +28,744 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $11.1M | 14,920 | −706 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $10.9M | 141,723 | +23,354 shares |
| AVDE | Avantis International Equity ETF | $10.5M | 117,646 | +5,555 shares |
| IVV | iShares Core S&P 500 ETF | $9.3M | 12,428 | +10,807 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $8.9M | 46,796 | +251 shares |
| AVUS | Avantis US Equity ETF | $8.8M | 68,769 | +64,941 shares |
63 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002097037. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Equity Wealth Partners, LLC own?
Equity Wealth Partners, LLC reported 73 ETF positions worth $255.2M in its Form 13F for June 30, 2026. The largest was VO, at $31.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.