Equita Financial Network, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Equita Financial Network, Inc. 13F Holdings
CIK 0001994461 · FORT WASHINGTON, PA
As of Sep 30, 2025, Equita Financial Network, Inc. reported
91 positions worth $295.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 148,941 | $48.9M | 16.52% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 516,558 | $31.0M | 10.46% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 559,696 |
|
7.8M6.02% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 196,653 |
6.5M | 5.59% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 445,070 |
5.9M | 5.37% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 290,606 |
5.7M | 5.30% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 467,038 |
5.0M | 5.06% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 388,941 |
1.2M | 3.80% |
| DIMENSIONAL ETF TRUST | DFLV | — | 287,310 | $9.5M | 3.20% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 188,285 | $8.4M | 2.83% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 268,398 | $6.9M | 2.33% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 66,253 | $6.8M | 2.31% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 128,184 | $6.7M | 2.27% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 73,334 | $5.9M | 1.98% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 45,009 | $4.5M | 1.51% |
| DIMENSIONAL ETF TRUST | DFSU | — | 90,885 | $3.9M | 1.30% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,031 | $3.7M | 1.25% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 76,770 | $3.3M | 1.11% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 62,187 | $3.1M | 1.05% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 28,692 | $3.1M | 1.04% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,594 | $3.1M | 1.03% |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | — | 37,346 | $2.8M | 0.96% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 31,055 | $2.8M | 0.93% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 44,826 | $2.6M | 0.87% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 33,776 | $2.5M | 0.86% |