Equity Wealth Partners, LLC 13F Holdings
CIK 0002097037 · Independence, MO
As of Sep 30, 2025, Equity Wealth Partners, LLC reported 80 positions worth
CIK 0002097037 · Independence, MO
As of Sep 30, 2025, Equity Wealth Partners, LLC reported 80 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND | VO | — | 37,133 | 0.9M | 8.85% |
| SPDR S&P 500 ETF TRUST | SPY | — | 13,323 | $8.9M | 7.20% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 30,576 | $8.4M | 6.79% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 18,353 | $5.2M | 4.20% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 65,462 | $5.2M | 4.19% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 186,953 | $4.9M | 3.99% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 170,014 | $4.6M | 3.77% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 59,199 | $4.6M | 3.75% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 43,924 | $4.4M | 3.57% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 16,415 | $4.2M | 3.39% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 37,472 | $3.9M | 3.19% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 12,136 | $2.6M | 2.13% |
| NVIDIA CORP | NVDA | Technology | 13,097 | $2.4M | 1.98% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,635 | $2.2M | 1.80% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,530 | $2.2M | 1.75% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 67,184 | $2.1M | 1.74% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 26,438 | .9M | 1.55% |
| AMERIPRISE FINANCIAL INC | AMP | Financial Services | 3,624 | .8M | 1.44% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 17,694 | .8M | 1.43% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 20,882 | .7M | 1.36% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,162 | .6M | 1.29% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 6,153 | .5M | 1.23% |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | IMCG | — | 17,828 | .5M | 1.20% |
| VANGUARD VALUE INDEX FUND | VTV | — | 7,835 | .5M | 1.19% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 8,347 | .5M | 1.18% |