Equity Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Independence, MO
CIK
0002097037
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 76 154,705 VO, IWY, FNDX, SPY 13F-HR 5/8/2026 000209703726000004
Q4 2025 78 154,202 VO, IWY, SPY, FNDX 13F-HR 1/26/2026 000209703726000002
Q3 2025 80 123,231 VO, SPY, IWY, XLK 13F-HR 11/17/2025 000209703725000003