Equita Financial Network
Equita Financial Network reported 86 stocks worth $353M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VTI (16.9%), VEA (10.7%) and DISV (6.2%). Compared with Q2 2026, the fund opened new positions in ORCL, SCHI and CMF, added to VTI, VEA and DISV, trimmed SCHB, SPDW and AVDV and sold out of NYF, BGRN and BRK.B.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $59.8M | 16.9% | 160K | +5,394 (+3%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $37.8M | 10.7% | 535K | +18K (+4%) | 8 of 8 | |
| 3 |  DISV Dimensional ETF Trust | $21.9M | 6.2% | 505K | +22K (+4%) | 8 of 8 | |
| 4 |  DFGX Dimensional ETF Trust | $20.1M | 5.7% | 393K | +27K (+7%) | 5 of 8 | |
| 5 |  VCIT Vanguard Scottsdale Fds | $19.8M | 5.6% | 253K | +25K (+11%) | 8 of 8 | |
| 6 |  DFEM Dimensional ETF Trust | $19.2M | 5.4% | 482K | +18K (+4%) | 8 of 8 | |
| 7 |  DFLV Dimensional ETF Trust | $16.1M | 4.6% | 402K | +21K (+5%) | 5 of 8 | |
| 8 |  SPTI Spdr Series Trust | $13.6M | 3.9% | 500K | +42K (+9%) | 8 of 8 | |
| 9 |  AVRE American Centy ETF TR | $9.9M | 2.8% | 224K | +6,076 (+3%) | 8 of 8 | |
| 10 |  STIP Ishares 0-5 | $8.5M | 2.4% | 86K | +4,872 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $19.6M | 506K |
 NYF Ishares TR | $2.7M | 49K |
 BGRN Ishares TR | $1.2M | 26K |
 BRK.B Berkshire Hathaway Inc Del | $332K | 664 |
 DIS Disney Walt Co | $301K | 3,123 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Equita Financial Network 13F FAQ
What does Equita Financial Network own?
Equita Financial Network reported 86 stocks worth $353M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VTI (16.9%), VEA (10.7%) and DISV (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Equita Financial Network buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 49 added to, 26 trimmed and 12 sold out. New positions include ORCL, SCHI and CMF. It sold all of NYF, BGRN and BRK.B.
When will Equita Financial Network file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Equita Financial Network's portfolio worth?
The Q3 2026 filing reports $353M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.