Equity Wealth Partners
Equity Wealth Partners reported 109 stocks worth $304M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VO (10.8%), VB (7.3%) and IWY (6.3%). Compared with Q2 2026, the fund opened new positions in CGBL, MPC and BUFZ, added to VO, VB and IWY, trimmed XLK, IVV and AGG and sold out of XOM, VNQ and LOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VO Vanguard Index Fds | $32.9M | 10.8% | 419K | +31K (+8%) | 5 of 5 | |
| 2 |  VB Vanguard Index Fds | $22M | 7.3% | 77K | +16K (+26%) | 5 of 5 | |
| 3 |  IWY Ishares TR | $19.2M | 6.3% | 65K | +821 (+1%) | 5 of 5 | |
| 4 |  FNDX Schwab Fundamental U.s. Large Company ETF | $15.6M | 5.1% | 496K | +13K (+3%) | 5 of 5 | |
| 5 |  BIV Vanguard Intermediate | $11.8M | 3.9% | 162K | +20K (+14%) | 5 of 5 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $11.4M | 3.7% | 15K | No change | 5 of 5 | |
| 7 |  AVDE American Centy ETF TR | $11.3M | 3.7% | 125K | +7,419 (+6%) | 5 of 5 | |
| 8 |  AVUS Avantis U.s. Equity ETF | $10.5M | 3.5% | 82K | +13K (+19%) | 5 of 5 | |
| 9 |  CGGR Capital Group Growth | $10.4M | 3.4% | 220K | +52K (+31%) | 2 of 5 | |
| 10 |  CGCP Capital Group Core Plus Income ETF | $9.6M | 3.1% | 452K | +106K (+31%) | 4 of 5 |
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 |
|---|---|---|
 XOM Exxon Mobil Corp | $487K | 3,563 |
 VNQ Vanguard Index Fds | $405K | 4,196 |
 LOW Lowes Cos Inc | $245K | 1,109 |
 LRCX Lam Research Corp | $218K | 503 |
 MA Mastercard Incorporated | $207K | 403 |
🔒 Free account: see all 6.
Reported value
last 5 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 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Equity Wealth Partners 13F FAQ
What does Equity Wealth Partners own?
Equity Wealth Partners reported 109 stocks worth $304M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VO (10.8%), VB (7.3%) and IWY (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Equity Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 54 added to, 41 trimmed and 6 sold out. New positions include CGBL, MPC and BUFZ. It sold all of XOM, VNQ and LOW.
When will Equity Wealth Partners 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 Equity Wealth Partners's portfolio worth?
The Q3 2026 filing reports $304M 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.