Equita Financial Network, Inc. holds a focused book of 95 stocks worth $360.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Dim GLB Sustain Fix Inc ETF and trimmed Avantis US Small Cap Value. Their largest long position is Vanguard Total Stock MKT ETF at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Equita Financial Network, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Envestnet Asset Management Inc | 80 / 80 | $98.2B |
| LPL Financial LLC | 80 / 80 | $87.6B |
| Commonwealth Equity Services, LLC | 80 / 80 | $19.3B |
| Osaic Holdings, Inc. | 80 / 80 | $17.3B |
| Morgan Stanley | 79 / 80 | $491.7B |
| CWM, LLC | 79 / 80 | $8.3B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.6B |
| JPMorgan Chase & Co | 78 / 80 | $475.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Equita Financial Network, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $57.2M | 154.5K | 15.9% | ▲+2.5% Added · +4K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $36.8M | 516.5K | 10.2% | ▲+1.2% Added · +6K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $19.6M | 505.9K | 5.4% | ▲+0.6% Added · +3K sh | |
| 4 | Dimensional ETF Trust INTL COR FIX ETF | $19.6M | 365.9K | 5.4% | ▲+3.9% Added · +14K sh | |
| 5 | Dimensional ETF Trust INTL SMALL CAP V | $19.4M | 483.7K | 5.4% | ▲+5.2% Added · +24K sh | |
| 6 | Vanguard Scottsdale FDS INT-TERM CORP | $18.9M | 228.8K | 5.2% | ▲+4.5% Added · +10K sh | |
| 7 | Dimensional ETF Trust EMERGING MKTS CO | $18.9M | 463.9K | 5.2% | ▲+0.1% Added · +528 sh | |
| 8 | Dimensional ETF Trust US LARG VALU ETF | $15.1M | 381.0K | 4.2% | ▲+4.9% Added · +18K sh | |
| 9 | SPDR Series Trust ST INTER ETF | $13.0M | 457.8K | 3.6% | ▲+5.0% Added · +22K sh | |
| 10 | American Centy ETF TR REAL ESTATE ETF | $10.3M | 217.8K | 2.9% | ▲+5.0% Added · +10K sh | |
| 11 | Schwab Strategic TR US BRD MKT ETF | $8.4M | 289.2K | 2.3% | ▲+0.1% Added · +291 sh | |
| 12 | Ishares TR 0-5 YR TIPS ETF | $8.3M | 80.9K | 2.3% | ▲+4.5% Added · +4K sh | |
| 13 | Pimco ETF TR INTER MUN BD ACT | $8.2M | 156.7K | 2.3% | ▲+6.7% Added · +10K sh | |
| 14 | Dimensional ETF Trust US SUSTAINABILTY | $7.4M | 159.7K | 2.1% | ▲+34% Added · +41K sh | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $6.6M | 83.3K | 1.8% | ▲+3.8% Added · +3K sh | |
| 16 | American Centy ETF TR US SML CP VALU | $5.3M | 42.7K | 1.5% | ▼−1.5% Reduced · −665 sh | |
| 17 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.7M | 93.9K | 1.3% | ▲+3.0% Added · +3K sh | |
| 18 | Dimensional ETF Trust INTERNATIONAL | $4.0M | 88.3K | 1.1% | ▲+34% Added · +22K sh | |
| 19 | SPDR Index SHS FDS ST STR PO EX ETF | $3.8M | 75.5K | 1.1% | ▼−0.3% Reduced · −240 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $3.7M | 4.9K | 1.0% | ▲+8.0% Added · +363 sh | |
| 21 | Ishares TR SHRT NAT MUN ETF | $3.6M | 33.8K | 1.0% | ▲+4.3% Added · +1K sh | |
| 22 | Ishares TR ESG EAFE ETF | $3.6M | 42.4K | 1.0% | ▲+7.6% Added · +3K sh | |
| 23 | American Centy ETF TR AVANTIS EMGMKT | $3.0M | 31.4K | 0.8% | ▲+0.1% Added · +20 sh | |
| 24 | American Centy ETF TR INTL SMCP VLU | $3.0M | 29.2K | 0.8% | ▲+0.4% Added · +106 sh | |
| 25 | Nushares ETF TR NUVEEN ESG LRGCP | $3.0M | 25.4K | 0.8% | ▲+11% Added · +2K sh | |
| 26 | Nushares ETF TR NUVEEN ESG LRGVL | $2.9M | 58.1K | 0.8% | ▲+10% Added · +5K sh | |
| 27 | Ishares TR ESG MSCI USA ETF | $2.8M | 40.5K | 0.8% | ▼−0.5% Reduced · −201 sh | |
| 28 | Ishares TR NEW YORK MUN ETF | $2.7M | 49.3K | 0.7% | —Held | |
| 29 | Dimensional ETF Trust EMER MARK SU ETF | $2.6M | 52.7K | 0.7% | ▲+19% Added · +8K sh | |
| 30 | Apple Inc COM | $2.5M | 8.6K | 0.7% | ▲+2.3% Added · +192 sh | |
| 31 | SPDR Series Trust ST STR PR SP1500 | $2.2M | 24.2K | 0.6% | ▲~0% Added · +2 sh | |
| 32 | Amazon Com Inc COM | $2.2M | 9.1K | 0.6% | ▼−19% Reduced · −2K sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $2.1M | 3.1K | 0.6% | ▲+0.3% Added · +9 sh | |
| 34 | Ishares TR NATIONAL MUN ETF | $1.7M | 16.1K | 0.5% | ▼−1.8% Reduced · −293 sh | |
| 35 | Ishares Inc ESG AWR MSCI EM | $1.6M | 28.9K | 0.4% | ▲+11% Added · +3K sh | |
| 36 | Nushares ETF TR NUVEEN ESG SMLCP | $1.6M | 30.2K | 0.4% | ▲+6.6% Added · +2K sh | |
| 37 | Vanguard World FD ESG US CORP BD | $1.3M | 20.6K | 0.4% | ▲+18% Added · +3K sh | |
| 38 | Nvidia Corporation COM | $1.3M | 6.3K | 0.3% | ▲+9.5% Added · +547 sh | |
| 39 | Ishares TR USD GRN BOND ETF | $1.2M | 25.6K | 0.3% | ▲+10% Added · +2K sh | |
| 40 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.5K | 0.3% | ▲+0.5% Added · +7 sh | |
| 41 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.1M | 23.0K | 0.3% | ▲+7.8% Added · +2K sh | |
| 42 | Microsoft Corp COM | $1.1M | 2.9K | 0.3% | ▲+2.0% Added · +56 sh | |
| 43 | Lowes Cos Inc COM | $1.1M | 4.8K | 0.3% | ▼−0.3% Reduced · −14 sh | |
| 44 | Dimensional ETF Trust GLOBAL REAL EST | $913K | 31.5K | 0.3% | ▲+0.1% Added · +25 sh | |
| 45 | Ishares TR ISHS 1-5YR INVS | $886K | 16.9K | 0.2% | ▲~0% Added · +3 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $807K | 13.5K | 0.2% | ▼−1.2% Reduced · −159 sh | |
| 47 | Ishares Inc CORE MSCI EMKT | $756K | 9.1K | 0.2% | —Held | |
| 48 | Vanguard Intl Equity Index F ALLWRLD EX US | $737K | 8.8K | 0.2% | ▲+0.5% Added · +40 sh | |
| 49 | Alphabet Inc CAP STK CL A | $705K | 2.0K | 0.2% | ▲+5.7% Added · +106 sh | |
| 50 | Vanguard Star FDS VG TL INTL STK F | $669K | 7.8K | 0.2% | ▲+20% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1994461/holdings"
Use Arkolith to show Equita Financial Network, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 95 | $360.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 87 | $318.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 95 | $331.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 91 | $295.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 81 | $251.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 86 | $286.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 80 | $276.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 88 | $273.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.