Equity Wealth Partners, LLC holds a focused book of 109 reported positions worth $278.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Cap Group Growth Equity and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard Mid-Cap ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Equity Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Equity Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
8% mapped to company sectors
+6 sectors below the cut, 1% together
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 Equity Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 20 / 80 | $1.0B |
| Emerald Advisors, LLC | 23 / 80 | $668.5M |
| Vestwell Advisors, LLC | 8 / 80 | $332.1M |
| Golden Road Advisors LLC | 19 / 80 | $160.1M |
| Mason & Associates, LLC | 14 / 80 | $352.2M |
| Spreng Capital Management, Inc. | 20 / 80 | $199.3M |
| Daniel Investment Group, Inc. | 13 / 80 | $122.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Equity Wealth Partners, LLC: 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 position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS MID CAP ETF | $31.3M | 388.6K | 11.3% | ▲+540% Added · +328K sh | |
| 2 | Ishares TR RUS TP200 GR ETF | $18.7M | 64.3K | 6.7% | ▲+7.5% Added · +5K sh | |
| 3 | Vanguard Index FDS SMALL CP ETF | $18.6M | 61.4K | 6.7% | ▲+90% Added · +29K sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL US L | $15.0M | 483.5K | 5.4% | ▲+6.3% Added · +29K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $11.1M | 14.9K | 4.0% | ▼−4.5% Reduced · −706 sh | |
| 6 | Vanguard BD Index FDS INTERMED TERM | $10.9M | 141.7K | 3.9% | ▲+20% Added · +23K sh | |
| 7 | American Centy ETF TR INTL EQT ETF | $10.5M | 117.6K | 3.8% | ▲+5.0% Added · +6K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $9.3M | 12.4K | 3.3% | ▲+667% Added · +11K sh | |
| 9 | Select Sector SPDR TR ST STR TECHN ETF | $8.9M | 46.8K | 3.2% | ▲+0.5% Added · +251 sh | |
| 10 | American Centy ETF TR US EQT ETF | $8.8M | 68.8K | 3.2% | ▲18× Added · +65K sh | |
| 11 | Capital Group Growth ETF SHS CREAT UNIT | $8.0M | 168.8K | 2.9% | ▲New New position | |
| 12 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $7.7M | 346.0K | 2.8% | ▲27× Added · +333K sh | |
| 13 | Capital Group International SHS | $6.7M | 181.3K | 2.4% | ▲New New position | |
| 14 | Capital Group International SHS | $6.3M | 172.4K | 2.3% | ▲New New position | |
| 15 | Ishares TR CORE MSCI INTL | $6.1M | 68.7K | 2.2% | ▲+229% Added · +48K sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $5.6M | 8.2K | 2.0% | ▲+136% Added · +5K sh | |
| 17 | Ishares TR CORE UNIVRSL USD | $5.5M | 119.9K | 2.0% | ▲New New position | |
| 18 | Capital Group New Geography SHS | $4.3M | 114.2K | 1.5% | ▲New New position | |
| 19 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $4.3M | 37.7K | 1.5% | ▲+1.6% Added · +599 sh | |
| 20 | Ishares TR CORE US AGGBD ET | $4.2M | 42.5K | 1.5% | ▲+3.4% Added · +1K sh | |
| 21 | Ea Series Trust FREEDOM 100 EM | $3.4M | 46.1K | 1.2% | ▲+1.6% Added · +742 sh | |
| 22 | Schwab Strategic TR US DIVIDEND EQ | $3.3M | 102.7K | 1.2% | ▼−5.8% Reduced · −6K sh | |
| 23 | Nvidia Corporation COM | $2.7M | 13.6K | 1.0% | ▲+3.4% Added · +447 sh | |
| 24 | Vanguard Specialized Funds DIV APP ETF | $2.7M | 11.5K | 1.0% | ▲+2.1% Added · +240 sh | |
| 25 | American Centy ETF TR US LARGE CAP VLU | $2.7M | 29.6K | 1.0% | ▲+0.7% Added · +200 sh | |
| 26 | J P Morgan Exchange Traded F MUNICIPAL ETF | $2.4M | 47.5K | 0.9% | ▲+5.3% Added · +2K sh | |
| 27 | Schwab Strategic TR US LCAP GR ETF | $2.3M | 69.2K | 0.8% | ▲+0.8% Added · +551 sh | |
| 28 | Vanguard World FD MATERIALS ETF | $2.2M | 9.7K | 0.8% | ▲New New position | |
| 29 | Vanguard BD Index FDS TOTAL BND MRKT | $2.0M | 27.7K | 0.7% | ▲New New position | |
| 30 | Vanguard Index FDS GROWTH ETF | $2.0M | 23.1K | 0.7% | ▲+509% Added · +19K sh | |
| 31 | Vanguard Index FDS VALUE ETF | $1.9M | 8.8K | 0.7% | ▲+31% Added · +2K sh | |
| 32 | American Centy ETF TR US SML CP VALU | $1.8M | 14.7K | 0.7% | ▼−2.5% Reduced · −385 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.4K | 0.6% | ▲+5.9% Added · +190 sh | |
| 34 | Ishares TR MRGSTR MD CP GRW | $1.7M | 17.0K | 0.6% | ▼−0.1% Reduced · −14 sh | |
| 35 | Apple Inc COM | $1.6M | 5.6K | 0.6% | ▲+52% Added · +2K sh | |
| 36 | Vanguard Index FDS MCAP VL IDXVIP | $1.6M | 8.3K | 0.6% | ▼−0.9% Reduced · −73 sh | |
| 37 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.6M | 27.0K | 0.6% | ▲New New position | |
| 38 | Ishares TR CORE S&P SCP ETF | $1.5M | 10.2K | 0.5% | ▲+7.0% Added · +666 sh | |
| 39 | Ameriprise Finl Inc COM | $1.5M | 3.2K | 0.5% | —Held | |
| 40 | Janus Detroit STR TR HENDRSON AAA CL | $1.2M | 24.7K | 0.4% | ▲+18% Added · +4K sh | |
| 41 | Amazon Com Inc COM | $1.2M | 5.0K | 0.4% | ▲+8.5% Added · +396 sh | |
| 42 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.2M | 3.8K | 0.4% | ▼−2.4% Reduced · −96 sh | |
| 43 | Ea Series Trust STRIVE 500 ETF | $1.1M | 22.1K | 0.4% | ▼−3.4% Reduced · −777 sh | |
| 44 | Vanguard Whitehall FDS HIGH DIV YLD | $1.0M | 6.6K | 0.4% | ▲+43% Added · +2K sh | |
| 45 | Capital Group Dividend Value SHS CREAT UNIT | $1.0M | 20.5K | 0.4% | ▲New New position | |
| 46 | Axon Enterprise Inc COM | $921K | 1.6K | 0.3% | ▲+4.0% Added · +64 sh | |
| 47 | Capital Grp Fixed Incm ETF T MUN INM ETF | $898K | 32.7K | 0.3% | ▲New New position | |
| 48 | Vanguard Index FDS LARGE CAP ETF | $896K | 2.6K | 0.3% | ▲+20% Added · +429 sh | |
| 49 | Advanced Micro Devices Inc COM | $873K | 1.5K | 0.3% | ▼−1.1% Reduced · −16 sh | |
| 50 | SPDR Series Trust ST STR SP600GRWO | $860K | 7.2K | 0.3% | ▼−8.3% Reduced · −652 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.