Sponsored

The Analysis of Equita Financial Network, Inc.'s Holdings & P&L

Currently, Equita Financial Network, Inc. holds 87 types of securities in its portfolio with a total value $318.0M. In the most recent quarter, they have increased their positions in AMZN (+6.9K shares, valued at $1.4M), DFLV (+38.3K shares, valued at $1.4M), AAPL (+4.8K shares, valued at $1.2M); decreased their positions in VEA (-55.6K shares, valued at $3.6M), DFSV (-88.0K shares, valued at $3.1M), VTI (-9.5K shares, valued at $3.0M); initiated new positions in NFLX (+7.1K shares, valued at $685.1K), CRM (+3.3K shares, valued at $622.4K), ITOT (+1.6K shares, valued at $222.6K).

1M P&L

+10.4M+3.14%

3M P&L

+8.5M+2.53%

HY P&L

+26.2M+8.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A303.2M

96.6%

2Internet Retail2.3M

0.7%

3Consumer Electronics2.1M

0.7%

Top Industries by Stock Count

1N/A68 stocks

84.0%

2Entertainment2 stocks

2.5%

3Internet Retail1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS150.6K shares-5.93%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS510.4K shares-9.82%2026-03-312026-04-23

DFGX DIMENSIONAL ETF TRUST352.0K shares6.13%2026-03-312026-04-23

DISV DIMENSIONAL ETF TRUST459.9K shares-5.00%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS219.0K shares-1.57%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST502.7K shares-14.90%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST463.4K shares-7.88%2026-03-312026-04-23

DFLV DIMENSIONAL ETF TRUST363.2K shares11.77%2026-03-312026-04-23

Sponsored

SPTI SPDR SERIES TRUST435.8K shares-2.10%2026-03-312026-04-23

AVRE AMERICAN CENTY ETF TR207.4K shares-0.60%2026-03-312026-04-23

STIP ISHARES TR77.4K shares-0.23%2026-03-312026-04-23

MUNI PIMCO ETF TR146.8K shares2.26%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR288.9K shares-1.62%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS80.2K shares-1.95%2026-03-312026-04-23

DFSU DIMENSIONAL ETF TRUST119.1K shares19.48%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR43.4K shares-3.24%2026-03-312026-04-23

Sponsored

VTEB VANGUARD MUN BD FDS91.1K shares22.31%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS75.8K shares-1.32%2026-03-312026-04-23

SUB ISHARES TR32.4K shares5.45%2026-03-312026-04-23

DMXF ISHARES TR39.4K shares2.60%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T4.5K shares-0.07%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR29.1K shares-6.68%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST65.8K shares33.72%2026-03-312026-04-23

NYF ISHARES TR49.3K shares0.15%2026-03-312026-04-23

Sponsored

AVEM AMERICAN CENTY ETF TR31.3K shares-6.88%2026-03-312026-04-23

NULV NUSHARES ETF TR52.8K shares5.98%2026-03-312026-04-23

AMZN AMAZON COM INC11.2K shares160.30%2026-03-312026-04-23

USXF ISHARES TR40.7K shares-4.46%2026-03-312026-04-23

AAPL APPLE INC8.4K shares132.02%2026-03-312026-04-23

NULG NUSHARES ETF TR23.0K shares4.95%2026-03-312026-04-23

SPTM SPDR SERIES TRUST24.2K shares-19.96%2026-03-312026-04-23

DFSE DIMENSIONAL ETF TRUST44.3K shares55.66%2026-03-312026-04-23

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-61.08%2026-03-312026-04-23

MUB ISHARES TR16.4K shares0.46%2026-03-312026-04-23

NUSC NUSHARES ETF TR28.3K shares9.77%2026-03-312026-04-23

ESGE ISHARES INC26.1K shares3.97%2026-03-312026-04-23

LOW LOWES COS INC4.8K shares0.46%2026-03-312026-04-23

BGRN ISHARES TR23.3K shares-2.34%2026-03-312026-04-23

VCEB VANGUARD WORLD FD17.5K shares-1.02%2026-03-312026-04-23

MSFT MICROSOFT CORP2.8K shares-2.87%2026-03-312026-04-23

Sponsored

BNDX VANGUARD CHARLOTTE FDS21.4K shares11.85%2026-03-312026-04-23

NVDA NVIDIA CORPORATION5.7K shares-19.46%2026-03-312026-04-23

IGSB ISHARES TR16.9K shares-1.55%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-6.61%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST31.5K shares0.13%2026-03-312026-04-23

TDVG T ROWE PRICE ETF INC17.6K shares8.76%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F13.7K shares1.78%2026-03-312026-04-23

NFLX NETFLIX INC.7.1K sharesnew addition2026-03-312026-04-23

Sponsored

VEU VANGUARD INTL EQUITY INDEX F8.8K shares0.15%2026-03-312026-04-23

IEMG ISHARES INC9.1K shares-40.24%2026-03-312026-04-23

CRM SALESFORCE INC3.3K sharesnew addition2026-03-312026-04-23

IGIB ISHARES TR11.5K shares16.24%2026-03-312026-04-23

ESGD ISHARES TR6.3K shares-0.06%2026-03-312026-04-23

SHM SPDR SERIES TRUST12.5K shares0.41%2026-03-312026-04-23

ALPHABET INC ALPHABET INC1.9K shares49.36%2026-03-312026-04-23

ALPHABET INC ALPHABET INC1.9K shares-17.29%2026-03-312026-04-23

Sponsored

TSLA TESLA INC1.4K shares21.01%2026-03-312026-04-23

SCHR SCHWAB STRATEGIC TR20.3K shares12.73%2026-03-312026-04-23

VXUS VANGUARD STAR FDS6.5K shares20.15%2026-03-312026-04-23

GLDM WORLD GOLD TR5.2K shares38.80%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR18.9K shares44.98%2026-03-312026-04-23

IJH ISHARES TR6.6K shares-46.37%2026-03-312026-04-23

DFIS DIMENSIONAL ETF TRUST12.5K shares5.27%2026-03-312026-04-23

SLYV SPDR SERIES TRUST4.4K shares-40.52%2026-03-312026-04-23

Sponsored

IJR ISHARES TR3.3K shares-53.05%2026-03-312026-04-23

VTV VANGUARD INDEX FDS2.0K shares-18.92%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR2.8K shares0.00%2026-03-312026-04-23

ESML ISHARES TR7.9K shares-3.11%2026-03-312026-04-23

META META PLATFORMS INC625 shares-17.76%2026-03-312026-04-23

SUSB ISHARES TR13.5K shares-1.71%2026-03-312026-04-23

IVV ISHARES TR512 shares-29.38%2026-03-312026-04-23

TCHP T ROWE PRICE ETF INC7.2K shares12.69%2026-03-312026-04-23

Sponsored

DIS DISNEY WALT CO3.1K shares-7.89%2026-03-312026-04-23

CSCO CISCO SYS INC3.6K shares-12.43%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL574 shares-7.72%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR8.4K shares-0.64%2026-03-312026-04-23

ITOT ISHARES TR1.6K sharesnew addition2026-03-312026-04-23

JUST GOLDMAN SACHS ETF TR2.4K shares0.00%2026-03-312026-04-23

VGT VANGUARD WORLD FD306 sharesnew addition2026-03-312026-04-23

BROADCOM INC BROADCOM INC684 shares-27.23%2026-03-312026-04-23

Sponsored

NACP TIDAL TRUST III4.3K shares0.00%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2026-03-312026-04-23

WMT WALMART INC1.6K shares-19.40%2026-03-312026-04-23

VTEC VANGUARD CALIF TAX FREE FDS2.0K shares0.00%2026-03-312026-04-23

VUG VANGUARD INDEX FDS458 sharesnew addition2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST5.6K sharesnew addition2026-03-312026-04-23

NVX NOVONIX LIMITED10.0K shares0.00%2026-03-312026-04-23

VTI

VANGUARD INDEX FDS

-5.93%

Shares150.6K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

-9.82%

Shares510.4K

Event2026-03-31

Filed2026-04-23

DFGX

DIMENSIONAL ETF TRUST

6.13%

Shares352.0K

Event2026-03-31

Filed2026-04-23

DISV

DIMENSIONAL ETF TRUST

-5.00%

Shares459.9K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

-1.57%

Shares219.0K

Event2026-03-31

Filed2026-04-23

DFSV

DIMENSIONAL ETF TRUST

-14.90%

Shares502.7K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

-7.88%

Shares463.4K

Event2026-03-31

Filed2026-04-23

DFLV

DIMENSIONAL ETF TRUST

11.77%

Shares363.2K

Event2026-03-31

Filed2026-04-23

SPTI

SPDR SERIES TRUST

-2.10%

Shares435.8K

Event2026-03-31

Filed2026-04-23

AVRE

AMERICAN CENTY ETF TR

-0.60%

Shares207.4K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

-0.23%

Shares77.4K

Event2026-03-31

Filed2026-04-23

MUNI

PIMCO ETF TR

2.26%

Shares146.8K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

-1.62%

Shares288.9K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

-1.95%

Shares80.2K

Event2026-03-31

Filed2026-04-23

DFSU

DIMENSIONAL ETF TRUST

19.48%

Shares119.1K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

-3.24%

Shares43.4K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

22.31%

Shares91.1K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

-1.32%

Shares75.8K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

5.45%

Shares32.4K

Event2026-03-31

Filed2026-04-23

DMXF

ISHARES TR

2.60%

Shares39.4K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-0.07%

Shares4.5K

Event2026-03-31

Filed2026-04-23

AVDV

AMERICAN CENTY ETF TR

-6.68%

Shares29.1K

Event2026-03-31

Filed2026-04-23

DFSI

DIMENSIONAL ETF TRUST

33.72%

Shares65.8K

Event2026-03-31

Filed2026-04-23

NYF

ISHARES TR

0.15%

Shares49.3K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

-6.88%

Shares31.3K

Event2026-03-31

Filed2026-04-23

NULV

NUSHARES ETF TR

5.98%

Shares52.8K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

160.30%

Shares11.2K

Event2026-03-31

Filed2026-04-23

USXF

ISHARES TR

-4.46%

Shares40.7K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

132.02%

Shares8.4K

Event2026-03-31

Filed2026-04-23

NULG

NUSHARES ETF TR

4.95%

Shares23.0K

Event2026-03-31

Filed2026-04-23

SPTM

SPDR SERIES TRUST

-19.96%

Shares24.2K

Event2026-03-31

Filed2026-04-23

DFSE

DIMENSIONAL ETF TRUST

55.66%

Shares44.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-61.08%

Shares3.1K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

0.46%

Shares16.4K

Event2026-03-31

Filed2026-04-23

NUSC

NUSHARES ETF TR

9.77%

Shares28.3K

Event2026-03-31

Filed2026-04-23

ESGE

ISHARES INC

3.97%

Shares26.1K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

0.46%

Shares4.8K

Event2026-03-31

Filed2026-04-23

BGRN

ISHARES TR

-2.34%

Shares23.3K

Event2026-03-31

Filed2026-04-23

VCEB

VANGUARD WORLD FD

-1.02%

Shares17.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-2.87%

Shares2.8K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

11.85%

Shares21.4K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-19.46%

Shares5.7K

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

-1.55%

Shares16.9K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-6.61%

Shares1.5K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

0.13%

Shares31.5K

Event2026-03-31

Filed2026-04-23

TDVG

T ROWE PRICE ETF INC

8.76%

Shares17.6K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

1.78%

Shares13.7K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

New

Shares7.1K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD INTL EQUITY INDEX F

0.15%

Shares8.8K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

-40.24%

Shares9.1K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-23

IGIB

ISHARES TR

16.24%

Shares11.5K

Event2026-03-31

Filed2026-04-23

ESGD

ISHARES TR

-0.06%

Shares6.3K

Event2026-03-31

Filed2026-04-23

SHM

SPDR SERIES TRUST

0.41%

Shares12.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

49.36%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-17.29%

Shares1.9K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

21.01%

Shares1.4K

Event2026-03-31

Filed2026-04-23

SCHR

SCHWAB STRATEGIC TR

12.73%

Shares20.3K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

20.15%

Shares6.5K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

38.80%

Shares5.2K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

44.98%

Shares18.9K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-46.37%

Shares6.6K

Event2026-03-31

Filed2026-04-23

DFIS

DIMENSIONAL ETF TRUST

5.27%

Shares12.5K

Event2026-03-31

Filed2026-04-23

SLYV

SPDR SERIES TRUST

-40.52%

Shares4.4K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-53.05%

Shares3.3K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-18.92%

Shares2.0K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-23

ESML

ISHARES TR

-3.11%

Shares7.9K

Event2026-03-31

Filed2026-04-23