Sponsored

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

Currently, Equita Financial Network, Inc. holds 95 types of securities in its portfolio with a total value $360.2M. In the most recent quarter, they have increased their positions in DFSU (+40.6K shares, valued at $1.9M), N/A (+3.8K shares, valued at $1.4M), DFSI (+22.5K shares, valued at $1.0M); decreased their positions in AMZN (-2.1K shares, valued at $503.9K), TDVG (-4.4K shares, valued at $216.5K), CRM (-1.1K shares, valued at $172.5K); initiated new positions in DFSB (+8.9K shares, valued at $461.6K), AMD (+599 shares, valued at $348.0K), RBA (+2.7K shares, valued at $310.5K).

1M P&L

+7.2M+2.43%

3M P&L

+4.3M+1.44%

HY P&L

+13.0M+4.52%

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/A284.6M

96.0%

2Consumer Electronics2.5M

0.8%

3Internet Retail2.2M

0.7%

Top Industries by Stock Count

1N/A69 stocks

81.2%

2Internet Content & Information2 stocks

2.4%

3Semiconductors2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS154.5K shares2.54%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS516.5K shares1.19%2026-06-302026-07-29

DFSV DIMENSIONAL ETF TRUST505.9K shares0.63%2026-06-302026-07-29

DFGX DIMENSIONAL ETF TRUST365.9K shares3.95%2026-06-302026-07-29

DISV DIMENSIONAL ETF TRUST483.7K shares5.18%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS228.8K shares4.47%2026-06-302026-07-29

DFEM DIMENSIONAL ETF TRUST463.9K shares0.11%2026-06-302026-07-29

DFLV DIMENSIONAL ETF TRUST381.0K shares4.91%2026-06-302026-07-29

Sponsored

SPTI SPDR SERIES TRUST457.8K shares5.04%2026-06-302026-07-29

AVRE AMERICAN CENTY ETF TR217.8K shares5.02%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR289.2K shares0.10%2026-06-302026-07-29

STIP ISHARES TR80.9K shares4.55%2026-06-302026-07-29

MUNI PIMCO ETF TR156.7K shares6.74%2026-06-302026-07-29

DFSU DIMENSIONAL ETF TRUST159.7K shares34.06%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS83.3K shares3.79%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR42.7K shares-1.53%2026-06-302026-07-29

Sponsored

VTEB VANGUARD MUN BD FDS93.9K shares3.05%2026-06-302026-07-29

DFSI DIMENSIONAL ETF TRUST88.3K shares34.14%2026-06-302026-07-29

SPDW SPDR INDEX SHS FDS75.5K shares-0.32%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.9K shares7.99%2026-06-302026-07-29

SUB ISHARES TR33.8K shares4.30%2026-06-302026-07-29

DMXF ISHARES TR42.4K shares7.63%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR31.4K shares0.06%2026-06-302026-07-29

AVDV AMERICAN CENTY ETF TR29.2K shares0.36%2026-06-302026-07-29

Sponsored

NULG NUSHARES ETF TR25.4K shares10.59%2026-06-302026-07-29

NULV NUSHARES ETF TR58.1K shares10.07%2026-06-302026-07-29

USXF ISHARES TR40.5K shares-0.49%2026-06-302026-07-29

NYF ISHARES TR49.3K shares0.00%2026-06-302026-07-29

DFSE DIMENSIONAL ETF TRUST52.7K shares18.79%2026-06-302026-07-29

AAPL APPLE INC8.6K shares2.29%2026-06-302026-07-29

SPTM SPDR SERIES TRUST24.2K shares0.01%2026-06-302026-07-29

AMZN AMAZON COM INC9.1K shares-18.80%2026-06-302026-07-29

Sponsored

VOO VANGUARD INDEX FDS3.1K shares0.29%2026-06-302026-07-29

MUB ISHARES TR16.1K shares-1.78%2026-06-302026-07-29

ESGE ISHARES INC28.9K shares10.66%2026-06-302026-07-29

NUSC NUSHARES ETF TR30.2K shares6.61%2026-06-302026-07-29

VCEB VANGUARD WORLD FD20.6K shares17.61%2026-06-302026-07-29

NVDA NVIDIA CORPORATION6.3K shares9.53%2026-06-302026-07-29

BGRN ISHARES TR25.6K shares10.27%2026-06-302026-07-29

QQQ INVESCO QQQ TR1.5K shares0.46%2026-06-302026-07-29

Sponsored

BNDX VANGUARD CHARLOTTE FDS23.0K shares7.83%2026-06-302026-07-29

MSFT MICROSOFT CORP2.9K shares1.99%2026-06-302026-07-29

LOW LOWES COS INC4.8K shares-0.29%2026-06-302026-07-29

DFGR DIMENSIONAL ETF TRUST31.5K shares0.08%2026-06-302026-07-29

IGSB ISHARES TR16.9K shares0.02%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F13.5K shares-1.16%2026-06-302026-07-29

IEMG ISHARES INC9.1K shares0.00%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F8.8K shares0.46%2026-06-302026-07-29

Sponsored

GOOGL ALPHABET INC2.0K shares5.68%2026-06-302026-07-29

VXUS VANGUARD STAR FDS7.8K shares20.32%2026-06-302026-07-29

TDVG T ROWE PRICE EXCHANGE-TRADED13.2K shares-25.13%2026-06-302026-07-29

ESGD ISHARES TR6.2K shares-1.58%2026-06-302026-07-29

IGIB ISHARES TR11.5K shares0.00%2026-06-302026-07-29

SHM SPDR SERIES TRUST12.6K shares0.61%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR2.8K shares2.01%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR18.9K shares0.00%2026-06-302026-07-29

Sponsored

GOOG ALPHABET INC1.5K shares-20.69%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.7.0K shares-1.67%2026-06-302026-07-29

SCHR SCHWAB STRATEGIC TR20.3K shares0.00%2026-06-302026-07-29

IJH ISHARES TR6.4K shares-2.50%2026-06-302026-07-29

IJR ISHARES TR3.3K shares0.43%2026-06-302026-07-29

TSLA TESLA INC1.2K shares-15.68%2026-06-302026-07-29

SLYV SPDR SERIES TRUST4.4K shares-0.75%2026-06-302026-07-29

DFSB DIMENSIONAL ETF TRUST8.9K sharesnew addition2026-06-302026-07-29

Sponsored

BROADCOM INC BROADCOM INC1.2K shares77.78%2026-06-302026-07-29

WORLD GOLD TR WORLD GOLD TR5.2K shares0.00%2026-06-302026-07-29

ESML ISHARES TR7.3K shares-7.85%2026-06-302026-07-29

SUSB ISHARES TR16.2K shares19.81%2026-06-302026-07-29

VTV VANGUARD INDEX FDS1.8K shares-9.86%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC668 shares6.88%2026-06-302026-07-29

ISHARES TR ISHARES TR484 shares-5.47%2026-06-302026-07-29

CRM SALESFORCE INC2.2K shares-33.02%2026-06-302026-07-29

Sponsored

AMD ADVANCED MICRO DEVICES INC599 sharesnew addition2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL664 shares15.68%2026-06-302026-07-29

TCHP T ROWE PRICE EXCHANGE-TRADED6.3K shares-12.48%2026-06-302026-07-29

RBA RB GLOBAL INC2.7K sharesnew addition2026-06-302026-07-29

DIS DISNEY WALT CO3.1K shares2.13%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS4.1K sharesnew addition2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC402 sharesnew addition2026-06-302026-07-29

GBTC GRAYSCALE BITCOIN TRUST ETF6.2K sharesnew addition2026-06-302026-07-29

Sponsored

LLY ELI LILLY & CO226 sharesnew addition2026-06-302026-07-29

FV FIRST TR EXCHANGE TRADED FD3.5K sharesnew addition2026-06-302026-07-29

ITOT ISHARES TR1.6K shares0.00%2026-06-302026-07-29

JUST GOLDMAN SACHS ETF TR2.4K shares0.00%2026-06-302026-07-29

VGT VANGUARD WORLD FD2.1K shares598.04%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC2.2K shares-38.82%2026-06-302026-07-29

NACP TIDAL TRUST III4.1K shares-3.86%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO736 sharesnew addition2026-06-302026-07-29

Sponsored

SCHG SCHWAB STRATEGIC TR6.8K shares-18.92%2026-06-302026-07-29

FLJP FRANKLIN TEMPLETON ETF TR5.4K sharesnew addition2026-06-302026-07-29

ASML ASML HLDG NV108 sharesnew addition2026-06-302026-07-29

DFIC DIMENSIONAL ETF TRUST5.6K shares0.14%2026-06-302026-07-29

FDT FIRST TR EXCH TRD ALPHDX FD2.2K sharesnew addition2026-06-302026-07-29

VTEC VANGUARD CALIF TAX FREE FDS2.0K shares0.00%2026-06-302026-07-29

NVX NOVONIX LIMITED10.0K shares0.00%2026-06-302026-07-29

VANGUARD INDEX FDS

2.54%

Shares154.5K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

1.19%

Shares516.5K

Event2026-06-30

Filed2026-07-29

DFSV

DIMENSIONAL ETF TRUST

0.63%

Shares505.9K

Event2026-06-30

Filed2026-07-29

DFGX

DIMENSIONAL ETF TRUST

3.95%

Shares365.9K

Event2026-06-30

Filed2026-07-29

DISV

DIMENSIONAL ETF TRUST

5.18%

Shares483.7K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

4.47%

Shares228.8K

Event2026-06-30

Filed2026-07-29

DFEM

DIMENSIONAL ETF TRUST

0.11%

Shares463.9K

Event2026-06-30

Filed2026-07-29

DFLV

DIMENSIONAL ETF TRUST

4.91%

Shares381.0K

Event2026-06-30

Filed2026-07-29

SPTI

SPDR SERIES TRUST

5.04%

Shares457.8K

Event2026-06-30

Filed2026-07-29

AVRE

AMERICAN CENTY ETF TR

5.02%

Shares217.8K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

0.10%

Shares289.2K

Event2026-06-30

Filed2026-07-29

STIP

ISHARES TR

4.55%

Shares80.9K

Event2026-06-30

Filed2026-07-29

MUNI

PIMCO ETF TR

6.74%

Shares156.7K

Event2026-06-30

Filed2026-07-29

DFSU

DIMENSIONAL ETF TRUST

34.06%

Shares159.7K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

3.79%

Shares83.3K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

-1.53%

Shares42.7K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

3.05%

Shares93.9K

Event2026-06-30

Filed2026-07-29

DFSI

DIMENSIONAL ETF TRUST

34.14%

Shares88.3K

Event2026-06-30

Filed2026-07-29

SPDW

SPDR INDEX SHS FDS

-0.32%

Shares75.5K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

7.99%

Shares4.9K

Event2026-06-30

Filed2026-07-29

SUB

ISHARES TR

4.30%

Shares33.8K

Event2026-06-30

Filed2026-07-29

DMXF

ISHARES TR

7.63%

Shares42.4K

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

0.06%

Shares31.4K

Event2026-06-30

Filed2026-07-29

AVDV

AMERICAN CENTY ETF TR

0.36%

Shares29.2K

Event2026-06-30

Filed2026-07-29

NULG

NUSHARES ETF TR

10.59%

Shares25.4K

Event2026-06-30

Filed2026-07-29

NULV

NUSHARES ETF TR

10.07%

Shares58.1K

Event2026-06-30

Filed2026-07-29

USXF

ISHARES TR

-0.49%

Shares40.5K

Event2026-06-30

Filed2026-07-29

NYF

ISHARES TR

0.00%

Shares49.3K

Event2026-06-30

Filed2026-07-29

DFSE

DIMENSIONAL ETF TRUST

18.79%

Shares52.7K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

2.29%

Shares8.6K

Event2026-06-30

Filed2026-07-29

SPTM

SPDR SERIES TRUST

0.01%

Shares24.2K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-18.80%

Shares9.1K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

0.29%

Shares3.1K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-1.78%

Shares16.1K

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

10.66%

Shares28.9K

Event2026-06-30

Filed2026-07-29

NUSC

NUSHARES ETF TR

6.61%

Shares30.2K

Event2026-06-30

Filed2026-07-29

VCEB

VANGUARD WORLD FD

17.61%

Shares20.6K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

9.53%

Shares6.3K

Event2026-06-30

Filed2026-07-29

BGRN

ISHARES TR

10.27%

Shares25.6K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

0.46%

Shares1.5K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD CHARLOTTE FDS

7.83%

Shares23.0K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

1.99%

Shares2.9K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-0.29%

Shares4.8K

Event2026-06-30

Filed2026-07-29

DFGR

DIMENSIONAL ETF TRUST

0.08%

Shares31.5K

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES TR

0.02%

Shares16.9K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-1.16%

Shares13.5K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

0.46%

Shares8.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

5.68%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

20.32%

Shares7.8K

Event2026-06-30

Filed2026-07-29

TDVG

T ROWE PRICE EXCHANGE-TRADED

-25.13%

Shares13.2K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

-1.58%

Shares6.2K

Event2026-06-30

Filed2026-07-29

IGIB

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-29

SHM

SPDR SERIES TRUST

0.61%

Shares12.6K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

2.01%

Shares2.8K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-20.69%

Shares1.5K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-1.67%

Shares7.0K

Event2026-06-30

Filed2026-07-29

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares20.3K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-2.50%

Shares6.4K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

0.43%

Shares3.3K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-15.68%

Shares1.2K

Event2026-06-30

Filed2026-07-29

SLYV

SPDR SERIES TRUST

-0.75%

Shares4.4K

Event2026-06-30

Filed2026-07-29

DFSB

DIMENSIONAL ETF TRUST

New

Shares8.9K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

77.78%

Shares1.2K

Event2026-06-30

Filed2026-07-29

WORLD GOLD TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

ESML

ISHARES TR

-7.85%

Shares7.3K

Event2026-06-30

Filed2026-07-29

SUSB

ISHARES TR

19.81%

Shares16.2K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-9.86%

Shares1.8K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

6.88%

Shares668

Event2026-06-30

Filed2026-07-29

ISHARES TR

-5.47%

Shares484

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-33.02%

Shares2.2K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares599

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

15.68%

Shares664

Event2026-06-30

Filed2026-07-29

TCHP

T ROWE PRICE EXCHANGE-TRADED

-12.48%

Shares6.3K

Event2026-06-30

Filed2026-07-29

RBA

RB GLOBAL INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

2.13%

Shares3.1K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

New

Shares4.1K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares402

Event2026-06-30

Filed2026-07-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares6.2K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

New

Shares226

Event2026-06-30

Filed2026-07-29

FIRST TR EXCHANGE TRADED FD

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

JUST

GOLDMAN SACHS ETF TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

598.04%

Shares2.1K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-38.82%

Shares2.2K

Event2026-06-30

Filed2026-07-29

NACP

TIDAL TRUST III

-3.86%

Shares4.1K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

New

Shares736

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-18.92%

Shares6.8K

Event2026-06-30

Filed2026-07-29

FLJP

FRANKLIN TEMPLETON ETF TR

New

Shares5.4K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

New

Shares108

Event2026-06-30

Filed2026-07-29

DFIC

DIMENSIONAL ETF TRUST

0.14%

Shares5.6K

Event2026-06-30

Filed2026-07-29

FDT

FIRST TR EXCH TRD ALPHDX FD

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

NVX

NOVONIX LIMITED

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available