Sponsored

The Analysis of Equity Wealth Partners, LLC's Holdings & P&L

Currently, Equity Wealth Partners, LLC holds 76 types of securities in its portfolio with a total value $154.7M. In the most recent quarter, they have increased their positions in IWY (+6.8K shares, valued at $1.7M), FNDX (+53.3K shares, valued at $1.5M), BIV (+15.4K shares, valued at $1.2M); decreased their positions in SCHD (-18.5K shares, valued at $567.4K), SPY (-649 shares, valued at $422.1K), AGG (-2.6K shares, valued at $259.5K); initiated new positions in VXUS (+2.9K shares, valued at $220.7K).

1M P&L

+5.9M+3.69%

3M P&L

-56.0M-25.25%

HY P&L

-44.3M-21.07%

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/A134.8M

90.1%

2Semiconductors2.6M

1.7%

3Internet Retail1.8M

1.2%

Top Industries by Stock Count

1N/A47 stocks

67.1%

2Software - Infrastructure3 stocks

4.3%

3Semiconductors2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VO VANGUARD INDEX FDS60.7K shares6.89%2026-03-312026-05-08

IWY ISHARES TR59.8K shares12.93%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR454.7K shares13.26%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T15.6K shares-3.99%2026-03-312026-05-08

AVDE AMERICAN CENTY ETF TR112.1K shares3.09%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS118.4K shares14.97%2026-03-312026-05-08

VB VANGUARD INDEX FDS32.3K shares6.37%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR46.5K shares3.06%2026-03-312026-05-08

Sponsored

AGG ISHARES TR41.1K shares-5.97%2026-03-312026-05-08

XMHQ INVESCO EXCHANGE TRADED FD T37.1K shares0.95%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR109.0K shares-14.50%2026-03-312026-05-08

FRDM EA SERIES TRUST45.4K shares4.32%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS11.3K shares-3.59%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR29.4K shares0.63%2026-03-312026-05-08

NVDA NVIDIA CORPORATION13.2K shares1.50%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F45.1K shares4.31%2026-03-312026-05-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares-4.83%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR68.6K shares-1.25%2026-03-312026-05-08

IDEV ISHARES TR20.9K shares-1.63%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR15.1K shares-12.34%2026-03-312026-05-08

VUG VANGUARD INDEX FDS3.8K shares2.54%2026-03-312026-05-08

VOE VANGUARD INDEX FDS8.3K shares-1.16%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares0.28%2026-03-312026-05-08

AMP AMERIPRISE FINL INC3.2K shares0.65%2026-03-312026-05-08

Sponsored

IMCG ISHARES TR17.0K shares-4.49%2026-03-312026-05-08

VTV VANGUARD INDEX FDS6.7K shares-0.07%2026-03-312026-05-08

IJR ISHARES TR9.6K shares-1.68%2026-03-312026-05-08

IVV ISHARES TR1.6K shares0.81%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR21.0K shares3.81%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC6.7K shares-3.34%2026-03-312026-05-08

AMZN AMAZON COM INC4.6K shares0.83%2026-03-312026-05-08

STRV EA SERIES TRUST22.9K shares-0.39%2026-03-312026-05-08

Sponsored

AAPL APPLE INC3.7K shares-2.13%2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II3.9K shares-15.57%2026-03-312026-05-08

VCLT VANGUARD SCOTTSDALE FDS11.8K shares-0.73%2026-03-312026-05-08

MELI MERCADOLIBRE INC482 shares2.99%2026-03-312026-05-08

NXST NEXSTAR MEDIA GROUP INC4.6K shares-17.91%2026-03-312026-05-08

TAXF AMERICAN CENTY ETF TR16.3K shares-3.21%2026-03-312026-05-08

HON HONEYWELL INTL INC3.6K shares-0.47%2026-03-312026-05-08

RECS COLUMBIA ETF TR I20.3K shares-8.84%2026-03-312026-05-08

Sponsored

SLYG SPDR SERIES TRUST7.9K shares-7.40%2026-03-312026-05-08

SHOP SHOPIFY INC6.4K shares2.83%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS4.6K shares-0.92%2026-03-312026-05-08

AXON AXON ENTERPRISE INC1.6K shares1.61%2026-03-312026-05-08

VV VANGUARD INDEX FDS2.2K shares119.46%2026-03-312026-05-08

BUFR FIRST TR EXCHNG TRADED FD VI18.5K shares0.19%2026-03-312026-05-08

XOM EXXON MOBIL CORP3.6K shares0.68%2026-03-312026-05-08

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD12.0K shares-9.99%2026-03-312026-05-08

Sponsored

COST COSTCO WHOLESALE CORPORATION491 shares0.61%2026-03-312026-05-08

COWZ PACER FDS TR7.5K shares-21.26%2026-03-312026-05-08

BROADCOM INC BROADCOM INC1.4K shares2.06%2026-03-312026-05-08

AVUS AMERICAN CENTY ETF TR3.8K shares-0.55%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC96 shares-4.95%2026-03-312026-05-08

TXRH TEXAS ROADHOUSE INC2.3K shares-5.39%2026-03-312026-05-08

ASML ASML HLDG NV277 shares0.36%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.2K shares-0.56%2026-03-312026-05-08

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD5.6K shares-6.98%2026-03-312026-05-08

SLYV SPDR SERIES TRUST3.5K shares-0.83%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC794 shares1.28%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC1.5K shares4.98%2026-03-312026-05-08

NFLX NETFLIX INC.3.1K shares-1.57%2026-03-312026-05-08

IJT ISHARES TR2.0K shares0.30%2026-03-312026-05-08

VSS VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-05-08

CGCP CAPITAL GRP FIXED INCM ETF T13.0K shares-1.67%2026-03-312026-05-08

Sponsored

ISRG INTUITIVE SURGICAL INC630 shares-0.63%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F5.0K shares0.16%2026-03-312026-05-08

MSFT MICROSOFT CORP747 shares-11.91%2026-03-312026-05-08

IJH ISHARES TR4.0K shares-0.25%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.5K shares-5.67%2026-03-312026-05-08

MCD MCDONALDS CORP818 shares0.12%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS2.7K shares-7.15%2026-03-312026-05-08

ESGV VANGUARD WORLD FD2.0K shares14.80%2026-03-312026-05-08

Sponsored

VIGI VANGUARD WHITEHALL FDS2.5K shares-8.67%2026-03-312026-05-08

VXUS VANGUARD STAR FDS2.9K sharesnew addition2026-03-312026-05-08

LOW LOWES COS INC889 shares0.23%2026-03-312026-05-08

HNST HONEST CO INC10.1K shares0.00%2026-03-312026-05-08

VANGUARD INDEX FDS

6.89%

Shares60.7K

Event2026-03-31

Filed2026-05-08

IWY

ISHARES TR

12.93%

Shares59.8K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

13.26%

Shares454.7K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-3.99%

Shares15.6K

Event2026-03-31

Filed2026-05-08

AVDE

AMERICAN CENTY ETF TR

3.09%

Shares112.1K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

14.97%

Shares118.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

6.37%

Shares32.3K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

3.06%

Shares46.5K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

-5.97%

Shares41.1K

Event2026-03-31

Filed2026-05-08

XMHQ

INVESCO EXCHANGE TRADED FD T

0.95%

Shares37.1K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-14.50%

Shares109.0K

Event2026-03-31

Filed2026-05-08

FRDM

EA SERIES TRUST

4.32%

Shares45.4K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-3.59%

Shares11.3K

Event2026-03-31

Filed2026-05-08

AVLV

AMERICAN CENTY ETF TR

0.63%

Shares29.4K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

1.50%

Shares13.2K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

4.31%

Shares45.1K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-4.83%

Shares3.5K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

-1.25%

Shares68.6K

Event2026-03-31

Filed2026-05-08

IDEV

ISHARES TR

-1.63%

Shares20.9K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

-12.34%

Shares15.1K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

2.54%

Shares3.8K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

-1.16%

Shares8.3K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.28%

Shares3.2K

Event2026-03-31

Filed2026-05-08

AMP

AMERIPRISE FINL INC

0.65%

Shares3.2K

Event2026-03-31

Filed2026-05-08

IMCG

ISHARES TR

-4.49%

Shares17.0K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

-0.07%

Shares6.7K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

-1.68%

Shares9.6K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.81%

Shares1.6K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

3.81%

Shares21.0K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-3.34%

Shares6.7K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

0.83%

Shares4.6K

Event2026-03-31

Filed2026-05-08

STRV

EA SERIES TRUST

-0.39%

Shares22.9K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-2.13%

Shares3.7K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO EXCH TRADED FD TR II

-15.57%

Shares3.9K

Event2026-03-31

Filed2026-05-08

VCLT

VANGUARD SCOTTSDALE FDS

-0.73%

Shares11.8K

Event2026-03-31

Filed2026-05-08

MELI

MERCADOLIBRE INC

2.99%

Shares482

Event2026-03-31

Filed2026-05-08

NXST

NEXSTAR MEDIA GROUP INC

-17.91%

Shares4.6K

Event2026-03-31

Filed2026-05-08

TAXF

AMERICAN CENTY ETF TR

-3.21%

Shares16.3K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

-0.47%

Shares3.6K

Event2026-03-31

Filed2026-05-08

RECS

COLUMBIA ETF TR I

-8.84%

Shares20.3K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR SERIES TRUST

-7.40%

Shares7.9K

Event2026-03-31

Filed2026-05-08

SHOP

SHOPIFY INC

2.83%

Shares6.4K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

-0.92%

Shares4.6K

Event2026-03-31

Filed2026-05-08

AXON

AXON ENTERPRISE INC

1.61%

Shares1.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

119.46%

Shares2.2K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

0.19%

Shares18.5K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

0.68%

Shares3.6K

Event2026-03-31

Filed2026-05-08

BROOKFIELD ASSET MANAGMT LTD

-9.99%

Shares12.0K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

0.61%

Shares491

Event2026-03-31

Filed2026-05-08

COWZ

PACER FDS TR

-21.26%

Shares7.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

2.06%

Shares1.4K

Event2026-03-31

Filed2026-05-08

AVUS

AMERICAN CENTY ETF TR

-0.55%

Shares3.8K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

-4.95%

Shares96

Event2026-03-31

Filed2026-05-08

TXRH

TEXAS ROADHOUSE INC

-5.39%

Shares2.3K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

0.36%

Shares277

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.56%

Shares1.2K

Event2026-03-31

Filed2026-05-08

OMFL

INVESCO EXCH TRD SLF IDX FD

-6.98%

Shares5.6K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

-0.83%

Shares3.5K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

1.28%

Shares794

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

4.98%

Shares1.5K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

-1.57%

Shares3.1K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES TR

0.30%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

CGCP

CAPITAL GRP FIXED INCM ETF T

-1.67%

Shares13.0K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

-0.63%

Shares630

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

0.16%

Shares5.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-11.91%

Shares747

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

-0.25%

Shares4.0K

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

-5.67%

Shares3.5K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.12%

Shares818

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

-7.15%

Shares2.7K

Event2026-03-31

Filed2026-05-08

ESGV

VANGUARD WORLD FD

14.80%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS

-8.67%

Shares2.5K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

0.23%

Shares889

Event2026-03-31

Filed2026-05-08

HNST

HONEST CO INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available