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Portfolio (Quarterly) Guide ↗

Equity Wealth Partners, LLC

· CIK 0002097037
13F Portfolio $278M AUM 109 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 109 New
Page 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC Consumer Cyclical 5,032.0 $1.2M 0.43% NEW $238.34 +8.5%
42 QQQM INVESCO EXCH TRADED FD TR II 3,830.0 $1.2M 0.42% NEW $303.00 -2.3%
43 STRV EA SERIES TRUST 22,121.0 $1.1M 0.38% NEW $48.30 -1.4%
44 VYM VANGUARD WHITEHALL FDS 6,606.0 $1.0M 0.38% NEW $158.04 +3.9%
45 CGDV CAPITAL GROUP DIVIDEND VALUE 20,517.0 $1.0M 0.36% NEW $49.28 +1.6%
46 AXON AXON ENTERPRISE INC Industrials 1,642.0 $921K 0.33% NEW $560.61 -8.0%
47 CGMU CAPITAL GRP FIXED INCM ETF T 32,679.0 $898K 0.32% NEW $27.47 -2.5%
48 VV VANGUARD INDEX FDS 2,606.0 $896K 0.32% NEW $343.97 +3.2%
49 AMD ADVANCED MICRO DEVICES INC Technology 1,503.0 $873K 0.31% NEW $580.91 -17.8%
50 SLYG SPDR SERIES TRUST 7,222.0 $860K 0.31% NEW $119.13 -4.6%
51 TAXF AMERICAN CENTY ETF TR 16,649.0 $846K 0.30% NEW $50.84 -3.5%
52 VCLT VANGUARD SCOTTSDALE FDS 11,207.0 $843K 0.30% NEW $75.25 -4.8%
53 MELI MERCADOLIBRE INC Consumer Cyclical 492.0 $835K 0.30% NEW $1697.39 +16.6%
54 CGXU CAPITAL GROUP INTL FOCUS EQT 23,934.0 $829K 0.30% NEW $34.62 +1.8%
55 RECS COLUMBIA ETF TR I 18,294.0 $792K 0.28% NEW $43.28 +5.7%
56 IXUS ISHARES TR 8,295.0 $792K 0.28% NEW $95.44 +3.4%
57 PLTR PALANTIR TECHNOLOGIES INC Technology 6,777.0 $791K 0.28% NEW $116.67 +49.4%
58 SHOP SHOPIFY INC Technology 6,615.0 $755K 0.27% NEW $114.18 +27.1%
59 BUFR FIRST TR EXCHNG TRADED FD VI 20,246.0 $740K 0.27% NEW $36.53 +2.7%
60 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,695.0 $660K 0.24% NEW $178.61 -1.0%
Page 3 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.4%
Technology 31.1%
Consumer Cyclical 12.4%
Consumer Defensive 4.4%
Industrials 3.0%
Communication Services 3.0%
Energy 1.6%
Utilities 1.4%
Healthcare 0.8%