Equity Wealth Partners, LLC - Portfolio Stock Holdings
Equity Wealth Partners, LLC disclosed 112 stock positions in a recent SEC 13F filing. $277,773,598 of stock holdings were filed, with the largest holdings including VO, IWY, and VB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $258,581,223 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
112Est. Stock Holding Value:
$277,773,598Top Stock Holdings By Sector
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Portfolio Stock Holdings - Equity Wealth Partners, LLC
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% of Portfolio
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