Q3 2026 13F · SEC CIK 1994461

Equita Financial Network, Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $353.2M
Reported positions: 86
Top holdings a year, 3 yrs: +14.8%
Assets under management: $391.0M

Equita Financial Network, Inc. is a wealth manager that reported 86 positions worth $353.2M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Vanguard Index Fds (VTI, 16.9%), Vanguard Ftse Developed Markets Index Fu (VEA, 10.7%), Dimensional ETF Trust (DISV, 6.2%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 21.8% for the S&P 500.

Equita Financial Network, Inc. holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Equita Financial Network, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	16.9%	15.9%	159,866	+3.5%	$59.8M
VEAVanguard Ftse Developed Markets Index Fu	10.7%	10.2%	534,829	+3.5%	$37.8M
DISVDimensional ETF Trust	6.2%	5.4%	505,289	+4.5%	$21.9M
DFGXDimensional Global ex US Core Fixed Inco	5.7%	5.4%	392,612	+7.3%	$20.1M
VCITVanguard Scottsdale Fds	5.6%	5.2%	253,271	+10.7%	$19.8M
DFEMDimensional ETF Trust	5.4%	5.2%	482,351	+4.0%	$19.2M
DFLVDimensional ETF Trust	4.6%	4.2%	401,637	+5.4%	$16.1M
SPTISpdr Series Trust	3.9%	3.6%	500,143	+9.3%	$13.6M
AVREAvantis Real Estate ETF	2.8%	2.9%	223,843	+2.8%	$9.9M
STIPIshares Tr	2.4%	2.3%	85,743	+6.0%	$8.5M
SCHBSchwab Strategic Tr	2.4%	2.3%	287,609	-0.5%	$8.4M
DFSUDimensional ETF Trust	2.4%	2.1%	178,618	+11.9%	$8.4M
MUNIPimco ETF Tr	2.4%	2.3%	167,236	+6.7%	$8.3M
VCSHVanguard Scottsdale Fds	2.0%	1.8%	89,325	+7.3%	$6.9M
AVUVAmerican Centy ETF Tr	1.4%	1.5%	42,749	+0.0%	$5.0M
SUBIshares Tr	1.3%	1.0%	42,581	+25.8%	$4.5M
DFSIDimensional ETF Trust	1.2%	1.1%	92,262	+4.5%	$4.2M
DMXFIshares Tr	1.1%	1.0%	44,706	+5.4%	$3.8M
SPDWSpdr Index Shs Fds	1.1%	1.1%	75,277	-0.4%	$3.8M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.0%	4,938	+0.6%	$3.8M
MUBIshares Tr	1.0%	0.5%	35,816	+122.2%	$3.6M
NULVNushares ETF Tr	0.9%	0.8%	61,901	+6.5%	$3.3M
AVDVAmerican Centy ETF Tr	0.9%	0.8%	29,146	-0.1%	$3.2M
VTEBVanguard Mun Bd Fds	0.9%	1.3%	67,090	-28.5%	$3.2M
NULGNuveen Esg	0.9%	0.8%	27,435	+7.8%	$3.1M
AVEMAmerican Centy ETF Tr	0.8%	0.8%	31,319	-0.1%	$2.9M
USXFIshares Tr	0.8%	0.8%	40,979	+1.2%	$2.8M
DFSEDimensional ETF Trust	0.8%	0.7%	56,224	+6.8%	$2.7M
AAPLApple Inc	0.7%	0.7%	7,398	-13.8%	$2.5M
VOOVanguard Index Fds	0.6%	0.6%	3,239	+5.8%	$2.3M
SPTMSpdr Series Trust	0.6%	0.6%	24,132	-0.4%	$2.2M
AMZNAmazon Com Inc	0.6%	0.6%	8,146	-10.8%	$2.0M
GOOGAlphabet Inc	0.5%	—	5,653	—	$1.9M
SHMSpdr Series Trust	0.5%	—	40,458	—	$1.9M
DFSBDimensional ETF Trust	0.5%	—	36,503	—	$1.8M
ESGEiShares ESG Aware MSCI EM ETF	0.5%	0.4%	30,023	+4.0%	$1.6M
NUSCNushares ETF Tr	0.5%	0.4%	33,369	+10.6%	$1.6M
NVDANvidia Corporation	0.4%	0.3%	6,157	-2.1%	$1.4M
VCEBVanguard Esg U.s. Corporate Bond ETF	0.4%	0.4%	23,408	+13.4%	$1.4M
MSFTMicrosoft Corp	0.4%	0.3%	2,657	-7.3%	$1.4M
BNDXVanguard Charlotte Fds	0.3%	0.3%	23,023	-0.1%	$1.1M
QQQInvesco Qqq Tr	0.3%	0.3%	1,405	-7.5%	$1.0M
GOOGLAlphabet Inc	0.3%	0.2%	2,713	+37.5%	$933K
DFGRDimensional ETF Trust	0.3%	0.3%	33,601	+6.6%	$909K
LOWLowes Cos Inc	0.2%	0.3%	4,758	-0.6%	$877K
IGSBIshares Tr	0.2%	0.2%	16,913	+0.0%	$866K
VWOVanguard Intl Equity Index F	0.2%	0.2%	13,715	+1.5%	$813K
IEMGIshares Inc	0.2%	0.2%	9,196	+0.7%	$746K
SCHRSchwab Strategic Tr	0.2%	—	31,394	—	$744K
VEUVanguard Intl Equity Index F	0.2%	0.2%	8,814	+0.2%	$731K

What Equita Financial Network, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MUB Ishares Tr+122.2% shares
GOOGL Alphabet Inc+37.5% shares
SUB Ishares Tr+25.8% shares
VCEB Vanguard Esg U.s. Corporate Bond ETF+13.4% shares
DFSU Dimensional ETF Trust+11.9% shares
VCIT Vanguard Scottsdale Fds+10.7% shares
NUSC Nushares ETF Tr+10.6% shares
SPTI Spdr Series Trust+9.3% shares

Reduced

VTEB Vanguard Mun Bd Fds-28.5% shares
AAPL Apple Inc-13.8% shares
AMZN Amazon Com Inc-10.8% shares
QQQ Invesco Qqq Tr-7.5% shares
MSFT Microsoft Corp-7.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +21.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$353.2M	86
Q2 2026	$360.2M	95
Q1 2026	$318.0M	87
Q4 2025	$331.8M	95
Q3 2025	$295.8M	91
Q2 2025	$251.3M	81
Q1 2025	$286.2M	86
Q4 2024	$276.6M	80
Q3 2024	$273.7M	79
Q2 2024	$239.3M	78
Q1 2024	$222.7M	70
Q4 2023	$187.6M	62

Questions about Equita Financial Network, Inc.'s portfolio

What stocks does Equita Financial Network, Inc. own?

Equita Financial Network, Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 86 positions worth $353.2M. The largest are Vanguard Index Fds (VTI) at 16.9%, Vanguard Ftse Developed Markets Index Fu (VEA) at 10.7%, Dimensional ETF Trust (DISV) at 6.2%, Dimensional Global ex US Core Fixed Inco (DFGX) at 5.7% and Vanguard Scottsdale Fds (VCIT) at 5.6%.

What did Equita Financial Network, Inc. buy last quarter?

In Q3 2026, Equita Financial Network, Inc. added Ishares Tr (MUB) (+122.2% shares), Alphabet Inc (GOOGL) (+37.5% shares) and Ishares Tr (SUB) (+25.8% shares), compared with its Q2 2026 filing.

What did Equita Financial Network, Inc. sell last quarter?

In Q3 2026, Equita Financial Network, Inc. cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Ishares Tr (NYF), cut from its top 50 iShares USD Green Bond ETF (BGRN), cut from its top 50 Vanguard Star Fds (VXUS), Vanguard Mun Bd Fds (VTEB) (-28.5% shares), Apple Inc (AAPL) (-13.8% shares) and Amazon Com Inc (AMZN) (-10.8% shares), compared with its Q2 2026 filing.

How has Equita Financial Network, Inc.'s portfolio performed?

A portfolio copying Equita Financial Network, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +16.5% against +20.1%.

When is Equita Financial Network, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Equita Financial Network, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Equita Financial Network, Inc. manage?

Equita Financial Network, Inc. reported $391.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $353.2M.