Equita Financial Network
FORT WASHINGTON, PAfiles as Equita Financial Network, Inc.
$360m in 95 US stocks at the end of 30 June 2026. The top 10 are 63.5% of the money. It changed about 3.7% of the portfolio this quarter.
Value
$360m
Stocks
95
Top 10 share
63.5%
Turnover
3.7%
What changed this quarter
New
Bought for the first time this quarter.
- Dimensional ETF TrustDFSB0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- RB GlobalRBA<0.1% of the fund
- Vanguard BD Index FDSBND<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Grayscale Bitcoin Trust ETFGBTC<0.1% of the fund
- Eli LillyLLY<0.1% of the fund
- First TR Exchange Traded FDFV<0.1% of the fund
- JPMorgan ChaseJPM<0.1% of the fund
- Franklin Templeton ETF TRFLJP<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- First TR Exch TRD Alphdx FDFDT<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI15.9% of the fund+3%
- Dimensional ETF TrustDFGX5.4% of the fund+4%
- Dimensional ETF TrustDISV5.4% of the fund+5%
- Vanguard Scottsdale FDSVCIT5.2% of the fund+4%
- Dimensional ETF TrustDFLV4.2% of the fund+5%
- Spdr Series TrustSPTI3.6% of the fund+5%
- American Centy ETF TRAVRE2.9% of the fund+5%
- Ishares TRSTIP2.3% of the fund+5%
- Pimco ETF TRMUNI2.3% of the fund+7%
- Dimensional ETF TrustDFSU2.1% of the fund+34%
- Vanguard Scottsdale FDSVCSH1.8% of the fund+4%
- Vanguard MUN BD FDSVTEB1.3% of the fund+3%
- Dimensional ETF TrustDFSI1.1% of the fund+34%
- State STR Spdr S&P 500 ETF TSPY1.0% of the fund+8%
- Ishares TRSUB1.0% of the fund+4%
- Ishares TRDMXF1.0% of the fund+8%
- Nushares ETF TRNULG0.8% of the fund+11%
- Nushares ETF TRNULV0.8% of the fund+10%
- Dimensional ETF TrustDFSE0.7% of the fund+19%
- AppleAAPL0.7% of the fund+2%
- IsharesESGE0.4% of the fund+11%
- Nushares ETF TRNUSC0.4% of the fund+7%
- Vanguard World FDVCEB0.4% of the fund+18%
- NvidiaNVDA0.3% of the fund+10%
- Ishares TRBGRN0.3% of the fund+10%
Cut
Sold some of their stake.
- Amazon.comAMZN0.6% of the fund-19%
- T Rowe Price Exchange-TradedTDVG0.2% of the fund-25%
- AlphabetGOOG0.1% of the fund-21%
- Ishares TRIJH0.1% of the fund-3%
- TeslaTSLA0.1% of the fund-16%
- Ishares TRESML0.1% of the fund-8%
- Vanguard Index FDSVTV0.1% of the fund-10%
- Ishares TRIVV0.1% of the fund-5%
- SalesforceCRM<0.1% of the fund-33%
- T Rowe Price Exchange-TradedTCHP<0.1% of the fund-12%
- Vanguard World FDVGT<0.1% of the fund-13%
- Cisco SystemsCSCO<0.1% of the fund-39%
- Tidal Trust IIINACP<0.1% of the fund-4%
- Schwab Strategic TRSCHG<0.1% of the fund-19%
Sold out
Sold their entire stake.
- Dimensional ETF TrustDFIS-100%
- J P Morgan Exchange Traded FJPST-100%
- WalmartWMT-100%
- Vanguard Index FDSVUG-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 15.9%
- Value
- $57m
- Shares
- 154,472
+3%
- Vanguard Tax-Managed FDSVEA
- Share
- 10.2%
- Value
- $37m
- Shares
- 516,519
Held
- Dimensional ETF TrustDFSV
- Share
- 5.4%
- Value
- $20m
- Shares
- 505,882
Held
- Dimensional ETF TrustDFGX
- Share
- 5.4%
- Value
- $20m
- Shares
- 365,866
+4%
- Dimensional ETF TrustDISV
- Share
- 5.4%
- Value
- $19m
- Shares
- 483,741
+5%
- Vanguard Scottsdale FDSVCIT
- Share
- 5.2%
- Value
- $19m
- Shares
- 228,767
+4%
- Dimensional ETF TrustDFEM
- Share
- 5.2%
- Value
- $19m
- Shares
- 463,928
Held
- Dimensional ETF TrustDFLV
- Share
- 4.2%
- Value
- $15m
- Shares
- 381,015
+5%
- Spdr Series TrustSPTI
- Share
- 3.6%
- Value
- $13m
- Shares
- 457,795
+5%
- American Centy ETF TRAVRE
- Share
- 2.9%
- Value
- $10m
- Shares
- 217,767
+5%
- Schwab Strategic TRSCHB
- Share
- 2.3%
- Value
- $8m
- Shares
- 289,163
Held
- Ishares TRSTIP
- Share
- 2.3%
- Value
- $8m
- Shares
- 80,871
+5%
- Pimco ETF TRMUNI
- Share
- 2.3%
- Value
- $8m
- Shares
- 156,738
+7%
- Dimensional ETF TrustDFSU
- Share
- 2.1%
- Value
- $7m
- Shares
- 159,672
+34%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.8%
- Value
- $7m
- Shares
- 83,281
+4%
- American Centy ETF TRAVUV
- Share
- 1.5%
- Value
- $5m
- Shares
- 42,731
Held
- Vanguard MUN BD FDSVTEB
- Share
- 1.3%
- Value
- $5m
- Shares
- 93,861
+3%
- Dimensional ETF TrustDFSI
- Share
- 1.1%
- Value
- $4m
- Shares
- 88,291
+34%
- Spdr Index SHS FDSSPDW
- Share
- 1.1%
- Value
- $4m
- Shares
- 75,543
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.0%
- Value
- $4m
- Shares
- 4,909
+8%
- Ishares TRSUB
- Share
- 1.0%
- Value
- $4m
- Shares
- 33,843
+4%
- Ishares TRDMXF
- Share
- 1.0%
- Value
- $4m
- Shares
- 42,427
+8%
- American Centy ETF TRAVEM
- Share
- 0.8%
- Value
- $3m
- Shares
- 31,362
Held
- American Centy ETF TRAVDV
- Share
- 0.8%
- Value
- $3m
- Shares
- 29,176
Held
- Nushares ETF TRNULG
- Share
- 0.8%
- Value
- $3m
- Shares
- 25,450
+11%
- Nushares ETF TRNULV
- Share
- 0.8%
- Value
- $3m
- Shares
- 58,118
+10%
- Ishares TRUSXF
- Share
- 0.8%
- Value
- $3m
- Shares
- 40,479
Held
- Ishares TRNYF
- Share
- 0.7%
- Value
- $3m
- Shares
- 49,278
Held
- Dimensional ETF TrustDFSE
- Share
- 0.7%
- Value
- $3m
- Shares
- 52,655
+19%
- Spdr Series TrustSPTM
- Share
- 0.6%
- Value
- $2m
- Shares
- 24,232
Held
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $2m
- Shares
- 3,061
Held
- Ishares TRMUB
- Share
- 0.5%
- Value
- $2m
- Shares
- 16,122
Held
- IsharesESGE
- Share
- 0.4%
- Value
- $2m
- Shares
- 28,878
+11%
- Nushares ETF TRNUSC
- Share
- 0.4%
- Value
- $2m
- Shares
- 30,159
+7%
- Vanguard World FDVCEB
- Share
- 0.4%
- Value
- $1m
- Shares
- 20,637
+18%
- Ishares TRBGRN
- Share
- 0.3%
- Value
- $1m
- Shares
- 25,643
+10%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $1m
- Shares
- 1,519
Held
- Vanguard Charlotte FDSBNDX
- Share
- 0.3%
- Value
- $1m
- Shares
- 23,043
+8%
- Dimensional ETF TrustDFGR
- Share
- 0.3%
- Value
- $913,223
- Shares
- 31,523
Held
- Ishares TRIGSB
- Share
- 0.2%
- Value
- $886,285
- Shares
- 16,911
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.2%
- Value
- $806,542
- Shares
- 13,512
Held
- IsharesIEMG
- Share
- 0.2%
- Value
- $756,495
- Shares
- 9,132
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.2%
- Value
- $736,519
- Shares
- 8,794
Held
- Vanguard Star FDSVXUS
- Share
- 0.2%
- Value
- $669,203
- Shares
- 7,828
+20%
- T Rowe Price Exchange-TradedTDVG
- Share
- 0.2%
- Value
- $645,093
- Shares
- 13,157
-25%
- Ishares TRESGD
- Share
- 0.2%
- Value
- $639,807
- Shares
- 6,223
Held
- Ishares TRIGIB
- Share
- 0.2%
- Value
- $610,392
- Shares
- 11,480
Held
- Spdr Series TrustSHM
- Share
- 0.2%
- Value
- $604,686
- Shares
- 12,607
Held
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $542,220
- Shares
- 2,846
+2%
- Schwab Strategic TRSCHF
- Share
- 0.1%
- Value
- $522,646
- Shares
- 18,868
Held
- Schwab Strategic TRSCHR
- Share
- 0.1%
- Value
- $499,513
- Shares
- 20,256
Held
- Ishares TRIJH
- Share
- 0.1%
- Value
- $496,424
- Shares
- 6,438
-3%
- Ishares TRIJR
- Share
- 0.1%
- Value
- $484,134
- Shares
- 3,264
Held
- Spdr Series TrustSLYV
- Share
- 0.1%
- Value
- $479,216
- Shares
- 4,392
Held
- Dimensional ETF TrustDFSB
- Share
- 0.1%
- Value
- $461,590
- Shares
- 8,858
New
- World Gold TRGLDM
- Share
- 0.1%
- Value
- $413,937
- Shares
- 5,212
Held
- Ishares TRESML
- Share
- 0.1%
- Value
- $406,220
- Shares
- 7,263
-8%
- Ishares TRSUSB
- Share
- 0.1%
- Value
- $404,913
- Shares
- 16,203
+20%
- Vanguard Index FDSVTV
- Share
- 0.1%
- Value
- $386,455
- Shares
- 1,773
-10%
- Ishares TRIVV
- Share
- 0.1%
- Value
- $362,463
- Shares
- 484
-5%
- T Rowe Price Exchange-TradedTCHP
- Share
- <0.1%
- Value
- $314,122
- Shares
- 6,271
-12%
- Vanguard BD Index FDSBND
- Share
- <0.1%
- Value
- $299,137
- Shares
- 4,075
New
- Grayscale Bitcoin Trust ETFGBTC
- Share
- <0.1%
- Value
- $280,267
- Shares
- 6,157
New
- First TR Exchange Traded FDFV
- Share
- <0.1%
- Value
- $261,786
- Shares
- 3,450
New
- Ishares TRITOT
- Share
- <0.1%
- Value
- $256,754
- Shares
- 1,563
Held
- Goldman Sachs ETF TRJUST
- Share
- <0.1%
- Value
- $256,389
- Shares
- 2,403
Held
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $255,295
- Shares
- 2,136
-13%
- Tidal Trust IIINACP
- Share
- <0.1%
- Value
- $251,362
- Shares
- 4,134
-4%
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $230,774
- Shares
- 6,820
-19%
- Franklin Templeton ETF TRFLJP
- Share
- <0.1%
- Value
- $215,246
- Shares
- 5,415
New
- Dimensional ETF TrustDFIC
- Share
- <0.1%
- Value
- $210,163
- Shares
- 5,640
Held
- First TR Exch TRD Alphdx FDFDT
- Share
- <0.1%
- Value
- $204,787
- Shares
- 2,163
New
- Vanguard Calif TAX Free FDSVTEC
- Share
- <0.1%
- Value
- $203,715
- Shares
- 2,025
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 15.9% | $57m | 154,472 | +3% |
| Vanguard Tax-Managed FDSVEA | 10.2% | $37m | 516,519 | Held |
| Dimensional ETF TrustDFSV | 5.4% | $20m | 505,882 | Held |
| Dimensional ETF TrustDFGX | 5.4% | $20m | 365,866 | +4% |
| Dimensional ETF TrustDISV | 5.4% | $19m | 483,741 | +5% |
| Vanguard Scottsdale FDSVCIT | 5.2% | $19m | 228,767 | +4% |
| Dimensional ETF TrustDFEM | 5.2% | $19m | 463,928 | Held |
| Dimensional ETF TrustDFLV | 4.2% | $15m | 381,015 | +5% |
| Spdr Series TrustSPTI | 3.6% | $13m | 457,795 | +5% |
| American Centy ETF TRAVRE | 2.9% | $10m | 217,767 | +5% |
| Schwab Strategic TRSCHB | 2.3% | $8m | 289,163 | Held |
| Ishares TRSTIP | 2.3% | $8m | 80,871 | +5% |
| Pimco ETF TRMUNI | 2.3% | $8m | 156,738 | +7% |
| Dimensional ETF TrustDFSU | 2.1% | $7m | 159,672 | +34% |
| Vanguard Scottsdale FDSVCSH | 1.8% | $7m | 83,281 | +4% |
| American Centy ETF TRAVUV | 1.5% | $5m | 42,731 | Held |
| Vanguard MUN BD FDSVTEB | 1.3% | $5m | 93,861 | +3% |
| Dimensional ETF TrustDFSI | 1.1% | $4m | 88,291 | +34% |
| Spdr Index SHS FDSSPDW | 1.1% | $4m | 75,543 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.0% | $4m | 4,909 | +8% |
| Ishares TRSUB | 1.0% | $4m | 33,843 | +4% |
| Ishares TRDMXF | 1.0% | $4m | 42,427 | +8% |
| American Centy ETF TRAVEM | 0.8% | $3m | 31,362 | Held |
| American Centy ETF TRAVDV | 0.8% | $3m | 29,176 | Held |
| Nushares ETF TRNULG | 0.8% | $3m | 25,450 | +11% |
| Nushares ETF TRNULV | 0.8% | $3m | 58,118 | +10% |
| Ishares TRUSXF | 0.8% | $3m | 40,479 | Held |
| Ishares TRNYF | 0.7% | $3m | 49,278 | Held |
| Dimensional ETF TrustDFSE | 0.7% | $3m | 52,655 | +19% |
| AppleAAPL | 0.7% | $2m | 8,582 | +2% |
| Spdr Series TrustSPTM | 0.6% | $2m | 24,232 | Held |
| Amazon.comAMZN | 0.6% | $2m | 9,131 | -19% |
| Vanguard Index FDSVOO | 0.6% | $2m | 3,061 | Held |
| Ishares TRMUB | 0.5% | $2m | 16,122 | Held |
| IsharesESGE | 0.4% | $2m | 28,878 | +11% |
| Nushares ETF TRNUSC | 0.4% | $2m | 30,159 | +7% |
| Vanguard World FDVCEB | 0.4% | $1m | 20,637 | +18% |
| NvidiaNVDA | 0.3% | $1m | 6,289 | +10% |
| Ishares TRBGRN | 0.3% | $1m | 25,643 | +10% |
| Invesco QQQ TRQQQ | 0.3% | $1m | 1,519 | Held |
| Vanguard Charlotte FDSBNDX | 0.3% | $1m | 23,043 | +8% |
| MicrosoftMSFT | 0.3% | $1m | 2,867 | Held |
| Lowe's CompaniesLOW | 0.3% | $1m | 4,787 | Held |
| Dimensional ETF TrustDFGR | 0.3% | $913,223 | 31,523 | Held |
| Ishares TRIGSB | 0.2% | $886,285 | 16,911 | Held |
| Vanguard Intl Equity Index FVWO | 0.2% | $806,542 | 13,512 | Held |
| IsharesIEMG | 0.2% | $756,495 | 9,132 | Held |
| Vanguard Intl Equity Index FVEU | 0.2% | $736,519 | 8,794 | Held |
| AlphabetGOOGL | 0.2% | $705,251 | 1,973 | +6% |
| Vanguard Star FDSVXUS | 0.2% | $669,203 | 7,828 | +20% |
| T Rowe Price Exchange-TradedTDVG | 0.2% | $645,093 | 13,157 | -25% |
| Ishares TRESGD | 0.2% | $639,807 | 6,223 | Held |
| Ishares TRIGIB | 0.2% | $610,392 | 11,480 | Held |
| Spdr Series TrustSHM | 0.2% | $604,686 | 12,607 | Held |
| Select Sector Spdr TRXLK | 0.2% | $542,220 | 2,846 | +2% |
| Schwab Strategic TRSCHF | 0.1% | $522,646 | 18,868 | Held |
| AlphabetGOOG | 0.1% | $519,941 | 1,472 | -21% |
| NetflixNFLX | 0.1% | $500,228 | 7,006 | Held |
| Schwab Strategic TRSCHR | 0.1% | $499,513 | 20,256 | Held |
| Ishares TRIJH | 0.1% | $496,424 | 6,438 | -3% |
| Ishares TRIJR | 0.1% | $484,134 | 3,264 | Held |
| TeslaTSLA | 0.1% | $484,111 | 1,151 | -16% |
| Spdr Series TrustSLYV | 0.1% | $479,216 | 4,392 | Held |
| Dimensional ETF TrustDFSB | 0.1% | $461,590 | 8,858 | New |
| BroadcomAVGO | 0.1% | $459,237 | 1,216 | +78% |
| World Gold TRGLDM | 0.1% | $413,937 | 5,212 | Held |
| Ishares TRESML | 0.1% | $406,220 | 7,263 | -8% |
| Ishares TRSUSB | 0.1% | $404,913 | 16,203 | +20% |
| Vanguard Index FDSVTV | 0.1% | $386,455 | 1,773 | -10% |
| Meta PlatformsMETA | 0.1% | $376,278 | 668 | +7% |
| Ishares TRIVV | 0.1% | $362,463 | 484 | -5% |
| SalesforceCRM | <0.1% | $349,822 | 2,233 | -33% |
| Advanced Micro DevicesAMD | <0.1% | $347,965 | 599 | New |
| Berkshire HathawayBRK-B | <0.1% | $332,259 | 664 | +16% |
| T Rowe Price Exchange-TradedTCHP | <0.1% | $314,122 | 6,271 | -12% |
| RB GlobalRBA | <0.1% | $310,456 | 2,666 | New |
| Walt DisneyDIS | <0.1% | $300,589 | 3,123 | +2% |
| Vanguard BD Index FDSBND | <0.1% | $299,137 | 4,075 | New |
| Applied MaterialsAMAT | <0.1% | $290,772 | 402 | New |
| Grayscale Bitcoin Trust ETFGBTC | <0.1% | $280,267 | 6,157 | New |
| Eli LillyLLY | <0.1% | $271,096 | 226 | New |
| First TR Exchange Traded FDFV | <0.1% | $261,786 | 3,450 | New |
| Ishares TRITOT | <0.1% | $256,754 | 1,563 | Held |
| Goldman Sachs ETF TRJUST | <0.1% | $256,389 | 2,403 | Held |
| Vanguard World FDVGT | <0.1% | $255,295 | 2,136 | -13% |
| Cisco SystemsCSCO | <0.1% | $255,262 | 2,173 | -39% |
| Tidal Trust IIINACP | <0.1% | $251,362 | 4,134 | -4% |
| JPMorgan ChaseJPM | <0.1% | $240,915 | 736 | New |
| Schwab Strategic TRSCHG | <0.1% | $230,774 | 6,820 | -19% |
| Franklin Templeton ETF TRFLJP | <0.1% | $215,246 | 5,415 | New |
| ASML Holding NVASML | <0.1% | $214,860 | 108 | New |
| Dimensional ETF TrustDFIC | <0.1% | $210,163 | 5,640 | Held |
| First TR Exch TRD Alphdx FDFDT | <0.1% | $204,787 | 2,163 | New |
| Vanguard Calif TAX Free FDSVTEC | <0.1% | $203,715 | 2,025 | Held |
| NovonixNVX | <0.1% | $4,600 | 10,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 43.3% since 30 June 2025.
Where the money is
Technology1.8%
Retail & consumer1.0%
Media & telecom0.7%
Financial services0.2%
Industrials0.1%
Health care0.1%
Other96.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.