Equity Wealth Partners

Independence, MOfiles as Equity Wealth Partners, LLC

$278m in 109 US stocks at the end of 30 June 2026. The top 10 are 51.5% of the money. It changed about 28.0% of the portfolio this quarter.

Value

$278m

Stocks

109

Top 10 share

51.5%

Turnover

28.0%

What changed this quarter

New

Bought for the first time this quarter.

Capital Group Growth ETFCGGR
2.9% of the fund
Capital Group InternationalCGIE
2.4% of the fund
Capital Group InternationalCGIC
2.3% of the fund
Ishares TRIUSB
2.0% of the fund
Capital Group New GeographyCGNG
1.5% of the fund
Vanguard World FDVAW
0.8% of the fund
Vanguard BD Index FDSBND
0.7% of the fund
Vanguard Intl Equity Index FVWO
0.6% of the fund
Capital Group Dividend ValueCGDV
0.4% of the fund
Capital GRP Fixed Incm ETF TCGMU
0.3% of the fund
Capital Group Intl Focus EQTCGXU
0.3% of the fund
Ishares TRIXUS
0.3% of the fund
EvergyEVRG
0.2% of the fund
PepsiCoPEP
0.2% of the fund
Vanguard World FDVGT
0.1% of the fund
Honeywell InternationalHON
0.1% of the fund
Honeywell AerospaceHONA
0.1% of the fund
Micron TechnologyMU
0.1% of the fund
Ishares TRSHY
0.1% of the fund
Invesco QQQ TRQQQ
0.1% of the fund
Ishares TRTIP
0.1% of the fund
Invesco Exchange Traded FD TRSP
0.1% of the fund
TeslaTSLA
<0.1% of the fund
Procter & GamblePG
<0.1% of the fund
Franklin Templeton ETF TRFLBL
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVO
11.3% of the fund
+60%
Ishares TRIWY
6.7% of the fund
+8%
Vanguard Index FDSVB
6.7% of the fund
+90%
Schwab Strategic TRFNDX
5.4% of the fund
+6%
Vanguard BD Index FDSBIV
3.9% of the fund
+20%
American Centy ETF TRAVDE
3.8% of the fund
+5%
Ishares TRIVV
3.3% of the fund
+667%
American Centy ETF TRAVUS
3.2% of the fund
+1696%
Capital GRP Fixed Incm ETF TCGCP
2.8% of the fund
+2560%
Ishares TRIDEV
2.2% of the fund
+229%
Vanguard Index FDSVOO
2.0% of the fund
+136%
Ishares TRAGG
1.5% of the fund
+3%
NvidiaNVDA
1.0% of the fund
+3%
Vanguard Specialized FundsVIG
1.0% of the fund
+2%
J P Morgan Exchange Traded FJMUB
0.9% of the fund
+5%
Vanguard Index FDSVTV
0.7% of the fund
+31%
Berkshire HathawayBRK-B
0.6% of the fund
+6%
AppleAAPL
0.6% of the fund
+52%
Ishares TRIJR
0.5% of the fund
+7%
Janus Detroit STR TRJAAA
0.4% of the fund
+18%
Amazon.comAMZN
0.4% of the fund
+9%
Vanguard Whitehall FDSVYM
0.4% of the fund
+43%
Axon EnterpriseAXON
0.3% of the fund
+4%
Vanguard Index FDSVV
0.3% of the fund
+20%
MercadoLibreMELI
0.3% of the fund
+2%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
4.0% of the fund
-5%
Schwab Strategic TRSCHD
1.2% of the fund
-6%
American Centy ETF TRAVUV
0.7% of the fund
-3%
Invesco Exch Traded FD TR IIQQQM
0.4% of the fund
-2%
EA Series TrustSTXF
0.4% of the fund
-3%
Spdr Series TrustSLYG
0.3% of the fund
-8%
Vanguard Scottsdale FDSVCLT
0.3% of the fund
-5%
Columbia ETF TR IRECS
0.3% of the fund
-10%
Nexstar Media GroupNXST
0.2% of the fund
-19%
Pacer FDS TRCOWZ
0.2% of the fund
-7%
Vanguard Intl Equity Index FVSS
0.1% of the fund
-3%
Vanguard Whitehall FDSVIGI
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Honest CompanyHNST
-100%

Holdings

Vanguard Index FDSVO
Share
11.3%
Value
$31m
Shares
388,640
+60%
Ishares TRIWY
Share
6.7%
Value
$19m
Shares
64,297
+8%
Vanguard Index FDSVB
Share
6.7%
Value
$19m
Shares
61,430
+90%
Schwab Strategic TRFNDX
Share
5.4%
Value
$15m
Shares
483,474
+6%
State STR Spdr S&P 500 ETF TSPY
Share
4.0%
Value
$11m
Shares
14,920
-5%
Vanguard BD Index FDSBIV
Share
3.9%
Value
$11m
Shares
141,723
+20%
American Centy ETF TRAVDE
Share
3.8%
Value
$10m
Shares
117,646
+5%
Ishares TRIVV
Share
3.3%
Value
$9m
Shares
12,428
+667%
Select Sector Spdr TRXLK
Share
3.2%
Value
$9m
Shares
46,796
Held
American Centy ETF TRAVUS
Share
3.2%
Value
$9m
Shares
68,769
+1696%
Capital Group Growth ETFCGGR
Share
2.9%
Value
$8m
Shares
168,796
New
Capital GRP Fixed Incm ETF TCGCP
Share
2.8%
Value
$8m
Shares
346,002
+2560%
Capital Group InternationalCGIE
Share
2.4%
Value
$7m
Shares
181,307
New
Capital Group InternationalCGIC
Share
2.3%
Value
$6m
Shares
172,361
New
Ishares TRIDEV
Share
2.2%
Value
$6m
Shares
68,749
+229%
Vanguard Index FDSVOO
Share
2.0%
Value
$6m
Shares
8,220
+136%
Ishares TRIUSB
Share
2.0%
Value
$6m
Shares
119,930
New
Capital Group New GeographyCGNG
Share
1.5%
Value
$4m
Shares
114,173
New
Invesco Exchange Traded FD TXMHQ
Share
1.5%
Value
$4m
Shares
37,723
Held
Ishares TRAGG
Share
1.5%
Value
$4m
Shares
42,518
+3%
EA Series TrustFRDM
Share
1.2%
Value
$3m
Shares
46,127
Held
Schwab Strategic TRSCHD
Share
1.2%
Value
$3m
Shares
102,693
-6%
NvidiaNVDA
Share
1.0%
Value
$3m
Shares
13,609
+3%
Vanguard Specialized FundsVIG
Share
1.0%
Value
$3m
Shares
11,491
+2%
American Centy ETF TRAVLV
Share
1.0%
Value
$3m
Shares
29,583
Held
J P Morgan Exchange Traded FJMUB
Share
0.9%
Value
$2m
Shares
47,519
+5%
Schwab Strategic TRSCHG
Share
0.8%
Value
$2m
Shares
69,185
Held
Vanguard World FDVAW
Share
0.8%
Value
$2m
Shares
9,676
New
Vanguard BD Index FDSBND
Share
0.7%
Value
$2m
Shares
27,689
New
Vanguard Index FDSVUG
Share
0.7%
Value
$2m
Shares
23,053
Held
Vanguard Index FDSVTV
Share
0.7%
Value
$2m
Shares
8,782
+31%
American Centy ETF TRAVUV
Share
0.7%
Value
$2m
Shares
14,668
-3%
Berkshire HathawayBRK-B
Share
0.6%
Value
$2m
Shares
3,384
+6%
Ishares TRIMCG
Share
0.6%
Value
$2m
Shares
16,963
Held
AppleAAPL
Share
0.6%
Value
$2m
Shares
5,646
+52%
Vanguard Index FDSVOE
Share
0.6%
Value
$2m
Shares
8,258
Held
Vanguard Intl Equity Index FVWO
Share
0.6%
Value
$2m
Shares
27,012
New
Ishares TRIJR
Share
0.5%
Value
$2m
Shares
10,224
+7%
Ameriprise FinancialAMP
Share
0.5%
Value
$1m
Shares
3,239
Held
Janus Detroit STR TRJAAA
Share
0.4%
Value
$1m
Shares
24,693
+18%
Amazon.comAMZN
Share
0.4%
Value
$1m
Shares
5,032
+9%
Invesco Exch Traded FD TR IIQQQM
Share
0.4%
Value
$1m
Shares
3,830
-2%
EA Series TrustSTXF
Share
0.4%
Value
$1m
Shares
22,121
-3%
Vanguard Whitehall FDSVYM
Share
0.4%
Value
$1m
Shares
6,606
+43%
Capital Group Dividend ValueCGDV
Share
0.4%
Value
$1m
Shares
20,517
New
Axon EnterpriseAXON
Share
0.3%
Value
$920,522
Shares
1,642
+4%
Capital GRP Fixed Incm ETF TCGMU
Share
0.3%
Value
$897,692
Shares
32,679
New
Vanguard Index FDSVV
Share
0.3%
Value
$896,380
Shares
2,606
+20%
Advanced Micro DevicesAMD
Share
0.3%
Value
$873,108
Shares
1,503
Held
Spdr Series TrustSLYG
Share
0.3%
Value
$860,346
Shares
7,222
-8%
American Centy ETF TRTAXF
Share
0.3%
Value
$846,375
Shares
16,649
Held
Vanguard Scottsdale FDSVCLT
Share
0.3%
Value
$843,324
Shares
11,207
-5%
MercadoLibreMELI
Share
0.3%
Value
$835,116
Shares
492
+2%
Capital Group Intl Focus EQTCGXU
Share
0.3%
Value
$828,595
Shares
23,934
New
Columbia ETF TR IRECS
Share
0.3%
Value
$791,749
Shares
18,294
-10%
Ishares TRIXUS
Share
0.3%
Value
$791,675
Shares
8,295
New
Palantir TechnologiesPLTR
Share
0.3%
Value
$790,673
Shares
6,777
Held
ShopifySHOP
Share
0.3%
Value
$755,301
Shares
6,615
+4%
First TR Exchng Traded FD VIBUFR
Share
0.3%
Value
$739,586
Shares
20,246
+10%
Nexstar Media GroupNXST
Share
0.2%
Value
$659,961
Shares
3,695
-19%
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$604,407
Shares
792
Held
ASML Holding NVASML
Share
0.2%
Value
$554,146
Shares
279
Held
Brookfield Asset ManagementBAM
Share
0.2%
Value
$527,220
Shares
11,755
Held
BroadcomAVGO
Share
0.2%
Value
$525,641
Shares
1,392
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$487,096
Shares
3,563
Held
Costco WholesaleCOST
Share
0.2%
Value
$469,445
Shares
502
+2%
Texas RoadhouseTXRH
Share
0.2%
Value
$454,752
Shares
2,353
Held
EvergyEVRG
Share
0.2%
Value
$440,589
Shares
5,098
New
PepsiCoPEP
Share
0.2%
Value
$439,336
Shares
3,245
New
Pacer FDS TRCOWZ
Share
0.2%
Value
$436,383
Shares
7,016
-7%
AlphabetGOOG
Share
0.2%
Value
$435,919
Shares
1,234
Held
Booking HoldingsBKNG
Share
0.2%
Value
$429,943
Shares
2,412
Held
Vanguard World FDVGT
Share
0.1%
Value
$413,183
Shares
3,457
New
Vanguard Index FDSVNQ
Share
0.1%
Value
$404,611
Shares
4,196
+57%
McDonald'sMCD
Share
0.1%
Value
$401,346
Shares
1,485
+82%
Honeywell InternationalHON
Share
0.1%
Value
$399,682
Shares
1,785
New
Honeywell AerospaceHONA
Share
0.1%
Value
$394,378
Shares
1,784
New
Invesco Exch TRD SLF IDX FDOMFL
Share
0.1%
Value
$392,195
Shares
5,722
Held
MicrosoftMSFT
Share
0.1%
Value
$386,439
Shares
1,036
+39%
Spdr Series TrustSLYV
Share
0.1%
Value
$377,424
Shares
3,459
Held
Micron TechnologyMU
Share
0.1%
Value
$368,219
Shares
319
New
Ishares TRIJT
Share
0.1%
Value
$362,789
Shares
2,031
Held
Ishares TRSHY
Share
0.1%
Value
$342,481
Shares
4,171
New
Invesco QQQ TRQQQ
Share
0.1%
Value
$325,218
Shares
442
New
Ishares TRIJH
Share
0.1%
Value
$318,139
Shares
4,126
+4%
J P Morgan Exchange Traded FJEPI
Share
0.1%
Value
$301,018
Shares
5,330
+7%
Vanguard Intl Equity Index FVSS
Share
0.1%
Value
$298,943
Shares
1,938
-3%
Ishares TRTIP
Share
0.1%
Value
$284,846
Shares
2,603
New
Vanguard Star FDSVXUS
Share
0.1%
Value
$284,541
Shares
3,328
+16%
Invesco Exchange Traded FD TRSP
Share
0.1%
Value
$278,941
Shares
1,311
New
TeslaTSLA
Share
<0.1%
Value
$273,390
Shares
650
New
NetflixNFLX
Share
<0.1%
Value
$270,606
Shares
3,790
+23%
Vanguard World FDESGV
Share
<0.1%
Value
$267,067
Shares
2,020
Held
Invesco Exch Traded FD TR IISPLV
Share
<0.1%
Value
$263,105
Shares
3,513
Held
Procter & GamblePG
Share
<0.1%
Value
$260,527
Shares
1,777
New
Intuitive SurgicalISRG
Share
<0.1%
Value
$250,538
Shares
630
Held
Franklin Templeton ETF TRFLBL
Share
<0.1%
Value
$245,313
Shares
10,703
New
Lowe's CompaniesLOW
Share
<0.1%
Value
$244,575
Shares
1,109
+25%
Capital GRP Fixed Incm ETF TCGMS
Share
<0.1%
Value
$233,180
Shares
8,532
New
CloudflareNET
Share
<0.1%
Value
$225,412
Shares
919
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVO	11.3%	$31m	388,640	+60%
Ishares TRIWY	6.7%	$19m	64,297	+8%
Vanguard Index FDSVB	6.7%	$19m	61,430	+90%
Schwab Strategic TRFNDX	5.4%	$15m	483,474	+6%
State STR Spdr S&P 500 ETF TSPY	4.0%	$11m	14,920	-5%
Vanguard BD Index FDSBIV	3.9%	$11m	141,723	+20%
American Centy ETF TRAVDE	3.8%	$10m	117,646	+5%
Ishares TRIVV	3.3%	$9m	12,428	+667%
Select Sector Spdr TRXLK	3.2%	$9m	46,796	Held
American Centy ETF TRAVUS	3.2%	$9m	68,769	+1696%
Capital Group Growth ETFCGGR	2.9%	$8m	168,796	New
Capital GRP Fixed Incm ETF TCGCP	2.8%	$8m	346,002	+2560%
Capital Group InternationalCGIE	2.4%	$7m	181,307	New
Capital Group InternationalCGIC	2.3%	$6m	172,361	New
Ishares TRIDEV	2.2%	$6m	68,749	+229%
Vanguard Index FDSVOO	2.0%	$6m	8,220	+136%
Ishares TRIUSB	2.0%	$6m	119,930	New
Capital Group New GeographyCGNG	1.5%	$4m	114,173	New
Invesco Exchange Traded FD TXMHQ	1.5%	$4m	37,723	Held
Ishares TRAGG	1.5%	$4m	42,518	+3%
EA Series TrustFRDM	1.2%	$3m	46,127	Held
Schwab Strategic TRSCHD	1.2%	$3m	102,693	-6%
NvidiaNVDA	1.0%	$3m	13,609	+3%
Vanguard Specialized FundsVIG	1.0%	$3m	11,491	+2%
American Centy ETF TRAVLV	1.0%	$3m	29,583	Held
J P Morgan Exchange Traded FJMUB	0.9%	$2m	47,519	+5%
Schwab Strategic TRSCHG	0.8%	$2m	69,185	Held
Vanguard World FDVAW	0.8%	$2m	9,676	New
Vanguard BD Index FDSBND	0.7%	$2m	27,689	New
Vanguard Index FDSVUG	0.7%	$2m	23,053	Held
Vanguard Index FDSVTV	0.7%	$2m	8,782	+31%
American Centy ETF TRAVUV	0.7%	$2m	14,668	-3%
Berkshire HathawayBRK-B	0.6%	$2m	3,384	+6%
Ishares TRIMCG	0.6%	$2m	16,963	Held
AppleAAPL	0.6%	$2m	5,646	+52%
Vanguard Index FDSVOE	0.6%	$2m	8,258	Held
Vanguard Intl Equity Index FVWO	0.6%	$2m	27,012	New
Ishares TRIJR	0.5%	$2m	10,224	+7%
Ameriprise FinancialAMP	0.5%	$1m	3,239	Held
Janus Detroit STR TRJAAA	0.4%	$1m	24,693	+18%
Amazon.comAMZN	0.4%	$1m	5,032	+9%
Invesco Exch Traded FD TR IIQQQM	0.4%	$1m	3,830	-2%
EA Series TrustSTXF	0.4%	$1m	22,121	-3%
Vanguard Whitehall FDSVYM	0.4%	$1m	6,606	+43%
Capital Group Dividend ValueCGDV	0.4%	$1m	20,517	New
Axon EnterpriseAXON	0.3%	$920,522	1,642	+4%
Capital GRP Fixed Incm ETF TCGMU	0.3%	$897,692	32,679	New
Vanguard Index FDSVV	0.3%	$896,380	2,606	+20%
Advanced Micro DevicesAMD	0.3%	$873,108	1,503	Held
Spdr Series TrustSLYG	0.3%	$860,346	7,222	-8%
American Centy ETF TRTAXF	0.3%	$846,375	16,649	Held
Vanguard Scottsdale FDSVCLT	0.3%	$843,324	11,207	-5%
MercadoLibreMELI	0.3%	$835,116	492	+2%
Capital Group Intl Focus EQTCGXU	0.3%	$828,595	23,934	New
Columbia ETF TR IRECS	0.3%	$791,749	18,294	-10%
Ishares TRIXUS	0.3%	$791,675	8,295	New
Palantir TechnologiesPLTR	0.3%	$790,673	6,777	Held
ShopifySHOP	0.3%	$755,301	6,615	+4%
First TR Exchng Traded FD VIBUFR	0.3%	$739,586	20,246	+10%
Nexstar Media GroupNXST	0.2%	$659,961	3,695	-19%
CrowdStrike HoldingsCRWD	0.2%	$604,407	792	Held
ASML Holding NVASML	0.2%	$554,146	279	Held
Brookfield Asset ManagementBAM	0.2%	$527,220	11,755	Held
BroadcomAVGO	0.2%	$525,641	1,392	Held
ExxonMobil HoldingsXOM	0.2%	$487,096	3,563	Held
Costco WholesaleCOST	0.2%	$469,445	502	+2%
Texas RoadhouseTXRH	0.2%	$454,752	2,353	Held
EvergyEVRG	0.2%	$440,589	5,098	New
PepsiCoPEP	0.2%	$439,336	3,245	New
Pacer FDS TRCOWZ	0.2%	$436,383	7,016	-7%
AlphabetGOOG	0.2%	$435,919	1,234	Held
Booking HoldingsBKNG	0.2%	$429,943	2,412	Held
Vanguard World FDVGT	0.1%	$413,183	3,457	New
Vanguard Index FDSVNQ	0.1%	$404,611	4,196	+57%
McDonald'sMCD	0.1%	$401,346	1,485	+82%
Honeywell InternationalHON	0.1%	$399,682	1,785	New
Honeywell AerospaceHONA	0.1%	$394,378	1,784	New
Invesco Exch TRD SLF IDX FDOMFL	0.1%	$392,195	5,722	Held
MicrosoftMSFT	0.1%	$386,439	1,036	+39%
Spdr Series TrustSLYV	0.1%	$377,424	3,459	Held
Micron TechnologyMU	0.1%	$368,219	319	New
Ishares TRIJT	0.1%	$362,789	2,031	Held
Ishares TRSHY	0.1%	$342,481	4,171	New
Invesco QQQ TRQQQ	0.1%	$325,218	442	New
Ishares TRIJH	0.1%	$318,139	4,126	+4%
J P Morgan Exchange Traded FJEPI	0.1%	$301,018	5,330	+7%
Vanguard Intl Equity Index FVSS	0.1%	$298,943	1,938	-3%
Ishares TRTIP	0.1%	$284,846	2,603	New
Vanguard Star FDSVXUS	0.1%	$284,541	3,328	+16%
Invesco Exchange Traded FD TRSP	0.1%	$278,941	1,311	New
TeslaTSLA	<0.1%	$273,390	650	New
NetflixNFLX	<0.1%	$270,606	3,790	+23%
Vanguard World FDESGV	<0.1%	$267,067	2,020	Held
Invesco Exch Traded FD TR IISPLV	<0.1%	$263,105	3,513	Held
Procter & GamblePG	<0.1%	$260,527	1,777	New
Intuitive SurgicalISRG	<0.1%	$250,538	630	Held
Franklin Templeton ETF TRFLBL	<0.1%	$245,313	10,703	New
Lowe's CompaniesLOW	<0.1%	$244,575	1,109	+25%
Capital GRP Fixed Incm ETF TCGMS	<0.1%	$233,180	8,532	New
CloudflareNET	<0.1%	$225,412	919	New

Showing the largest 100 of 109.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 125.8% since 30 September 2025.

Where the money is

Technology3.6%

Financial services1.4%

Retail & consumer1.1%

Industrials0.8%

Everyday goods0.5%

Media & telecom0.5%

Energy0.2%

Utilities0.2%

Health care0.1%

Other91.7%

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.