Equita Financial Network, Inc.

Q3 2025 13F-HR Holdings

Location
Fort Washington, PA
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
91
Total value ($000)
$295,847
Net value change ($000)
+44,497 (17.7%)
New positions
10
Sold out positions
0
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFGX 15,681 NEW
DFLV 9,452 NEW
VTI 6,031 14.1%
VEA 2,214 7.7%
VCIT 1,755 11.9%
DISV 1,571 11.0%
DFEM 1,377 10.1%
SPTI 1,284 12.9%
AVRE 877 11.7%
VOO 830 29.0%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -6,522 -26.8%
DUOL -288 -52.4%
VXUS -238 -37.8%
BNDX -174 -15.7%
BRK-B -115 -29.8%
MUB -93 -4.9%
SLYV -73 -9.9%
SCHR -70 -13.1%
IGIB -67 -10.9%
IGSB -56 -5.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type