Equita Financial Network, Inc.

Q4 2025 13F-HR Holdings

Location
Fort Washington, PA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$331,834
Net value change ($000)
+35,987 (12.2%)
New positions
7
Sold out positions
3
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTI 4,812 9.8%
VEA 4,405 14.2%
DISV 2,511 15.8%
VCIT 2,092 12.6%
DFGX 1,775 11.3%
DFLV 1,663 17.6%
DFEM 1,662 11.1%
DFSV 1,609 9.0%
SPTI 1,598 14.2%
BND 1,390 NEW
Top Reduces (Value $000, Stocks/ETFs)
VIGI -353 -100.0%
RBLX -268 -100.0%
DUOL -262 -100.0%
IVV -138 -21.7%
GBTC -132 -23.9%
USXF -117 -4.6%
CPNG -115 -26.6%
AAPL -102 -9.4%
IGSB -76 -7.7%
MSFT -75 -5.1%
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