Equita Financial Network, Inc.

Q1 2026 13F-HR Holdings

Location
Fort Washington, PA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$318,025
Net value change ($000)
-13,809 (-4.2%)
New positions
7
Sold out positions
15
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFLV 1,854 16.7%
AMZN 1,345 134.9%
AAPL 1,146 116.6%
DFGX 1,006 5.8%
VTEB 799 21.3%
DFSE 697 59.0%
NFLX 685 NEW
DFSI 682 32.3%
CRM 622 NEW
DFSU 565 13.1%
Top Reduces (Value $000, Stocks/ETFs)
VTI -5,354 -10.0%
VOO -3,094 -62.9%
VEA -2,649 -7.5%
DFSV -1,814 -9.3%
BND -1,390 -100.0%
DFGP -990 -100.0%
USHY -897 -100.0%
DFEM -630 -3.8%
SPTM -581 -23.3%
VCIT -511 -2.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type