Equita Financial Network, Inc.

Q2 2026 13F-HR Holdings

Location
Fort Washington, PA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$360,250
Net value change ($000)
+42,225 (13.3%)
New positions
12
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,825 18.3%
VEA 4,094 12.5%
DFEM 2,844 17.8%
DFSU 2,551 52.1%
DFLV 2,096 16.2%
DFSV 2,007 11.4%
DISV 1,274 7.0%
DFSI 1,191 42.7%
AVRE 1,190 13.0%
DFGX 1,147 6.2%
Top Reduces (Value $000, Stocks/ETFs)
DFIS -421 -100.0%
CRM -272 -43.7%
WMT -201 -100.0%
JPST -201 -100.0%
VUG -200 -100.0%
NFLX -185 -27.0%
AMZN -166 -7.1%
TDVG -139 -17.7%
LOW -79 -7.0%
GLDM -69 -14.3%
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