Equita Financial Network, Inc.

Q3 2026 13F-HR Holdings

Location
Fort Washington, PA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$353,231
Net value change ($000)
-7,019 (-1.9%)
New positions
3
Sold out positions
11
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,667 4.7%
DISV 2,461 12.7%
MUB 1,886 108.7%
GOOGL 1,406 270.4%
DFSB 1,347 291.6%
SHM 1,282 211.9%
DFLV 1,069 7.1%
DFSU 980 13.2%
VEA 962 2.6%
VCIT 926 4.9%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -19,623 -100.0%
NYF -2,656 -100.0%
VTEB -1,570 -33.1%
AVRE -391 -3.8%
BRK-B -332 -100.0%
DIS -301 -100.0%
BND -299 -100.0%
AVUV -296 -5.6%
AMAT -291 -100.0%
FV -262 -100.0%
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