Equity Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Independence, MO
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
80
Total value ($000)
$123,232
Net value change ($000)
—
New positions
80
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
VO 10,907 —
SPY 8,876 —
IWY 8,367 —
XLK 5,173 —
AVDE 5,165 —
FNDX 4,917 —
SCHD 4,641 —
BIV 4,623 —
AGG 4,403 —
VB 4,174 —
Top Reduces (Value $000, Stocks/ETFs)
—
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