Equity Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Independence, MO
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$154,203
Net value change ($000)
+30,971 (25.1%)
New positions
3
Sold out positions
5
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — 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)
IWY 6,296 75.2%
FNDX 6,007 122.2%
VO 5,575 51.1%
AVDE 3,786 73.3%
VB 3,656 87.6%
BIV 3,396 73.5%
SPY 2,222 25.0%
XLK 1,329 25.7%
FRDM 927 71.1%
JMUB 816 59.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -1,143 -24.6%
VUG -421 -18.9%
QQQM -344 -22.6%
KORP -344 -100.0%
COWZ -339 -37.0%
ZS -232 -100.0%
VEEV -232 -100.0%
HD -227 -100.0%
TSLA -208 -100.0%
AXON -207 -19.0%
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