Equity Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Independence, MO
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$154,706
Net value change ($000)
+503 (0.3%)
New positions
1
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 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)
FNDX 1,740 15.9%
BIV 1,117 13.9%
VO 952 5.8%
VB 627 8.0%
AVDE 559 6.2%
VV 339 108.7%
FRDM 250 11.2%
VXUS 221 NEW
IWY 216 1.5%
XOM 178 41.8%
Top Reduces (Value $000, Stocks/ETFs)
SPY -936 -8.4%
XLK -316 -4.9%
NXST -304 -26.9%
SPYV -292 -100.0%
AGG -286 -6.5%
SCHG -268 -11.8%
PLTR -253 -20.5%
QQQM -243 -20.7%
SHOP -241 -24.2%
MA -224 -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