Equity Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Independence, MO
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$278,226
Net value change ($000)
+123,520 (79.8%)
New positions
34
Sold out positions
2
Turnover %
17.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 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)
VO 13,879 79.6%
VB 10,164 120.2%
AVUS 8,382 1967.6%
IVV 8,248 778.8%
CGGR 7,967 NEW
CGCP 7,421 2550.2%
CGIE 6,668 NEW
CGIC 6,272 NEW
IUSB 5,535 NEW
IDEV 4,372 250.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -806 -100.0%
PLTR -191 -19.5%
NXST -167 -20.2%
XOM -117 -19.4%
SCHD -89 -2.7%
ISRG -39 -13.4%
VCLT -37 -4.2%
COWZ -36 -7.6%
HNST -30 -100.0%
NFLX -25 -8.4%
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