Equity Wealth Partners, LLC
All 13F Filings
- Location
- Independence, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 278,226
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 109 | 278,226 | 13F-HR | Equity Wealth Partners, LLC |
| Q1 2026 | 5/8/2026 | 76 | 154,706 | 13F-HR | Equity Wealth Partners, LLC |
| Q4 2025 | 1/26/2026 | 78 | 154,203 | 13F-HR | Equity Wealth Partners, LLC |
| Q3 2025 | 11/17/2025 | 80 | 123,232 | 13F-HR | Equity Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.36 K | 17.0% | 25.14 K | 0 | 25.14 K |
| ETFs | 230.6 K | 82.9% | 98.13 K | 0 | 98.13 K |
| Debt | 245 | 0.1% | 245 | 0 | 245 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
278,226
Holdings
109
QoQ value change ($000)
123,520
(79.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.