Equity Wealth Partners, LLC
All 13F Filings
- Location
- Independence, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 154,203
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.4 K | 56.7% | 11.39 K | 0 | 11.39 K |
| ETFs | 66.8 K | 43.3% | 19.58 K | 0 | 19.58 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
154,203
Holdings
78
QoQ value change ($000)
30,971
(25.1%)
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.