Equity Wealth Partners, LLC
All 13F Filings
- Location
- Independence, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 154,706
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 22.22 K | 14.4% | 0 | 65.18 K | -65.18 K |
| ETFs | 132.5 K | 85.6% | 65.69 K | 0 | 65.69 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
154,706
Holdings
76
QoQ value change ($000)
503
(0.3%)
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.