Equita Financial Network, Inc.

CIK 0001994461 · FORT WASHINGTON, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Equita Financial Network, Inc. reported 95 positions worth $360.2M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VTI (15.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$360.2M
2026 Q2
Positions
95
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.5%
Est. Net Flow (Q)
2026 Q2
10 / 95 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$57.2M15.87%154,472
2VEAVANGUARD TAX-MANAGED FDSSH$36.8M10.22%516,519
3DFSVDIMENSIONAL ETF TRUSTSH$19.6M5.45%505,882
4DFGXDIMENSIONAL ETF TRUSTSH$19.6M5.44%365,866
5DISVDIMENSIONAL ETF TRUSTSH$19.4M5.39%483,741
6VCITVANGUARD SCOTTSDALE FDSSH$18.9M5.25%228,767
7DFEMDIMENSIONAL ETF TRUSTSH$18.9M5.23%463,928
8DFLVDIMENSIONAL ETF TRUSTSH$15.1M4.18%381,015
9SPTISPDR SERIES TRUSTSH$13.0M3.61%457,795
10AVREAMERICAN CENTY ETF TRSH$10.3M2.86%217,767

The free plan shows the top 10 positions. The remaining 85 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Equita Financial Network, Inc. hold as of Q2 2026?

Equita Financial Network, Inc. reported 95 positions worth $360.2M in its Q2 2026 13F filing. Largest positions: VTI (15.9%), VEA (10.2%), DFSV (5.4%), DFGX (5.4%) and DISV (5.4%).

What did Equita Financial Network, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Equita Financial Network, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.