13F Insight
DOSSIER · 13F-HR · Q1 2026

Equita Financial Network, Inc.

Equita Financial Network's family office based in Greenwich, CT — $318M in tracked AUM across 87 positions as of Q1 2026.

EF
Equita Financial Network·Greenwich, CT·Family Office
CIK 0001994461 · last filed Mar 31, 2026
Total AUM
$318M
▼ 12.7%
vs prior
Holdings
87
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Equita Financial Network, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$48M151K15.2%
02
VEA
VANGUARD TAX-MANAGED FDS
$33M510K10.3%
03
DFGX
DIMENSIONAL ETF TRUST
$18M352K5.8%
04
DISV
DIMENSIONAL ETF TRUST
$18M460K5.7%
05
VCIT
VANGUARD SCOTTSDALE FDS
$18M219K5.7%
06
DFSV
DIMENSIONAL ETF TRUST
$18M503K5.5%
07
DFEM
DIMENSIONAL ETF TRUST
$16M463K5.0%
08
DFLV
DIMENSIONAL ETF TRUST
$13M363K4.1%
09
SPTI
SPDR SERIES TRUST
$12M436K3.9%
10
AVRE
AMERICAN CENTY ETF TR
$9M207K2.9%

Filing history

Filing history loading…