13F Insight
DOSSIER · 13F-HR · Q3 2026

Equita Financial Network, Inc.

$353M in tracked AUM across 86 positions as of Q3 2026.

EF
CIK 0001994461 · last filed Sep 30, 2026
Total AUM
$353M
as of Q3 2026
Holdings
86
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Equita Financial Network, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$60M160K16.9%02
VEA
VANGUARD TAX-MANAGED FDS
$38M535K10.7%03
DISV
DIMENSIONAL ETF TRUST
$22M505K6.2%04
DFGX
DIMENSIONAL ETF TRUST
$20M393K5.7%05
VCIT
VANGUARD SCOTTSDALE FDS
$20M253K5.6%06
DFEM
DIMENSIONAL ETF TRUST
$19M482K5.4%07
DFLV
DIMENSIONAL ETF TRUST
$16M402K4.6%08
SPTI
SPDR SERIES TRUST
$14M500K3.9%09
AVRE
AMERICAN CENTY ETF TR
$10M224K2.8%10
STIP
ISHARES TR
$9M86K2.4%

Filing history

2026Q3Sep 30
$353M▼ 1.9%
86 positionsView →2026Q2Jun 30
$360M▲ 13.3%
95 positionsView →2026Q1Mar 31
$318M▼ 4.1%
87 positionsView →2025Q4Dec 31
$332M▲ 12.1%
95 positionsView →2025Q3Sep 30
$296M▲ 17.7%
91 positionsLocked2025Q2Jun 30
$251M▼ 12.2%
81 positionsLocked2025Q1Mar 31
$286M▲ 3.5%
86 positionsLocked2024Q4Dec 31
$277M▲ 1.1%
80 positionsLocked2024Q3Sep 30
$274M▲ 14.3%
88 positionsLocked2024Q2Jun 30
$239M▲ 7.5%
83 positionsLocked2024Q1Mar 31
$223M▲ 18.7%
75 positionsLocked2023Q4Dec 31
$188M▲ 15.5%
70 positionsLocked
Showing 12 of 13