DOSSIER · 13F-HR · Q1 2026

Equita Financial Network, Inc.

$318M in tracked AUM across 87 positions as of Q1 2026.

EF
CIK 0001994461 · last filed Mar 31, 2026
Total AUM
$318M
as of Q1 2026
Holdings
87
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$318M 4.1%
87 positionsView →
2025Q4Dec 31
$332M 12.1%
95 positionsView →
2025Q3Sep 30
$296M 17.7%
91 positionsView →
2025Q2Jun 30
$251M 12.2%
81 positionsLocked
2025Q1Mar 31
$286M 3.5%
86 positionsLocked
2024Q4Dec 31
$277M 1.1%
80 positionsLocked
2024Q3Sep 30
$274M 14.3%
88 positionsLocked
2024Q2Jun 30
$239M 7.5%
83 positionsLocked
2024Q1Mar 31
$223M 18.7%
75 positionsLocked
2023Q4Dec 31
$188M 15.5%
70 positionsLocked
2023Q3Sep 30
$163M
60 positionsLocked