DOSSIER · 13F-HR · Q2 2026

Equita Financial Network, Inc.

$360M in tracked AUM across 95 positions as of Q2 2026.

EF
CIK 0001994461 · last filed Jun 30, 2026
Total AUM
$360M
as of Q2 2026
Holdings
95
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Equita Financial Network, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$57M154K15.9%
02
VEA
VANGUARD TAX-MANAGED FDS
$37M517K10.2%
03
DFSV
DIMENSIONAL ETF TRUST
$20M506K5.4%
04
DFGX
DIMENSIONAL ETF TRUST
$20M366K5.4%
05
DISV
DIMENSIONAL ETF TRUST
$19M484K5.4%
06
VCIT
VANGUARD SCOTTSDALE FDS
$19M229K5.2%
07
DFEM
DIMENSIONAL ETF TRUST
$19M464K5.2%
08
DFLV
DIMENSIONAL ETF TRUST
$15M381K4.2%
09
SPTI
SPDR SERIES TRUST
$13M458K3.6%
10
AVRE
AMERICAN CENTY ETF TR
$10M218K2.9%

Filing history

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 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