DOSSIER · 13F-HR · Q2 2026
Equity Wealth Partners, LLC
$278M in tracked AUM across 109 positions as of Q2 2026.
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CIK 0002097037 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: Equity Wealth Partners, LLC
1. Portfolio Overview
Equity Wealth Partners, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value surging by 245.7% from approximately $44.60M in Q3 2025 to $154.20M as of December 31, 2025. This dramatic increase suggests substantial capital inflows or a marked appreciation in existing asset values during the quarter, likely coinciding with a strong market ral...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.