Institutions / Equita Financial Network, Inc.

Equita Financial Network, Inc.

CIK 1994461 · Institution · as of Dec 31, 2025

Portfolio value

$331.83M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 95 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$53.69M	160,138	16.2%
Vanguard Tax-Managed Fds	—	$35.36M	565,986	10.7%
Dimensional ETF Trust	—	$19.43M	590,753	5.9%
Vanguard Scottsdale Fds	—	$18.63M	222,472	5.6%
Dimensional ETF Trust	—	$18.40M	484,115	5.5%
Dimensional ETF Trust	—	$17.46M	331,640	5.3%
Dimensional ETF Trust	—	$16.64M	503,023	5.0%
SPDR Series Trust	—	$12.84M	445,153	3.9%
Dimensional ETF Trust	—	$11.12M	324,916	3.3%
American Centy ETF Tr	—	$9.08M	208,603	2.7%
iShares MSCI UAE ETF	—	$7.94M	77,531	2.4%
Schwab Strategic Tr	—	$7.70M	293,624	2.3%
PIMCO ETF Tr	—	$7.53M	143,595	2.3%
Vanguard Scottsdale Fds	—	$6.52M	81,839	2.0%
Vanguard Index Fds	—	$4.92M	7,842	1.5%
American Centy ETF Tr	—	$4.57M	44,850	1.4%
Dimensional ETF Trust	—	$4.33M	99,684	1.3%
Vanguard Mun Bd Fds	—	$3.75M	74,472	1.1%
SPDR Index Shs Fds	—	$3.41M	76,798	1.0%
iShares MSCI UAE ETF	—	$3.28M	30,770	1.0%
SPDR S&P 500 ETF Tr	—	$3.10M	4,549	0.9%
American Centy ETF Tr	—	$2.93M	31,150	0.9%
iShares MSCI UAE ETF	—	$2.89M	38,422	0.9%
iShares Tr	—	$2.63M	49,205	0.8%
American Centy ETF Tr	—	$2.59M	33,659	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.