Equita Financial Network, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, submitted by Chief Compliance Officer Jim Cullen, details the firm's investment portfolio managed for that period.
The portfolio is predominantly composed of Exchange Traded Funds (ETFs), with a significant allocation to funds managed by Dimensional Fund Advisors and Vanguard. Among the notable individual stock holdings listed are Apple Inc., Amazon.com Inc., Microsoft Corporation, Alphabet Inc., and NVIDIA Corporation.
The top holdings by reported shares include the Vanguard Morningstar Total Stock Market ETF, the Vanguard Small-Cap Value ETF, and the Vanguard Tax-Managed Funds Van FTSE Dev MkT. The filing also lists exposure to various bond ETFs, including the Vanguard Short-Term Corporate Bond ETF and the PIMCO ETF Trust Intermediate Municipal Bond Active ETF.
