Equity Wealth Partners, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer David K. Gilmore, lists 109 total holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top three positions by share count being:
- Vanguard Index Funds Morningstar Large Cap (922908637): 999,415 shares
- Vanguard Index Funds Morningstar Mid Cap (922908629): 32,876,388 shares
- Vanguard Index Funds Morningstar Small Cap (922908751): 22,041,867 shares
Other significant individual stock holdings include:
- NVIDIA Corporation (67066G104): 3,020,645 shares
- Palantir Technologies Inc. Class A (69608A108): 1,255,106 shares
- Amazon.com Inc. (023135106): 5,075 shares
- Apple Inc. (037833100): 5,524 shares
- Microsoft Corporation (594918104): 1,123 shares
The filing also lists positions in various other technology, consumer, and financial services companies, including Broadcom Inc., ASML Holding NV, CrowdStrike Holdings Inc., and Costco Wholesale Corporation.
