Equita Financial Network, Inc.: 13F holdings
CIK 19944612026Q2
| Positions | 95 |
|---|---|
| Reported value | $360.2m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 154,472 | $57.2m | 15.9% |
| VEA VANGUARD TAX-MANAGED FDS | 516,519 | $36.8m | 10.2% |
| DIMENSIONAL ETF TRUST | 505,882 | $19.6m | 5.4% |
| DIMENSIONAL ETF TRUST | 365,866 | $19.6m | 5.4% |
| DISV DIMENSIONAL ETF TRUST | 483,741 | $19.4m | 5.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 228,767 | $18.9m | 5.2% |
| DFEM DIMENSIONAL ETF TRUST | 463,928 | $18.9m | 5.2% |
| WSBC DIMENSIONAL ETF TRUST | 381,015 | $15.1m | 4.2% |
| SPTI SPDR SERIES TRUST | 457,795 | $13.0m | 3.6% |
| NNN AMERICAN CENTY ETF TR | 217,767 | $10.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1994461")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.