Equita Financial Network, Inc.
Net buyer this quarter
$360M
27
+$1.68M
4.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $3.67M | 1.02% | Not reported | +8.0% | Q3 2023 |
 AAPL | $2.48M | 0.69% | 0.00% | +2.3% | Q3 2023 |
 AMZN | $2.18M | 0.60% | 0.00% | -18.8% | Q1 2024 |
 NVDA | $1.26M | 0.35% | 0.00% | +9.5% | Q1 2024 |
 QQQ | $1.12M | 0.31% | Not reported | +0.5% | Q3 2023 |
 MSFT | $1.07M | 0.30% | 0.00% | +2.0% | Q3 2023 |
 LOW | $1.06M | 0.29% | 0.00% | -0.3% | Q3 2023 |
 GOOGL | $705K | 0.20% | 0.00% | +5.7% | Q1 2025 |
| GOOG | $520K | 0.14% | Not reported | -20.7% | Q3 2025 |
 NFLX | $500K | 0.14% | 0.00% | -1.7% | Q1 2026 |
 TSLA | $484K | 0.13% | 0.00% | -15.7% | Q4 2024 |
 AVGO | $459K | 0.13% | 0.00% | +77.8% | Q2 2025 |
| GLDM | $414K | 0.11% | 0.00% | Not reported | Q4 2025 |
 META | $376K | 0.10% | Not reported | +6.9% | Q2 2024 |
 CRM | $350K | 0.10% | 0.00% | -33.0% | Q1 2026 |
 AMD | $348K | 0.10% | 0.00% | New | Q2 2026 |
 BRK.B | $332K | 0.09% | Not reported | +15.7% | Q3 2024 |
 RBA | $310K | 0.09% | 0.00% | New | Q2 2026 |
 DIS | $301K | 0.08% | 0.00% | +2.1% | Q1 2025 |
 AMAT | $291K | 0.08% | 0.00% | New | Q2 2026 |
 GBTC | $280K | 0.08% | 0.00% | Not reported | Q4 2024 |
 LLY | $271K | 0.08% | 0.00% | Not reported | Q3 2023 |
 CSCO | $255K | 0.07% | 0.00% | -38.8% | Q4 2025 |
 JPM | $241K | 0.07% | 0.00% | Not reported | Q3 2024 |
 ASML | $215K | 0.06% | 0.00% | New | Q2 2026 |
 FDT | $205K | 0.06% | Not reported | New | Q2 2026 |
 NVX | $4.6K | 0.00% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| SPY | $2.96M | 0.93% | Not reported | -0.1% | Q3 2023 |
| AMZN | $2.34M | 0.74% | 0.00% | +160.3% | Q1 2024 |
| AAPL | $2.13M | 0.67% | 0.00% | +132.0% | Q3 2023 |
| LOW | $1.13M | 0.36% | 0.00% | +0.5% | Q3 2023 |
| MSFT | $1.04M | 0.33% | 0.00% | -2.9% | Q3 2023 |
| NVDA | $1M | 0.31% | 0.00% | -19.5% | Q1 2024 |
| QQQ | $872K | 0.27% | Not reported | -6.6% | Q3 2023 |
| NFLX | $685K | 0.22% | 0.00% | New | Q1 2026 |
| CRM | $622K | 0.20% | 0.00% | New | Q1 2026 |
| GOOGL | $537K | 0.17% | 0.00% | +49.4% | Q1 2025 |
| GOOG | $532K | 0.17% | Not reported | -17.3% | Q3 2025 |
| TSLA | $507K | 0.16% | 0.00% | +21.0% | Q4 2024 |
| GLDM | $483K | 0.15% | 0.00% | +38.8% | Q4 2025 |
| META | $358K | 0.11% | Not reported | -17.8% | Q2 2024 |
| DIS | $295K | 0.09% | 0.00% | -7.9% | Q1 2025 |
| CSCO | $276K | 0.09% | 0.00% | -12.4% | Q4 2025 |
| BRK.B | $275K | 0.09% | Not reported | -7.7% | Q3 2024 |
| AVGO | $212K | 0.07% | 0.00% | -27.2% | Q2 2025 |
 WMT | $201K | 0.06% | 0.00% | -19.4% | Q3 2025 |
| NVX | $6.9K | 0.00% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| SPY | $3.1M | 0.93% | Not reported | -1.0% | Q3 2023 |
| MSFT | $1.4M | 0.42% | 0.00% | +1.6% | Q3 2023 |
| NVDA | $1.33M | 0.40% | 0.00% | +1.9% | Q1 2024 |
| LOW | $1.15M | 0.35% | 0.00% | +0.6% | Q3 2023 |
| AMZN | $997K | 0.30% | 0.00% | -5.0% | Q1 2024 |
| QQQ | $994K | 0.30% | Not reported | Not reported | Q3 2023 |
| AAPL | $983K | 0.30% | 0.00% | -15.1% | Q3 2023 |
| GOOG | $704K | 0.21% | Not reported | +113.7% | Q3 2025 |
| TSLA | $507K | 0.15% | 0.00% | +31.9% | Q4 2024 |
| META | $502K | 0.15% | Not reported | +7.7% | Q2 2024 |
| GBTC | $421K | 0.13% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $391K | 0.12% | 0.00% | +1.5% | Q1 2025 |
| DIS | $378K | 0.11% | 0.00% | +1.1% | Q1 2025 |
| AVGO | $325K | 0.10% | 0.00% | -4.0% | Q2 2025 |
| GLDM | $321K | 0.10% | 0.00% | New | Q4 2025 |
 CPNG | $318K | 0.10% | Not reported | +0.2% | Q1 2025 |
| BRK.B | $313K | 0.09% | Not reported | +15.2% | Q3 2024 |
| CSCO | $312K | 0.09% | 0.00% | New | Q4 2025 |
| JPM | $311K | 0.09% | 0.00% | +8.4% | Q3 2024 |
| WMT | $223K | 0.07% | 0.00% | +1.5% | Q3 2025 |
 BTC | $219K | 0.07% | 0.01% | Not reported | Q3 2025 |
 TGRW | $209K | 0.06% | Not reported | Not reported | Q3 2025 |
 PCT | $147K | 0.04% | 0.01% | +20.8% | Q2 2025 |
| NVX | $10.1K | 0.00% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| SPY | $3.06M | 1.03% | Not reported | -0.2% | Q3 2023 |
| MSFT | $1.48M | 0.50% | 0.00% | -1.4% | Q3 2023 |
| NVDA | $1.31M | 0.44% | 0.00% | +3.8% | Q1 2024 |
| LOW | $1.19M | 0.40% | 0.00% | -4.3% | Q3 2023 |
| AAPL | $1.08M | 0.37% | 0.00% | -17.5% | Q3 2023 |
| AMZN | $998K | 0.34% | 0.00% | +41.9% | Q1 2024 |
| QQQ | $972K | 0.33% | Not reported | +22.3% | Q3 2023 |
| GBTC | $553K | 0.19% | 0.00% | -4.1% | Q4 2024 |
| META | $519K | 0.18% | Not reported | +5.1% | Q2 2024 |
| CPNG | $433K | 0.15% | Not reported | 0.0% | Q1 2025 |
| TSLA | $380K | 0.13% | 0.00% | +2.8% | Q4 2024 |
| DIS | $376K | 0.13% | 0.00% | +47.8% | Q1 2025 |
| AVGO | $323K | 0.11% | 0.00% | -4.1% | Q2 2025 |
| GOOGL | $299K | 0.10% | 0.00% | +8.4% | Q1 2025 |
| BTC | $286K | 0.10% | 0.01% | New | Q3 2025 |
| JPM | $281K | 0.09% | 0.00% | -7.5% | Q3 2024 |
| BRK.B | $271K | 0.09% | Not reported | -32.1% | Q3 2024 |
 RBLX | $268K | 0.09% | 0.00% | -4.1% | Q2 2025 |
 DUOL | $262K | 0.09% | 0.00% | -39.4% | Q1 2025 |
| GOOG | $256K | 0.09% | Not reported | New | Q3 2025 |
| TGRW | $207K | 0.07% | Not reported | New | Q3 2025 |
| WMT | $204K | 0.07% | 0.00% | New | Q3 2025 |
| PCT | $186K | 0.06% | 0.01% | Not reported | Q2 2025 |
| NVX | $12.8K | 0.00% | 0.00% | Not reported | Q2 2025 |