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Equity Wealth Partners, LLC

13F filer · CIK 0002097037
Reported Jul 28, 2026
Net buyer this quarter
13F portfolio value$278MU.S. long equity reported on 13F
Positions4311 new · 1 closed
Net flow last quarter+$15.8MBuys minus sells
Top 10 positions weight13.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 28, 202643 positions
SPYSPDR S&P 500 ETF Trust$11.1M4.00%Not reported-4.5%Q3 2025
CGCPCardiogenesis Corp$7.71M2.77%Not reported+2560.3%Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$6.12M2.20%Not reported+228.8%Q3 2025
FRDMFreedom Environmental Services, Inc.$3.36M1.21%Not reported+1.6%Q3 2025
NVDANvidia Corp$2.72M0.98%0.00%+3.4%Q3 2025
BRK.BBerkshire Hathaway Inc$1.69M0.61%Not reported+6.0%Q3 2025
AAPLApple Inc.$1.63M0.59%0.00%+51.7%Q3 2025
AMPAmeriprise Financial Inc$1.49M0.53%0.00%Not reportedQ3 2025
AMZNAmazon Com Inc$1.2M0.43%0.00%+8.5%Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$1.04M0.38%Not reported+43.3%Q3 2025
AXONAxon Enterprise, Inc.$921K0.33%0.00%+4.1%Q3 2025
AMDAdvanced Micro Devices Inc$873K0.31%0.00%-1.1%Q3 2025
MELIMercadolibre Inc$835K0.30%0.00%+2.1%Q3 2025
PLTRPalantir Technologies Inc.$791K0.28%0.00%+0.9%Q3 2025
SHOPShopify Inc.$755K0.27%0.00%+4.0%Q3 2025
NXSTNexstar Media Group, Inc.$660K0.24%0.01%-19.2%Q3 2025
CRWDCrowdStrike Holdings, Inc.$604K0.22%0.00%-0.3%Q3 2025
ASMLAsml Holding NV$554K0.20%0.00%+0.7%Q3 2025
BAMBrookfield Asset Management Ltd.$527K0.19%Not reported-1.7%Q3 2025
AVGOBroadcom Inc.$526K0.19%0.00%+0.1%Q3 2025
XOMExxonMobil Holdings Corp$487K0.18%0.00%Not reportedQ3 2025
COSTCostco Wholesale Corp$469K0.17%0.00%+2.2%Q3 2025
TXRHTexas Roadhouse, Inc.$455K0.16%0.00%+0.8%Q3 2025
EVRGEvergy, Inc.$441K0.16%0.00%NewQ2 2026
PEPPepsico Inc$439K0.16%0.00%NewQ2 2026
GOOGAlphabet Inc.$436K0.16%Not reported+0.2%Q3 2025
BKNGBooking Holdings Inc.$430K0.15%0.00%+0.5%Q3 2025
MCDMcdonalds Corp$401K0.14%0.00%+81.5%Q3 2025
HONHoneywell International Inc$400K0.14%0.00%+0.1%Q3 2025
HONAHoneywell Aerospace Inc.$394K0.14%Not reported+0.1%Q2 2026
MSFTMicrosoft Corp$386K0.14%0.00%+38.7%Q3 2025
MUMicron Technology Inc$368K0.13%0.00%NewQ2 2026
QQQInvesco QQQ Trust, Series 1$325K0.12%Not reportedNewQ2 2026
TSLATesla, Inc.$273K0.10%0.00%Not reportedQ3 2025
NFLXNetflix Inc$271K0.10%0.00%+23.1%Q3 2025
PGPROCTER & GAMBLE Co$261K0.09%0.00%NewQ2 2026
ISRGIntuitive Surgical Inc$251K0.09%0.00%Not reportedQ3 2025
LOWLowes Companies Inc$245K0.09%0.00%+24.8%Q3 2025
NETCloudflare, Inc.$225K0.08%Not reportedNewQ2 2026
LRCXLam Research Corp$218K0.08%0.00%NewQ2 2026
MAMastercard Inc$207K0.07%0.00%Not reportedQ4 2025
WMTWalmart Inc.$203K0.07%0.00%NewQ2 2026
AIQAlliance HealthCare Services, Inc$203K0.07%0.03%NewQ2 2026
Q1 2026Reported May 8, 202632 positions
SPYSPDR S&P 500 ETF Trust$10.2M6.57%Not reported-4.0%Q3 2025
FRDMFreedom Environmental Services, Inc.$2.48M1.60%Not reported+4.3%Q3 2025
NVDANvidia Corp$2.3M1.48%0.00%+1.5%Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.$1.75M1.13%Not reported-1.6%Q3 2025
BRK.BBerkshire Hathaway Inc$1.53M0.99%Not reported+0.3%Q3 2025
AMPAmeriprise Financial Inc$1.44M0.93%0.00%+0.7%Q3 2025
PLTRPalantir Technologies Inc.$982K0.63%0.00%-3.3%Q3 2025
AMZNAmazon Com Inc$966K0.62%0.00%+0.8%Q3 2025
AAPLApple Inc.$944K0.61%0.00%-2.1%Q3 2025
MELIMercadolibre Inc$833K0.54%0.00%+3.0%Q3 2025
NXSTNexstar Media Group, Inc.$827K0.53%0.02%-17.9%Q3 2025
HONHoneywell International Inc$806K0.52%0.00%-0.5%Q3 2025
SHOPShopify Inc.$754K0.49%0.00%+2.8%Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$683K0.44%Not reported-0.9%Q3 2025
AXONAxon Enterprise, Inc.$670K0.43%0.00%+1.6%Q3 2025
XOMExxonMobil Holdings Corp$604K0.39%0.00%+0.7%Q3 2025
BAMBrookfield Asset Management Ltd.$531K0.34%Not reported-10.0%Q3 2025
COSTCostco Wholesale Corp$490K0.32%0.00%+0.6%Q3 2025
AVGOBroadcom Inc.$430K0.28%0.00%+2.1%Q3 2025
BKNGBooking Holdings Inc.$406K0.26%0.00%-5.0%Q3 2025
TXRHTexas Roadhouse, Inc.$385K0.25%0.00%-5.4%Q3 2025
ASMLAsml Holding NV$366K0.24%0.00%+0.4%Q3 2025
GOOGAlphabet Inc.$353K0.23%Not reported-0.6%Q3 2025
CRWDCrowdStrike Holdings, Inc.$310K0.20%0.00%+1.3%Q3 2025
AMDAdvanced Micro Devices Inc$309K0.20%0.00%+5.0%Q3 2025
NFLXNetflix Inc$296K0.19%0.00%-1.6%Q3 2025
CGCPCardiogenesis Corp$291K0.19%Not reported-1.7%Q4 2025
ISRGIntuitive Surgical Inc$290K0.19%0.00%-0.6%Q3 2025
MSFTMicrosoft Corp$276K0.18%0.00%-11.9%Q3 2025
MCDMcdonalds Corp$254K0.16%0.00%+0.1%Q3 2025
LOWLowes Companies Inc$210K0.14%0.00%+0.2%Q3 2025
HNSTHonest Company, Inc.$29.7K0.02%0.01%Not reportedQ3 2025
Q4 2025Reported Jan 26, 202634 positions
SPYSPDR S&P 500 ETF Trust$11.1M7.20%Not reported+22.2%Q3 2025
NVDANvidia Corp$2.42M1.57%0.00%-1.0%Q3 2025
FRDMFreedom Environmental Services, Inc.$2.23M1.45%Not reported+48.0%Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.$1.75M1.14%Not reported+1.8%Q3 2025
BRK.BBerkshire Hathaway Inc$1.6M1.04%Not reported+0.7%Q3 2025
AMPAmeriprise Financial Inc$1.58M1.02%0.00%-11.2%Q3 2025
PLTRPalantir Technologies Inc.$1.23M0.80%0.00%-5.1%Q3 2025
NXSTNexstar Media Group, Inc.$1.13M0.73%0.02%+0.1%Q3 2025
AMZNAmazon Com Inc$1.06M0.69%0.00%-0.7%Q3 2025
AAPLApple Inc.$1.03M0.67%0.00%-3.2%Q3 2025
SHOPShopify Inc.$995K0.65%0.00%+0.7%Q3 2025
MELIMercadolibre Inc$943K0.61%0.00%+2.0%Q3 2025
AXONAxon Enterprise, Inc.$882K0.57%0.00%+2.4%Q3 2025
HONHoneywell International Inc$699K0.45%0.00%-0.2%Q3 2025
BAMBrookfield Asset Management Ltd.$696K0.45%Not reported+6.5%Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$668K0.43%Not reported-0.5%Q3 2025
BKNGBooking Holdings Inc.$543K0.35%0.00%+2.0%Q3 2025
AVGOBroadcom Inc.$472K0.31%0.00%-1.8%Q3 2025
XOMExxonMobil Holdings Corp$426K0.28%0.00%+0.8%Q3 2025
COSTCostco Wholesale Corp$421K0.27%0.00%+2.1%Q3 2025
MSFTMicrosoft Corp$410K0.27%0.00%+1.2%Q3 2025
TXRHTexas Roadhouse, Inc.$410K0.27%0.00%-1.1%Q3 2025
GOOGAlphabet Inc.$389K0.25%Not reported-6.4%Q3 2025
CRWDCrowdStrike Holdings, Inc.$368K0.24%0.00%-0.3%Q3 2025
ISRGIntuitive Surgical Inc$359K0.23%0.00%Not reportedQ3 2025
AMDAdvanced Micro Devices Inc$310K0.20%0.00%-5.1%Q3 2025
CGCPCardiogenesis Corp$299K0.19%Not reportedNewQ4 2025
ASMLAsml Holding NV$295K0.19%0.00%+7.0%Q3 2025
NFLXNetflix Inc$293K0.19%0.00%-16.6%Q3 2025
MCDMcdonalds Corp$250K0.16%0.00%Not reportedQ3 2025
MAMastercard Inc$224K0.15%0.00%NewQ4 2025
LOWLowes Companies Inc$214K0.14%0.00%-35.0%Q3 2025
KNSLKinsale Capital Group, Inc.$211K0.14%0.00%-6.3%Q3 2025
HNSTHonest Company, Inc.$26K0.02%0.01%Not reportedQ3 2025
Q3 2025Reported Nov 17, 202536 positions
SPYSPDR S&P 500 ETF Trust$8.88M7.20%Not reportedNewQ3 2025
NVDANvidia Corp$2.44M1.98%0.00%NewQ3 2025
AMPAmeriprise Financial Inc$1.78M1.44%0.00%NewQ3 2025
IDEVEndo Pharmaceuticals Solutions Inc.$1.67M1.36%Not reportedNewQ3 2025
BRK.BBerkshire Hathaway Inc$1.59M1.29%Not reportedNewQ3 2025
PLTRPalantir Technologies Inc.$1.34M1.08%0.00%NewQ3 2025
FRDMFreedom Environmental Services, Inc.$1.3M1.06%Not reportedNewQ3 2025
NXSTNexstar Media Group, Inc.$1.1M0.89%0.02%NewQ3 2025
AXONAxon Enterprise, Inc.$1.09M0.88%0.00%NewQ3 2025
MELIMercadolibre Inc$1.07M0.87%0.00%NewQ3 2025
AMZNAmazon Com Inc$1.02M0.83%0.00%NewQ3 2025
AAPLApple Inc.$1M0.81%0.00%NewQ3 2025
SHOPShopify Inc.$912K0.74%0.00%NewQ3 2025
HONHoneywell International Inc$756K0.61%0.00%NewQ3 2025
BAMBrookfield Asset Management Ltd.$710K0.58%Not reportedNewQ3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$659K0.53%Not reportedNewQ3 2025
BKNGBooking Holdings Inc.$536K0.44%0.00%NewQ3 2025
AVGOBroadcom Inc.$458K0.37%0.00%NewQ3 2025
NFLXNetflix Inc$450K0.36%0.00%NewQ3 2025
COSTCostco Wholesale Corp$442K0.36%0.00%NewQ3 2025
MSFTMicrosoft Corp$434K0.35%0.00%NewQ3 2025
TXRHTexas Roadhouse, Inc.$414K0.34%0.00%NewQ3 2025
XOMExxonMobil Holdings Corp$396K0.32%0.00%NewQ3 2025
CRWDCrowdStrike Holdings, Inc.$385K0.31%0.00%NewQ3 2025
LOWLowes Companies Inc$343K0.28%0.00%NewQ3 2025
GOOGAlphabet Inc.$322K0.26%Not reportedNewQ3 2025
ISRGIntuitive Surgical Inc$284K0.23%0.00%NewQ3 2025
ASMLAsml Holding NV$249K0.20%0.00%NewQ3 2025
MCDMcdonalds Corp$248K0.20%0.00%NewQ3 2025
AMDAdvanced Micro Devices Inc$247K0.20%0.00%NewQ3 2025
KNSLKinsale Capital Group, Inc.$245K0.20%0.00%NewQ3 2025
VEEVVeeva Systems Inc$232K0.19%0.00%NewQ3 2025
ZSZscaler, Inc.$232K0.19%0.00%NewQ3 2025
HDHome Depot, Inc.$227K0.18%0.00%NewQ3 2025
TSLATesla, Inc.$208K0.17%0.00%NewQ3 2025
HNSTHonest Company, Inc.$37.1K0.03%0.01%NewQ3 2025
Premium opens every quarter this fund has filed

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