Managers / Q4 2022
Equius Partners, Inc.
CIK 0001911084 · 3 HAMILTON LANDING, SUITE 260, NOVATO, CA, 94949 · 5106846384
Reported Value
$323.9B
Q4 2022
Positions
28
Filings on Record
5
2019–present window
Filed
Jan 27, 2023
original filing
Summary
Equius Partners, Inc. reported $323.9B in U.S.-listed holdings across 28 positions for Q4 2022.
The portfolio is heavily concentrated: DFUV alone accounts for 30.7% of reported value.
Compared with Q3 2022, the fund opened 10 new positions and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.