Managers / Q3 2025 · view latest →
Equity Wealth Partners, LLC
CIK 0002097037 · 4700 S CEDAR CREST CT, INDEPENDENCE, MO, 64055 · 816-373-1068
Summary
Equity Wealth Partners, LLC reported $123M in U.S.-listed holdings across 80 positions for Q3 2025.
Its largest position, Vanguard Index Fds, represents 8.9% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 82.8% · $102M
- Common Stock · 17.0% · $21M
- Other · 0.2% · $249,469
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | NEW | +37.1K | 37.1K | +$11M | $11M |
| SPDR S&P 500 ETF TR | NEW | +13.3K | 13.3K | +$9M | $9M |
| ISHARES TR | NEW | +30.6K | 30.6K | +$8M | $8M |
| SELECT SECTOR SPDR TR | NEW | +18.4K | 18.4K | +$5M | $5M |
| AMERICAN CENTY ETF TR | NEW | +65.5K | 65.5K | +$5M | $5M |
| SCHWAB STRATEGIC TR | NEW | +187.0K | 187.0K | +$5M | $5M |
| SCHWAB STRATEGIC TR | NEW | +170.0K | 170.0K | +$5M | $5M |
| VANGUARD BD INDEX FDS | NEW | +59.2K | 59.2K | +$5M | $5M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | MID CAP ETF · SMALL CP ETF · GROWTH ETF · S&P 500 ETF SHS · VALUE ETF · MCAP VL IDXVIP | 18.16% | $22M | 77.9K |
| 2 | ISHARES TR | RUS TP200 GR ETF · CORE US AGGBD ET · CORE MSCI INTL · MRGSTR MD CP GRW · CORE S&P SCP ETF · CORE S&P500 ETF | 14.72% | $18M | 124.4K |
| 3 | SCHWAB STRATEGIC TR | FUNDAMENTAL US L · US DIVIDEND EQ · US LCAP GR ETF | 9.50% | $12M | 424.2K |
| 4 | AMERICAN CENTY ETF TR | INTL EQT ETF · US LARGE CAP VLU · US SML CP VALU · DIVERSIFIED MU | 7.82% | $10M | 125.5K |
| 5 | SPDR S&P 500 ETF TR | TR UNIT | 7.20% | $9M | 13.3K |
| 6 | SELECT SECTOR SPDR TR | TECHNOLOGY | 4.20% | $5M | 18.4K |
| 7 | VANGUARD BD INDEX FDS | INTERMED TERM | 3.75% | $5M | 59.2K |
| 8 | INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 3.19% | $4M | 37.5K |
| 9 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2.13% | $3M | 12.1K |
| 10 | NVDANVIDIA CORPORATIONhistory → | COM | 1.98% | $2M | 13.1K |
| 11 | EA SERIES TRUST | FREEDOM 100 EM · STRIVE 500 ETF | 1.71% | $2M | 48.1K |
| 12 | A4SAMERIPRISE FINL INChistory → | COM | 1.44% | $2M | 3.6K |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DELhistory → | CL B NEW | 1.29% | $2M | 3.2K |
| 14 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 1.23% | $2M | 6.2K |
| 15 | J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 1.11% | $1M | 27.1K |
| 16 | PLTRPALANTIR TECHNOLOGIES INChistory → | CL A | 1.08% | $1M | 7.3K |
| 17 | NXSTNEXSTAR MEDIA GROUP INC | COMMON STOCK | 0.89% | $1M | 5.6K |
| 18 | AXONAXON ENTERPRISE INC | COM | 0.88% | $1M | 1.5K |
| 19 | MLB1MERCADOLIBRE INC | COM | 0.87% | $1M | 459 |
| 20 | AMZNAMAZON COM INC | COM | 0.83% | $1M | 4.6K |
| 21 | AAPLAPPLE INC | COM | 0.81% | $1M | 3.9K |
| 22 | VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 0.79% | $977,920 | 12.6K |
| 23 | JANUS DETROIT STR TR | HENDRSON AAA CL | 0.75% | $920,191 | 18.1K |
| 24 | PACER FDS TR | US CASH COWS 100 | 0.74% | $914,562 | 15.9K |
| 25 | SHOPSHOPIFY INC | CL A SUB VTG SHS | 0.74% | $912,465 | 6.1K |
| 26 | COLUMBIA ETF TR I | RESH ENHNC COR | 0.68% | $837,061 | 20.7K |
| 27 | SPDR SERIES TRUST | S&P 600 SMCP GRW | 0.64% | $788,388 | 8.4K |
| 28 | HONGBPHONEYWELL INTL INC | COM | 0.61% | $755,683 | 3.6K |
| 29 | BAMBROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 0.58% | $710,159 | 12.5K |
| 30 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 0.53% | $658,956 | 4.7K |
| 31 | FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 0.45% | $557,379 | 16.7K |
| 32 | BKNGBOOKING HOLDINGS INC | COM | 0.44% | $536,435 | 99 |
| 33 | AVGOBROADCOM INC | COM | 0.37% | $457,747 | 1.4K |
| 34 | NFLXNETFLIX INC | COM | 0.36% | $449,595 | 375 |
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 ↗.