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Equita Financial Network, Inc. — 13F Holdings & Portfolio

CIK 1994461 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Equita Financial Network, Inc. manages $360.2M in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (15.87%), VEA (10.22%), DFSV (5.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions and exited 4; 54 existing positions rose in reported value and 9 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$360.2M

Long-equity book

Holdings
95

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+12 / −4 / ↑54 / ↓9

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VTI15.9% · +2%VEA10.2% · +1%DFSV5.4% · +1%DFGX5.4% · +4%DISV5.4% · +5%VCIT5.2% · +4%DFEM5.2% · +0%DFLV4.2% · +5%SPTI3.6% · +5%AVRE2.9% · +5%SCHB2.3% · +0%STIP2.3% · +4%MUNI2.3% · +7%DFSU2.1% · +34%VCSH1.8% · +4%AVUV1.5% · -2%VTEB1.3% · +3%DFSI1.1% · +34%SPDW1.1% · -0%SPY1.0% · +8%SUB1.0% · +4%DMXF1.0% · +8%AVEM0.8% · +0%AVDV0.8% · +0%NULG0.8% · +11%NULV0.8% · +10%USXF0.8% · -0%NYF0.7% · 0%DFSE0.7% · +19%AAPL0.7% · +2%SPTM0.6% · 0%AMZN0.6% · -19%VOO0.6% · +0%MUB0.5% · -2%ESGE0.4% · +11%NUSC0.4% · +7%VCEB0.4% · +18%NVDA0.3% · +10%BGRN0.3% · +10%QQQ0.3% · +0%BNDX0.3% · +8%MSFT0.3% · +2%LOW0.3% · -0%DFGR0.3% · +0%IGSB0.2% · 0%VWO0.2% · -1%IEMG0.2% · 0%VEU0.2% · +0%GOOGL0.2% · +6%VXUS0.2% · +20%TDVG0.2% · -25%ESGD0.2% · -2%IGIB0.2% · 0%SHM0.2% · +1%XLK0.2% · +2%SCHF0.1% · 0%GOOG0.1% · -21%NFLX0.1% · -2%SCHR0.1% · 0%IJH0.1% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 63.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 31, 2026.

Assets Under Management
$391.0M
Discretionary
$390.9M
Employees
19
Accounts
1,321
Address
500 OFFICE CENTER DRIVE
SUITE 400
FORT WASHINGTON, PA 19034
Phone
(800) 604-0176
Website
Mailing Address
500 OFFICE CENTER DRIVE SUITE 400, FORT WASHINGTON, PA, 19034
Name Title / Status Ownership Type
BURKE, KATHLEEN, LYNDA ControlCO-FOUNDER
since May 2015
50–75%Individual
GRIMES, BRIDGET, VENUS ControlCO-FOUNDER AND PRESIDENT
since Mar 2018
50–75%Individual
MELIDOSSIAN, MEARA, JOANNECHIEF COMPLIANCE OFFICER
since Aug 2026
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since Feb 25, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 31, 2026 filing
  • No longer listedCULLEN, JAMES, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Aug 2023
  • AddedMELIDOSSIAN, MEARA, JOANNE · CHIEF COMPLIANCE OFFICER · Less than 5%
Dec 18, 2025 filing
  • ChangedCULLEN, JAMES, MICHAEL · no longer a control person
Aug 31, 2023 filing
  • AddedCULLEN, JAMES, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBURKE, KATHLEEN, LYNDA · title CO-FOUNDER AND CCO → CO-FOUNDER
Feb 25, 2021 filing (earliest on record)
  • ListedBURKE, KATHLEEN, LYNDA · CO-FOUNDER AND CCO · 50–75% · control person
  • ListedGRIMES, BRIDGET, VENUS · CO-FOUNDER AND PRESIDENT · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Equita Financial Network, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $57.2M 15.87% 154,472 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $36.8M 10.22% 516,519 SH
3 DIMENSIONAL ETF TRUST DFSV 25434V815 $19.6M 5.45% 505,882 SH
4 DIMENSIONAL ETF TRUST DFGX 25434V575 $19.6M 5.44% 365,866 SH
5 DIMENSIONAL ETF TRUST DISV 25434V781 $19.4M 5.39% 483,741 SH
6 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $18.9M 5.25% 228,767 SH
7 DIMENSIONAL ETF TRUST DFEM 25434V732 $18.9M 5.23% 463,928 SH
8 DIMENSIONAL ETF TRUST DFLV 25434V666 $15.1M 4.18% 381,015 SH
9 SPDR SERIES TRUST SPTI 78464A672 $13.0M 3.61% 457,795 SH
10 AMERICAN CENTY ETF TR AVRE 025072356 $10.3M 2.86% 217,767 SH
11 SCHWAB STRATEGIC TR SCHB 808524102 $8.4M 2.32% 289,163 SH
12 ISHARES TR STIP 46429B747 $8.3M 2.29% 80,871 SH
13 PIMCO ETF TR MUNI 72201R866 $8.2M 2.29% 156,738 SH
14 DIMENSIONAL ETF TRUST DFSU 25434V716 $7.4M 2.07% 159,672 SH
15 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $6.6M 1.83% 83,281 SH
16 AMERICAN CENTY ETF TR AVUV 025072877 $5.3M 1.48% 42,731 SH
17 VANGUARD MUN BD FDS VTEB 922907746 $4.7M 1.32% 93,861 SH
18 DIMENSIONAL ETF TRUST DFSI 25434V690 $4.0M 1.11% 88,291 SH
19 SPDR INDEX SHS FDS SPDW 78463X889 $3.8M 1.06% 75,543 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.7M 1.02% 4,909 SH
21 ISHARES TR SUB 464288158 $3.6M 1.00% 33,843 SH
22 ISHARES TR DMXF 46436E759 $3.6M 1.00% 42,427 SH
23 AMERICAN CENTY ETF TR AVEM 025072604 $3.0M 0.84% 31,362 SH
24 AMERICAN CENTY ETF TR AVDV 025072802 $3.0M 0.83% 29,176 SH
25 NUSHARES ETF TR NULG 67092P201 $3.0M 0.83% 25,450 SH
26 NUSHARES ETF TR NULV 67092P300 $2.9M 0.81% 58,118 SH
27 ISHARES TR USXF 46436E767 $2.8M 0.78% 40,479 SH
28 ISHARES TR NYF 464288323 $2.7M 0.74% 49,278 SH
29 DIMENSIONAL ETF TRUST DFSE 25434V682 $2.6M 0.71% 52,655 SH
30 APPLE INC AAPL 037833100 $2.5M 0.69% 8,582 SH
31 SPDR SERIES TRUST SPTM 78464A805 $2.2M 0.61% 24,232 SH
32 AMAZON COM INC AMZN 023135106 $2.2M 0.60% 9,131 SH
33 VANGUARD INDEX FDS VOO 922908363 $2.1M 0.58% 3,061 SH
34 ISHARES TR MUB 464288414 $1.7M 0.48% 16,122 SH
35 ISHARES INC ESGE 46434G863 $1.6M 0.44% 28,878 SH
36 NUSHARES ETF TR NUSC 67092P607 $1.6M 0.44% 30,159 SH
37 VANGUARD WORLD FD VCEB 921910691 $1.3M 0.36% 20,637 SH
38 NVIDIA CORPORATION NVDA 67066G104 $1.3M 0.35% 6,289 SH
39 ISHARES TR BGRN 46435U440 $1.2M 0.34% 25,643 SH
40 INVESCO QQQ TR QQQ 46090E103 $1.1M 0.31% 1,519 SH
41 VANGUARD CHARLOTTE FDS BNDX 92203J407 $1.1M 0.31% 23,043 SH
42 MICROSOFT CORP MSFT 594918104 $1.1M 0.30% 2,867 SH
43 LOWES COS INC LOW 548661107 $1.1M 0.29% 4,787 SH
44 DIMENSIONAL ETF TRUST DFGR 25434V658 $913.2K 0.25% 31,523 SH
45 ISHARES TR IGSB 464288646 $886.3K 0.25% 16,911 SH
46 VANGUARD INTL EQUITY INDEX F VWO 922042858 $806.5K 0.22% 13,512 SH
47 ISHARES INC IEMG 46434G103 $756.5K 0.21% 9,132 SH
48 VANGUARD INTL EQUITY INDEX F VEU 922042775 $736.5K 0.20% 8,794 SH
49 ALPHABET INC GOOGL 02079K305 $705.3K 0.20% 1,973 SH
50 VANGUARD STAR FDS VXUS 921909768 $669.2K 0.19% 7,828 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $360.2M 95 0002063364-26-000228
2026-03-31 2026-04-23 $318.0M 87 0002063364-26-000116
2025-12-31 2026-01-29 $331.8M 95 0002063364-26-000037
Filer Information
Address
500 OFFICE CENTER DRIVE
SUITE 400
FORT WASHINGTON, PA 19034
Phone
(858) 751-9074
Filing Manager
Equita Financial Network, Inc.
FORT WASHINGTON, PA
Signatory
Jim Cullen
Chief Compliance Officer