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Equity Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 2097037 · latest 13F-HR filed 2026-07-28

Backtest portfolio

Equity Wealth Partners, LLC manages $278.2M in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VO (11.25%), IWY (6.72%), VB (6.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 35 new positions, exited 2, added to 55, and trimmed 6.

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.

Filer Information
Address
4700 S CEDAR CREST CT
INDEPENDENCE, MO 64055
Phone
(816) 373-1068
Filing Manager
Equity Wealth Partners, LLC
Independence, MO
Signatory
David K. Gilmore
CCO
Loading holdings…
AUM

$278.2M

Long-equity book

Holdings

109

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+35 / −2 / ↑55 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$13.9M +79.6%
  • VANGUARD INDEX FDS$10.2M +120.2%
  • AMERICAN CENTY ETF TR$8.4M +1969.7%
  • ISHARES TR$8.2M +778.8%
  • CAPITAL GRP FIXED INCM ETF T$7.4M +2554.4%
Show all 55 →

Top Trims

  • PALANTIR TECHNOLOGIES INC-$191.6K -19.5%
  • NEXSTAR MEDIA GROUP INC-$167.2K -20.2%
  • EXXON MOBIL CORP-$117.4K -19.4%
  • INTUITIVE SURGICAL INC-$39.9K -13.7%
  • PACER FDS TR-$35.2K -7.5%
Show all 6 →

New Positions

  • CAPITAL GROUP GROWTH ETF$8.0M
  • CAPITAL GROUP INTERNATIONAL$6.7M
  • CAPITAL GROUP INTERNATIONAL$6.3M
  • ISHARES TR$5.5M
  • CAPITAL GROUP NEW GEOGRAPHY$4.3M
Show all 35 →

Exited Positions

  • HONEYWELL INTL INC$806.1K
  • HONEST CO INC$29.7K
Show all 2 →
All Holdings

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 VO 922908629 $31.3M 11.25% 388,640 SH
2 ISHARES TR IWY 464289438 $18.7M 6.72% 64,297 SH
3 VANGUARD INDEX FDS VB 922908751 $18.6M 6.69% 61,430 SH
4 SCHWAB STRATEGIC TR FNDX 808524771 $15.0M 5.40% 483,474 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.1M 4.00% 14,920 SH
6 VANGUARD BD INDEX FDS BIV 921937819 $10.9M 3.91% 141,723 SH
7 AMERICAN CENTY ETF TR AVDE 025072703 $10.5M 3.77% 117,646 SH
8 ISHARES TR IVV 464287200 $9.3M 3.35% 12,428 SH
9 SELECT SECTOR SPDR TR XLK 81369Y803 $8.9M 3.20% 46,796 SH
10 AMERICAN CENTY ETF TR AVUS 025072885 $8.8M 3.17% 68,769 SH
11 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $8.0M 2.86% 168,796 SH
12 CAPITAL GRP FIXED INCM ETF T CGCP 14020Y102 $7.7M 2.77% 346,002 SH
13 CAPITAL GROUP INTERNATIONAL CGIE 14021M107 $6.7M 2.40% 181,307 SH
14 CAPITAL GROUP INTERNATIONAL CGIC 14021T102 $6.3M 2.25% 172,361 SH
15 ISHARES TR IDEV 46435G326 $6.1M 2.20% 68,749 SH
16 VANGUARD INDEX FDS VOO 922908363 $5.6M 2.03% 8,220 SH
17 ISHARES TR IUSB 46434V613 $5.5M 1.99% 119,930 SH
18 CAPITAL GROUP NEW GEOGRAPHY CGNG 14021N105 $4.3M 1.54% 114,173 SH
19 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $4.3M 1.53% 37,723 SH
20 ISHARES TR AGG 464287226 $4.2M 1.51% 42,518 SH
21 EA SERIES TRUST FRDM 02072L607 $3.4M 1.21% 46,127 SH
22 SCHWAB STRATEGIC TR SCHD 808524797 $3.3M 1.17% 102,693 SH
23 NVIDIA CORPORATION NVDA 67066G104 $2.7M 0.98% 13,609 SH
24 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.7M 0.98% 11,491 SH
25 AMERICAN CENTY ETF TR AVLV 025072349 $2.7M 0.97% 29,583 SH
26 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $2.4M 0.87% 47,519 SH
27 SCHWAB STRATEGIC TR SCHG 808524300 $2.3M 0.84% 69,185 SH
28 VANGUARD WORLD FD VAW 92204A801 $2.2M 0.80% 9,676 SH
29 VANGUARD BD INDEX FDS BND 921937835 $2.0M 0.73% 27,689 SH
30 VANGUARD INDEX FDS VUG 922908736 $2.0M 0.71% 23,053 SH
31 VANGUARD INDEX FDS VTV 922908744 $1.9M 0.69% 8,782 SH
32 AMERICAN CENTY ETF TR AVUV 025072877 $1.8M 0.66% 14,668 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.7M 0.61% 3,384 SH
34 ISHARES TR IMCG 464288307 $1.7M 0.60% 16,963 SH
35 APPLE INC AAPL 037833100 $1.6M 0.59% 5,646 SH
36 VANGUARD INDEX FDS VOE 922908512 $1.6M 0.59% 8,258 SH
37 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.6M 0.58% 27,012 SH
38 ISHARES TR IJR 464287804 $1.5M 0.55% 10,224 SH
39 AMERIPRISE FINL INC AMP 03076C106 $1.5M 0.53% 3,239 SH
40 JANUS DETROIT STR TR JAAA 47103U845 $1.2M 0.45% 24,693 SH
41 AMAZON COM INC AMZN 023135106 $1.2M 0.43% 5,032 SH
42 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $1.2M 0.42% 3,830 SH
43 EA SERIES TRUST STRV 02072L680 $1.1M 0.38% 22,121 SH
44 VANGUARD WHITEHALL FDS VYM 921946406 $1.0M 0.38% 6,606 SH
45 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $1.0M 0.36% 20,517 SH
46 AXON ENTERPRISE INC AXON 05464C101 $920.5K 0.33% 1,642 SH
47 CAPITAL GRP FIXED INCM ETF T CGMU 14020Y201 $897.7K 0.32% 32,679 SH
48 VANGUARD INDEX FDS VV 922908637 $896.4K 0.32% 2,606 SH
49 ADVANCED MICRO DEVICES INC AMD 007903107 $873.1K 0.31% 1,503 SH
50 SPDR SERIES TRUST SLYG 78464A201 $860.3K 0.31% 7,222 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $278.2M 109 0002097037-26-000009
2026-03-31 2026-05-08 $154.7M 76 0002097037-26-000004
2025-12-31 2026-01-26 $154.2M 78 0002097037-26-000002