Equity Wealth Partners, LLC
Equity Wealth Partners, LLC reported 109 holdings worth US$278M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Equity Wealth Partners, LLC reported 109 holdings worth US$278M as of Jun 30, 2026. Largest: Nvidia Corporation, Berkshire Hathaway Inc. and Apple Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 109
- Value as reported
- US$278M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 13,609 | US$2.72M | 0.98% |
| Berkshire Hathaway Inc. | 3,384 | US$1.69M | 0.61% |
| Apple Inc | 5,646 | US$1.63M | 0.59% |
| Ameriprise Financial, Inc. | 3,239 | US$1.49M | 0.53% |
| Amazon.com, Inc. | 5,032 | US$1.2M | 0.43% |
| Axon Enterprise, Inc. | 1,642 | US$921K | 0.33% |
| Advanced Micro Devices Inc | 1,503 | US$873K | 0.31% |
| Mercadolibre, Inc. | 492 | US$835K | 0.30% |
| Palantir Technologies Inc. | 6,777 | US$791K | 0.28% |
| Shopify Inc. | 6,615 | US$755K | 0.27% |
| Nexstar Media Group, Inc. | 3,695 | US$660K | 0.24% |
| Crowdstrike Holdings, Inc. | 792 | US$604K | 0.22% |
| Asml Holding Nv | 279 | US$554K | 0.20% |
| Brookfield Asset Management Inc | 11,755 | US$527K | 0.19% |
| Broadcom Inc. | 1,392 | US$526K | 0.19% |
| Exxon Mobil Corporation | 3,563 | US$487K | 0.18% |
| Costco Wholesale Corporation | 502 | US$469K | 0.17% |
| Texas Roadhouse, Inc. | 2,353 | US$455K | 0.16% |
| Evergy, Inc. | 5,098 | US$441K | 0.16% |
| Pepsico, Inc. | 3,245 | US$439K | 0.16% |
| Alphabet Inc (google) Class C | 1,220 | US$436K | 0.16% |
| Booking Holdings Inc. Common Stock | 2,412 | US$430K | 0.15% |
| Mcdonald's Corporation | 1,485 | US$401K | 0.14% |
| Microsoft Corp. | 1,036 | US$386K | 0.14% |
| Micron Technology, Inc. | 319 | US$368K | 0.13% |
| Tesla, Inc. | 650 | US$273K | 0.10% |
| Netflix, Inc. | 3,790 | US$271K | 0.10% |
| Procter & Gamble Company (the) | 1,777 | US$261K | 0.09% |
| Intuitive Surgical, Inc. | 630 | US$251K | 0.09% |
| Lowe's Companies, Inc. | 1,109 | US$245K | 0.09% |
| Cloudflare, Inc. | 919 | US$225K | 0.08% |
| Lam Research Corporation | 503 | US$218K | 0.08% |
| Mastercard Incorporated | 403 | US$207K | 0.07% |
| Walmart Inc. | 1,789 | US$203K | 0.07% |
| The Honest Company, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related