Equita Financial Network, Inc.
- SEC CIK
- 0001994461
- Latest filing
- Jul 29, 2026
The latest 13F from Equita Financial Network, Inc. covers Q2 2026 (filed Jul 29, 2026): 95 long positions worth $360.2M. The top 10 holdings make up 63.5% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 15.9%. Livermore has 12 filings on Form 13F from this institution, going back to Q3 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 12
- Est. +$3.40M
- Added
- 50
- Est. +$13.5M
- Reduced
- 23
- Est. −$1.71M
- Sold out
- 4
- Est. −$1.02M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876915.9%$57.2M
- Vanguard Ftse Developed Markets ETF92194385810.2%$36.8M
- Dimensional ETF Trust25434V8155.4%$19.6M
- Dimensional ETF Trust25434V5755.4%$19.6M
- Dimensional ETF Trust25434V7815.4%$19.4M
Share of portfolio
Top 5 holdings and the other 90 positions, by share of portfolio value
- Vanguard Morningstar Total Stock Market ETF15.9%
- Vanguard Ftse Developed Markets ETF10.2%
- Dimensional ETF Trust5.4%
- Dimensional ETF Trust5.4%
- Dimensional ETF Trust5.4%
- Other 90 positions57.6%
Biggest buys
New and added positions, by estimated amount bought
- Dimensional ETF Trust25434V716+$1.89MAdded
- Vanguard Morningstar Total Stock Market ETF922908769+$1.42MAdded
- Dimensional ETF Trust25434V690+$1.01MAdded
- Dimensional ETF Trust25434V781+$956.1KAdded
- Vanguard Intermediate-Term Corporate Bond ETF92206C870+$808.6KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Morningstar Total Stock Market ETF922908769+0.67 pp15.2% → 15.9%
- Dimensional ETF Trust25434V716+0.53 pp1.5% → 2.1%
- Dimensional ETF Trust25434V690+0.23 pp0.9% → 1.1%
- Dimensional ETF Trust25434V732+0.20 pp5.0% → 5.2%
- Nushares ETF Tr67092P201+0.17 pp0.7% → 0.8%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $360.2M
- +$42.2M (+13.3%) vs. prior quarter
- Positions
- 95
- +8 vs. prior quarter
- Top 10 concentration
- 63.5%
- Top 10 as share of value
- Turnover
- 0.8%
- Q2 2026, one quarter
- Average holding period
- 10.6 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2023), so positions held before then are understated.
13F filings by quarter
12 quarters, going back to Q3 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $360.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 29, 2026 | 95 | $360.2M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 23, 2026 | 87 | $318.0M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 29, 2026 | 95 | $331.8M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 24, 2025 | 91 | $295.8M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 1, 2025 | 81 | $251.3M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 28, 2025 | 86 | $286.2M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 23, 2025 | 80 | $276.6M | Vanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Ftse Developed Markets ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 7, 2024 | 79 | $273.7M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 31, 2024 | 78 | $239.3M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q1 2024 | SEC |
| Q1 2024 | May 2, 2024 | 70 | $222.7M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 12, 2024 | 62 | $187.6M | Vanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFAmerican Centy ETF Tr | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 30, 2023 | 57 | $162.5M | Vanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFSPDR Series Trust | – | SEC |