Equita Financial Network, Inc.
Annual return '25
+22.7%
SPY '25
+17.7%
Alpha
+5.0ptsvs SPY
Invested
$636.1M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 160.1k shares)
15.2%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 566.0k shares)
10.3%
03
$DFGX
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 331.6k shares)
5.8%
04
$DISV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 484.1k shares)
5.7%
05
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 222.5k shares)
5.7%
06
$DFSV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 590.8k shares)
5.5%
07
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 503.0k shares)
5.0%
08
$DFLV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 324.9k shares)
4.1%
09
$SPTI
SPDR SERIES TRUST
Q1 2026: Exited (was 445.2k shares)
3.9%
10
$AVRE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 208.6k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.