Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Equita Financial Network, Inc. Stock Portfolio

Equita Financial Network, Inc. Performance:
2025 Q3: 0.55%YTD: 21.41%2024: 1.83%
Performance for 2025 Q3 is 0.55%, and YTD is 21.41%, and 2024 is 1.83%.

About Equita Financial Network, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Equita Financial Network, Inc. reported an equity portfolio of $295.8 Millions as of 30 Sep, 2025.

The top stock holdings of Equita Financial Network, Inc. are VB, VEA, DFAC. The fund has invested 16.5% of it's portfolio in VANGUARD INDEX FDS and 10.5% of portfolio in VANGUARD TAX-MANAGED FDS.

They significantly reduced their stock positions in VANGUARD STAR FDS (VXUS), DUOLINGO INC (DUOL) and DIMENSIONAL ETF TRUST (DFAC). Equita Financial Network, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (BGRN) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AAXJ) and DISNEY WALT CO (DIS).

Equita Financial Network, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Equita Financial Network, Inc. made a return of 0.55% in the last quarter. In trailing 12 months, it's portfolio return was 21.45%.

New Buys

Ticker$ Bought
dimensional etf trust15,681,100
dimensional etf trust9,452,500
ishares tr480,849
vanguard scottsdale fds338,784
vanguard index fds294,888
grayscale bitcoin mini tr et286,009
alphabet inc255,632
t rowe price etf inc207,294
New stocks bought by Equita Financial Network, Inc.

Additions

Ticker% Inc.
dimensional etf trust155
dimensional etf trust66.47
ishares tr49.88
disney walt co47.82
amazon com inc41.93
ishares tr38.14
vanguard world fd37.73
dimensional etf trust36.77
Additions to existing portfolio by Equita Financial Network, Inc.

Reductions

Ticker% Reduced
vanguard star fds-41.55
duolingo inc-39.37
dimensional etf trust-32.34
berkshire hathaway inc del-32.08
spdr series trust-19.02
apple inc-17.53
vanguard charlotte fds-15.6
schwab strategic tr-13.4
Equita Financial Network, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Equita Financial Network, Inc.

Sector Distribution

Equita Financial Network, Inc. has about 94.4% of it's holdings in Others sector.

Sector%
Others94.4
Utilities2.3
Technology1.5

Market Cap. Distribution

Equita Financial Network, Inc. has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED94.4
MEGA-CAP2.4
SMALL-CAP2.4

Stocks belong to which Index?

About 5.4% of the stocks held by Equita Financial Network, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others94.6
S&P 5002.9
RUSSELL 20002.5
Top 5 Winners (%)%
TSLA
tesla inc
38.5 %
GOOG
alphabet inc
34.0 %
RBLX
roblox corp
31.7 %
AAPL
apple inc
24.1 %
AVGO
broadcom inc
19.6 %
Top 5 Winners ($)$
AAPL
apple inc
0.3 M
SPY
spdr s&p 500 etf tr
0.2 M
NVDA
nvidia corporation
0.2 M
LOW
lowes cos inc
0.1 M
TSLA
tesla inc
0.1 M
Top 5 Losers (%)%
DUOL
duolingo inc
-21.5 %
DIS
disney walt co
-5.3 %
PCT
purecycle technologies inc
-4.0 %
META
meta platforms inc
-0.5 %
Top 5 Losers ($)$
DUOL
duolingo inc
-0.1 M
DIS
disney walt co
0.0 M
PCT
purecycle technologies inc
0.0 M
META
meta platforms inc
0.0 M

Equita Financial Network, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Equita Financial Network, Inc.

Equita Financial Network, Inc. has 91 stocks in it's portfolio. About 64.2% of the portfolio is in top 10 stocks. DUOL proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Equita Financial Network, Inc. last quarter.

Last Reported on: 24 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions