Equity Wealth Partners, LLC reported 34 positions worth $23.51M for the quarter ended Sep 30, 2026, up 2.0% on the prior quarter. It opened 2 new positions, added to 9, trimmed 21 and exited 4. Its largest holding is Nvidia Corp at 12.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MPC Marathon Petroleum Corp | +733 | – | $289.65K | 1.23% |
| AMD Advanced Micro Devices Inc | +454 | +30.2% | $277.74K | 5.09% |
| VEEV Veeva Systems Inc | +750 | – | $214.09K | 0.911% |
| WMT Walmart Inc. | +1,947 | +108.8% | $202.31K | 1.65% |
| NXST Nexstar Media Group, Inc. | +865 | +23.4% | $139.77K | 3.13% |
| EVRG Evergy, Inc. | +1,249 | +24.5% | $97.98K | 2.12% |
| MSFT Microsoft Corp | +87 | +8.4% | $44.64K | 2.45% |
| AMZN Amazon Com Inc | +43 | +0.9% | $10.71K | 5.38% |
| ISRG Intuitive Surgical Inc | +9 | +1.4% | $3.66K | 1.11% |
| PEP Pepsico Inc | +19 | +0.6% | $2.41K | 1.76% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -3,563 | -100.0% | $487.10K | Exited |
| LOW Lowes Companies Inc | -1,109 | -100.0% | $244.58K | Exited |
| LRCX Lam Research Corp | -503 | -100.0% | $218.10K | Exited |
| MA Mastercard Inc | -403 | -100.0% | $206.93K | Exited |
| BAM Brookfield Asset Management Ltd. | -4,196 | -35.7% | $187.05K | 1.43% |
| NVDA Nvidia Corp | -383 | -2.8% | $87.47K | 12.85% |
| BRK-B Berkshire Hathaway Inc | -141 | -4.2% | $70.21K | 6.87% |
| COST Costco Wholesale Corp | -70 | -13.9% | $63.66K | 1.67% |
| CRWD CrowdStrike Holdings, Inc. | -202 | -6.4% | $53.48K | 3.34% |
| SHOP Shopify Inc. | -298 | -4.5% | $44.19K | 3.99% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 13.2K | $3.02M | 12.85% | -383 | -2.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 5,524 | $1.84M | 7.83% | -122 | -2.2% | Reduced | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,243 | $1.61M | 6.87% | -141 | -4.2% | Reduced | 0% |
| 4 | AMP Ameriprise Financial Inc | Financial Services | 3,182 | $1.57M | 6.66% | -57 | -1.8% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 5,075 | $1.26M | 5.38% | +43 | +0.9% | Added | 0% |
| 6 | PLTR Palantir Technologies Inc. | Technology | 6,710 | $1.26M | 5.34% | -67 | -1.0% | Reduced | 0% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 1,957 | $1.20M | 5.09% | +454 | +30.2% | Added | 0% |
| 8 | SHOP Shopify Inc. | Technology | 6,317 | $936.81K | 3.99% | -298 | -4.5% | Reduced | 0% |
| 9 | MELI Mercadolibre Inc | Technology | 476 | $822.78K | 3.5% | -16 | -3.3% | Reduced | 0% |
| 10 | CRWD CrowdStrike Holdings, Inc. | Technology | 2,966 | $785.25K | 3.34% | -202 | -6.4% | Reduced | 0% |
| 11 | NXST Nexstar Media Group, Inc. | Communication Services | 4,560 | $736.83K | 3.13% | +865 | +23.4% | Added | 0.01% |
| 12 | AXON Axon Enterprise, Inc. | Technology | 1,627 | $687.44K | 2.92% | -15 | -0.9% | Reduced | 0% |
| 13 | MSFT Microsoft Corp | Technology | 1,123 | $576.17K | 2.45% | +87 | +8.4% | Added | 0% |
| 14 | EVRG Evergy, Inc. | Utilities | 6,347 | $497.88K | 2.12% | +1,249 | +24.5% | Added | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 1,388 | $487.44K | 2.07% | -4 | -0.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Equity Wealth Partners.
As of its Q3 2026 13F filing, Equity Wealth Partners, LLC’s five largest positions were Nvidia Corp (NVDA) at 12.9%, Apple Inc. (AAPL) at 7.8%, Berkshire Hathaway Inc (BRK-B) at 6.9%, Ameriprise Financial Inc (AMP) at 6.7%, Amazon Com Inc (AMZN) at 5.4% of the reported portfolio.
Equity Wealth Partners, LLC reported a 13F portfolio worth $23.51M across 34 positions for Q3 2026. That is up 2.0% from the previous quarter.
Its largest purchases by value were Marathon Petroleum Corp ($289.65K), Advanced Micro Devices Inc ($277.74K), Veeva Systems Inc ($214.09K). It opened 2 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($487.10K), Lowes Companies Inc ($244.58K), Lam Research Corp ($218.10K). It exited 4 positions entirely.
From the Form 13F-HR reports Equity Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.