Long-term investor

Equity Wealth Partners, LLC @equitywealthpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002097037).

Record

  • Tracked since 2025-12-31 (249 days), 67 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.8% · 6 months n/a · 1 year n/a · all +9.2%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908629 · 11.3% · long · since 2025-12-31
  • 464289438 · 6.7% · long · since 2025-12-31
  • 922908751 · 6.7% · long · since 2025-12-31
  • 808524771 · 5.4% · long · since 2025-12-31
  • 78462F103 · 4.0% · long · since 2025-12-31
  • 921937819 · 3.9% · long · since 2025-12-31
  • 025072703 · 3.8% · long · since 2025-12-31
  • 464287200 · 3.3% · long · since 2025-12-31
  • 81369Y803 · 3.2% · long · since 2025-12-31
  • 025072885 · 3.2% · long · since 2025-12-31
  • 14020G101 · 2.9% · long · since 2026-06-30
  • 14020Y102 · 2.8% · long · since 2025-12-31

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