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 (261 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 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
- VO · 11.3% · long · since 2025-12-31
- IWY · 6.7% · long · since 2025-12-31
- VB · 6.7% · long · since 2025-12-31
- FNDX · 5.4% · long · since 2025-12-31
- SPY · 4.0% · long · since 2025-12-31
- BIV · 3.9% · long · since 2025-12-31
- AVDE · 3.8% · long · since 2025-12-31
- IVV · 3.3% · long · since 2025-12-31
- XLK · 3.2% · long · since 2025-12-31
- AVUS · 3.2% · long · since 2025-12-31
- CGGR · 2.9% · long · since 2026-06-30
- CGCP · 2.8% · long · since 2025-12-31