Equita Financial Network, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Oct 24, 2025
Value $
$296M
Signature - Title
Jim Cullen - Chief Compliance Officer
Location
Fort Washington, PA
Summary
This page shows a list of all the recent 13F filings made by Equita Financial Network, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Equita Financial Network, Inc. reported 91 stock holdings with total value $296M as of Q3 2025. Top holdings included VTI, VEA, DFSV, VCIT, and DISV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 91 $296M +$40.9M -$11.1M +$29.8M VTI, VEA, DFSV, VCIT, DISV 13F-HR 10/24/2025, 12:05 PM
Q2 2025 81 $251M +$6.16M -$61.7M -$55.5M VTI, VEA, DFSV, VCIT, DISV 13F-HR 8/1/2025, 03:02 PM
Q1 2025 86 $286M +$22.1M -$9.63M +$12.4M VTI, VEA, DFSV, VCIT, DISV 13F-HR 4/28/2025, 12:53 PM
Q4 2024 80 $277M +$16.7M -$1.72M +$15M VTI, DFSV, VEA, VCIT, DFEM 13F-HR 1/23/2025, 12:02 PM
Q3 2024 79 $274M +$31.4M -$10.9M +$20.4M VTI, VEA, DFSV, VCIT, DFEM 13F-HR 11/7/2024, 01:30 PM
Q2 2024 78 $239M +$22.8M -$6.18M +$16.6M VTI, VEA, DFSV, VCIT, DFEM 13F-HR 7/31/2024, 11:23 AM
Q1 2024 70 $223M +$55.1M -$28.9M +$26.1M VTI, VEA, DFSV, VCIT, DFEM 13F-HR 5/2/2024, 01:51 PM
Q4 2023 62 $188M +$17.1M -$7.14M +$9.97M VEA, VTI, AVUV, SPTM, SCHB 13F-HR 2/12/2024, 12:21 PM
Q3 2023 57 $163M VEA, VTI, SPTM, SCHB, AVUV 13F-HR 10/30/2023, 12:56 PM