13F Filings History of Equity Wealth Partners, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$154,202,837
Signature - Title
David K. Gilmore - CCO
Location
Independence, MO
Summary
This page shows a list of all the recent 13F filings made by Equity Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Equity Wealth Partners, LLC reported 78 stock holdings with total value $154,202,837 as of Q4 2025. Top holdings included VO, IWY, SPY, FNDX, and AVDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 78 $154,202,837 +$37,796,299 -$5,074,139 +$32,722,160 VO, IWY, SPY, FNDX, AVDE 13F-HR 26 Jan 2026, 08:11
Q3 2025 80 $123,231,861 $0 $0 $0 VO, SPY, IWY, XLK, AVDE 13F-HR 17 Nov 2025, 16:30