Equita Financial Network, Inc.
CIK 1994461 · Holdings on Sep 30, 2026 · First reported Oct 19, 2026
Top ten holdings
Q3 2026- VTI16.94%
- VEA10.69%
- DISV6.19%
- DFGX5.68%
- VCIT5.61%
- DFEM5.42%
- DFLV4.57%
- SPTI3.86%
- AVRE2.81%
- STIP2.42%
Share classes counted separately64.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +1.07 pp15.87% → 16.94%Shares +5.39K (+3.49%)
- DISVWeight increased · +0.80 pp5.39% → 6.19%Shares +21.55K (+4.45%)
- MUBWeight increased · +0.55 pp0.48% → 1.03%Shares +19.69K (+122.16%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $59.83M | 16.94% | 159.87K shares | 15.87% → 16.94%+1.07 pp +5.39K (+3.49%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $37.76M | 10.69% | 534.83K shares | 10.22% → 10.69%+0.47 pp +18.31K (+3.54%) | Added | ↗▾ |
| 03 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $21.87M | 6.19% | 505.29K shares | 5.39% → 6.19%+0.80 pp +21.55K (+4.45%) | Added | ↗▾ |
| 04 | DFGXDIMSNL INTR CF IN ETF-USD ININTL COR FIX ETF View history and evidence | $20.08M | 5.68% | 392.61K shares | 5.44% → 5.68%+0.24 pp +26.75K (+7.31%) | Added | ↗▾ |
| 05 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $19.83M | 5.61% | 253.27K shares | 5.25% → 5.61%+0.36 pp +24.50K (+10.71%) | Added | ↗▾ |
| 06 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $19.16M | 5.42% | 482.35K shares | 5.23% → 5.42%+0.19 pp +18.42K (+3.97%) | Added | ↗▾ |
| 07 | DFLVDIM US LARGE CAP VALUE ETFUS LARG VALU ETF View history and evidence | $16.13M | 4.57% | 401.64K shares | 4.18% → 4.57%+0.39 pp +20.62K (+5.41%) | Added | ↗▾ |
| 08 | SPTISS SPDR P INT TERM TSY ETFST INTER ETF View history and evidence | $13.64M | 3.86% | 500.14K shares | 3.61% → 3.86%+0.25 pp +42.35K (+9.25%) | Added | ↗▾ |
| 09 | AVREAVANTIS REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $9.93M | 2.81% | 223.84K shares | 2.86% → 2.81%-0.05 pp +6.08K (+2.79%) | Added | ↗▾ |
| 10 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $8.55M | 2.42% | 85.74K shares | 2.29% → 2.42%+0.13 pp +4.87K (+6.02%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFSV DIMENSIONAL US SMALL CAP VAL | Non-derivative | -505,882 | -$19.62M | SEC filing ↗ | SEC filing ↗ |
| NYF ISHARES NEW YORK MUNI BOND E | Non-derivative | -49,278 | -$2.66M | SEC filing ↗ | SEC filing ↗ |
| BGRN ISHARES USD GREEN BOND ETF | Non-derivative | -25,643 | -$1.22M | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1994461 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 19, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 353231423
}Research all 86 reported holdings.
This page includes 30 of 86 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 86 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1994461","quarter":"2026Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1994461","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.