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David K. Gilmore

Equity Wealth Partners, Llc

Assets Managed
$154.706M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
0.33%(2Q avg: 12.73%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Equity Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Equity Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.706M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 12.73%. The portfolio is managed by David K. Gilmore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 6.9%
11.27%
$17.434M
60,706 shares@ $287.19 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 12.93%
9.62%
$14.879M
59,794 shares@ $248.85 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 13.27%
8.19%
$12.664M
454,730 shares@ $27.86 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.98%
6.57%
$10.162M
15,626 shares@ $650.35 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 3.1%
6.15%
$9.51M
112,091 shares@ $84.84 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 14.97%
5.91%
$9.136M
118,369 shares@ $77.18 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 6.38%
5.47%
$8.457M
32,288 shares@ $261.92 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 3.07%
4%
$6.186M
46,545 shares@ $132.91 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -5.97%
2.64%
$4.084M
41,137 shares@ $99.27 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 0.96%
2.49%
$3.837M
37,124 shares@ $103.37 avg price

1-10 of 76