SEC Form 13F · Q1 2026

Equity Wealth Partners, LLC

Institutional Holdings Report

13F-HRMO
$154.7M
Portfolio Value
76
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Equity Wealth Partners, LLC
CIK
2097037
Accession No.
0002097037-26-000004
Location
Independence, MO
Form Type
13F-HR
Portfolio Value
$154.7M
Holdings Reported
76
Reporting Period
Q1 2026
Filed
May 8, 2026

About this Filing

Equity Wealth Partners, LLC is an institutional investment manager based in Independence, MO reporting approximately $154.7M in 13(f) securities across 76 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.