Equita Financial Network, Inc.
All 13F Filings
- Location
- Fort Washington, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 331,834
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 95 | 331,834 | 13F-HR | Equita Financial Network, Inc. |
| Q3 2025 | 10/24/2025 | 91 | 295,847 | 13F-HR | Equita Financial Network, Inc. |
| Q2 2025 | 8/1/2025 | 81 | 251,350 | 13F-HR | Equita Financial Network, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 280.6 K | 84.6% | 29.63 K | 0 | 29.63 K |
| ETFs | 49.2 K | 14.8% | 5.617 K | 0 | 5.617 K |
| Debt | 1.141 K | 0.3% | 316 | 0 | 316 |
| Other | 897 | 0.3% | 416 | 0 | 416 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
331,834
Holdings
95
QoQ value change ($000)
35,987
(12.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.