Equita Financial Network, Inc.
Equita Financial Network, Inc. is an SEC-registered investment adviser headquartered in Fort Washington, Pennsylvania. Founded in 2015 by Kathleen Burke and Bridget V. Grimes, Equita operates as a platform and community for women-led, independently operated, fee-only financial planning firms. It provides resources, investment management, compliance, and operational support to its network of member firms, who maintain their own brands and client relationships. Equita's mission is empowering women in financial services through turnkey solutions and a collaborative, education-driven network. The firm mainly serves female Certified Financial Planners and their independent firms.
Investment Strategy
Equita Financial Network offers investment advisory and management services through its network of independent, women-led, fee-only advisory firms. The platform's investment strategy focuses on providing a broad selection of investment products including stocks, bonds, mutual funds, and ETFs. Equita emphasizes fiduciary responsibility, collaborative financial planning, and tailored investment solutions leveraging relationships with leading custodians such as Charles Schwab and TD Ameritrade. The network supports best practices, succession planning, and ongoing professional development for its members, advocating for both sound investment management and client-centered planning.
Latest 13F Filing Activity
Equita Financial Network, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $251M. The fund increased holdings in Vanguard Index FDS, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Equita Financial Network, Inc. reduced exposure to Ishares TR, Vanguard Index FDS, Vanguard Star FDS among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 17.05% | $42.8M | 140,976 | $248.99 | $303.93 | +$3.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.43% | $28.7M | 504,080 | $45.83 | $57.01 | +$500.6K |
D DFSV | DIMENSIONAL ETF TRUST | 9.69% | $24.3M | 827,164 | $28.28 | $29.43 | -$146.9K |
V VCIT | VANGUARD SCOTTSDALE FDS | 5.88% | $14.8M | 178,310 | $78.81 | $82.92 | -$402.7K |
D DISV | DIMENSIONAL ETF TRUST | 5.69% | $14.3M | 434,946 | $26.51 | $32.91 | +$760.4K |