# EDGAR Filing Document

**Accession Number:** 0001994461
**File Stem:** 0002063364-25-000177
**Filing Date:** 2025-8
**Character Count:** 12171
**Document Hash:** a93ac1a92919187b82c5af76a8a7e8b0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063364-25-000177.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0002063364-25-000177

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Equita Financial Network, Inc.
- **CENTRAL INDEX KEY:** 0001994461

**ORGANIZATION NAME:**
- **EIN:** 474361660
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23412
- **FILM NUMBER:** 251175759

**BUSINESS ADDRESS:**
- **STREET 1:** 500 OFFICE CENTER DRIVE
- **STREET 2:** SUITE 400
- **CITY:** FORT WASHINGTON
- **STATE:** PA
- **ZIP:** 19034
- **BUSINESS PHONE:** 858-751-9074

**MAIL ADDRESS:**
- **STREET 1:** 500 OFFICE CENTER DRIVE
- **STREET 2:** SUITE 400
- **CITY:** FORT WASHINGTON
- **STATE:** PA
- **ZIP:** 19034

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Equita Financial Network Inc.<br>**Address:** 500 OFFICE CENTER DRIVE<br>SUITE 400<br>FORT WASHINGTON, PA 19034

**Form 13F File Number:** 028-23412

**CRD Number (if applicable):** 000277031

**SEC File Number (if applicable):** 801-120628

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jim Cullen<br>**Title:** Chief Compliance Officer<br>**Phone:** 401-466-6010

**Signature, Place, and Date of Signing:**

Jim Cullen  East Providence, RI  08-01-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 81

**Form 13F Information Table Value Total:** $251349555

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 13600729 | 458246 | SH |  | SOLE |  | 7040 | 0 | 451206 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 28737573 | 504080 | SH |  | SOLE |  | 8219 | 0 | 495861 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 7497865 | 169789 | SH |  | SOLE |  | 2732 | 0 | 167057 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 14314068 | 434946 | SH |  | SOLE |  | 7004 | 0 | 427942 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 24343437 | 827164 | SH |  | SOLE |  | 12933 | 0 | 814231 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 6138294 | 59647 | SH |  | SOLE |  | 483 | 0 | 59164 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 6499581 | 126549 | SH |  | SOLE |  | 0 | 0 | 126549 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 14785425 | 178310 | SH |  | SOLE |  | 1335 | 0 | 176975 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 3085571 | 62932 | SH |  | SOLE |  | 0 | 0 | 62932 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 42846716 | 140976 | SH |  | SOLE |  | 2312 | 0 | 138664 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 |  | 9956497 | 346072 | SH |  | SOLE |  | 3465 | 0 | 342607 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 5388240 | 67777 | SH |  | SOLE |  | 459 | 0 | 67318 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 6427245 | 269712 | SH |  | SOLE |  | 0 | 0 | 269712 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 715837 | 6550 | SH |  | SOLE |  | 149 | 0 | 6401 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 286493 | 9808 | SH |  | SOLE |  | 2 | 0 | 9806 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 4488956 | 49275 | SH |  | SOLE |  | 0 | 0 | 49275 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 2268881 | 30296 | SH |  | SOLE |  | 0 | 0 | 30296 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 2320717 | 33859 | SH |  | SOLE |  | 0 | 0 | 33859 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 656969 | 10593 | SH |  | SOLE |  | 532 | 0 | 10061 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2862612 | 5040 | SH |  | SOLE |  | 324 | 0 | 4716 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 2863397 | 26927 | SH |  | SOLE |  | 0 | 0 | 26927 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 485151 | 12747 | SH |  | SOLE |  | 497 | 0 | 12250 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 1255371 | 31854 | SH |  | SOLE |  | 957 | 0 | 30897 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 3098755 | 78949 | SH |  | SOLE |  | 1707 | 0 | 77242 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 215405 | 8558 | SH |  | SOLE |  | 495 | 0 | 8063 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 |  | 591489 | 12408 | SH |  | SOLE |  | 787 | 0 | 11621 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 595199 | 9388 | SH |  | SOLE |  | 593 | 0 | 8795 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 386187 | 795 | SH |  | SOLE |  | 0 | 0 | 795 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 2793808 | 37531 | SH |  | SOLE |  | 0 | 0 | 37531 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 2464223 | 45693 | SH |  | SOLE |  | 0 | 0 | 45693 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 520121 | 10516 | SH |  | SOLE |  | 669 | 0 | 9847 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 734061 | 9203 | SH |  | SOLE |  | 0 | 0 | 9203 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1881998 | 18013 | SH |  | SOLE |  | 0 | 0 | 18013 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 1039984 | 19712 | SH |  | SOLE |  | 0 | 0 | 19712 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 219310 | 9924 | SH |  | SOLE |  | 0 | 0 | 9924 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2843346 | 4602 | SH |  | SOLE |  | 0 | 0 | 4602 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 2509148 | 31649 | SH |  | SOLE |  | 0 | 0 | 31649 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1109717 | 22414 | SH |  | SOLE |  | 0 | 0 | 22414 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 630239 | 9122 | SH |  | SOLE |  | 0 | 0 | 9122 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 614540 | 11532 | SH |  | SOLE |  | 0 | 0 | 11532 |
| MICROSOFT CORP | COM | 594918104 |  | 1436194 | 2887 | SH |  | SOLE |  | 0 | 0 | 2887 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 353256 | 1395 | SH |  | SOLE |  | 0 | 0 | 1395 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 896092 | 22877 | SH |  | SOLE |  | 0 | 0 | 22877 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 1863404 | 19834 | SH |  | SOLE |  | 0 | 0 | 19834 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 2036253 | 48581 | SH |  | SOLE |  | 0 | 0 | 48581 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 349343 | 11707 | SH |  | SOLE |  | 0 | 0 | 11707 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 |  | 276324 | 6093 | SH |  | SOLE |  | 0 | 0 | 6093 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 87283Q404 |  | 662946 | 15643 | SH |  | SOLE |  | 0 | 0 | 15643 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 808828 | 30146 | SH |  | SOLE |  | 0 | 0 | 30146 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 533965 | 21333 | SH |  | SOLE |  | 0 | 0 | 21333 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 3133322 | 77385 | SH |  | SOLE |  | 0 | 0 | 77385 |
| APPLE INC | COM | 037833100 |  | 1059461 | 5164 | SH |  | SOLE |  | 0 | 0 | 5164 |
| BROADCOM INC | COM | 11135F101 |  | 281439 | 1021 | SH |  | SOLE |  | 0 | 0 | 1021 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 278893 | 962 | SH |  | SOLE |  | 0 | 0 | 962 |
| LOWES COS INC | COM | 548661107 |  | 1101141 | 4963 | SH |  | SOLE |  | 0 | 0 | 4963 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 781531 | 13019 | SH |  | SOLE |  | 0 | 0 | 13019 |
| ISHARES TR | CORE S ETF | 464287200 |  | 464433 | 748 | SH |  | SOLE |  | 0 | 0 | 748 |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | 381430396 |  | 224562 | 2554 | SH |  | SOLE |  | 0 | 0 | 2554 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 597937 | 6702 | SH |  | SOLE |  | 0 | 0 | 6702 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 295716 | 7155 | SH |  | SOLE |  | 0 | 0 | 7155 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 867803 | 21301 | SH |  | SOLE |  | 0 | 0 | 21301 |
| TIDAL TRUST III | NAACP MINO ETF | 45259A209 |  | 241294 | 5519 | SH |  | SOLE |  | 0 | 0 | 5519 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 200310 | 1137 | SH |  | SOLE |  | 0 | 0 | 1137 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 258255 | 1330 | SH |  | SOLE |  | 0 | 0 | 1330 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1065643 | 6745 | SH |  | SOLE |  | 0 | 0 | 6745 |
| ROBLOX CORP | CL A | 771049103 |  | 212504 | 2020 | SH |  | SOLE |  | 0 | 0 | 2020 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 325902 | 768 | SH |  | SOLE |  | 0 | 0 | 768 |
| AMAZON COM INC | COM | 023135106 |  | 702706 | 3203 | SH |  | SOLE |  | 0 | 0 | 3203 |
| NOVONIX LIMITED | SPONSORED ADS | 67010L100 |  | 10100 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 730167 | 1324 | SH |  | SOLE |  | 0 | 0 | 1324 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 544609 | 6420 | SH |  | SOLE |  | 0 | 0 | 6420 |
| META PLATFORMS INC | CL A | 30303M102 |  | 495996 | 672 | SH |  | SOLE |  | 0 | 0 | 672 |
| DUOLINGO INC | CL A COM | 26603R106 |  | 549837 | 1341 | SH |  | SOLE |  | 0 | 0 | 1341 |
| TESLA INC | COM | 88160R101 |  | 264293 | 832 | SH |  | SOLE |  | 0 | 0 | 832 |
| DISNEY WALT CO | COM | 254687106 |  | 275456 | 2221 | SH |  | SOLE |  | 0 | 0 | 2221 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 |  | 1202818 | 23069 | SH |  | SOLE |  | 0 | 0 | 23069 |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | 78468R739 |  | 686266 | 14348 | SH |  | SOLE |  | 0 | 0 | 14348 |
| COUPANG INC | CL A | 22266T109 |  | 402752 | 13443 | SH |  | SOLE |  | 0 | 0 | 13443 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 263078 | 4828 | SH |  | SOLE |  | 0 | 0 | 4828 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 347593 | 3857 | SH |  | SOLE |  | 0 | 0 | 3857 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 193978 | 14159 | SH |  | SOLE |  | 0 | 0 | 14159 |

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