# EDGAR Filing Document

**Accession Number:** 0001994461
**File Stem:** 0002063364-26-000037
**Filing Date:** 2026-1
**Character Count:** 13724
**Document Hash:** f1980e48dab04afc7171115c2a3263d0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063364-26-000037.hdr.sgml**: 20260129

**ACCESSION NUMBER**: 0002063364-26-000037

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260129

**DATE AS OF CHANGE**: 20260129

**EFFECTIVENESS DATE**: 20260129

**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:** 26575119

**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:** 12-31-2025

**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  01-29-2026<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:** 95

**Form 13F Information Table Value Total:** $331833950

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 391271 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 704138 | 2244 | SH |  | SOLE |  | 29 | 0 | 2215 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 2927177 | 31150 | SH |  | SOLE |  | 0 | 0 | 31150 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 9080491 | 208603 | SH |  | SOLE |  | 9417 | 0 | 199186 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 16639989 | 503023 | SH |  | SOLE |  | 20511 | 0 | 482512 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 |  | 17455882 | 331640 | SH |  | SOLE |  | 17847 | 0 | 313793 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 18396380 | 484115 | SH |  | SOLE |  | 20519 | 0 | 463596 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 11115361 | 324916 | SH |  | SOLE |  | 21428 | 0 | 303488 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 19429871 | 590753 | SH |  | SOLE |  | 20290 | 0 | 570463 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 7938393 | 77531 | SH |  | SOLE |  | 3741 | 0 | 73790 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 908203 | 17175 | SH |  | SOLE |  | 0 | 0 | 17175 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 252820 | 10133 | SH |  | SOLE |  | 0 | 0 | 10133 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 3410593 | 76798 | SH |  | SOLE |  | 0 | 0 | 76798 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 |  | 12838204 | 445153 | SH |  | SOLE |  | 26012 | 0 | 419141 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 35357158 | 565986 | SH |  | SOLE |  | 23180 | 0 | 542806 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 18632068 | 222472 | SH |  | SOLE |  | 11302 | 0 | 211170 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 6524987 | 81839 | SH |  | SOLE |  | 3958 | 0 | 77881 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 923154 | 19105 | SH |  | SOLE |  | 112 | 0 | 18993 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 53689594 | 160138 | SH |  | SOLE |  | 7094 | 0 | 153044 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 3283158 | 30770 | SH |  | SOLE |  | 457 | 0 | 30313 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 7525813 | 143595 | SH |  | SOLE |  | 1162 | 0 | 142433 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 3745176 | 74472 | SH |  | SOLE |  | 0 | 0 | 74472 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 7701765 | 293624 | SH |  | SOLE |  | 25082 | 0 | 268542 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 4573817 | 44850 | SH |  | SOLE |  | 0 | 0 | 44850 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 2497460 | 30272 | SH |  | SOLE |  | 0 | 0 | 30272 |
| AMAZON COM INC | COM | 023135106 |  | 997142 | 4320 | SH |  | SOLE |  | 30 | 0 | 4290 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 312648 | 622 | SH |  | SOLE |  | 58 | 0 | 564 |
| BROADCOM INC | COM | 11135F101 |  | 325226 | 940 | SH |  | SOLE |  | 5 | 0 | 935 |
| CISCO SYS INC | COM | 17275R102 |  | 312423 | 4056 | SH |  | SOLE |  | 140 | 0 | 3916 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 310946 | 965 | SH |  | SOLE |  | 79 | 0 | 886 |
| LOWES COS INC | COM | 548661107 |  | 1152504 | 4779 | SH |  | SOLE |  | 0 | 0 | 4779 |
| META PLATFORMS INC | CL A | 30303M102 |  | 501777 | 760 | SH |  | SOLE |  | 8 | 0 | 752 |
| MICROSOFT CORP | COM | 594918104 |  | 1399652 | 2894 | SH |  | SOLE |  | 14 | 0 | 2880 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1329598 | 7129 | SH |  | SOLE |  | 41 | 0 | 7088 |
| DISNEY WALT CO | COM | 254687106 |  | 377756 | 3320 | SH |  | SOLE |  | 19 | 0 | 3301 |
| WALMART INC | COM | 931142103 |  | 223336 | 2005 | SH |  | SOLE |  | 41 | 0 | 1964 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 2592380 | 33659 | SH |  | SOLE |  | 0 | 0 | 33659 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 812566 | 12312 | SH |  | SOLE |  | 1247 | 0 | 11065 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 831835 | 6922 | SH |  | SOLE |  | 345 | 0 | 6577 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4917704 | 7842 | SH |  | SOLE |  | 711 | 0 | 7131 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 1181184 | 28476 | SH |  | SOLE |  | 2208 | 0 | 26268 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 2108890 | 49221 | SH |  | SOLE |  | 4317 | 0 | 44904 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 4329264 | 99684 | SH |  | SOLE |  | 7470 | 0 | 92214 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 347277 | 13759 | SH |  | SOLE |  | 1022 | 0 | 12737 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 |  | 1141445 | 23812 | SH |  | SOLE |  | 3812 | 0 | 20000 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 1128033 | 17728 | SH |  | SOLE |  | 2867 | 0 | 14861 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 408508 | 5415 | SH |  | SOLE |  | 0 | 0 | 5415 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 2451699 | 42579 | SH |  | SOLE |  | 0 | 0 | 42579 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 2887798 | 38422 | SH |  | SOLE |  | 0 | 0 | 38422 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 722104 | 13432 | SH |  | SOLE |  | 2030 | 0 | 11402 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 676861 | 7440 | SH |  | SOLE |  | 0 | 0 | 7440 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1750177 | 16340 | SH |  | SOLE |  | 0 | 0 | 16340 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 312845 | 13014 | SH |  | SOLE |  | 3090 | 0 | 9924 |
| APPLE INC | COM | 037833100 |  | 983126 | 3616 | SH |  | SOLE |  | 26 | 0 | 3590 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 320564 | 3755 | SH |  | SOLE |  | 151 | 0 | 3604 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 532119 | 9876 | SH |  | SOLE |  | 0 | 0 | 9876 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 276123 | 8465 | SH |  | SOLE |  | 2 | 0 | 8462 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 463389 | 2426 | SH |  | SOLE |  | 0 | 0 | 2426 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 401676 | 2790 | SH |  | SOLE |  | 0 | 0 | 2790 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1389576 | 18760 | SH |  | SOLE |  | 0 | 0 | 18760 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 1108711 | 25101 | SH |  | SOLE |  | 0 | 0 | 25101 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 2144558 | 21928 | SH |  | SOLE |  | 0 | 0 | 21928 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 2244460 | 49822 | SH |  | SOLE |  | 0 | 0 | 49822 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 390943 | 11868 | SH |  | SOLE |  | 0 | 0 | 11868 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 |  | 317017 | 6358 | SH |  | SOLE |  | 0 | 0 | 6358 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 87283Q404 |  | 726525 | 16156 | SH |  | SOLE |  | 0 | 0 | 16156 |
| TESLA INC | COM | 88160R101 |  | 507284 | 1128 | SH |  | SOLE |  | 0 | 0 | 1128 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 374047 | 8135 | SH |  | SOLE |  | 1507 | 0 | 6628 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 831083 | 31457 | SH |  | SOLE |  | 0 | 0 | 31457 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1027128 | 15280 | SH |  | SOLE |  | 0 | 0 | 15280 |
| ISHARES TR | CORE S ETF | 464287200 |  | 496582 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | 381430396 |  | 232359 | 2403 | SH |  | SOLE |  | 0 | 0 | 2403 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 601653 | 6327 | SH |  | SOLE |  | 0 | 0 | 6327 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 1150631 | 25770 | SH |  | SOLE |  | 0 | 0 | 25770 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 342298 | 2811 | SH |  | SOLE |  | 0 | 0 | 2811 |
| TIDAL TRUST III | NAACP MINO ETF | 45259A209 |  | 211865 | 4300 | SH |  | SOLE |  | 0 | 0 | 4300 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 206205 | 5718 | SH |  | SOLE |  | 0 | 0 | 5718 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 280667 | 1334 | SH |  | SOLE |  | 0 | 0 | 1334 |
| COUPANG INC | CL A | 22266T109 |  | 317804 | 13472 | SH |  | SOLE |  | 0 | 0 | 13472 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 363517 | 768 | SH |  | SOLE |  | 0 | 0 | 768 |
| NOVONIX LIMITED | SPONSORED ADS | 67010L100 |  | 10100 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 994341 | 1619 | SH |  | SOLE |  | 0 | 0 | 1619 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 450637 | 17968 | SH |  | SOLE |  | 0 | 0 | 17968 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3102054 | 4549 | SH |  | SOLE |  | 0 | 0 | 4549 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 897147 | 23991 | SH |  | SOLE |  | 0 | 0 | 23991 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 287631 | 4688 | SH |  | SOLE |  | 0 | 0 | 4688 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 218786 | 5649 | SH |  | SOLE |  | 0 | 0 | 5649 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 420893 | 6157 | SH |  | SOLE |  | 0 | 0 | 6157 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 642953 | 8741 | SH |  | SOLE |  | 8581 | 0 | 160 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 989806 | 18306 | SH |  | SOLE |  | 0 | 0 | 18306 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 |  | 2632960 | 49205 | SH |  | SOLE |  | 0 | 0 | 49205 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 203026 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R739 |  | 598913 | 12480 | SH |  | SOLE |  | 0 | 0 | 12480 |
| T ROWE PRICE ETF INC | PRICE GRW STOCK | 87283Q305 |  | 209403 | 4551 | SH |  | SOLE |  | 0 | 0 | 4551 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 146889 | 17100 | SH |  | SOLE |  | 0 | 0 | 17100 |

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