Equitable Holdings, Inc.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$14.6B

Total Positions

1,576

New This Quarter

143

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

SPYG3.58%

IVV3.02%

QQQ2.65%

VUG2.64%

VONG2.32%

SPYV2.01%

XLK1.77%

VTV1.70%

ILCG1.66%

VGT1.56%

Other15.32%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

NRG12Q held

NRG Energy Inc

Avg $36.70 · $730,771 est. P&L

Est. P&L

+335.81%

PLTR21Q held

Palantir Technologies Inc

Avg $42.57 · $22.5M est. P&L

Est. P&L

+324.84%

VGT25Q held

VANGUARD WORLD FD

Avg $252.73 · $153.9M est. P&L

Est. P&L

+201.07%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1576 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPYG SPDR SERIES TRUST	4.9M	$523.9M	3.6%	—	$58.82	+82.74%	25 qtrs	Decreased 0
IVV ISHARES TR	644,891	$441.7M	3.0%	—	$368.88	+87.03%	25 qtrs	Decreased 0
QQQ INVESCO QQQ TR	629,974	$387M	2.6%	—	$320.41	+93.32%	25 qtrs	Increased 57
VUG VANGUARD INDEX FDS	792,014	$386.4M	2.6%	—	$256.71	+91.54%	25 qtrs	Decreased 0
VONG VANGUARD SCOTTSDALE FDS	2.8M	$338.7M	2.3%	—	$67.81	+81.02%	24 qtrs	Decreased 0
SPYV SPDR SERIES TRUST	5.2M	$293.4M	2.0%	—	$41.26	+38.64%	25 qtrs	Increased 56
XLK SELECT SECTOR SPDR TR	1.8M	$258.7M	1.8%	—	$95.70	+51.94%	25 qtrs	Increased 77
VTV VANGUARD INDEX FDS	1.3M	$248.7M	1.7%	—	$135.27	+42.21%	25 qtrs	Increased 51
ILCG ISHARES TR	2.3M	$242.2M	1.7%	—	$61.32	+70.99%	25 qtrs	Decreased 0
VGT VANGUARD WORLD FD	302,908	$228.3M	1.6%	—	$252.73	+201.07%	25 qtrs	Decreased 0
AAPL Apple Inc	811,521	$220.6M	1.5%	—	$155.08	+75.92%	25 qtrs	Increased 52
IGM ISHARES TR	1.6M	$208.1M	1.4%	—	$78.25	+66.69%	25 qtrs	Decreased 0
NVDA NVIDIA Corp	1.1M	$206.3M	1.4%	—	$126.73	+47.98%	25 qtrs	Increased 52
SPY SPDR S&P 500 ETF TR	289,891	$197.7M	1.4%	—	$449.16	+52.95%	25 qtrs	Increased 50
VOO VANGUARD INDEX FDS	302,489	$189.7M	1.3%	—	$390.30	+61.86%	25 qtrs	Increased 51
AMZN Amazon.com Inc	641,585	$148.1M	1.0%	—	$158.32	+46.87%	25 qtrs	Increased 52
MSFT Microsoft Corp	275,394	$133.2M	0.9%	—	$312.22	+56.14%	25 qtrs	Increased 47
VTI VANGUARD INDEX FDS	393,707	$132M	0.9%	—	$219.38	+54.00%	25 qtrs	Increased 44
IEFA ISHARES TR	1.4M	$129.5M	0.9%	—	$62.03	+44.89%	25 qtrs	Increased 44
VCIT VANGUARD SCOTTSDALE FDS	1.5M	$121.9M	0.8%	—	$76.21	+9.77%	25 qtrs	Increased 51
DYNF BLACKROCK ETF TRUST	2M	$120.2M	0.8%	—	$51.44	+19.07%	8 qtrs	Increased 51
SPDW SPDR INDEX SHS FDS	2.6M	$114.8M	0.8%	—	$31.37	+42.16%	25 qtrs	Increased 46
JEPQ J P MORGAN EXCHANGE TRADED F	1.9M	$111.7M	0.8%	—	$53.04	+9.46%	12 qtrs	Increased 68
JEPI J P MORGAN EXCHANGE TRADED F	1.9M	$106.1M	0.7%	—	$56.89	+0.56%	15 qtrs	Increased 68
VV VANGUARD INDEX FDS	319,892	$100.7M	0.7%	—	$160.36	+97.80%	25 qtrs	Decreased 0
Showing 25 of 1,576 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

WMTWalmart Inc

Q1 2024 → Q4 2025+199,545 shares+$20.9M

DFASDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+19,840 shares+$1.7M

DONWISDOMTREE TR

Q1 2024 → Q4 2025+59,280 shares+$3.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer