Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,799 positions
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 4.5M | $536M | 3.2% | $58.39 | +113.62% | 27 qtrssince 2019-Q4 | Decreased 0 |
INVESCO QQQ TR | 676,059 | $497.8M | 3.0% | — | — | — | Decreased 0 |
ISHARES TR | 517,971 | $387.9M | 2.3% | $367.91 | +111.27% | 27 qtrssince 2019-Q4 | Decreased 0 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 5.3M | $319.6M | 1.9% | $42.18 | +47.43% | 27 qtrssince 2019-Q4 | Increased 53 |
APPLE INC | 1M | $303.1M | 1.8% | $171.16 | +98.89% | 27 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORPORATION | 1.3M | $266.6M | 1.6% | $90.29 | +155.26% | 27 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.3M | $247M | 1.5% | $49.04 | +303.27% | 27 qtrssince 2019-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 322,426 | $240.8M | 1.4% | $473.02 | +63.62% | 27 qtrssince 2019-Q4 | Increased 52 |
VANGUARD INDEX FDS | 2.5M | $219M | 1.3% | $42.63 | +114.20% | 27 qtrssince 2019-Q4 | Increased 78 |
VANGUARD INDEX FDS | 312,492 | $214.6M | 1.3% | $423.48 | +67.96% | 27 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD RUSSELL 1000 GROWTH ETF | 1.6M | $193.6M | 1.2% | $66.92 | +95.57% | 26 qtrssince 2020-Q1 | Increased 49 |
VANGUARD WORLD FDS | 1.6M | $188.8M | 1.1% | $31.65 | +302.10% | 27 qtrssince 2019-Q4 | Increased 78 |
VANGUARD INDEX FDS | 845,551 | $184.3M | 1.1% | $133.77 | +64.19% | 27 qtrssince 2019-Q4 | Decreased 0 |
AMAZON COM INC | 758,685 | $180.8M | 1.1% | $169.10 | +50.24% | 27 qtrssince 2019-Q4 | Decreased 0 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 2.6M | $174.2M | 1.0% | $54.17 | +29.43% | 10 qtrssince 2024-Q1 | Increased 56 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 1.7M | $152.9M | 0.9% | $88.92 | +2.87% | 19 qtrssince 2021-Q4 | Increased 49 |
ISHARES CORE MSCI EAFE ETF | 1.6M | $149.1M | 0.9% | — | — | — | Increased 44 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 396,816 | $146.8M | 0.9% | $219.02 | +73.30% | 27 qtrssince 2019-Q4 | Increased 43 |
MICROSOFT CORP | 392,554 | $146.4M | 0.9% | — | — | — | Decreased 0 |
JPMORGAN EQUITY PREMIUM INCOME ETF | 2.5M | $142.4M | 0.9% | $53.89 | +5.17% | 17 qtrssince 2022-Q2 | Increased 50 |
Equitable Holdings, Inc. manages $16.7B across 1799 positions as of Q2 2026. Top holdings: SPYG (3.2%), QQQ (3.0%), IVV (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 225 new positions, 115 exits, 751 increased. Top move: VUG (INCREASED, conviction 78). Portfolio: $16.7B across 1799 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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