Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,689 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | 676,464 | $413.8M | 2.7% | $339.74 | +110.88% | 26 qtrssince 2019-Q4 | Increased 58 |
VANGUARD SCOTTSDALE FDS | 1.6M | $328.9M | 2.1% | $67.81 | +86.38% | 25 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 1.1M | $296.6M | 1.9% | $182.20 | +75.47% | 26 qtrssince 2019-Q4 | Increased 63 |
SELECT SECTOR SPDR TR | 1.4M | $278.5M | 1.8% | $95.70 | +94.03% | 26 qtrssince 2019-Q4 | Decreased 0 |
SPDR SERIES TRUST | 4.9M | $278.3M | 1.8% | $41.26 | +54.03% | 26 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.1M | $276.6M | 1.8% | $78.25 | +105.69% | 26 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FD | 212,727 | $274.9M | 1.8% | $252.73 | -52.49% | 26 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORPORATION | 1.4M | $261.8M | 1.7% | $138.42 | +57.17% | 26 qtrssince 2019-Q4 | Increased 61 |
VANGUARD INDEX FDS | 652,398 | $234.2M | 1.5% | $256.71 | -65.51% | 26 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 649,001 | $218.5M | 1.4% | $370.88 | +108.43% | 26 qtrssince 2019-Q4 | Increased 48 |
STATE STR SPDR S&P 500 ETF T | 299,466 | $204M | 1.3% | $456.56 | +68.51% | 26 qtrssince 2019-Q4 | Increased 50 |
MICROSOFT CORP | 444,667 | $199.1M | 1.3% | $347.13 | +47.94% | 26 qtrssince 2019-Q4 | Increased 70 |
SPDR SERIES TRUST | 4.7M | $197.8M | 1.3% | $58.82 | +106.15% | 26 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 1.6M | $185.8M | 1.2% | $75.21 | +7.89% | 26 qtrssince 2019-Q4 | Increased 52 |
AMAZON COM INC | 799,797 | $181.5M | 1.2% | $168.29 | +58.31% | 26 qtrssince 2019-Q4 | Increased 59 |
VANGUARD SCOTTSDALE FDS | 937,175 | $139.4M | 0.9% | $66.29 | +70.89% | 25 qtrssince 2020-Q1 | Increased 46 |
BLACKROCK ETF TRUST | 2.2M | $133.1M | 0.9% | $52.33 | +32.99% | 9 qtrssince 2024-Q1 | Increased 47 |
SPDR SERIES TRUST | 1.4M | $132.4M | 0.9% | $89.19 | +2.75% | 18 qtrssince 2021-Q4 | Increased 69 |
VANGUARD INDEX FDS | 393,420 | $131.9M | 0.8% | $219.38 | +72.92% | 26 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $128.3M | 0.8% | $135.27 | +66.55% | 26 qtrssince 2019-Q4 | Decreased 0 |
Equitable Holdings, Inc. manages $15.5B across 1689 positions as of Q1 2026. Top holdings: QQQ (2.7%), VONG (2.1%), AAPL (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1.5/5.0.
Active quarter - 197 new positions, 84 exits, 1083 increased. Top move: MSFT (INCREASED, conviction 70). Portfolio: $15.5B across 1689 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR