Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,527 positions
SPDR SER TR | 5.2M | $547.9M | 4.0% | $58.39 | +78.05% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 645,448 | $432M | 3.2% | $366.12 | +80.67% | 24 qtrssince 2019-Q4 | Increased 59 |
VANGUARD INDEX FDS | 865,136 | $414.9M | 3.1% | $42.63 | +86.72% | 24 qtrssince 2019-Q4 | Increased 58 |
INVESCO QQQ TR | 586,946 | $352.4M | 2.6% | $298.14 | +100.43% | 24 qtrssince 2019-Q4 | Increased 56 |
VANGUARD SCOTTSDALE FDS | 2.9M | $351.8M | 2.6% | $66.19 | +81.39% | 23 qtrssince 2020-Q1 | Decreased 0 |
SPDR SERIES TRUST | 4.9M | $269.5M | 2.0% | $39.90 | +36.20% | 24 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 926,383 | $261.1M | 1.9% | $49.04 | +185.89% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $243.8M | 1.8% | $53.00 | +95.92% | 24 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.2M | $229.4M | 1.7% | $130.58 | +39.96% | 24 qtrssince 2019-Q4 | Increased 53 |
VANGUARD WORLD FD | 305,694 | $228.2M | 1.7% | $31.65 | +193.96% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.7M | $209.5M | 1.5% | $43.20 | +191.12% | 24 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 755,750 | $192.4M | 1.4% | $131.82 | +92.45% | 24 qtrssince 2019-Q4 | Increased 50 |
NVIDIA CORP | 1M | $191.8M | 1.4% | $57.69 | +222.65% | 24 qtrssince 2019-Q4 | Increased 49 |
SPDR S&P 500 ETF TR | 276,747 | $184.4M | 1.4% | $434.77 | +51.59% | 24 qtrssince 2019-Q4 | Increased 50 |
VANGUARD INDEX FDS | 283,600 | $173.7M | 1.3% | $371.29 | +63.05% | 24 qtrssince 2019-Q4 | Increased 51 |
AMAZON COM INC | 591,181 | $129.8M | 1.0% | $153.35 | +43.18% | 24 qtrssince 2019-Q4 | Increased 47 |
MICROSOFT | 250,603 | $129.8M | 1.0% | $293.03 | +75.31% | 24 qtrssince 2019-Q4 | Increased 45 |
VANGUARD INDEX FDS | 380,876 | $125M | 0.9% | $213.86 | +51.72% | 24 qtrssince 2019-Q4 | Increased 45 |
ISHARES TR | 1.4M | $122.4M | 0.9% | $60.30 | +39.77% | 24 qtrssince 2019-Q4 | Increased 45 |
VANGUARD INDEX FDS | 335,674 | $103.3M | 0.8% | $159.41 | +91.00% | 24 qtrssince 2019-Q4 | Increased 43 |
Equitable Holdings, Inc. manages $13.6B across 1527 positions as of Q3 2025. Top holdings: SPYG (4.0%), IVV (3.2%), VUG (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 143 new positions, 70 exits, 946 increased. Top move: IVV (INCREASED, conviction 59). Portfolio: $13.6B across 1527 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