Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,576 positions
SPDR PORTFOLIO S&P 500 GROWTH ETF | 4.9M | $523.9M | 3.6% | $58.39 | +82.05% | 25 qtrssince 2019-Q4 | Decreased 0 |
iShares Core S&P 500 ETF | 644,891 | $441.7M | 3.0% | $366.12 | +85.55% | 25 qtrssince 2019-Q4 | Decreased 0 |
Invesco QQQ Trust Series 1 | 629,974 | $387M | 2.6% | $319.59 | +91.56% | 25 qtrssince 2019-Q4 | Increased 57 |
VANGUARD INDEX FDS | 792,014 | $386.4M | 2.6% | $42.63 | +90.13% | 25 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 2.8M | $338.7M | 2.3% | $66.19 | +83.47% | 24 qtrssince 2020-Q1 | Decreased 0 |
SPDR PORT S&P 500 VALUE ETF | 5.2M | $293.4M | 2.0% | $40.82 | +37.45% | 25 qtrssince 2019-Q4 | Increased 56 |
Technology Select Sector SPDR Fund | 1.8M | $258.7M | 1.8% | $49.04 | +192.50% | 25 qtrssince 2019-Q4 | Increased 77 |
Vanguard Value ETF | 1.3M | $248.7M | 1.7% | $133.77 | +40.65% | 25 qtrssince 2019-Q4 | Increased 51 |
ISHARES TR | 2.3M | $242.2M | 1.7% | $53.00 | +95.72% | 25 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FD | 302,908 | $228.3M | 1.6% | $31.65 | +197.08% | 25 qtrssince 2019-Q4 | Decreased 0 |
Apple Inc | 811,521 | $220.6M | 1.5% | $141.40 | +91.74% | 25 qtrssince 2019-Q4 | Increased 52 |
ISHARES TR | 1.6M | $208.1M | 1.4% | $43.20 | +198.69% | 25 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA Corp | 1.1M | $206.3M | 1.4% | $66.80 | +178.54% | 25 qtrssince 2019-Q4 | Increased 52 |
SPDR S&P 500 ETF Trust | 289,891 | $197.7M | 1.4% | $445.73 | +51.80% | 25 qtrssince 2019-Q4 | Increased 50 |
VANGUARD S&P500 INDEX ETF | 302,489 | $189.7M | 1.3% | $386.93 | +60.69% | 25 qtrssince 2019-Q4 | Increased 51 |
Amazon.com Inc | 641,585 | $148.1M | 1.0% | $159.44 | +44.77% | 25 qtrssince 2019-Q4 | Increased 52 |
Microsoft Corp | 275,394 | $133.2M | 0.9% | $309.91 | +55.07% | 25 qtrssince 2019-Q4 | Increased 47 |
VANGUARD TOTAL STOCK MARKET ETF | 393,707 | $132M | 0.9% | $217.73 | +52.68% | 25 qtrssince 2019-Q4 | Increased 44 |
ISHARES CORE MSCI EAFE ETF | 1.4M | $129.5M | 0.9% | $61.17 | +43.88% | 25 qtrssince 2019-Q4 | Increased 44 |
Vanguard Intermediate-Term Corporate Bond ETF | 1.5M | $121.9M | 0.8% | $74.06 | +9.50% | 25 qtrssince 2019-Q4 | Increased 51 |
Equitable Holdings, Inc. manages $14.6B across 1576 positions as of Q4 2025. Top holdings: SPYG (3.6%), IVV (3.0%), QQQ (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 143 new positions, 94 exits, 904 increased. Top move: XLK (INCREASED, conviction 77). Portfolio: $14.6B across 1576 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR