Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,576 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S&P 500 GROWT | 4.9M | $523.9M | 3.6% | $58.82 | +82.74% | 25 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 644,891 | $441.7M | 3.0% | $368.88 | +87.03% | 25 qtrssince 2019-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 629,974 | $387M | 2.6% | $320.41 | +93.32% | 25 qtrssince 2019-Q4 | Increased 57 |
VANGUARD GROWTH ETF | 792,014 | $386.4M | 2.6% | $256.71 | +91.54% | 25 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD RUSSELL 1000 GROWTH | 2.8M | $338.7M | 2.3% | $67.81 | +81.02% | 24 qtrssince 2020-Q1 | Decreased 0 |
SPDR SERIES TRUST | 5.2M | $293.4M | 2.0% | $41.26 | +38.64% | 25 qtrssince 2019-Q4 | Increased 56 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1.8M | $258.7M | 1.8% | $95.70 | +51.94% | 25 qtrssince 2019-Q4 | Increased 77 |
VANGUARD VALUE ETF | 1.3M | $248.7M | 1.7% | $135.27 | +42.21% | 25 qtrssince 2019-Q4 | Increased 51 |
ISHARES TR | 2.3M | $242.2M | 1.7% | $61.32 | +70.99% | 25 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INFO TECH ETF | 302,908 | $228.3M | 1.6% | $252.73 | +201.07% | 25 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 811,521 | $220.6M | 1.5% | $156.43 | +73.32% | 25 qtrssince 2019-Q4 | Increased 52 |
ISHARES TR | 1.6M | $208.1M | 1.4% | $78.25 | +66.69% | 25 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORP | 1.1M | $206.3M | 1.4% | $126.73 | +47.98% | 25 qtrssince 2019-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 289,891 | $197.7M | 1.4% | $449.16 | +52.95% | 25 qtrssince 2019-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 302,489 | $189.7M | 1.3% | $390.30 | +61.86% | 25 qtrssince 2019-Q4 | Increased 51 |
AMAZON.COM INC | 641,585 | $148.1M | 1.0% | $158.32 | +46.87% | 25 qtrssince 2019-Q4 | Increased 52 |
MICROSOFT CORP | 275,394 | $133.2M | 0.9% | $312.22 | +56.14% | 25 qtrssince 2019-Q4 | Increased 47 |
VANGUARD TOTAL STOCK MARKET VIPERS | 393,707 | $132M | 0.9% | $219.38 | +54.00% | 25 qtrssince 2019-Q4 | Increased 44 |
ISHARES CORE MSCI EAFE ETF | 1.4M | $129.5M | 0.9% | $62.03 | +44.89% | 25 qtrssince 2019-Q4 | Increased 44 |
VANGUARD INT-TERM CORPORATE | 1.5M | $121.9M | 0.8% | $74.69 | +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 Rating: 1.5/5.0.
Active quarter - 143 new positions, 94 exits, 904 increased. Top move: XLK (INCREASED, conviction 77). Portfolio: $14.6B across 1576 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