Equitable Holdings, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1333986
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13F Reported Value
ⓘ$26.4B
Holdings
2,982
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Equitable Holdings, Inc. disclosed 2,982 positions worth $26.4B in its Form 13F-HR for Q2 2026, followed by $QQQ and $QQQ. During the quarter the fund opened 210 new positions and exited 109. The portfolio is most concentrated in Other (67.3% of disclosed assets). All figures are sourced directly from Equitable Holdings, Inc.’s Form 13F-HR filing with the SEC under CIK 1333986.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
3.2% weight
Held 10 quarters
$QQQ3.0% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
2.3% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
1.9% weight
Held 10 quarters
$AAPL1.8% weight
Held 10 quarters
VANGUARD INDEX FDS - MID C
9 quarters accumulating
$IVZ9 quarters accumulating
$AVGO9 quarters accumulating
$META9 quarters accumulating
$IVZ9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500GRW
—Quality
$536.0M4,531,390 sh- —
Quality
$497.8M676,059 sh - —
Quality
$497.8M676,059 sh ISHARES TR - CORE S&P500 ETF
—Quality
$387.9M517,971 shISHARES TR - CORE S&P500 ETF
—Quality
$387.9M517,971 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$319.6M5,262,630 sh- 76.4
Quality
$303.1M1,047,420 sh - 76.4
Quality
$303.1M1,047,420 sh - 85.9
Quality
$266.6M1,332,152 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$247.0M1,340,320 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500GRW | — | $536.0M | 4,531,390 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $497.8M | 676,059 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $497.8M | 676,059 |
| ISHARES TR - CORE S&P500 ETF | — | $387.9M | 517,971 |
| ISHARES TR - CORE S&P500 ETF | — | $387.9M | 517,971 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $319.6M | 5,262,630 |
| Apple Inc.$AAPL | 76.4 | $303.1M | 1,047,420 |
| Apple Inc.$AAPL | 76.4 | $303.1M | 1,047,420 |
 NVIDIA CORP$NVDA | 85.9 | $266.6M | 1,332,152 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $247.0M | 1,340,320 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Equitable Holdings, Inc.'s 2,982 positions.
Showing top 10 of 2,982 holdings.
Sector Allocation
Other
$17.8B
Financials
$3.1B
Technology
$3.1B
Consumer Discretionary
$665.0M
Industrials
$612.7M
Healthcare
$475.5M
Energy
$210.9M
Consumer Staples
$153.3M
Top Holdings — Equitable Holdings, Inc. (Q2 2026)
Top 150 of 2,982 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500GRW | $536.0M | 2.0% | -3% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $497.8M | 1.9% | -0% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $497.8M | 1.9% | -0% | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $387.9M | 1.5% | -20% | — |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $387.9M | 1.5% | -20% | — |
| 6 | — | SPDR SERIES TRUST - ST STR P500VAL | $319.6M | 1.2% | +7% | — |
| 7 | $AAPL | Apple Inc. | $303.1M | 1.1% | -5% | 76.4 |
| 8 | $AAPL | Apple Inc. | $303.1M | 1.1% | -5% | 76.4 |
| 9 | $NVDA | NVIDIA CORP | $266.6M | 1.0% | -6% | 85.9 |
| 10 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $247.0M | 0.9% | -1% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $240.8M | 0.9% | +8% | — |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETF | $219.0M | 0.8% | +290% | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $214.6M | 0.8% | -15% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $193.6M | 0.7% | +1% | — |
| 15 | — | VANGUARD WORLD FD - INF TECH ETF | $188.8M | 0.7% | +674% | — |
| 16 | — | VANGUARD INDEX FDS - VALUE ETF | $184.3M | 0.7% | -26% | — |
| 17 |  $AMZN | AMAZON COM INC | $180.8M | 0.7% | -5% | 68.7 |
| 18 | $AMZN | AMAZON COM INC | $180.8M | 0.7% | -5% | 68.7 |
| 19 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $174.2M | 0.7% | +17% | — |
| 20 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $174.2M | 0.7% | +17% | — |
| 21 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $152.9M | 0.6% | +15% | — |
| 22 | — | ISHARES TR - CORE MSCI EAFE | $149.1M | 0.6% | +2% | — |
| 23 | — | ISHARES TR - CORE MSCI EAFE | $149.1M | 0.6% | +2% | — |
| 24 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $146.8M | 0.6% | +1% | — |
| 25 |  $MSFT | MICROSOFT CORP | $146.4M | 0.6% | -12% | 79.8 |
| 26 | $MSFT | MICROSOFT CORP | $146.4M | 0.6% | -12% | 79.8 |
| 27 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $142.4M | 0.5% | +18% | — |
| 28 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $142.4M | 0.5% | +18% | — |
| 29 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $138.9M | 0.5% | +2% | — |
| 30 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $138.8M | 0.5% | +6% | — |
| 31 |  $GOOGL | Alphabet Inc. | $130.7M | 0.5% | -4% | 78.2 |
| 32 | $GOOGL | Alphabet Inc. | $130.7M | 0.5% | -4% | 78.2 |
| 33 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $129.6M | 0.5% | -0% | — |
| 34 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $129.6M | 0.5% | -0% | — |
| 35 | $IVZ | Invesco Ltd. | $129.5M | 0.5% | +0% | — |
| 36 | $IVZ | Invesco Ltd. | $129.5M | 0.5% | +0% | — |
| 37 | — | VANGUARD INDEX FDS - SMALL CP ETF | $127.0M | 0.5% | -1% | — |
| 38 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | $121.5M | 0.5% | +13% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | $121.5M | 0.5% | +13% | — |
| 40 | — | VANGUARD INDEX FDS - MID CAP ETF | $120.3M | 0.5% | +297% | — |
| 41 | $IVZ | Invesco Ltd. | $114.9M | 0.4% | +0% | — |
| 42 | $IVZ | Invesco Ltd. | $114.9M | 0.4% | +0% | — |
| 43 | $IVZ | Invesco Ltd. | $113.7M | 0.4% | -1% | — |
| 44 | $IVZ | Invesco Ltd. | $113.7M | 0.4% | -1% | — |
| 45 |  $GOOG | Alphabet Inc. | $113.2M | 0.4% | -2% | 78.2 |
| 46 | $GOOG | Alphabet Inc. | $113.2M | 0.4% | -2% | 78.2 |
| 47 | — | ISHARES TR - MSCI USA QLT FCT | $112.0M | 0.4% | -1% | — |
| 48 | — | ISHARES TR - MSCI USA QLT FCT | $112.0M | 0.4% | -1% | — |
| 49 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $108.4M | 0.4% | -1% | — |
| 50 | $AVGO | Broadcom Inc. | $102.7M | 0.4% | +3% | 84.5 |
| 51 | $AVGO | Broadcom Inc. | $102.7M | 0.4% | +3% | 84.5 |
| 52 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $102.1M | 0.4% | +1% | — |
| 53 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $102.1M | 0.4% | +1% | — |
| 54 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $100.7M | 0.4% | +1% | — |
| 55 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $93.4M | 0.3% | -1% | — |
| 56 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $93.4M | 0.3% | -1% | — |
| 57 | — | ISHARES TR - CORE S&P MCP ETF | $93.4M | 0.3% | -13% | — |
| 58 | — | ISHARES TR - CORE S&P MCP ETF | $93.4M | 0.3% | -13% | — |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $92.0M | 0.3% | -13% | 73.8 |
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | $92.0M | 0.3% | -13% | 73.8 |
| 61 | — | ISHARES TR - CORE S&P SCP ETF | $87.8M | 0.3% | -6% | — |
| 62 | — | ISHARES TR - CORE S&P SCP ETF | $87.8M | 0.3% | -6% | — |
| 63 | $IVZ | Invesco Ltd. | $87.8M | 0.3% | +1% | — |
| 64 | $IVZ | Invesco Ltd. | $87.8M | 0.3% | +1% | — |
| 65 | $META | Meta Platforms, Inc. | $87.0M | 0.3% | +4% | 79.6 |
| 66 | $META | Meta Platforms, Inc. | $87.0M | 0.3% | +4% | 79.6 |
| 67 |  $JPM | JPMORGAN CHASE & CO | $86.3M | 0.3% | -9% | 70.7 |
| 68 | $JPM | JPMORGAN CHASE & CO | $86.3M | 0.3% | -9% | 70.7 |
| 69 | $IVZ | Invesco Ltd. | $82.4M | 0.3% | +21% | — |
| 70 | $IVZ | Invesco Ltd. | $82.4M | 0.3% | +21% | — |
| 71 | — | SPDR SERIES TRUST - ST STR P500ETF | $79.6M | 0.3% | +40% | — |
| 72 |  $GLDM | World Gold Trust | $76.0M | 0.3% | +11% | — |
| 73 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $72.4M | 0.3% | +645% | — |
| 74 |  $TSLA | Tesla, Inc. | $71.8M | 0.3% | -2% | 53.9 |
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $71.3M | 0.3% | -4% | — |
| 76 |  $GLD | SPDR GOLD TRUST | $71.0M | 0.3% | +1% | — |
| 77 | — | ISHARES TR - RUS MD CP GR ETF | $67.5M | 0.3% | -17% | — |
| 78 | — | ISHARES TR - RUS MD CP GR ETF | $67.5M | 0.3% | -17% | — |
| 79 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $67.4M | 0.3% | -1% | — |
| 80 | — | VANGUARD STAR FDS - VG TL INTL STK F | $67.4M | 0.3% | +7% | — |
| 81 | — | ISHARES TR - RUS 1000 GRW ETF | $62.7M | 0.2% | +303% | — |
| 82 | — | ISHARES TR - RUS 1000 GRW ETF | $62.7M | 0.2% | +303% | — |
| 83 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $61.1M | 0.2% | +4% | — |
| 84 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $60.8M | 0.2% | -1% | — |
| 85 | — | ISHARES TR - S&P 500 VAL ETF | $59.3M | 0.2% | -9% | — |
| 86 | — | ISHARES TR - S&P 500 VAL ETF | $59.3M | 0.2% | -9% | — |
| 87 |  $AMD | ADVANCED MICRO DEVICES INC | $57.7M | 0.2% | -15% | 79.8 |
| 88 | $AMD | ADVANCED MICRO DEVICES INC | $57.7M | 0.2% | -15% | 79.8 |
| 89 | — | ISHARES TR - MSCI INTL QUALTY | $57.2M | 0.2% | -2% | — |
| 90 | — | ISHARES TR - MSCI INTL QUALTY | $57.2M | 0.2% | -2% | — |
| 91 | — | ISHARES INC - CORE MSCI EMKT | $56.4M | 0.2% | +12% | — |
| 92 | — | ISHARES INC - CORE MSCI EMKT | $56.4M | 0.2% | +12% | — |
| 93 | $IVZ | Invesco Ltd. | $55.8M | 0.2% | +28% | — |
| 94 | $IVZ | Invesco Ltd. | $55.8M | 0.2% | +28% | — |
| 95 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $55.8M | 0.2% | -8% | — |
| 96 |  $LLY | ELI LILLY & Co | $54.9M | 0.2% | -3% | 87.5 |
| 97 | $LLY | ELI LILLY & Co | $54.9M | 0.2% | -3% | 87.5 |
| 98 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $54.3M | 0.2% | -28% | — |
| 99 | — | ISHARES TR - CORE US AGGBD ET | $54.0M | 0.2% | +2% | — |
| 100 | — | ISHARES TR - CORE US AGGBD ET | $54.0M | 0.2% | +2% | — |
| 101 | — | ISHARES TR - EXPANDED TECH | $53.7M | 0.2% | +8% | — |
| 102 | — | ISHARES TR - EXPANDED TECH | $53.7M | 0.2% | +8% | — |
| 103 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $52.6M | 0.2% | +20% | — |
| 104 |  $MU | MICRON TECHNOLOGY INC | $52.6M | 0.2% | -5% | 86.2 |
| 105 | $MU | MICRON TECHNOLOGY INC | $52.6M | 0.2% | -5% | 86.2 |
| 106 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $51.8M | 0.2% | +3% | — |
| 107 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $51.8M | 0.2% | +3% | — |
| 108 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $51.5M | 0.2% | -54% | — |
| 109 | — | SPDR SERIES TRUST - ST STR SP600 SML | $50.8M | 0.2% | -9% | — |
| 110 | — | ISHARES TR - CORE S&P US GWT | $49.8M | 0.2% | +7% | — |
| 111 | — | ISHARES TR - CORE S&P US GWT | $49.8M | 0.2% | +7% | — |
| 112 | — | ISHARES TR - US AER DEF ETF | $49.1M | 0.2% | +21% | — |
| 113 | — | ISHARES TR - US AER DEF ETF | $49.1M | 0.2% | +21% | — |
| 114 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $48.4M | 0.2% | -3% | — |
| 115 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $48.4M | 0.2% | -3% | — |
| 116 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $48.1M | 0.2% | -0% | — |
| 117 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $48.1M | 0.2% | -0% | — |
| 118 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | $47.6M | 0.2% | +8% | — |
| 119 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | $47.6M | 0.2% | +8% | — |
| 120 | — | SPDR SERIES TRUST - ST STR P400MID | $47.6M | 0.2% | +15% | — |
| 121 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $47.4M | 0.2% | +24% | — |
| 122 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $46.4M | 0.2% | +14% | — |
| 123 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $46.4M | 0.2% | +14% | — |
| 124 | — | ISHARES TR - S&P 500 GRWT ETF | $45.8M | 0.2% | +21% | — |
| 125 | — | ISHARES TR - S&P 500 GRWT ETF | $45.8M | 0.2% | +21% | — |
| 126 | — | ISHARES TR - NATIONAL MUN ETF | $45.0M | 0.2% | +12% | — |
| 127 | — | ISHARES TR - NATIONAL MUN ETF | $45.0M | 0.2% | +12% | — |
| 128 |  $WT | WisdomTree, Inc. | $44.1M | 0.2% | -25% | 59.9 |
| 129 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $43.5M | 0.2% | +9% | — |
| 130 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $43.4M | 0.2% | +16% | — |
| 131 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $43.4M | 0.2% | +16% | — |
| 132 | — | SPDR SERIES TRUST - ST INTER ETF | $43.1M | 0.2% | +11% | — |
| 133 | — | ISHARES TR - RUSSELL 2000 ETF | $42.6M | 0.2% | -11% | — |
| 134 | — | ISHARES TR - RUSSELL 2000 ETF | $42.6M | 0.2% | -11% | — |
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $42.4M | 0.2% | +6% | — |
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $42.4M | 0.2% | +6% | — |
| 137 | — | ISHARES TR - CORE DIV GRWTH | $42.1M | 0.2% | +4% | — |
| 138 | — | ISHARES TR - CORE DIV GRWTH | $42.1M | 0.2% | +4% | — |
| 139 |  $GEV | GE Vernova Inc. | $42.0M | 0.2% | -6% | 81.1 |
| 140 | $GEV | GE Vernova Inc. | $42.0M | 0.2% | -6% | 81.1 |
| 141 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $41.9M | 0.2% | -9% | — |
| 142 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $41.9M | 0.2% | -9% | — |
| 143 |  $COST | COSTCO WHOLESALE CORP /NEW | $41.6M | 0.2% | -8% | 66.2 |
| 144 | $COST | COSTCO WHOLESALE CORP /NEW | $41.6M | 0.2% | -8% | 66.2 |
| 145 |  $WMT | Walmart Inc. | $41.2M | 0.2% | -15% | 60.2 |
| 146 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $41.0M | 0.2% | +1% | — |
| 147 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $41.0M | 0.2% | +1% | — |
| 148 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $40.7M | 0.1% | -0% | — |
| 149 | — | ISHARES TR - 0-3 MTH TREASURY | $40.6M | 0.1% | -12% | — |
| 150 | — | ISHARES TR - 0-3 MTH TREASURY | $40.6M | 0.1% | -12% | — |
New Positions (210)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$29.6M
ISHARES TR - US DIGI REAL ETF$13.5M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$10.7M BLACKROCK ETF TRUST - ISHA LA CORE ETF$10.5M
$HONA Honeywell Aerospace Inc.$7.1M BNY MELLON ETF TRUST II - ENHANCED DIVID$5.6M
BNY MELLON ETF TRUST II - DYNAMIC VALUE$4.0M
SPDR INDEX SHS FDS - ST STR NAT ETF$3.8M
$PBA PEMBINA PIPELINE CORP$2.9M BLACKROCK ETF TRUST - ISHA IN CTRY ETF$2.5M
VANGUARD WELLINGTON FD - US MULTIFACTOR$2.3M
FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH$2.1M
$NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND$1.8M
$LIVN LivaNova PLC$1.7M
$LEU CENTRUS ENERGY CORP$1.6MExited Positions (109)
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