Equitable Holdings, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1333986
Institutional-grade research for retail investors
Sector Allocation
- Other67.3%$17.8B
- Financials11.7%$3.1B
- Technology11.4%$3.0B
- Consumer Discretionary2.4%$625.2M
- Industrials2.1%$558.2M
- Healthcare1.9%$489.2M
- Consumer Staples1.1%$280.8M
- Energy0.8%$210.9M
- Utilities0.4%$114.9M
- Materials0.4%$106.4M
AUM History
13fpro.ai/research/fund/equitable-holdings-inc-1333986
Conviction and streaks
Stable · top 10 = 19.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$536.0M
QQQ
$497.8M- $497.8M
- ISHARES$387.9M
- ISHARES$387.9M
- SPDR$319.6M
AAPL
$303.1M- $303.1M
NVDA
$266.6M- SELECT$247.0M
SPY
$240.8M- VANGUARD$219.0M
- VANGUARD$214.6M
- VANGUARD$193.6M
- VANGUARD$188.8M
- VANGUARD$184.3M
AMZN
$180.8M- $180.8M
- BLACKROCK$174.2M
- BLACKROCK$174.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/equitable-holdings-inc-1333986
Equitable Holdings, Inc. 13F holdings — Q2 2026
$26.4B portfolio (+69.9% QoQ) · 2,982 holdings · Q2 2026 13F · top 10 are 14% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500GRW
$536.0M
2.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $497.8M
1.9% of stocks
-0.1%This quarter-2.4%Since filed10+ qtrsHeld$497.8M
1.9% of stocks
-0.1%This quarter-2.4%Since filed10+ qtrsHeld- 4
ISHARES TR - CORE S&P500 ETF
$387.9M
1.5% of stocks
-20%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P500 ETF
$387.9M
1.5% of stocks
-20%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR P500VAL
$319.6M
1.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $303.1M
1.1% of stocks
-5%This quarter+12.5%Since filed10+ qtrsHeld$303.1M
1.1% of stocks
-5%This quarter+12.5%Since filed10+ qtrsHeld$266.6M
1.0% of stocks
-6%This quarter-4.0%Since filed10+ qtrsHeld- 10
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$247.0M
0.9% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500GRW | $536.0M | 2.0% | -3% | — | — | — | — | |
| 2 | $497.8M | 1.9% | -0.1% | -2.4% | 10+ qtrsAdded 5 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $497.8M | 1.9% | -0.1% | -2.4% | 10+ qtrsAdded 5 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $303.1M | 1.1% | -5% | +12.5% | 10+ qtrsAdded 6 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $303.1M | 1.1% | -5% | +12.5% | 10+ qtrsAdded 6 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $266.6M | 1.0% | -6% | -4.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $247.0M | 0.9% | -1.0% | — | — | — | — |
All holdings — Equitable Holdings, Inc. (Q2 2026)
2,982 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUSTetf/fund | — | $240.8M | 0.9% | 322K | +8% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $219.0M | 0.8% | 2.54M | +290% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $214.6M | 0.8% | 312K | -15% | — | — | 13F |
| 14 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRWetf/fund | — | $193.6M | 0.7% | 1.58M | +1% | — | — | 13F |
| 15 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $188.8M | 0.7% | 1.65M | +674% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $184.3M | 0.7% | 846K | -26% | — | — | 13F |
| 17 | AMAZON COM INC | Consumer Discretionary | $180.8M | 0.7% | 759K | -5% | 10+ qtrsAdded 9 qtrs in a row | 67.5 | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $180.8M | 0.7% | 759K | -5% | 10+ qtrsAdded 9 qtrs in a row | 67.5 | 13F | |
| 19 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $174.2M | 0.7% | 2.56M | +17% | — | — | 13F |
| 20 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $174.2M | 0.7% | 2.56M | +17% | — | — | 13F |
| 21 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $152.9M | 0.6% | 1.67M | +15% | — | — | 13F |
| 22 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $149.1M | 0.6% | 1.55M | +2% | — | — | 13F |
| 23 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $149.1M | 0.6% | 1.55M | +2% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $146.8M | 0.6% | 397K | +0.9% | — | — | 13F |
| 25 | MICROSOFT CORP | Technology | $146.4M | 0.6% | 393K | -12% | 10+ qtrsAdded 9 qtrs in a row | 79.8 | 13F | |
| 26 | $MSFT | MICROSOFT CORP | Technology | $146.4M | 0.6% | 393K | -12% | |||
| 27 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $142.4M | 0.5% | 2.53M | +18% | |||
| 28 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $142.4M | 0.5% | 2.53M | +18% | |||
| 29 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $138.9M | 0.5% | 2.76M | +2% | |||
| 30 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $138.8M | 0.5% | 1.68M | +6% | |||
| 31 | $GOOG | Alphabet Inc. | Technology | $130.7M | 0.5% | 370K | -4% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $130.7M | 0.5% | 370K | -4% | |||
| 33 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $129.6M | 0.5% | 2.15M | -0.1% | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $129.6M | 0.5% | 2.15M | -0.1% | |||
| 35 | $IVZ | Invesco Ltd. | Financials | $129.5M | 0.5% | 1.44M | +0.4% | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $129.5M | 0.5% | 1.44M | +0.4% | |||
| 37 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $127.0M | 0.5% | 419K | -1.0% | |||
| 38 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | — | $121.5M | 0.5% | 1.42M | +13% | |||
| 39 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | — | $121.5M | 0.5% | 1.42M | +13% | |||
| 40 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $120.3M | 0.5% | 1.49M | +297% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $114.9M | 0.4% | 712K | +0.1% | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $114.9M | 0.4% | 712K | +0.1% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $113.7M | 0.4% | 534K | -0.8% | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $113.7M | 0.4% | 534K | -0.8% | |||
| 45 | $GOOGL | Alphabet Inc. | Technology | $113.2M | 0.4% | 317K | -2% | |||
| 46 | $GOOGL | Alphabet Inc. | Technology | $113.2M | 0.4% | 317K | -2% | |||
| 47 | — | ISHARES TR - MSCI USA QLT FCT | — | $112.0M | 0.4% | 510K | -1% | |||
| 48 | — | ISHARES TR - MSCI USA QLT FCT | — | $112.0M | 0.4% | 510K | -1% | |||
| 49 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $108.4M | 0.4% | 686K | -0.9% | |||
| 50 | $AVGO | Broadcom Inc. | Technology | $102.7M | 0.4% | 272K | +3% | |||
| 51 | $AVGO | Broadcom Inc. | Technology | $102.7M | 0.4% | 272K | +3% | |||
| 52 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $102.1M | 0.4% | 1.26M | +0.8% | |||
| 53 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $102.1M | 0.4% | 1.26M | +0.8% | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $100.7M | 0.4% | 947K | +1% | |||
| 55 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $93.4M | 0.3% | 1.90M | -0.7% | |||
| 56 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $93.4M | 0.3% | 1.90M | -0.7% | |||
| 57 | — | ISHARES TR - CORE S&P MCP ETF | — | $93.4M | 0.3% | 1.21M | -13% | |||
| 58 | — | ISHARES TR - CORE S&P MCP ETF | — | $93.4M | 0.3% | 1.21M | -13% | |||
| 59 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $92.0M | 0.3% | 184K | -13% | |||
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $92.0M | 0.3% | 184K | -13% | |||
| 61 | — | ISHARES TR - CORE S&P SCP ETF | — | $87.8M | 0.3% | 592K | -6% | |||
| 62 | — | ISHARES TR - CORE S&P SCP ETF | — | $87.8M | 0.3% | 592K | -6% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $87.8M | 0.3% | 290K | +1% | |||
| 64 | $IVZ | Invesco Ltd. | Financials | $87.8M | 0.3% | 290K | +1% | |||
| 65 | $META | Meta Platforms, Inc. | Technology | $87.0M | 0.3% | 155K | +4% | |||
| 66 | $META | Meta Platforms, Inc. | Technology | $87.0M | 0.3% | 155K | +4% | |||
| 67 | $JPM | JPMORGAN CHASE & CO | Financials | $86.3M | 0.3% | 264K | -9% | |||
| 68 | $JPM | JPMORGAN CHASE & CO | Financials | $86.3M | 0.3% | 264K | -9% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $82.4M | 0.3% | 645K | +21% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $82.4M | 0.3% | 645K | +21% | |||
| 71 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $79.6M | 0.3% | 906K | +40% | |||
| 72 | $GLDM | World Gold Trust | Financials | $76.0M | 0.3% | 957K | +11% | |||
| 73 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $72.4M | 0.3% | 877K | +645% | |||
| 74 | $TSLA | Tesla, Inc. | Consumer Discretionary | $71.8M | 0.3% | 171K | -2% | |||
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $71.3M | 0.3% | 301K | -4% | |||
| 76 | $GLD | SPDR GOLD TRUST | Financials | $71.0M | 0.3% | 193K | +0.5% | |||
| 77 | — | ISHARES TR - RUS MD CP GR ETF | — | $67.5M | 0.3% | 461K | -17% | |||
| 78 | — | ISHARES TR - RUS MD CP GR ETF | — | $67.5M | 0.3% | 461K | -17% | |||
| 79 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $67.4M | 0.3% | 1.30M | -0.6% | |||
| 80 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $67.4M | 0.3% | 789K | +7% | |||
| 81 | — | ISHARES TR - RUS 1000 GRW ETF | — | $62.7M | 0.2% | 505K | +303% | |||
| 82 | — | ISHARES TR - RUS 1000 GRW ETF | — | $62.7M | 0.2% | 505K | +303% | |||
| 83 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $61.1M | 0.2% | 622K | +4% | |||
| 84 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $60.8M | 0.2% | 828K | -0.9% | |||
| 85 | — | ISHARES TR - S&P 500 VAL ETF | — | $59.3M | 0.2% | 261K | -9% | |||
| 86 | — | ISHARES TR - S&P 500 VAL ETF | — | $59.3M | 0.2% | 261K | -9% | |||
| 87 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $57.7M | 0.2% | 99K | -15% | |||
| 88 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $57.7M | 0.2% | 99K | -15% | |||
| 89 | — | ISHARES TR - MSCI INTL QUALTY | — | $57.2M | 0.2% | 1.16M | -2% | |||
| 90 | — | ISHARES TR - MSCI INTL QUALTY | — | $57.2M | 0.2% | 1.16M | -2% | |||
| 91 | — | ISHARES INC - CORE MSCI EMKT | — | $56.4M | 0.2% | 681K | +12% | |||
| 92 | — | ISHARES INC - CORE MSCI EMKT | — | $56.4M | 0.2% | 681K | +12% | |||
| 93 | $IVZ | Invesco Ltd. | Financials | $55.8M | 0.2% | 926K | +28% | |||
| 94 | $IVZ | Invesco Ltd. | Financials | $55.8M | 0.2% | 926K | +28% | |||
| 95 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $55.8M | 0.2% | 182K | -8% | |||
| 96 | $LLY | ELI LILLY & Co | Healthcare | $54.9M | 0.2% | 46K | -3% | |||
| 97 | $LLY | ELI LILLY & Co | Healthcare | $54.9M | 0.2% | 46K | -3% | |||
| 98 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $54.3M | 0.2% | 909K | -28% | |||
| 99 | — | ISHARES TR - CORE US AGGBD ET | — | $54.0M | 0.2% | 545K | +2% | |||
| 100 | — | ISHARES TR - CORE US AGGBD ET | — | $54.0M | 0.2% | 545K | +2% | |||
| 101 | — | ISHARES TR - EXPANDED TECH | — | $53.7M | 0.2% | 593K | +8% | |||
| 102 | — | ISHARES TR - EXPANDED TECH | — | $53.7M | 0.2% | 593K | +8% | |||
| 103 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $52.6M | 0.2% | 2.06M | +20% | |||
| 104 | $MU | MICRON TECHNOLOGY INC | Technology | $52.6M | 0.2% | 46K | -5% | |||
| 105 | $MU | MICRON TECHNOLOGY INC | Technology | $52.6M | 0.2% | 46K | -5% | |||
| 106 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $51.8M | 0.2% | 632K | +3% | |||
| 107 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $51.8M | 0.2% | 632K | +3% | |||
| 108 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $51.5M | 0.2% | 150K | -54% | |||
| 109 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $50.8M | 0.2% | 881K | -9% | |||
| 110 | — | ISHARES TR - CORE S&P US GWT | — | $49.8M | 0.2% | 265K | +7% | |||
| 111 | — | ISHARES TR - CORE S&P US GWT | — | $49.8M | 0.2% | 265K | +7% | |||
| 112 | — | ISHARES TR - US AER DEF ETF | — | $49.1M | 0.2% | 202K | +21% | |||
| 113 | — | ISHARES TR - US AER DEF ETF | — | $49.1M | 0.2% | 202K | +21% | |||
| 114 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $48.4M | 0.2% | 924K | -3% | |||
| 115 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $48.4M | 0.2% | 924K | -3% | |||
| 116 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $48.1M | 0.2% | 1.09M | -0.2% | |||
| 117 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $48.1M | 0.2% | 1.09M | -0.2% | |||
| 118 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | — | $47.6M | 0.2% | 1.38M | +8% | |||
| 119 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | — | $47.6M | 0.2% | 1.38M | +8% | |||
| 120 | — | SPDR SERIES TRUST - ST STR P400MID | — | $47.6M | 0.2% | 704K | +15% | |||
| 121 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $47.4M | 0.2% | 72K | +24% | |||
| 122 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $46.4M | 0.2% | 859K | +14% | |||
| 123 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $46.4M | 0.2% | 859K | +14% | |||
| 124 | — | ISHARES TR - S&P 500 GRWT ETF | — | $45.8M | 0.2% | 333K | +21% | |||
| 125 | — | ISHARES TR - S&P 500 GRWT ETF | — | $45.8M | 0.2% | 333K | +21% | |||
| 126 | — | ISHARES TR - NATIONAL MUN ETF | — | $45.0M | 0.2% | 418K | +12% | |||
| 127 | — | ISHARES TR - NATIONAL MUN ETF | — | $45.0M | 0.2% | 418K | +12% | |||
| 128 | $WT | WisdomTree, Inc. | Financials | $44.1M | 0.2% | 462K | -25% | |||
| 129 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $43.5M | 0.2% | 1.37M | +9% | |||
| 130 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $43.4M | 0.2% | 823K | +16% | |||
| 131 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $43.4M | 0.2% | 823K | +16% | |||
| 132 | — | SPDR SERIES TRUST - ST INTER ETF | — | $43.1M | 0.2% | 1.52M | +11% | |||
| 133 | — | ISHARES TR - RUSSELL 2000 ETF | — | $42.6M | 0.2% | 142K | -11% | |||
| 134 | — | ISHARES TR - RUSSELL 2000 ETF | — | $42.6M | 0.2% | 142K | -11% | |||
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $42.4M | 0.2% | 1.16M | +6% | |||
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $42.4M | 0.2% | 1.16M | +6% | |||
| 137 | — | ISHARES TR - CORE DIV GRWTH | — | $42.1M | 0.2% | 556K | +4% | |||
| 138 | — | ISHARES TR - CORE DIV GRWTH | — | $42.1M | 0.2% | 556K | +4% | |||
| 139 | $GEV | GE Vernova Inc. | Industrials | $42.0M | 0.2% | 36K | -6% | |||
| 140 | $GEV | GE Vernova Inc. | Industrials | $42.0M | 0.2% | 36K | -6% | |||
| 141 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $41.9M | 0.2% | 888K | -9% | |||
| 142 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $41.9M | 0.2% | 888K | -9% | |||
| 143 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $41.6M | 0.2% | 45K | -8% | |||
| 144 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $41.6M | 0.2% | 45K | -8% | |||
| 145 | $WMT | Walmart Inc. | Consumer Staples | $41.2M | 0.2% | 364K | -15% | |||
| 146 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $41.0M | 0.2% | 567K | +1% | |||
| 147 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $41.0M | 0.2% | 567K | +1% | |||
| 148 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $40.7M | 0.1% | 449K | -0.2% | |||
| 149 | — | ISHARES TR - 0-3 MTH TREASURY | — | $40.6M | 0.1% | 403K | -12% | |||
| 150 | — | ISHARES TR - 0-3 MTH TREASURY | — | $40.6M | 0.1% | 403K | -12% |
What changed in Q2 2026
Against the previous quarter's 13F: 210 new, 1,254 added to, 1,296 trimmed, 109 sold out. Share-count changes; largest moves by dollar size first.
New positions (210)
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$29.6M
first bought this quarter
- ISHARES TR - US DIGI REAL ETF$13.5M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$10.7Mfirst bought this quarter
- BLACKROCK ETF TRUST - ISHA LA CORE ETF$10.5M
first bought this quarter
$HONAHoneywell Aerospace Inc.$7.1M
first bought this quarter
- BNY MELLON ETF TRUST II - ENHANCED DIVID$5.6M
first bought this quarter
+204 more in the Excel export
Added to (1,254)
- VANGUARD WORLD FD - INF TECH ETF+674%
now $188.8M
- VANGUARD INDEX FDS - GROWTH ETF+290%
now $219.0M
- VANGUARD INDEX FDS - MID CAP ETF+297%
now $120.3M
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+645%
now $72.4M
- ISHARES TR - RUS 1000 GRW ETF+303%
now $62.7M
- BLACKROCK ETF TRUST - ISHARES US EQUIT+17%
now $174.2M
+1,248 more in the Excel export
Trimmed (1,296)
- ISHARES TR - EXPND TEC SC ETF-99%
now $1.2M
- ISHARES TR - MORNINGSTAR GRWT-100%
now $517K
- ISHARES TR - CORE S&P500 ETF-20%
now $387.9M
- VANGUARD INDEX FDS - VALUE ETF-26%
now $184.3M
- ISHARES TR - MORNINGSTAR VALU-99%
now $684K
- ISHARES TR - RUS MDCP VAL ETF-90%
now $7.0M
+1,290 more in the Excel export
Sold out (109)
- ISHARES INCwas $13.2M
- ISHARES TRwas $11.8M
- VANGUARD INTL EQUITY INDEX Fwas $10.0M
- VANGUARD INTL EQUITY INDEX Fwas $7.0M
- ISHARES TRwas $4.3M
- UNIFIED SER TRwas $4.1M
+103 more in the Excel export
Holdings by quarter
Every 13F Equitable Holdings, Inc. has filed, 26 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Equitable's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-4.6%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 18% over the last 4
Top 10 weight
14%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Equitable Holdings, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Equitable Holdings, Inc. (SEC CIK: 1333986), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Equitable Holdings, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.