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Equitable Holdings, Inc. — 13F Holdings & Portfolio

CIK 1333986 · latest 13F-HR filed 2026-05-15

Backtest portfolio

Equitable Holdings, Inc. manages $15.54B in 13F-reported U.S. long-equity assets across 1,780 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are QQQ (2.66%), AAPL (1.91%), NVDA (1.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 197 new positions, exited 84, added to 894, and trimmed 262.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$15.54B

Long-equity book

Holdings

1,780

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+197 / −84 / ↑894 / ↓262

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$99.6M +302.9%
  • APPLE INC$76.0M +34.5%
  • ISHARES TR$68.5M +32.9%
  • MICROSOFT CORP$65.9M +49.5%
  • VANGUARD SCOTTSDALE FDS$63.9M +52.4%
Show all 894 →

Top Trims

  • SPDR SERIES TRUST-$326.2M -62.3%
  • ISHARES TR-$223.2M -50.5%
  • VANGUARD INDEX FDS-$152.2M -39.4%
  • ISHARES TR-$139.0M -57.4%
  • VANGUARD INDEX FDS-$120.5M -48.4%
Show all 262 →

New Positions

  • ISHARES TR$33.3M
  • ISHARES U S ETF TR$19.4M
  • ISHARES TR$11.8M
  • GLOBAL X FDS$10.3M
  • TIDAL TRUST I$6.8M
Show all 197 →

Exited Positions

  • FORD MTR CO$3.7M
  • J P MORGAN EXCHANGE TRADED F$3.6M
  • J P MORGAN EXCHANGE TRADED F$2.2M
  • ASTRAZENECA PLC$2.2M
  • SPDR SERIES TRUST$1.9M
Show all 84 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $413.8M 2.66% 676,464 SH
2 APPLE INC AAPL 037833100 $296.6M 1.91% 1,105,458 SH
3 NVIDIA CORPORATION NVDA 67066G104 $261.8M 1.69% 1,416,706 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $204.0M 1.31% 299,466 SH
5 MICROSOFT CORP MSFT 594918104 $199.1M 1.28% 444,667 SH
6 SPDR SERIES TRUST SPYV 78464A508 $190.8M 1.23% 3,357,740 SH
7 AMAZON COM INC AMZN 023135106 $181.5M 1.17% 799,797 SH
8 VANGUARD SCOTTSDALE FDS VONG 92206C680 $164.6M 1.06% 207,097 SH
9 VANGUARD SCOTTSDALE FDS VONG 92206C680 $164.3M 1.06% 1,349,600 SH
10 SELECT SECTOR SPDR TR XLK 81369Y803 $140.7M 0.91% 396,629 SH
11 ISHARES TR IGM 464287549 $138.3M 0.89% 7,083 SH
12 ISHARES TR IGM 464287549 $138.3M 0.89% 1,070,700 SH
13 SELECT SECTOR SPDR TR XLK 81369Y803 $137.8M 0.89% 957,100 SH
14 VANGUARD WORLD FD VGT 92204A702 $137.5M 0.89% 30,527 SH
15 VANGUARD WORLD FD VGT 92204A702 $137.3M 0.88% 182,200 SH
16 BLACKROCK ETF TRUST DYNF 09290C103 $133.1M 0.86% 2,189,312 SH
17 SPDR SERIES TRUST BIL 78468R663 $132.4M 0.85% 1,449,055 SH
18 VANGUARD INDEX FDS VTI 922908769 $131.9M 0.85% 393,420 SH
19 ALPHABET INC GOOG 02079K107 $120.3M 0.77% 387,252 SH
20 VANGUARD INDEX FDS VUG 922908736 $118.1M 0.76% 414,426 SH
21 ISHARES TR IVV 464287200 $117.1M 0.75% 501,046 SH
22 VANGUARD INDEX FDS VUG 922908736 $116.1M 0.75% 237,972 SH
23 SPDR INDEX SHS FDS SPDW 78463X889 $110.8M 0.71% 2,495,390 SH
24 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $110.3M 0.71% 1,926,977 SH
25 VANGUARD INDEX FDS VB 922908751 $109.3M 0.70% 423,322 SH
26 VANGUARD INDEX FDS VO 922908629 $109.1M 0.70% 375,949 SH
27 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $107.4M 0.69% 1,431,340 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $105.9M 0.68% 211,993 SH
29 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $103.3M 0.66% 538,722 SH
30 ISHARES TR ILCG 464287119 $102.8M 0.66% 988,075 SH
31 ISHARES TR QUAL 46432F339 $102.7M 0.66% 517,330 SH
32 ISHARES TR IVV 464287200 $101.3M 0.65% 147,955 SH
33 ALPHABET INC GOOGL 02079K305 $100.4M 0.65% 324,406 SH
34 VANGUARD WHITEHALL FDS VYM 921946406 $99.4M 0.64% 692,223 SH
35 SPDR SERIES TRUST SPYG 78464A409 $99.0M 0.64% 3,741,997 SH
36 SPDR SERIES TRUST SPYG 78464A409 $98.8M 0.64% 925,600 SH
37 META PLATFORMS INC META 30303M102 $95.5M 0.61% 148,155 SH
38 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $93.1M 0.60% 471,546 SH
39 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $92.8M 0.60% 1,107,800 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $91.4M 0.59% 289,120 SH
41 BROADCOM INC AVGO 11135F101 $88.2M 0.57% 263,474 SH
42 SPDR SERIES TRUST SPYV 78464A508 $87.5M 0.56% 1,541,000 SH
43 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $86.8M 0.56% 1,249,378 SH
44 J P MORGAN EXCHANGE TRADED F JMOM 46641Q779 $86.0M 0.55% 1,261,920 SH
45 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $84.5M 0.54% 711,104 SH
46 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $83.2M 0.54% 1,910,057 SH
47 SPDR GOLD TR GLD 78463V107 $76.5M 0.49% 191,716 SH
48 TESLA INC TSLA 88160R101 $76.0M 0.49% 174,116 SH
49 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $75.6M 0.49% 1,299,973 SH
50 WORLD GOLD TR GLDM 98149E303 $73.9M 0.48% 865,251 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $15.54B 1,780 0001333986-26-000027
2025-12-31 2026-02-17 $14.63B 1,667 0001333986-26-000006
2025-09-30 2025-11-14 $13.60B 1,616 0001333986-25-000070