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CIK: 0001333986
Total reported value
$16.7B
$16.7B
1527 檔
12.5%
According to the latest 13F quarterly dataset, Equitable Holdings, Inc. managed an equity portfolio of $16.7B at the end of Q3 2025, spanning 1527 distinct U.S. exchange-listed positions.
In Q3 2025, Equitable Holdings, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 162 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1527 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.03% | +1.92% | -2.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +0.91% | +3.39% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.05% | -0.20% | +1.80% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.59% | +0.30% | +5.60% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.59% | -0.97% | -2.60% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.98% | +0.11% | -0.16% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 1.92% | -0.33% | -1.78% | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.79% | -0.67% | -3.90% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.69% | +0.27% | +9.27% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.68% | -0.65% | -3.73% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.54% | -1.78% | -3.79% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.42% | -0.11% | +3.67% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.10% | +2.56% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.12% | +3.54% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.57% | +6.79% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.09% | +9.41% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.42% | +5.79% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.03% | +5.68% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.90% | +0.12% | +4.93% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.76% | -0.23% | +2.33% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.74% | +0.05% | +3.12% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | -0.37% | +15.78% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | +0.02% | +4.88% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.71% | +0.08% | -0.35% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.13% | +5.68% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.70% | +0.18% | +12.41% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | +0.05% | +5.14% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | +0.01% | -1.30% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | +0.01% | +5.17% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.62% | +0.05% | +23.77% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | +0.37% | +0.79% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.57% | -0.30% | +2.58% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.54% | +0.38% | +1.22% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.10% | +5.97% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.05% | +7.02% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | -0.36% | +6.06% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.51% | -0.10% | +3.54% | |
| 38 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.50% | +0.17% | +7.99% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | — | +3.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.03% | +5.15% | |
| 41 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.48% | -0.38% | -19.45% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.07% | +1.55% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.47% | +4.96% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.01% | +7.13% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.01% | +8.71% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.07% | +10.43% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.06% | +2.33% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.43% | +0.02% | -1.89% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.42% | -0.33% | -8.51% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.41% | -0.03% | +14.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +2.56% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +5.60% | Add |
| 3 | MSFT | Microsoft CORP | +0.2% | +5.79% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.15% | Add |
| 5 | CGDV | Cap Group Dividend Value | +0.2% | +49.69% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +3.28% | Add |
| 7 | CGGR | Cap Group Growth Equity | +0.1% | +33.56% | Add |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +12.41% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | +2.33% | Add |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +28.63% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +4.93% | Add |
| 12 | AAPL | Apple Inc | +0.1% | +3.67% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +9.41% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.10% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +1.80% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +5.97% | Add |
| 17 | RDVY | First Trust Rising Dividend | +0.1% | +23.77% | Add |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +7.02% | Add |
| 19 | IAGG | Ishares Intl Aggregate Bond | +0.1% | -30.51% | Add |
| 20 | XLK | Ss Technology Select Sector | +0.1% | -1.78% | Trim |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.79% | Add |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | +13.15% | Add |
| 23 | IDMO | Invesco S&p International De | +0.1% | +18.23% | Add |
| 24 | OEF | Ishares S&p 100 ETF | +0.1% | +66.82% | Add |
| 25 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +91.51% | Add |
| 26 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +603.62% | Add |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +12.95% | Add |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | +26.02% | Add |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +125.26% | Add |
| 30 | PPA | Invesco Aerospace & Defense | +0.1% | +52.38% | Add |
| 31 | GEV | GE Vernova Inc | +0.1% | +15.07% | Add |
| 32 | ORCL | Oracle CORP | +0.1% | +19.62% | Add |
| 33 | RTX | Rtx CORP | +0.1% | +13.39% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.54% | Add |
| 35 | JMOM | Jpmorgan US Momentum Factor | +0.1% | +7.99% | Add |
| 36 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +9.63% | Add |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +8.92% | Add |
| 38 | NFLX | Netflix Inc | +0.1% | +15.42% | Add |
| 39 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +33.17% | Add |
| 40 | CMG | Chipotle Mexican Grill Inc | +0.1% | +404.62% | Add |
| 41 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +58.57% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | +5.68% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +1.55% | Add |
| 44 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.90% | Add |
| 45 | IAU | Ishares Gold Trust | 0% | +8.98% | Add |
| 46 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +3.99% | Add |
| 47 | IYW | Ishares Ustechnology ETF | 0% | +7.19% | Add |
| 48 | GS | Goldman Sachs Group Inc | 0% | +5.81% | Add |
| 49 | TLH | Ishares 10-20 Year Treasury | 0% | +33.60% | Add |
| 50 | FDVV | Fidelity High Dividend ETF | 0% | +12.52% | Add |
According to official SEC Form 13F filings, Equitable Holdings, Inc. reported a total U.S. public equity portfolio value of $16.7B across 1527 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, IVV, VUG) accounted for 12.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $11.6M
Top Position Liquidated / Trimmed
SPYG
前期市值: $475.9M
During Q3 2025, Equitable Holdings, Inc.'s top holdings by market value included SPYG (4.0%)、IVV (3.2%)、VUG (3.0%). The largest single position, SPYG, represented 4.0% of total portfolio value.
In Q3 2025, Equitable Holdings, Inc. made 200 total portfolio adjustments, initiating 6 new buys, adding to 162 positions, trimming 32 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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