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CIK: 0001333986
Total reported value
$16.7B
$16.7B
1576 檔
12.4%
During the Q4 2025 filing period, Equitable Holdings, Inc. (CIK: 0001333986) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $16.7B across 1576 reported positions.
In Q4 2025, Equitable Holdings, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 151 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1576 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 | 3.58% | +1.92% | -6.34% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | +0.91% | -0.09% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.65% | +0.30% | +7.33% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.64% | -0.20% | -8.45% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.32% | -0.97% | -4.71% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.01% | +0.11% | +6.03% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 1.77% | -0.33% | +94.00% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.70% | +0.27% | +5.86% | |
| 9 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.66% | -0.67% | -0.39% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.56% | -0.65% | -0.91% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.51% | -0.11% | +7.38% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.42% | -1.78% | -3.14% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.10% | +7.64% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.12% | +4.75% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.57% | +6.66% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.09% | +8.53% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.42% | +9.89% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.03% | +3.37% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | +0.12% | +3.26% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.83% | -0.37% | +22.70% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.82% | +0.18% | +23.19% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.79% | +0.05% | +9.34% | |
| 23 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.76% | +0.26% | +178.33% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.73% | +0.10% | +3477.60% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 0.69% | -0.23% | -4.70% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.13% | +4.64% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.05% | +4.33% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.67% | +0.08% | -0.46% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | +0.02% | +0.37% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | — | +8.89% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.65% | +0.05% | +7.82% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | +0.01% | +5.20% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.62% | +0.01% | -2.60% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.03% | +5.23% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | +0.37% | +7.24% | |
| 36 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.55% | -0.30% | +0.82% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | +0.05% | +3.81% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | -0.36% | +2.94% | |
| 39 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.52% | +0.17% | +11.31% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.10% | +16.13% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.51% | +0.38% | +4.73% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.50% | -0.10% | +3.09% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.07% | +5.42% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.48% | -0.03% | +10.93% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.47% | +0.14% | +32.78% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.47% | +6.79% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.07% | +1.89% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.01% | +6.23% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.05% | +16.29% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.43% | +0.02% | +74.60% |
According to official SEC Form 13F filings, Equitable Holdings, Inc. reported a total U.S. public equity portfolio value of $16.7B across 1576 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, IVV, QQQ) accounted for 12.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BALT
市值: $3.5M
Top Position Liquidated / Trimmed
BSCP
前期市值: $3.6M
During Q4 2025, Equitable Holdings, Inc.'s top holdings by market value included SPYG (3.6%)、IVV (3.0%)、QQQ (2.6%). The largest single position, SPYG, represented 3.6% of total portfolio value.
In Q4 2025, Equitable Holdings, Inc. made 200 total portfolio adjustments, initiating 5 new buys, adding to 151 positions, trimming 42 holdings, and fully liquidating 2 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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