13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001333986
Total reported value
$16.7B
$16.7B
1689 檔
9.5%
According to the latest 13F quarterly dataset, Equitable Holdings, Inc. managed an equity portfolio of $16.7B at the end of Q1 2026, spanning 1689 distinct U.S. exchange-listed positions.
In Q1 2026, Equitable Holdings, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 161 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1689 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.67% | +0.30% | +7.38% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.13% | -0.97% | -44.04% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.11% | +36.22% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.80% | -0.33% | -24.67% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.80% | +0.11% | -5.16% | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.79% | -1.78% | -33.11% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.78% | -0.65% | -29.77% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | -0.10% | +28.07% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.51% | -0.20% | -17.63% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.91% | +0.64% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.12% | +3.30% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.42% | +61.47% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | +1.92% | -4.94% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.20% | -0.37% | +8.48% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.09% | +24.66% | |
| 16 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.90% | -0.30% | +7.73% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.86% | +0.18% | +10.77% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.86% | +0.05% | +302.80% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.03% | -0.07% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | +0.27% | -11.99% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.78% | +0.05% | +5.07% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | — | +28.30% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | +0.12% | +4.55% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.75% | +0.10% | +15.68% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.57% | +21.40% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.05% | +9.30% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | +0.02% | +11.09% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.69% | +0.08% | +9.30% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.13% | +5.86% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | +0.01% | +53.72% | |
| 31 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.67% | -0.67% | -57.40% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | +0.01% | +12.83% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.03% | +12.56% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | +0.01% | +5.97% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.10% | +29.65% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.07% | +37.92% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.04% | +116.68% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | -0.36% | -5.19% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-Other | 0.56% | +0.05% | -8.06% | |
| 40 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.56% | +0.17% | +13.76% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.55% | +0.14% | +22.57% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.54% | -0.23% | +1.25% | |
| 43 | CGDV | Cap Group Dividend Value | ETF-Other | 0.54% | +0.02% | +33.93% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.51% | +0.26% | +12.09% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.07% | +6.20% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | -0.34% | +2.11% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.06% | +26.25% | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.48% | -0.03% | +6.08% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.47% | +0.05% | -5.32% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.01% | +14.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +302.80% | Add |
| 2 | AAPL | Apple Inc | +0.4% | +36.22% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +61.47% | Add |
| 4 | IGM | Ishares Expanded Tech Sector | +0.4% | -33.11% | Trim |
| 5 | VCIT | Vanguard Int-term Corporate | +0.4% | +8.48% | Add |
| 6 | VONV | Vanguard Russell 1000 Value | +0.4% | +7.73% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +28.07% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +116.68% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +358.79% | Add |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | -29.77% | Trim |
| 11 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | +24.55% | Add |
| 12 | IGEB | Ishares Investment Grade Sys | +0.2% | NEW | New buy |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +53.72% | Add |
| 14 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +259.96% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | +24.66% | Add |
| 16 | IGV | Ishares Expanded Tech-softwa | +0.2% | +89.40% | Add |
| 17 | WMT | Walmart Inc | +0.2% | +88.82% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +28.30% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +37.92% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +107.56% | Add |
| 21 | VGK | Vanguard Ftse Europe ETF | +0.1% | +5.83% | Add |
| 22 | MEAR | Ishrs Short Mat Muni Act ETF | +0.1% | NEW | New buy |
| 23 | CGUS | Cap Group Core Equity | +0.1% | +239.85% | Add |
| 24 | IWB | Ishares Russell 1000 ETF | +0.1% | +2.11% | Add |
| 25 | CGDV | Cap Group Dividend Value | +0.1% | +33.93% | Add |
| 26 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +50.99% | Add |
| 27 | EMR | Emerson Electric Co | +0.1% | +706.43% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +29.65% | Add |
| 29 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +73.24% | Add |
| 30 | V | Visa Inc-class A Shares | +0.1% | +69.07% | Add |
| 31 | RTX | Rtx CORP | +0.1% | +85.15% | Add |
| 32 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +187.70% | Add |
| 33 | CSCO | Cisco Systems Inc | +0.1% | +183.88% | Add |
| 34 | NOW | Servicenow Inc | +0.1% | +181.82% | Add |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +22.57% | Add |
| 36 | IEZ | Ishares U.s. Oil Equipment & | +0.1% | NEW | New buy |
| 37 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +2195.98% | Add |
| 38 | TSLA | Tesla Inc | +0.1% | +26.25% | Add |
| 39 | CGGR | Cap Group Growth Equity | +0.1% | +42.63% | Add |
| 40 | PANW | Palo Alto Networks Inc | +0.1% | +109.71% | Add |
| 41 | GARP | Ishares Msci USA Quality Gar | +0.1% | +406.54% | Add |
| 42 | ABT | Abbott Laboratories | +0.1% | +166.60% | Add |
| 43 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +563.94% | Add |
| 44 | GXPT | Global X Purecap Info Tech | +0.1% | NEW | New buy |
| 45 | XOM | Exxon Mobil CORP | +0.1% | +52.28% | Add |
| 46 | LLY | Eli Lilly & Co | +0.1% | +33.45% | Add |
| 47 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +83.69% | Add |
| 48 | IAI | Ishares U.s. Broker-dealers | +0.1% | +292.98% | Add |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +48.84% | Add |
| 50 | MCD | Mcdonald's CORP | +0.1% | +106.67% | Add |
According to official SEC Form 13F filings, Equitable Holdings, Inc. reported a total U.S. public equity portfolio value of $16.7B across 1689 disclosed positions in Q1 2026.
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 QQQ, VONG, AAPL) accounted for 9.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
IGEB
市值: $33.3M
Top Position Liquidated / Trimmed
SPYG
前期市值: $523.9M
During Q1 2026, Equitable Holdings, Inc.'s top holdings by market value included QQQ (2.7%)、VONG (2.1%)、AAPL (1.9%). The largest single position, QQQ, represented 2.7% of total portfolio value.
In Q1 2026, Equitable Holdings, Inc. made 200 total portfolio adjustments, initiating 8 new buys, adding to 161 positions, trimming 31 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.