EH

Equitable Holdings, Inc.

Diversified strategyMomentum follower

Total reported value

$15.5B

Reporting period: 2026-03-31 · Number of holdings: 1780

Equitable Holdings, Inc. disclosed 1780 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $15.5B and a quarterly turnover rate of 32.1%.

Personality snowflake

Concentration
2.63
Portfolio Stability
32.12
Momentum/Contrarian
100
Sector conviction
54.43
Diversification
100
Sizing Uniformity
68.2

Recent moves

  • Trim SPYG

    -4.9%　-$326.2M

  • Trim IVV

    +0.6%　-$223.2M

  • Trim VUG

    -17.6%　-$152.2M

  • Trim ILCG

    -57.4%　-$139.0M

  • Trim VTV

    -12.0%　-$120.5M

  • Add BIL

    +302.8%　$99.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1689 holdings (of 1780 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-Tech2.67%+0.01%+7.38%
2VONGVanguard Russell 1000 GrowthETF-Other2.13%—-44.04%
3AAPLApple INCStock-Tech1.92%+0.40%+36.22%
4XLKSs Technology Select SectorETF-Tech1.80%+0.02%-24.67%
5SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth1.80%—-5.16%
6IGMIshares Expanded Tech SectorETF-Tech1.79%+0.36%-33.11%
7VGTVanguard Info Tech ETFETF-Tech1.78%+0.21%-29.77%
8NVDANvidia CORPStock-Tech1.69%+0.28%+28.07%
9VUGVanguard Growth ETFETF-Other1.51%-1.13%-17.63%
10IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.41%-1.61%+0.64%
11SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.32%—+3.30%
12MSFTMicrosoft CORPStock-Tech1.29%+0.37%+61.47%
13SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth1.28%-2.31%-4.94%
14VCITVanguard Int-term CorporateETF-Corp Bonds1.20%+0.37%+8.48%
15AMZNAmazon.com INCStock-Consumer Disc1.17%+0.16%+24.66%
16VONVVanguard Russell 1000 ValueETF-Other0.90%+0.35%+7.73%
17DYNFIshrs US E F R A Etf-usd INCETF-Other0.86%—+10.77%
18BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds0.86%+0.63%+302.80%
19VTIVanguard Total Stock Mkt ETFETF-Other0.85%—-0.07%
20VTVVanguard Value ETFETF-Other0.83%-0.87%-11.99%
21SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.78%—+5.07%
22GOOGAlphabet Inc-cl CStock-Comm Services0.78%+0.12%+28.30%
23IEFAIshares Core Msci Eafe ETFETF-Other0.77%—+4.55%
24JEPIJpmorgan Equity Premium IncoETF-Other0.75%—+15.68%
25VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.71%-0.60%+21.40%
26VBVanguard Small-cap ETFETF-Other0.71%—+9.30%
27VOVanguard Mid-cap ETFETF-Other0.71%—+11.09%
28SPHQInvesco S&p 500 Quality ETFETF-Large Cap & Growth0.69%—+9.30%
29BRK-BBerkshire Hathaway Inc-cl BStock-Other0.68%—+5.86%
30RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.67%+0.20%+53.72%
31ILCGIshares Morningstar Growth EETF-Other0.67%-1.00%-57.40%
32QUALIshares Msci USA Quality FacETF-Other0.66%—+12.83%
33GOOGLAlphabet Inc-cl AStock-Comm Services0.65%—+12.56%
34VYMVanguard High Dvd Yield ETFETF-Other0.64%—+5.97%
35METAMeta Platforms Inc-class AStock-Comm Services0.62%+0.09%+29.65%
36JPMJpmorgan Chase & CoStock-Financials0.59%+0.13%+37.92%
37AVGOBroadcom INCStock-Tech0.57%+0.28%+116.68%
38IWDIshares Russell 1000 Value EETF-Other0.56%—-5.19%
39RDVYFirst Trust Rising DividendETF-Other0.56%—-8.06%
40JMOMJpmorgan US Momentum FactorETF-Other0.56%—+13.76%
41SPMOInvesco S&p 500 Momentum ETFETF-Large Cap & Growth0.55%—+22.57%
42VVVanguard Large-cap ETFETF-Other0.54%—+1.25%
43CGDVCap Group Dividend ValueETF-Other0.54%+0.11%+33.93%
44JEPQJPM Nasdaq Equity PremiumETF-Tech0.51%-0.25%+12.09%
45GLDSpdr Gold SharesETF-Commodities0.49%—+6.20%
46IWBIshares Russell 1000 ETFETF-Other0.49%+0.11%+2.11%
47TSLATesla INCStock-Consumer Disc0.49%—+26.25%
48GLDMSpdr Gold Minishares TrustETF-Commodities0.48%—+6.08%
49QQQMInvesco Nasdaq 100 ETFETF-Tech0.47%—-5.32%
50VIGVanguard Dividend Apprec ETFETF-Other0.44%—+14.07%
1–50 of 1,689

Holding changes this quarter

Equitable Holdings, Inc.'s most significant position changes for 2026-03-31: New buy: Ishares Investment Grade Sys (IGEB); New buy: Ishrs Short Mat Muni Act ETF (MEAR); Trim: Ss Spdr P S&p 500 Growth ETF (SPYG) — shares -4.94%; Add: Ishares Core S&p 500 ETF (IVV) — shares +0.64%; Trim: Vanguard Growth ETF (VUG) — shares -17.63%.

Position changes disclosed by Equitable Holdings, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BILSs Spdr Bb 1-3m T-bill ETF+0.6%+302.80%Add
2AAPLApple INC+0.4%+36.22%Add
3MSFTMicrosoft CORP+0.4%+61.47%Add
4VCITVanguard Int-term Corporate+0.4%+8.48%Add
5IGMIshares Expanded Tech Sector+0.4%-33.11%Trim
6VONVVanguard Russell 1000 Value+0.4%+7.73%Add
7NVDANvidia CORP+0.3%+28.07%Add
8IWSIshares Russell Mid-cap Valu+0.3%-0.50%Trim
9AVGOBroadcom INC+0.3%+116.68%Add
10SGOVIshares 0-3 Month Treasury B+0.2%+358.79%Add
11MDYVSs Spdr S&p 400 Mc Val ETF+0.2%+24.55%Add
12VGTVanguard Info Tech ETF+0.2%-29.77%Trim
13RSPInvesco S&p 500 Equal Weight+0.2%+53.72%Add
14TBILF/m US Treasury 3 Month Bill+0.2%+259.96%Add
15AMZNAmazon.com INC+0.2%+24.66%Add
16IGVIshares Expanded Tech-softwa+0.2%+89.40%Add
17WMTWalmart INC+0.2%+88.82%Add
18JPMJpmorgan Chase & Co+0.1%+37.92%Add
19JNJJohnson & Johnson+0.1%+107.56%Add
20GOOGAlphabet Inc-cl C+0.1%+28.30%Add
21VGKVanguard Ftse Europe ETF+0.1%+5.83%Add
22CGUSCap Group Core Equity+0.1%+239.85%Add
23IWBIshares Russell 1000 ETF+0.1%+2.11%Add
24CGDVCap Group Dividend Value+0.1%+33.93%Add
25RWLInvesco S&p 500 Revenue ETF+0.1%+50.99%Add
26EMREmerson Electric Co+0.1%+706.43%Add
27METAMeta Platforms Inc-class A+0.1%+29.65%Add
28XLKSs Technology Select Sector0%-24.67%Trim
29QQQInvesco Qqq Trust Series 10%+7.38%Add
30IWRIshares Russell Mid-cap ETF-0.1%+6.99%Add
31SPLVInvesco S&p 500 Low Volatili-0.2%-54.22%Trim
32DGRWWisdomtree U.s. Quality Divi-0.2%-24.07%Trim
33IWMIshares Russell 2000 ETF-0.2%+3.42%Add
34ITOTIshares Core S&p Total U.s.-0.2%-12.01%Trim
35LQDIshr Ibx Usd Invgd Cb Etf-ui-0.2%-89.54%Trim
36BNDVanguard Total Bond Market-0.2%+23.26%Add
37JEPQJPM Nasdaq Equity Premium-0.3%+12.09%Add
38FELGFidelity Enh Lrg Cap Gwth-0.3%-98.59%Trim
39VOTVanguard Mid-cap Growth ETF-0.3%+5.88%Add
40IJRIshares Core S&p Small-cap E-0.4%+11.36%Add
41IJHIshares Core S&p Midcap ETF-0.4%+3.01%Add
42IWPIshares Russell Mid-cap Grow-0.5%+2.80%Add
43VOOVanguard S&p 500 ETF-0.6%+21.40%Add
44VTVVanguard Value ETF-0.9%-11.99%Trim
45ILCGIshares Morningstar Growth E-1%-57.40%Trim
46VUGVanguard Growth ETF-1.1%-17.63%Trim
47IVVIshares Core S&p 500 ETF-1.6%+0.64%Add
48SPYGSs Spdr P S&p 500 Growth ETF-2.3%-4.94%Trim
49IGEBIshares Investment Grade Sys—NEWNew buy
50MEARIshrs Short Mat Muni Act ETF—NEWNew buy

FAQ

What is Equitable Holdings, Inc. and what type of investor is it?
Equitable Holdings, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $15.5B, spread across 1780 disclosed positions.
What are Equitable Holdings, Inc.'s largest equity positions?
Based on the latest 13F filing, Equitable Holdings, Inc.'s top holdings by market value are: 1. Invesco Qqq Trust Series 1 (QQQ) — $413.8M (2.7%) 2. Vanguard Russell 1000 Growth (VONG) — $328.9M (2.1%) 3. Apple INC (AAPL) — $296.6M (1.9%) 4. Ss Technology Select Sector (XLK) — $278.5M (1.8%) 5. Ss Spdr P S&p 500 Value ETF (SPYV) — $278.3M (1.8%)
What changes did Equitable Holdings, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Equitable Holdings, Inc. made 50 notable position adjustments: 2 new positions were initiated, 35 existing holdings were added to, 13 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Investment Grade Sys (IGEB); New buy: Ishrs Short Mat Muni Act ETF (MEAR); Trim: Ss Spdr P S&p 500 Growth ETF (SPYG) — shares -4.94%; Add: Ishares Core S&p 500 ETF (IVV) — shares +0.64%; Trim: Vanguard Growth ETF (VUG) — shares -17.63%
What sectors does Equitable Holdings, Inc. focus on?
Equitable Holdings, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 34.6% • Financials: 13.7% • Consumer Discretionary: 10.8% • Communication Services: 10.8% • Industrials: 9.1% • Health Care: 8.1%