Equitable Holdings, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), Equitable Holdings, Inc. reported 1,797 stock positions worth $16.7 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 3.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 3.0%) and iShares Core S&P 500 ETF (IVV, 2.3%). Compared with Q1 2026, it opened 216 new positions, sold out of 108, added to 748 and reduced 794. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +1%) and the biggest sale iShares Expanded Tech Sector (IGM, shares −99%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001333986
Portfolio Value
$16.7B (Q2 2026)
SEC Filing
0001333986-26-000042 ↗ filed Aug 17, 2026

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $8.9B Q1 2024 Q2 2024: $9.5B Q2 2024 Q3 2024: $10.3B Q3 2024 Q4 2024: $10.5B Q4 2024 Q1 2025: $10.5B Q1 2025 Q2 2025: $12.1B Q2 2025 Q3 2025: $13.6B Q3 2025 Q4 2025: $14.6B Q4 2025 Q1 2026: $15.5B Q1 2026 Q2 2026: $16.7B $16.7B Q2 2026

Holdings 1,797 stocks · $16.7B

SPYG SS SPDR P S&P 500 Growth ETF 3.20% 4,531,390 $536.0M Reduce -2.9%
QQQ Invesco QQQ Trust Series 1 2.97% 676,059 $497.8M Reduce -0.1%
IVV iShares Core S&P 500 ETF 2.32% 517,971 $387.9M Reduce -20.2%
SPYV SS SPDR P S&P 500 Value ETF 1.91% 5,262,630 $319.6M Add +7.4%
AAPL Apple Inc. 1.81% 1,047,420 $303.1M Reduce -5.3%
NVDA Nvidia Corp. 1.59% 1,332,152 $266.6M Reduce -6.0%
XLK SS Technology Select Sector 1.47% 1,340,320 $247.0M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.44% 322,426 $240.8M Add +7.7%
VUG Vanguard Mrngstar GR ETF-Sui 1.31% 2,542,101 $219.0M Reduce -35.1%
VOO Vanguard S&P 500 ETF 1.28% 312,492 $214.6M Reduce -14.9%
VONG Vanguard Russell 1000 Growth 1.16% 1,575,282 $193.6M Add +1.2%
VGT Vanguard Info Tech ETF 1.13% 1,646,288 $188.8M Reduce -3.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.10% 845,551 $184.3M Reduce -26.2%
AMZN Amazon.com Inc. 1.08% 758,685 $180.8M Reduce -5.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.04% 2,561,010 $174.2M Add +17.0%
BIL SS SPDR BB 1-3M T-Bill ETF 0.91% 1,668,884 $152.9M Add +15.2%
IEFA iShares Core MSCI Eafe ETF 0.89% 1,551,330 $149.1M Add +2.5%
VTI VG Morningstar TS MKT ETF-US 0.88% 396,816 $146.8M Add +0.9%
MSFT Microsoft Corp. 0.87% 392,554 $146.4M Reduce -11.7%
JEPI JPMorgan Equity Premium Inco 0.85% 2,533,724 $142.4M Add +18.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.83% 2,757,945 $138.9M Add +1.5%
VCIT Vanguard Int-Term Corporate 0.83% 1,675,481 $138.8M Add +6.1%
GOOG Alphabet Inc. Class C 0.78% 369,888 $130.7M Reduce -4.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.77% 2,152,109 $129.6M Reduce -0.1%
SPHQ Invesco S&P 500 Quality ETF 0.77% 1,436,900 $129.5M Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.76% 419,138 $127.0M Reduce -1.0%
JMOM JPMorgan US Momentum Factor 0.73% 1,421,610 $121.5M Add +12.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.72% 1,492,990 $120.3M Reduce -0.7%
SPMO Invesco S&P 500 Momentum ETF 0.69% 711,587 $114.9M Add +0.1%
RSP Invesco S&P 500 Equal Weight 0.68% 534,298 $113.7M Reduce -0.8%
GOOGL Alphabet Inc. Class A 0.68% 316,791 $113.2M Reduce -2.4%
QUAL iShares MSCI USA Quality Fac 0.67% 510,432 $112.0M Reduce -1.3%
VYM Vanguard High DVD Yield ETF 0.65% 686,126 $108.4M Reduce -0.9%
AVGO Broadcom Inc. 0.61% 271,968 $102.7M Add +3.2%
RDVY First Trust Rising Dividend 0.61% 1,259,445 $102.1M Add +0.8%
VONV Vanguard Russell 1000 Value 0.60% 946,765 $100.7M Add +1.0%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.56% 1,895,821 $93.4M Reduce -0.8%
IJH iShares Core S&P Midcap ETF 0.56% 1,211,123 $93.4M Reduce -12.6%
BRK.B Berkshire Hathaway Inc. Class B 0.55% 183,949 $92.0M Reduce -13.2%
IJR iShares Core S&P Small-Cap E 0.52% 592,268 $87.8M Reduce -5.8%
QQQM Invesco Nasdaq 100 ETF 0.52% 289,917 $87.8M Add +1.3%
META Meta Platforms Inc. Class A 0.52% 154,533 $87.0M Add +4.3%
JPM JPMorgan Chase & Co. 0.52% 263,530 $86.3M Reduce -8.8%
RWL Invesco S&P 500 Revenue ETF 0.49% 644,734 $82.4M Add +21.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.48% 905,742 $79.6M Add +39.7%
GLDM SPDR Gold Minishares Trust 0.45% 957,120 $76.0M Add +10.6%
VOOG Vanguard S&P 500 Growth ETF 0.43% 876,607 $72.4M Add +24.2%
TSLA Tesla Inc. 0.43% 170,697 $71.8M Reduce -2.0%
VIG Vanguard Dividend Apprec ETF 0.43% 301,234 $71.3M Reduce -3.8%
GLD SPDR Gold Shares 0.42% 192,698 $71.0M Add +0.5%
IWP iShares Russell Mid-Cap Grow 0.40% 461,131 $67.5M Reduce -16.9%
SPEM State Street SP PTF Em ETF 0.40% 1,302,040 $67.4M Reduce -0.6%
VXUS Vanguard Total Intl Stock 0.40% 788,540 $67.4M Add +6.8%
IWF iShares Russell 1000 Growth 0.37% 505,216 $62.7M Add +0.7%
VYMI Vanguard Int High DVD YLD Inc. 0.36% 622,475 $61.1M Add +3.7%
BND Vanguard Total Bond Market 0.36% 828,442 $60.8M Reduce -0.9%
IVE iShares S&P 500 Value ETF 0.35% 261,071 $59.3M Reduce -9.4%
AMD Advanced Micro Devices 0.34% 99,363 $57.7M Reduce -14.7%
IQLT iShares MSCI International Q 0.34% 1,155,220 $57.2M Reduce -2.1%
IEMG iShares Core MSCI Emerging 0.34% 681,163 $56.4M Add +12.1%
IDMO Invesco S&P International DE 0.33% 925,783 $55.8M Add +27.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.33% 182,169 $55.8M Reduce -7.9%
LLY Eli Lilly & Co. 0.33% 45,753 $54.9M Reduce -2.6%
VWO Vanguard Ftse Emerging Marke 0.32% 909,418 $54.3M Reduce -28.5%
AGG iShares Core U.S. Aggregate 0.32% 545,101 $54.0M Add +2.3%
IGV iShares Expanded Tech-Softwa 0.32% 592,748 $53.7M Add +7.6%
SPAB SS SPDR P Agg Bond ETF 0.31% 2,060,940 $52.6M Add +19.6%
MU Micron Technology Inc. 0.31% 45,550 $52.6M Reduce -4.8%
DFUS Dimensional US Eq MKT ETF 0.31% 632,306 $51.8M Add +2.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.31% 149,692 $51.5M Reduce -53.8%
SPSM SS SPDR P S&P 600 Small Cap 0.30% 880,649 $50.8M Reduce -9.3%
IUSG iShares Core S&P U.S. Growth 0.30% 265,006 $49.8M Add +6.8%
ITA iShares U.S. Aerospace & Def 0.29% 202,455 $49.1M Add +20.7%
BINC iShares Flex I A ETF-Usd Inc. 0.29% 924,297 $48.4M Reduce -3.4%
DFAC Dimensional US Core Equity 2 0.29% 1,085,010 $48.1M Reduce -0.2%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.28% 1,380,520 $47.6M Add +7.7%
SPMD SS SPDR P S&P 400 Midcap ETF 0.28% 703,911 $47.6M Add +14.8%
SMH Vaneck Semiconductor ETF 0.28% 72,238 $47.4M Add +24.3%
DFIV Dimensional International Va 0.28% 858,805 $46.4M Add +13.6%
IVW iShares S&P 500 Growth ETF 0.27% 333,125 $45.8M Add +20.8%
MUB iShares National Muni Bond E 0.27% 418,400 $45.0M Add +11.9%
DGRW Wisdomtree U.S. Quality Divi 0.26% 461,544 $44.1M Reduce -24.9%
SCHD Schwab US DVD Equity ETF 0.26% 1,371,794 $43.5M Add +8.6%
BAI Ishrs AI in and Tech Act ETF 0.26% 822,877 $43.4M Add +15.9%
SPTI SS SPDR P Int Term TSY ETF 0.26% 1,519,100 $43.1M Add +11.5%
IWM iShares Russell 2000 ETF 0.25% 141,621 $42.6M Reduce -11.4%
BUFR FT Vest Lad Buffervetf-Usd I 0.25% 1,160,700 $42.4M Add +6.4%
DGRO iShares Core Dividend Growth 0.25% 555,535 $42.1M Add +3.9%
GEV GE Vernova Inc. 0.25% 35,743 $42.0M Reduce -5.5%
CGGR Cap Group Growth Equity 0.25% 888,354 $41.9M Reduce -9.4%
COST Costco Wholesale Corp. 0.25% 44,508 $41.6M Reduce -7.8%
WMT Walmart Inc. 0.25% 363,775 $41.2M Reduce -15.3%
JQUA JPMorgan US Quality Factor 0.24% 567,142 $41.0M Add +1.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.24% 448,617 $40.7M Reduce -0.2%
SGOV iShares 0-3 Month Treasury B 0.24% 403,071 $40.6M Reduce -12.2%
PANW Palo Alto Networks Inc. 0.24% 118,669 $40.5M Reduce -3.8%
IGEB iShares Investment Grade SYS 0.23% 854,122 $38.5M Add +17.0%
JMUB JPMorgan Municipal ETF 0.23% 748,040 $37.9M Add +1.8%
MDYV SS SPDR S&P 400 MC Val ETF 0.23% 401,007 $37.9M Add +8.7%
UTEN F/M US Treasury 10 Year Note 0.23% 875,442 $37.8M Add +3.6%

Show all 1,797 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $228K (not counted above)
SecurityClassShares / PrincipalValueChange
LXP INDUSTRIAL TRUST (LXP 6.5 PERP C) PFD CONV SER C 5,000$228KNew
COHEN & STEERS QUALITY-R RIGHT 07/15/2026 40,065$596Add +6.5%

Total filed on the 13F, all lines: $16.7B.

Portfolio Sells Q1 2026 → Q2 2026

IGM iShares Expanded Tech Sector Reduce -99.3% 0.01% −1.77
ILCG iShares Morningstar Growth E Reduce -99.5% 0.00% −0.66
VGT Vanguard Info Tech ETF Reduce -3.3% 1.13% −0.64
IWS iShares Russell Mid-Cap Valu Reduce -89.6% 0.04% −0.63
MSFT Microsoft Corp. Reduce -11.7% 0.87% −0.41
ILCV iShares Morningstar Value Et Reduce -98.9% 0.00% −0.37
IWD iShares Russell 1000 Value E Reduce -59.2% 0.20% −0.36
IWB iShares Russell 1000 ETF Reduce -59.2% 0.15% −0.34
XLK SS Technology Select Sector Reduce -1.0% 1.47% −0.32
VGK Vanguard Ftse Europe ETF Reduce -86.2% 0.02% −0.27
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -53.8% 0.31% −0.23
ILCB iShares Morningstar U.S. Equ Reduce -97.0% 0.01% −0.22
VUG Vanguard Mrngstar GR ETF-Sui Reduce -35.1% 1.31% −0.20
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -52.9% 0.16% −0.16
IMCV iShares Morningstar Mid-Cap Reduce -85.8% 0.03% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -13.2% 0.55% −0.13
IAU iShares Gold Trust Reduce -46.2% 0.17% −0.12
MOAT Vaneck Morningstar Wide Moat Reduce -71.5% 0.04% −0.10
AAPL Apple Inc. Reduce -5.3% 1.81% −0.10
NVDA Nvidia Corp. Reduce -6.0% 1.59% −0.09
DGRW Wisdomtree U.S. Quality Divi Reduce -24.9% 0.26% −0.09
SPTS SS SPDR P St Term TSY ETF Reduce -41.2% 0.11% −0.09
AMZN Amazon.com Inc. Reduce -5.1% 1.08% −0.09
EWG iShares MSCI Germany ETF Sold out 0.00% −0.09
EMR Emerson Electric Co. Reduce -61.7% 0.05% −0.08
WMT Walmart Inc. Reduce -15.3% 0.25% −0.08
ABT Abbott Laboratories Reduce -51.1% 0.04% −0.07
JPM JPMorgan Chase & Co. Reduce -8.8% 0.52% −0.07
NEAR iShares SH Dba ETF Usd Inc. Reduce -94.4% 0.00% −0.07
ACWV iShares MSCI Global Min Vol Reduce -87.7% 0.01% −0.07
XLF SS Financial Select Sector Reduce -18.8% 0.20% −0.07
VNQI Vanguard GLBL Ex-US Real Est Sold out 0.00% −0.06
TSLA Tesla Inc. Reduce -2.0% 0.43% −0.06
HON Honeywell International Inc. Reduce -14.7% 0.04% −0.06
SGOV iShares 0-3 Month Treasury B Reduce -12.2% 0.24% −0.05
TBIL F/M US Treasury 3 Month Bill Reduce -15.8% 0.20% −0.05
MA Mastercard Inc. Class A Reduce -21.0% 0.11% −0.05
FXI iShares China Large-Cap ETF Reduce -97.1% 0.00% −0.05
IJK iShares S&P Mid-Cap 400 Grow Reduce -79.1% 0.02% −0.05
NFLX Netflix Inc. Reduce -12.4% 0.08% −0.05
MDT Medtronic PLC Reduce -66.6% 0.02% −0.05
V Visa Inc. Class A Reduce -15.3% 0.20% −0.05
IMCG iShares Morningstar Mid-Cap Reduce -52.4% 0.06% −0.05
XLV SS Health Care Select Sector Reduce -19.0% 0.15% −0.05
VPL Vanguard Ftse Pacific ETF Sold out 0.00% −0.04
SCZ iShares MSCI Eafe Small-Cap Reduce -89.3% 0.01% −0.04
PM Philip Morris International Reduce -40.5% 0.07% −0.04
MCD McDonald's Corp. Reduce -22.0% 0.07% −0.04
BX Blackstone Inc. Reduce -18.1% 0.08% −0.04
PEP Pepsico Inc. Reduce -36.0% 0.05% −0.04

Portfolio Buys Q1 2026 → Q2 2026

ITOT iShares Core S&P Total U.S. Add +1.2% 0.19% +0.19
DYNF Ishrs US E F R A ETF-Usd Inc. Add +17.0% 1.04% +0.18
IALT Ishrs SYS Alt Act ETF New 0.18% +0.18
JMOM JPMorgan US Momentum Factor Add +12.7% 0.73% +0.17
SMH Vaneck Semiconductor ETF Add +24.3% 0.28% +0.15
SPMO Invesco S&P 500 Momentum ETF Add +0.1% 0.69% +0.14
SPYM Ste STR SPDR PT S&P 500 ETF Add +39.7% 0.48% +0.14
IWR iShares Russell Mid-Cap ETF Add +1.2% 0.15% +0.14
IEFA iShares Core MSCI Eafe ETF Add +2.5% 0.89% +0.13
SPY SS SPDR S&P 500 ETF Trust-US Add +7.7% 1.44% +0.12
SPYV SS SPDR P S&P 500 Value ETF Add +7.4% 1.91% +0.12
BAI Ishrs AI in and Tech Act ETF Add +15.9% 0.26% +0.11
JEPI JPMorgan Equity Premium Inco Add +18.1% 0.85% +0.10
RWL Invesco S&P 500 Revenue ETF Add +21.1% 0.49% +0.10
VOOG Vanguard S&P 500 Growth ETF Add +24.2% 0.43% +0.10
SPHQ Invesco S&P 500 Quality ETF Add +0.4% 0.77% +0.08
MRVL Marvell Technology Inc. Add +4.3% 0.12% +0.08
GARP iShares MSCI USA Quality Gar Add +71.1% 0.17% +0.08
IEMG iShares Core MSCI Emerging Add +12.1% 0.34% +0.07
IDMO Invesco S&P International DE Add +27.7% 0.33% +0.07
AVEM Avantis Emerging Markets Eq Add +89.1% 0.13% +0.07
PAVE Global X US Infrastructure Add +47.5% 0.16% +0.06
SPCX Space Exploration Techn Class A New 0.06% +0.06
BLCR iShares LRG CP CR Act ETF-Ui New 0.06% +0.06
BIL SS SPDR BB 1-3M T-Bill ETF Add +15.2% 0.91% +0.06
ITA iShares U.S. Aerospace & Def Add +20.7% 0.29% +0.06
QQQM Invesco Nasdaq 100 ETF Add +1.3% 0.52% +0.06
PWB Invesco Large Cap Growth ETF Add +63.0% 0.12% +0.06
AIRR First Trust Rba American Ind Add +8.3% 0.21% +0.06
SPMD SS SPDR P S&P 400 Midcap ETF Add +14.8% 0.28% +0.06
IVW iShares S&P 500 Growth ETF Add +20.8% 0.27% +0.06
SPDW Ste STR SPDR PT DW Eu ETF Add +1.5% 0.83% +0.05
RDVY First Trust Rising Dividend Add +0.8% 0.61% +0.05
BOND PIMCO Active Bond Exchange-T Add +179.5% 0.08% +0.05
TSM Taiwan Semiconductor-SP ADR Add +6.7% 0.14% +0.05
XLI SS Industrial Select Sector Add +22.4% 0.18% +0.05
XLRE SS Real Estate Select Sector Add +155.6% 0.08% +0.05
AVGO Broadcom Inc. Add +3.2% 0.61% +0.05
XBI SS SPDR S&P Biotech ETF Add +181.3% 0.06% +0.05
VXUS Vanguard Total Intl Stock Add +6.8% 0.40% +0.04
FMDE Fidelity Enhanced Mid Cap Co. Add +38.7% 0.14% +0.04
VTWV Vanguard Russell 2000 Value Add +37.5% 0.12% +0.04
GXPT Global X Purecap Info Tech Add +31.8% 0.11% +0.04
FESM Fidelity Enhanced Small Cap Add +79.3% 0.07% +0.04
GRID First TRST Nasd Class Edg Sgiif Add +33.0% 0.11% +0.04
AMJB Alerian MLP ETN2044 Add +7.7% 0.28% +0.04
SCHD Schwab US DVD Equity ETF Add +8.6% 0.26% +0.04
DFIV Dimensional International Va Add +13.6% 0.28% +0.03
VFVA Vanguard U.S. Value Factor Add +14.3% 0.22% +0.03
QTUM Defiance Quantum ETF Add +16.7% 0.09% +0.03

Notes & Other Activity Q1 2026 → Q2 2026

LXP INDUSTRIAL TRUST (LXP 6.5 PERP C) PFD CONV SER C New 5,000 $228K
COHEN & STEERS QUALITY-R RIGHT 07/15/2026 Add +6.5% 40,065 $596
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 Sold out 65,620 $460before exit
NEUBERGER HIGH YIELD-RT RIGHT 04/15/2026 Sold out 46,000 $368before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,797$16.7BSPYG, QQQ, IVV, SPYV, AAPL
Q1 2026 1,687$15.5BQQQ, VONG, AAPL, XLK, SPYV
Q4 2025 1,576$14.6BSPYG, IVV, QQQ, VUG, VONG
Q3 2025 1,525$13.6BSPYG, IVV, VUG, QQQ, VONG
Q2 2025 1,452$12.1BSPYG, IVV, VUG, VONG, QQQ
Q1 2025 1,335$10.5BSPYG, IVV, VUG, VONG, QQQ
Q4 2024 1,262$10.5BSPYG, IVV, VONG, VUG, QQQ
Q3 2024 1,254$10.3BSPYG, IVV, VONG, VUG, QQQ
Q2 2024 1,209$9.5BSPYG, VONG, IVV, VUG, QQQ
Q1 2024 1,160$8.9BSPYG, IVV, VONG, QQQ, VUG