Equitable Holdings, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Equitable Holdings, Inc. reported 1,687 stock positions worth $15.5 billion. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 2.7% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 2.1%) and Apple (AAPL, 1.9%). Compared with Q4 2025, it opened 193 new positions, sold out of 83, added to 1,085 and reduced 372. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +303%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −5%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001333986
Portfolio Value
$15.5B (Q1 2026)
SEC Filing
0001333986-26-000027 ↗ filed May 15, 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 $15.5B Q1 2026 Q2 2026: $16.7B Q2 2026

Holdings 1,687 stocks · $15.5B

QQQ Invesco QQQ Trust Series 1 2.66% 676,464 $413.8M Add +7.4%
VONG Vanguard Russell 1000 Growth 2.12% 1,556,697 $328.9M Reduce -44.0%
AAPL Apple Inc. 1.91% 1,105,458 $296.6M Add +36.2%
XLK SS Technology Select Sector 1.79% 1,353,729 $278.5M Reduce -24.7%
SPYV SS SPDR P S&P 500 Value ETF 1.79% 4,898,740 $278.3M Reduce -5.2%
IGM iShares Expanded Tech Sector 1.78% 1,077,783 $276.6M Reduce -33.1%
VGT Vanguard Info Tech ETF 1.77% 212,727 $274.9M Reduce -29.8%
NVDA Nvidia Corp. 1.69% 1,416,706 $261.8M Add +28.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.51% 652,398 $234.2M Reduce -17.6%
IVV iShares Core S&P 500 ETF 1.41% 649,001 $218.5M Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.31% 299,466 $204.0M Add +3.3%
MSFT Microsoft Corp. 1.28% 444,667 $199.1M Add +61.5%
SPYG SS SPDR P S&P 500 Growth ETF 1.27% 4,667,597 $197.8M Reduce -4.9%
VCIT Vanguard Int-Term Corporate 1.20% 1,579,346 $185.8M Add +8.5%
AMZN Amazon.com Inc. 1.17% 799,797 $181.5M Add +24.7%
VONV Vanguard Russell 1000 Value 0.90% 937,175 $139.4M Add +7.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.86% 2,189,312 $133.1M Add +10.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.85% 1,449,055 $132.4M Add +302.8%
VTI VG Morningstar TS MKT ETF-US 0.85% 393,420 $131.9M Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.83% 1,146,092 $128.3M Reduce -12.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.78% 2,716,598 $120.6M Add +5.1%
GOOG Alphabet Inc. Class C 0.77% 387,252 $120.3M Add +28.3%
IEFA iShares Core MSCI Eafe ETF 0.76% 1,513,975 $118.4M Add +4.5%
JEPI JPMorgan Equity Premium Inco 0.75% 2,144,440 $116.4M Add +15.7%
VOO Vanguard S&P 500 ETF 0.70% 367,224 $109.3M Add +21.4%
VB Vanguard Most SM-Cap ETF-Usd 0.70% 423,322 $109.3M Add +9.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.70% 375,949 $109.1M Add +11.1%
SPHQ Invesco S&P 500 Quality ETF 0.69% 1,431,340 $107.4M Add +9.3%
BRK.B Berkshire Hathaway Inc. Class B 0.68% 211,993 $105.9M Add +5.9%
IWS iShares Russell Mid-Cap Valu 0.67% 406,855 $104.2M Reduce -0.5%
RSP Invesco S&P 500 Equal Weight 0.66% 538,722 $103.3M Add +53.7%
ILCG iShares Morningstar Growth E 0.66% 991,892 $103.2M Reduce -57.4%
QUAL iShares MSCI USA Quality Fac 0.66% 517,330 $102.7M Add +12.8%
GOOGL Alphabet Inc. Class A 0.65% 324,406 $100.4M Add +12.6%
VYM Vanguard High DVD Yield ETF 0.64% 692,223 $99.4M Add +6.0%
META Meta Platforms Inc. Class A 0.61% 148,155 $95.5M Add +29.6%
JPM JPMorgan Chase & Co. 0.59% 289,120 $91.4M Add +37.9%
AVGO Broadcom Inc. 0.57% 263,474 $88.2M Add +116.7%
IWD iShares Russell 1000 Value E 0.56% 343,631 $87.0M Reduce -5.2%
RDVY First Trust Rising Dividend 0.56% 1,249,378 $86.8M Reduce -8.1%
JMOM JPMorgan US Momentum Factor 0.55% 1,261,920 $86.0M Add +13.8%
SPMO Invesco S&P 500 Momentum ETF 0.54% 711,104 $84.5M Add +22.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.54% 323,899 $84.2M Add +1.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.54% 1,910,057 $83.2M Add +33.9%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.51% 2,154,947 $79.0M Add +12.1%
GLD SPDR Gold Shares 0.49% 191,716 $76.5M Add +6.2%
IWB iShares Russell 1000 ETF 0.49% 150,714 $76.2M Add +2.1%
TSLA Tesla Inc. 0.49% 174,116 $76.0M Add +26.3%
GLDM SPDR Gold Minishares Trust 0.48% 865,251 $73.9M Add +6.1%
QQQM Invesco Nasdaq 100 ETF 0.47% 286,321 $72.4M Reduce -5.3%
VIG Vanguard Dividend Apprec ETF 0.44% 313,122 $68.7M Add +14.1%
SPEM State Street SP PTF Em ETF 0.39% 1,309,760 $61.3M Add +8.0%
IVE iShares S&P 500 Value ETF 0.39% 288,317 $61.1M Reduce -2.3%
RWL Invesco S&P 500 Revenue ETF 0.39% 532,466 $61.0M Add +51.0%
MDYV SS SPDR S&P 400 MC Val ETF 0.39% 369,007 $60.4M Add +24.6%
IWF iShares Russell 1000 Growth 0.38% 125,462 $59.3M Add +7.2%
ILCV iShares Morningstar Value Et 0.38% 619,140 $58.4M Add +1.4%
IGV iShares Expanded Tech-Softwa 0.37% 550,965 $57.8M Add +89.4%
VXUS Vanguard Total Intl Stock 0.36% 738,442 $55.7M Add +2.0%
DGRW Wisdomtree U.S. Quality Divi 0.35% 614,688 $55.0M Reduce -24.1%
VYMI Vanguard Int High DVD YLD Inc. 0.35% 600,454 $54.0M Add +18.5%
IQLT iShares MSCI International Q 0.35% 1,180,280 $53.6M Add +4.0%
AGG iShares Core U.S. Aggregate 0.34% 532,974 $53.2M Add +7.0%
VOOG Vanguard S&P 500 Growth ETF 0.34% 117,602 $52.1M Add +8.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.33% 648,382 $52.0M Add +11.0%
BINC iShares Flex I A ETF-Usd Inc. 0.33% 957,015 $50.5M Add +12.8%
WMT Walmart Inc. 0.32% 429,691 $50.0M Add +88.8%
LLY Eli Lilly & Co. 0.31% 46,965 $48.9M Add +33.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.31% 283,898 $48.8M Add +6.5%
SGOV iShares 0-3 Month Treasury B 0.30% 458,991 $46.2M Add +358.8%
VGK Vanguard Ftse Europe ETF 0.29% 321,144 $45.7M Add +5.8%
SPSM SS SPDR P S&P 600 Small Cap 0.29% 970,475 $45.7M Add +1.3%
DFUS Dimensional US Eq MKT ETF 0.29% 614,973 $45.6M Add +4.9%
IAU iShares Gold Trust 0.29% 690,721 $45.2M Reduce -6.5%
SPAB SS SPDR P Agg Bond ETF 0.29% 1,722,770 $44.4M Reduce -21.9%
COST Costco Wholesale Corp. 0.28% 48,248 $43.4M Add +21.6%
CGGR Cap Group Growth Equity 0.28% 980,811 $43.2M Add +42.6%
DFAC Dimensional US Core Equity 2 0.28% 1,087,520 $43.1M Reduce -0.6%
IUSG iShares Core S&P U.S. Growth 0.27% 248,081 $41.7M Reduce -10.3%
XLF SS Financial Select Sector 0.27% 764,429 $41.6M Add +4.4%
IEMG iShares Core MSCI Emerging 0.26% 607,461 $40.8M Add +6.1%
IDMO Invesco S&P International DE 0.26% 725,092 $40.3M Add +12.0%
MUB iShares National Muni Bond E 0.26% 373,948 $40.1M Reduce -17.3%
SPTI SS SPDR P Int Term TSY ETF 0.25% 1,362,930 $39.3M Add +6.6%
TBIL F/M US Treasury 3 Month Bill 0.25% 777,872 $38.8M Add +260.0%
V Visa Inc. Class A 0.25% 113,333 $38.4M Add +69.1%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.25% 1,281,580 $38.3M Add +7.2%
JNJ Johnson & Johnson 0.25% 170,552 $38.1M Add +107.6%
VWO Vanguard Ftse Emerging Marke 0.24% 1,271,653 $38.0M Add +28.5%
DFIV Dimensional International Va 0.24% 756,132 $37.7M Add +26.7%
PLTR Palantir Technologies Inc. Class A 0.24% 216,619 $37.6M Add +33.3%
BUFR FT Vest Lad Buffervetf-Usd I 0.24% 1,091,040 $37.4M Add +8.7%
UTEN F/M US Treasury 10 Year Note 0.24% 845,161 $37.2M Add +21.0%
DGRO iShares Core Dividend Growth 0.24% 534,531 $37.1M Add +7.1%
JMUB JPMorgan Municipal ETF 0.24% 734,664 $37.1M Add +5.9%
SPTM SS SPDR P S&P 1500 Comp ETF 0.24% 449,400 $37.1M Add +15.2%
USHY iShares Broad Usd High Yield 0.24% 533,875 $36.7M Reduce -5.4%
ITA iShares U.S. Aerospace & Def 0.23% 167,739 $36.2M Add +73.2%
ILCB iShares Morningstar U.S. Equ 0.23% 381,156 $36.0M Reduce -0.6%
COWZ Pacer US Cash Cows 100 ETF 0.23% 591,690 $35.6M Add +8.1%

Show all 1,687 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $828 (not counted above)
SecurityClassShares / PrincipalValueChange
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 65,620$460Add +4.0%
NEUBERGER HIGH YIELD-RT RIGHT 04/15/2026 46,000$368No change

Total filed on the 13F, all lines: $15.5B.

Portfolio Sells Q4 2025 → Q1 2026

SPYG SS SPDR P S&P 500 Growth ETF Reduce -4.9% 1.27% −2.31
VUG Vanguard Mrngstar GR ETF-Sui Reduce -17.6% 1.51% −1.13
ILCG iShares Morningstar Growth E Reduce -57.4% 0.66% −0.99
VTV Vanguard Mrngstr Val ETF-Aui Reduce -12.0% 0.83% −0.88
FELG Fidelity Enh LRG Cap GWTH Reduce -98.6% 0.00% −0.29
ITOT iShares Core S&P Total U.S. Reduce -12.0% 0.00% −0.23
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -89.5% 0.02% −0.22
SPYV SS SPDR P S&P 500 Value ETF Reduce -5.2% 1.79% −0.22
VONG Vanguard Russell 1000 Growth Reduce -44.0% 2.12% −0.20
SPLV Invesco S&P 500 Low Volatili Reduce -54.2% 0.11% −0.15
DGRW Wisdomtree U.S. Quality Divi Reduce -24.1% 0.35% −0.14
IAU iShares Gold Trust Reduce -6.5% 0.29% −0.12
SLYG SS SPDR S&P 600 SC GR ETF Reduce -45.9% 0.11% −0.11
SPAB SS SPDR P Agg Bond ETF Reduce -21.9% 0.29% −0.10
RDVY First Trust Rising Dividend Reduce -8.1% 0.56% −0.09
MUB iShares National Muni Bond E Reduce -17.3% 0.26% −0.07
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -21.4% 0.21% −0.07
VTIP Vanguard Short-Term Tips Reduce -2.2% 0.05% −0.07
ASML ASML Holding NV-NY Reg SHS Reduce -48.8% 0.07% −0.06
IJK iShares S&P Mid-Cap 400 Grow Reduce -27.7% 0.07% −0.06
QQQM Invesco Nasdaq 100 ETF Reduce -5.3% 0.47% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 0.85% −0.05
JNK SS SPDR BB High Yield Bond Reduce -25.7% 0.04% −0.05
IUSG iShares Core S&P U.S. Growth Reduce -10.3% 0.27% −0.05
OEF iShares S&P 100 ETF Reduce -35.8% 0.07% −0.05
JPST JPMorgan Ultra-Short Income Reduce -14.4% 0.17% −0.04
IYW iShares Ustechnology ETF Reduce -9.7% 0.17% −0.04
IVE iShares S&P 500 Value ETF Reduce -2.3% 0.39% −0.03
SPEU State Street SPDR Portfolio Reduce -51.9% 0.03% −0.03
FEZ State Street SPDR Euro Stoxx Reduce -48.0% 0.03% −0.03
TLH iShares 10-20 Year Treasury Reduce -23.8% 0.08% −0.03
SMH Vaneck Semiconductor ETF Reduce -14.3% 0.13% −0.03
JAAA Janus Henderson Aaa Clo ETF Reduce -18.0% 0.11% −0.03
IYH iShares U.S. Healthcare ETF Reduce -45.9% 0.03% −0.03
XMHQ Invesco S&P Midcap Qual ETF Reduce -24.2% 0.07% −0.03
EZM Wisdomtree US Midcap Fund Reduce -57.6% 0.02% −0.03
SCHX Schwab US Large-Cap ETF Reduce -18.5% 0.08% −0.02
JMEE JPM Sma & Mid Cap En Eq Et-U Sold out 0.00% −0.02
SGOL Abrdn Physical Gold Shares Reduce -66.9% 0.01% −0.02
CVS CVS Health Corp. Reduce -47.3% 0.02% −0.02
SLYV SS SPDR S&P 600 SC Val ETF Reduce -5.4% 0.18% −0.02
DXJ Wisdomtree Japan Hedged Eq Reduce -67.0% 0.01% −0.02
IWY iShares Russell Top 200 Grow Reduce -10.9% 0.10% −0.02
DFAC Dimensional US Core Equity 2 Reduce -0.6% 0.28% −0.02
IOO iShares Global 100 ETF Reduce -11.2% 0.09% −0.02
IXJ iShares Global Healthcare Et Reduce -46.3% 0.02% −0.02
WPM Wheaton Precious Metals Corp. Reduce -77.0% 0.00% −0.02
TDIV FT Nasdaq Tech DVD Index FD Reduce -11.2% 0.09% −0.02
SPHD Invesco S&P 500 High Dividen Reduce -31.1% 0.03% −0.02
ILCB iShares Morningstar U.S. Equ Reduce -0.6% 0.23% −0.02

Portfolio Buys Q4 2025 → Q1 2026

BIL SS SPDR BB 1-3M T-Bill ETF Add +302.8% 0.85% +0.63
AAPL Apple Inc. Add +36.2% 1.91% +0.40
MSFT Microsoft Corp. Add +61.5% 1.28% +0.37
VCIT Vanguard Int-Term Corporate Add +8.5% 1.20% +0.36
VONV Vanguard Russell 1000 Value Add +7.7% 0.90% +0.35
AVGO Broadcom Inc. Add +116.7% 0.57% +0.28
NVDA Nvidia Corp. Add +28.1% 1.69% +0.27
SGOV iShares 0-3 Month Treasury B Add +358.8% 0.30% +0.23
MDYV SS SPDR S&P 400 MC Val ETF Add +24.6% 0.39% +0.22
IGEB iShares Investment Grade SYS New 0.21% +0.21
RSP Invesco S&P 500 Equal Weight Add +53.7% 0.66% +0.21
TBIL F/M US Treasury 3 Month Bill Add +260.0% 0.25% +0.18
IGV iShares Expanded Tech-Softwa Add +89.4% 0.37% +0.16
AMZN Amazon.com Inc. Add +24.7% 1.17% +0.16
WMT Walmart Inc. Add +88.8% 0.32% +0.15
JNJ Johnson & Johnson Add +107.6% 0.25% +0.13
GOOG Alphabet Inc. Class C Add +28.3% 0.77% +0.13
JPM JPMorgan Chase & Co. Add +37.9% 0.59% +0.13
MEAR Ishrs Short Mat Muni Act ETF New 0.12% +0.12
VGK Vanguard Ftse Europe ETF Add +5.8% 0.29% +0.12
CGUS Cap Group Core Equity Add +239.8% 0.17% +0.12
RWL Invesco S&P 500 Revenue ETF Add +51.0% 0.39% +0.12
EMR Emerson Electric Co. Add +706.4% 0.13% +0.11
IWB iShares Russell 1000 ETF Add +2.1% 0.49% +0.11
CGDV Cap Group Dividend Value Add +33.9% 0.54% +0.11
META Meta Platforms Inc. Class A Add +29.6% 0.61% +0.10
ITA iShares U.S. Aerospace & Def Add +73.2% 0.23% +0.09
MOAT Vaneck Morningstar Wide Moat Add +187.7% 0.14% +0.09
V Visa Inc. Class A Add +69.1% 0.25% +0.09
RTX RTX Corp. Add +85.2% 0.20% +0.09
CSCO Cisco Systems Inc. Add +183.9% 0.14% +0.09
NOW ServiceNow Inc. Add +181.8% 0.14% +0.08
IEZ iShares U.S. Oil Equipment & New 0.08% +0.08
NEAR iShares SH Dba ETF Usd Inc. Add +2196.0% 0.08% +0.07
SPMO Invesco S&P 500 Momentum ETF Add +22.6% 0.54% +0.07
GARP iShares MSCI USA Quality Gar Add +406.5% 0.09% +0.07
PANW Palo Alto Networks Inc. Add +109.7% 0.14% +0.07
CGGR Cap Group Growth Equity Add +42.6% 0.28% +0.07
XOM Exxon Mobil Corp. Add +52.3% 0.18% +0.07
VTWG Vanguard Russell 2000 Growth Add +563.9% 0.08% +0.07
GXPT Global X Purecap Info Tech New 0.07% +0.07
ABT Abbott Laboratories Add +166.6% 0.12% +0.06
TSLA Tesla Inc. Add +26.3% 0.49% +0.06
PULS Pgim Ultra Short Bond ETF Add +83.7% 0.15% +0.06
IAI iShares U.S. Broker-Dealers Add +293.0% 0.09% +0.06
IYZ iShares US Telecommunication Add +316.5% 0.07% +0.06
INCM Franklin Income Focus ETF Add +2350.4% 0.06% +0.06
MCD McDonald's Corp. Add +106.7% 0.12% +0.06
AMGN Amgen Inc. Add +163.3% 0.09% +0.06
LLY Eli Lilly & Co. Add +33.5% 0.31% +0.06

Notes & Other Activity Q4 2025 → Q1 2026

GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 Add +4.0% 65,620 $460

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