1y return+19.2%S&P 500 +20.9%
3y return+58.3%S&P 500 +68.5%
5y return+54.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $204 against $232 in the S&P 500.2
Equitable Holdings, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYGSpdr Series Trust | $536.0M | 3.2% | −2.9% |
| QQQInvesco Qqq Tr | $497.8M | 3.0% | |
| IVVIshares Tr | $387.9M | 2.3% | −20.2% |
| SPYVSpdr Series Trust | $319.6M | 1.9% | +7.4% |
| AAPLApple Inc | $303.1M | 1.8% | −5.3% |
| NVDANvidia Corporation | $266.6M | 1.6% | −6.0% |
| XLKSelect Sector Spdr Tr | $247.0M | 1.5% | |
| SPYState Str Spdr S&p 500 Etf T | $240.8M | 1.4% | +7.7% |
| VUGVanguard Index Fds | $219.0M | 1.3% | −35.1% |
| VOOVanguard Index Fds | $214.6M | 1.3% | −14.9% |
| VONGVanguard Scottsdale Fds | $193.6M | 1.2% | +1.2% |
| VGTVanguard World Fd | $188.8M | 1.1% | −3.3% |
| VTVVanguard Index Fds | $184.3M | 1.1% | −26.2% |
| AMZNAmazon Com Inc | $180.8M | 1.1% | −5.1% |
| DYNFBlackrock Etf Trust | $174.2M | 1.0% | +17.0% |
| BILSpdr Series Trust | $152.9M | 0.9% | +15.2% |
| IEFAIshares Tr | $149.1M | 0.9% | +2.5% |
| VTIVanguard Index Fds | $146.8M | 0.9% | |
| MSFTMicrosoft Corp | $146.4M | 0.9% | −11.7% |
| JEPIJ P Morgan Exchange Traded F | $142.4M | 0.9% | +18.2% |
| SPDWSpdr Index Shs Fds | $138.9M | 0.8% | +1.5% |
| VCITVanguard Scottsdale Fds | $138.8M | 0.8% | +6.1% |
| GOOGAlphabet Inc | $130.7M | 0.8% | −4.5% |
| JEPQJ P Morgan Exchange Traded F | $129.6M | 0.8% | |
| SPHQInvesco Exchange Traded Fd T | $129.5M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $266.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $102.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $113.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $130.7M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $247.0M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $188.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $303.1M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $497.8M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $92.0M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $536.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $15.4M
- EWGIshares Inc was $13.2M
- IEZIshares Tr was $11.8M
- VNQIVanguard Intl Equity Index F was $10.0M
- VPLVanguard Intl Equity Index F was $7.0M
- IBDWIshares Tr was $4.3M
- MGMTUnified Ser Tr was $4.1M
- USRTIshares Tr was $2.9M
- JPMEJ P Morgan Exchange Traded F was $2.8M
- JPSEJ P Morgan Exchange Traded F was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −16.5% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Equitable Holdings, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1333986&type=13F-HR&dateb=&owner=include&count=40CIK 1333986
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1333986/000133398626000042/Filed August 17, 2026 · accession 0001333986-26-000042