Fund Holdings

Equitable Holdings, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS02,716,598+2,716,5980120,644,1170.78%+120,644,117
SPDR SERIES TRUST01,449,055+1,449,0550132,430,4500.85%+132,430,450
APPLE INC(AAPL)811,5211,105,458+293,937220,620,099296,635,4481.91%+76,015,349
ISHARES TR01,077,783+1,077,7830276,597,2201.78%+276,597,220
MICROSOFT CORP(MSFT)0444,667+444,6670199,088,9461.28%+199,088,946
VANGUARD SCOTTSDALE FDS01,579,346+1,579,3460185,844,7781.20%+185,844,778
SPDR INDEX SHS FDS01,309,760+1,309,760061,309,8660.39%+61,309,866
VANGUARD SCOTTSDALE FDS0937,175+937,1750139,405,4180.90%+139,405,418
NVIDIA CORPORATION(NVDA)01,416,706+1,416,7060261,807,9811.69%+261,807,981
VANGUARD WORLD FD0212,727+212,7270274,863,9491.77%+274,863,949
ISHARES TR0406,855+406,8550104,179,6950.67%+104,179,695
BROADCOM INC(AVGO)121,594263,474+141,88042,083,68388,224,2310.57%+46,140,548
RBB FD INC0777,872+777,872038,798,2330.25%+38,798,233
ISHARES TR0458,991+458,991046,165,5640.30%+46,165,564
INVESCO EXCHANGE TRADED FD T0538,722+538,7220103,251,3190.66%+103,251,319
SPDR SERIES TRUST0369,007+369,007060,440,8780.39%+60,440,878
AMAZON COM INC(AMZN)641,585799,797+158,212148,090,650181,549,2891.17%+33,458,639
ISHARES TR0729,956+729,956033,329,7910.21%+33,329,791
ISHARES TR0550,965+550,965057,848,9160.37%+57,848,916
INVESCO QQQ TR0676,464+676,4640413,785,1442.66%+413,785,144
ALPHABET INC(GOOG)301,831387,252+85,42194,714,568120,315,1090.77%+25,600,541
WALMART INC(WMT)0429,691+429,691049,970,2640.32%+49,970,264
JPMORGAN CHASE & CO(JPM)0289,120+289,120091,351,7160.59%+91,351,716
JOHNSON & JOHNSON(JNJ)0170,552+170,552038,108,0210.25%+38,108,021
ISHARES TR0150,714+150,714076,211,2700.49%+76,211,270
CAPITAL GROUP DIVIDEND VALUE1,426,1101,910,057+483,94762,235,44083,191,1880.54%+20,955,748
INVESCO EXCH TRADED FD TR II0532,466+532,466060,967,3570.39%+60,967,357
VANGUARD INTL EQUITY INDEX F0321,144+321,144045,742,5230.29%+45,742,523
META PLATFORMS INC(META)0148,155+148,155095,518,1070.61%+95,518,107
SELECT SECTOR SPDR TR01,353,729+1,353,7290278,451,2731.79%+278,451,273
ISHARES U S ETF TR0385,125+385,125019,379,4900.12%+19,379,490
CAPITAL GROUP CORE EQUITY ET195,183663,333+468,1507,852,21226,583,2520.17%+18,731,040
EMERSON ELEC CO(EMR)0156,552+156,552020,573,8610.13%+20,573,861
ISHARES TR0533,875+533,875036,744,5600.24%+36,744,560
ISHARES TR0167,739+167,739036,226,8730.23%+36,226,873
INVESCO EXCH TRADED FD TR II0711,104+711,104084,508,1980.54%+84,508,198
VISA INC(V)0113,333+113,333038,371,8190.25%+38,371,819
RTX CORPORATION(RTX)0164,102+164,102030,497,7450.20%+30,497,745
TESLA INC(TSLA)0174,116+174,116075,957,5640.49%+75,957,564
VANECK ETF TRUST0220,334+220,334021,866,1050.14%+21,866,105
CISCO SYS INC(CSCO)0272,220+272,220021,057,0120.14%+21,057,012
SERVICENOW INC(NOW)0145,324+145,324021,518,3810.14%+21,518,381
SPDR INDEX SHS FDS0148,095+148,095013,427,7740.09%+13,427,774
BLACKROCK ETF TRUST1,976,4002,189,312+212,912120,184,884133,129,5320.86%+12,944,648
CAPITAL GROUP GROWTH ETF687,647980,811+293,16430,579,66243,159,0640.28%+12,579,402
ISHARES TR0408,835+408,835011,835,7750.08%+11,835,775
ISHARES TR0517,330+517,3300102,741,6650.66%+102,741,665
EXXON MOBIL CORP(XOM)0213,465+213,465028,276,7140.18%+28,276,714
PALO ALTO NETWORKS INC(PANW)0123,366+123,366022,199,4690.14%+22,199,469
ISHARES U S ETF TR0229,277+229,277011,716,0550.08%+11,716,055
ELI LILLY & CO(LLY)046,965+46,965048,926,4240.31%+48,926,424
ISHARES TR0199,842+199,842013,609,2400.09%+13,609,240
VANGUARD INDEX FDS0375,949+375,9490109,062,6650.70%+109,062,665
PGIM ETF TR0478,478+478,478023,709,3100.15%+23,709,310
ISHARES TR0343,631+343,631086,983,2620.56%+86,983,262
ABBOTT LABORATORIES58,706156,511+97,8057,355,27517,898,5260.12%+10,543,251
VANGUARD SCOTTSDALE FDS052,285+52,285012,338,7370.08%+12,338,737
J P MORGAN EXCHANGE TRADED F01,261,920+1,261,920085,999,8480.55%+85,999,848
GLOBAL X FDS0413,783+413,783010,270,0940.07%+10,270,094
J P MORGAN EXCHANGE TRADED F02,144,440+2,144,4400116,355,2140.75%+116,355,214
ALPHABET INC(GOOG)288,195324,406+36,21190,205,035100,367,2780.65%+10,162,243
ISHARES TR082,973+82,973013,899,4230.09%+13,899,423
SPDR SERIES TRUST01,038,830+1,038,830030,416,9420.20%+30,416,942
SPDR INDEX SHS FDS0264,466+264,46609,499,6190.06%+9,499,619
MCDONALDS CORP(MCD)058,570+58,570018,034,6000.12%+18,034,600
VANGUARD INDEX FDS0423,322+423,3220109,269,7130.70%+109,269,713
COSTCO WHOLESALE CORPORATION(COST)048,248+48,248043,368,4080.28%+43,368,408
INVESCO EXCHANGE TRADED FD T01,431,340+1,431,3400107,422,0840.69%+107,422,084
AMGEN INC(AMGN)16,10942,411+26,3025,272,63714,345,1020.09%+9,072,465
ISHARES TR0289,800+289,800011,394,9150.07%+11,394,915
CHEVRON CORPORATION(CVX)0126,276+126,276021,373,8850.14%+21,373,885
PEPSICO INC(PEP)094,329+94,329014,110,4660.09%+14,110,466
PHILIP MORRIS INTL INC(PM)0106,309+106,309017,318,1920.11%+17,318,192
FRANKLIN TEMPLETON ETF TR0327,590+327,59009,255,9210.06%+9,255,921
CATERPILLAR INC(CAT)036,174+36,174021,629,4570.14%+21,629,457
ISHARES TR0138,295+138,295015,249,4900.10%+15,249,490
NEXTERA ENERGY INC(NEE)0162,553+162,553014,217,9090.09%+14,217,909
ISHARES TR0167,203+167,203013,791,4410.09%+13,791,441
SELECT SECTOR SPDR TR0523,453+523,453023,687,2240.15%+23,687,224
MERCK & CO INC(MRK)0154,824+154,824017,163,9420.11%+17,163,942
PALANTIR TECHNOLOGIES INC(PLTR)0216,619+216,619037,576,6380.24%+37,576,638
VANGUARD WHITEHALL FDS0600,454+600,454054,042,8450.35%+54,042,845
VANGUARD SPECIALIZED FUNDS0313,122+313,122068,717,6340.44%+68,717,634
J P MORGAN EXCHANGE TRADED F0250,893+250,893013,565,7850.09%+13,565,785
HOME DEPOT INC(HD)074,537+74,537025,367,6170.16%+25,367,617
COCA COLA CO(KO)0295,049+295,049021,263,7420.14%+21,263,742
DIMENSIONAL ETF TRUST0756,132+756,132037,730,9870.24%+37,730,987
VANGUARD SCOTTSDALE FDS071,748+71,748011,474,6580.07%+11,474,658
INVESCO EXCH TRADED FD TR II0323,646+323,646021,213,3770.14%+21,213,377
BLACKROCK ETF TRUST484,232709,777+225,54516,124,92623,634,9950.15%+7,510,069
ISHARES TR053,633+53,633017,127,4470.11%+17,127,447
EATON CORP PLC(ETN)026,926+26,92609,257,7740.06%+9,257,774
SELECT SECTOR SPDR TR0153,555+153,555018,294,2440.12%+18,294,244
CAPITAL GROUP INTL FOCUS EQT259,038501,365+242,3277,654,57314,805,3210.10%+7,150,748
ISHARES TR01,313,590+1,313,590030,245,4100.19%+30,245,410
ORACLE CORP(ORCL)090,217+90,217017,405,9560.11%+17,405,956
INTERNATIONAL BUSINESS MACHS(IBM)088,097+88,097024,832,0870.16%+24,832,087
GE VERNOVA INC(GEV)037,825+37,825026,307,0180.17%+26,307,018
SELECT SECTOR SPDR TR0285,935+285,935012,980,4850.08%+12,980,485
PROCTER & GAMBLE CO(PG)0104,119+104,119014,972,2240.10%+14,972,224
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