Fund HoldingsEquitable Holdings, Inc.

Total Portfolio Value
$16.75B
Total Bought
$2.26B
Total Sold
$3.19B
Net Transaction
-$931.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500GRW
4,667,5974,531,390-136,207197,753536,0243.20%+338,271
ISHARES TR649,001517,971-131,030218,482387,9042.32%+169,421
INVESCO EXCH TRADED FD TR II16,437711,587+695,150563114,9500.69%+114,387
VANGUARD INDEX FDS367,224312,492-54,732109,292214,6221.28%+105,330
INVESCO QQQ TR676,464676,059-405413,785497,8492.97%+84,064
ISHARES TR628,458592,268-36,1907,58987,8390.52%+80,250
ISHARES TR555,162461,131-94,0312,99167,5140.40%+64,523
ISHARES TR1,385,1901,211,123-174,06730,04093,3900.56%+63,349
VANGUARD INDEX FDS1,146,092845,551-300,541128,269184,2711.10%+56,002
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
2,154,9472,152,109-2,83878,955129,6390.77%+50,685
VANGUARD INDEX FDS197,788182,169-15,6198,79655,7990.33%+47,003
VANGUARD BD INDEX FDS836,357828,442-7,91515,95760,8160.36%+44,859
SPDR SERIES TRUST
ST STR P500VAL
4,898,7405,262,630+363,890278,297319,5761.91%+41,278
BLACKROCK ETF TRUST
ISHARES US EQUIT
2,189,3122,561,010+371,698133,130174,1741.04%+41,044
ISHARES TR16,437403,071+386,63456340,5770.24%+40,014
MICRON TECHNOLOGY INC(MU)47,83645,550-2,28613,75052,5780.31%+38,828
STATE STR SPDR S&P 500 ETF T(SPY)299,466322,426+22,960203,993240,7781.44%+36,785
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
1,261,9201,421,610+159,69086,000121,4910.73%+35,491
ISHARES TR159,768141,621-18,1478,01842,5500.25%+34,532
ADVANCED MICRO DEVICES INC(AMD)116,51199,363-17,14824,86757,7210.34%+32,853
ISHARES TR195,916198,271+2,3556932,5700.19%+32,501
ISHARES TR
CORE MSCI EAFE
1,513,9751,551,330+37,355118,430149,1080.89%+30,678
BLACKROCK ETF TRUST
ISHA SYST AL ETF
01,053,590+1,053,590029,5530.18%+29,553
ISHARES TR16,437341,897+325,46056328,2240.17%+27,661
SPDR SERIES TRUST
ST STR P500ETF
648,382905,742+257,36052,01379,5970.48%+27,584
VANECK ETF TRUST
SEMICONDUCTR ETF
58,12372,238+14,11520,94047,3800.28%+26,440
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
2,144,4402,533,724+389,284116,355142,4370.85%+26,082
ISHARES TR223,419226,060+2,6411,58024,9390.15%+23,359
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
1,431,3401,436,900+5,560107,422129,4650.77%+22,042
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
532,466644,734+112,26860,96782,3710.49%+21,404
SPDR SERIES TRUST
ST STR BLO 1 ETF
1,449,0551,668,884+219,829132,430152,9370.91%+20,506
VANGUARD ADMIRAL FDS INC117,602876,607+759,00552,07472,4250.43%+20,351
BLACKROCK ETF TRUST
ISHA I IN TE ETF
709,777822,877+113,10023,63543,3820.26%+19,747
PALO ALTO NETWORKS INC(PANW)123,366118,669-4,69722,19940,4690.24%+18,269
SPDR INDEX SHS FDS
ST STR PO EX ETF
2,716,5982,757,945+41,347120,644138,8540.83%+18,210
VANGUARD INDEX FDS423,322419,138-4,184109,270127,0490.76%+17,780
INVESCO EXCH TRADED FD TR II16,437241,543+225,10656318,2700.11%+17,707
VANGUARD INTL EQUITY INDEX F1,271,653909,418-362,23538,03654,2830.32%+16,248
GE VERNOVA INC(GEV)37,82535,743-2,08226,30741,9930.25%+15,686
INVESCO EXCH TRADED FD TR II16,437216,756+200,31956316,2350.10%+15,672
ISHARES INC
CORE MSCI EMKT
607,461681,163+73,70240,83656,4280.34%+15,592
INVESCO EXCH TRADED FD TR II725,092925,783+200,69140,29355,8150.33%+15,522
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
286,321289,917+3,59672,41287,8360.52%+15,424
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
1,249,3781,259,445+10,06786,792102,0910.61%+15,299
ISHARES TR442,789346,402-96,38720,85835,9840.21%+15,126
VANGUARD INDEX FDS393,420396,816+3,396131,855146,8380.88%+14,983
BROADCOM INC(AVGO)263,474271,968+8,49488,224102,7360.61%+14,511
MARVELL TECHNOLOGY INC(MRVL)62,80765,521+2,7145,47919,5180.12%+14,039
CATERPILLAR INC(CAT)36,17433,278-2,89621,62935,4370.21%+13,808
ISHARES TR0112,530+112,530013,4740.08%+13,474
ISHARES TR331,227264,252-66,97516,10929,1070.17%+12,998
ISHARES TR167,739202,455+34,71636,22749,0790.29%+12,852
ALPHABET INC(GOOG)324,406316,791-7,615100,367113,2110.68%+12,844
AMERICAN CENTY ETF TR117,779222,716+104,9379,24721,4900.13%+12,243
SPDR SERIES TRUST
ST STR P400MID
613,104703,911+90,80735,50547,5560.28%+12,051
GLOBAL X FDS
US INFR DEV ETF
304,508449,071+144,56314,55726,4590.16%+11,902
ISHARES TR275,772333,125+57,35333,94345,8150.27%+11,872
VANGUARD STAR FDS738,442788,540+50,09855,71267,4120.40%+11,700
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
248,255268,920+20,66524,42435,8340.21%+11,409
VANGUARD INDEX FDS375,9491,492,990+1,117,041109,063120,2900.72%+11,228
SPACE EXPLORATION TECHN CORP062,455+62,455010,6710.06%+10,671
BLACKROCK ETF TRUST
ISHA LA CORE ETF
0208,954+208,954010,5250.06%+10,525
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
538,722534,298-4,424103,251113,6830.68%+10,431
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
70,619115,120+44,5018,97619,3930.12%+10,417
ALPHABET INC(GOOG)387,252369,888-17,364120,315130,6920.78%+10,377
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
1,910,0571,895,821-14,23683,19193,4260.56%+10,235
INTEL CORP(INTC)112,464102,426-10,0384,29714,3020.09%+10,005
SELECT SECTOR SPDR TR
ST STR INDL ETF
135,273165,640+30,36721,01330,6810.18%+9,669
TAIWAN SEMICONDUCTOR MANUFAC(TSM)46,62349,735+3,11214,31923,7520.14%+9,433
JPMORGAN CHASE FINL CO LLC(JPM)1,281,5801,380,520+98,94038,33247,6140.28%+9,282
ISHARES TR
MSCI USA QLT FCT
517,330510,432-6,898102,742112,0040.67%+9,262
VANGUARD WHITEHALL FDS692,223686,126-6,09799,366108,4280.65%+9,062
VANGUARD TAX-MANAGED FDS588,378395,185-193,19319,12028,1570.17%+9,037
CROWDSTRIKE HLDGS INC(CRWD)32,00730,835-1,17214,60223,5310.14%+8,930
SCHWAB STRATEGIC TR1,263,5371,371,794+108,25734,69243,5000.26%+8,808
PIMCO ETF TR
ACTIVE BD ETF
50,802141,982+91,1804,39513,1330.08%+8,738
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
756,132858,805+102,67337,73146,3930.28%+8,662
ISHARES TR53,63340,098-13,53517,12725,6930.15%+8,565
FIDELITY COVINGTON TRUST
ENH MID COR ETF
416,026577,180+161,15415,13523,4220.14%+8,287
SPDR SERIES TRUST
ST STR AGGRE ETF
1,722,7702,060,940+338,17044,36152,5950.31%+8,234
ISHARES TR248,081265,006+16,92541,66349,8450.30%+8,182
SELECT SECTOR SPDR TR
ST STR REAL ETF
113,287289,591+176,3044,57112,7510.08%+8,180
VANGUARD WELLINGTON FD215,571246,317+30,74628,62436,5610.22%+7,937
CORNING INC(GLW)84,17067,557-16,6139,38517,2560.10%+7,871
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
71,74898,687+26,93911,47519,2870.12%+7,813
SPDR SERIES TRUST
ST STR SP BIOT
24,15167,949+43,7982,94610,7530.06%+7,807
GLOBAL X FDS
PURE MS TECH ETF
413,783545,442+131,65910,27017,8580.11%+7,588
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
73,47497,712+24,23811,25618,7360.11%+7,480
SPDR SERIES TRUST
ST STR SP600SM C
300,150318,546+18,39627,30634,7570.21%+7,450
LEGG MASON ETF INVT
FRANKLIN INTL LW
674,785792,683+117,89824,84632,1710.19%+7,325
HONEYWELL INTL INC032,278+32,27807,2270.04%+7,227
HONEYWELL AEROSPACE INC032,126+32,12607,1020.04%+7,102
VANGUARD WHITEHALL FDS600,454622,475+22,02154,04361,1270.36%+7,084
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
145,081260,147+115,0665,48112,5630.08%+7,081
ABRDN GLOBAL INFRA INCOME FU(ASGI)933,7201,196,660+262,94020,87827,8220.17%+6,944
SELECT SECTOR SPDR TR
ST STR MATER ETF
285,935384,550+98,61512,98019,5470.12%+6,566
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
167,728175,074+7,34623,22529,7870.18%+6,562
APPLE INC(AAPL)1,105,4581,047,420-58,038296,635303,0821.81%+6,446
ISHARES INC
EMNG MKTS EQT
280,213308,939+28,72616,21022,6330.14%+6,423
ETF SER SOLUTIONS
DEFIA QUANT ETF
75,37087,958+12,5888,26514,5460.09%+6,281
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