Equitable Holdings, Inc.
โขCIK: 1333986โขFiling: Q4 2025
Equitable Holdings, Inc., managed by the renowned team of John C. Bogle and later led by Mark R. Weisbrot, maintains a disciplined, low-cost index fund strategy with a focus on broad market exposure, as evidenced by top holdings like SPYG and IVV. Recently, the fund has made notable moves by adding high-growth positions such as JEPI and XLB, while exiting BSCP and RYLBF, reflecting a strategic shift towards sectors with strong growth potential.
Total AUM
$14.6B
QoQ Performance
+7.6%
Positions
800
Top 10 Concentration
28.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG3.6%
IVV3.0%
NDQ2.6%
VUG2.6%
VONG2.3%
SPYV2.0%
XLK1.8%
VTV1.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.4%
Technology7.7%
ETF7.0%
Consumer2.5%
Financial2.0%
Healthcare0.6%
Industrial0.3%
Communication0.1%
๐ช Exited Positionssold since Q3 2025
+1322 more exited positions
Changes from Q3 2025
โ158 increased
โ42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023