13F filer

Equitable Trust

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 33250 SEC filings ↗

13F Value

$2.38B

Positions

444

Top Position

VOO9.0%

Top 5

23.5%

Latest filing changes

vs Jun 30, 2026

1 CPRT Copart +152.6%+$6.8M

2 IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF +36.8%+$5.4M

3 VRSN Verisign +301.3%+$4.4M

4 TSLA Tesla +40.1%+$2.7M

5 BKR Baker Hughes Company +9.2%+$1.3M

Holdings444

#
1	VOO Vanguard 500 Index Fund — ETF Shares	9.0%	$213.6M	-2.9%	304.7K	9.0%	ETF
2	IAU iShares Gold Trust Filing details 464285204 Sep 30, 2026 1,606,065 reported quantity $125,433,677 reported value	5.3%	$125.4M	-3.1%	1.61M	5.2%	ETF
3	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 231,217 reported quantity $79,557,145 reported value	3.3%	$79.6M	-3.1%	231.2K	3.6%	Common Stock
4	VTV Vanguard Morningstar Value Index Fund — ETF Shares	3.0%	$71.5M	-0.5%	331.1K	3.0%	ETF
5	HCA Hca Healthcare	2.9%	$68.7M	+1.0%	161.0K	2.6%	Common Stock
6	MSFT Microsoft	2.7%	$63.9M	-1.9%	124.6K	2.0%	Common Stock
7	AAPL Apple	2.5%	$60.6M	-1.1%	182.0K	2.2%	Common Stock
8	GOOG Alphabet Class C	2.0%	$48.1M	-2.6%	141.1K	2.1%	Common Stock
9	IXUS iShares Core MSCI Total International Stock ETF	2.0%	$47.7M	-5.2%	502.3K	2.1%	ETF
10	AMZN Amazon	1.8%	$43.0M	-2.3%	172.5K	1.8%	Common Stock
11	SHOP Shopify	1.8%	$41.8M	-2.3%	282.1K	1.4%	Common Stock
12	PRM Perimeter Solutions	1.7%	$39.7M	-4.7%	1.51M	2.4%	Common Stock
13	XMHQ Invesco S&P MidCap Quality ETF	1.6%	$37.8M	+0.0%	338.6K	1.6%	ETF
14	XLE State Street(R) Energy Select Sector SPDR(R) ETF	1.5%	$35.7M	-3.7%	580.0K	1.3%	ETF
15	NVDA NVIDIA	1.4%	$33.8M	-0.4%	148.1K	1.2%	Common Stock
16	QQQ Invesco QQQ Trust, Series 1	1.4%	$33.5M	-1.0%	45.2K	1.4%	ETF
17	ADI Analog Devices	1.3%	$30.3M	-1.8%	76.3K	1.3%	Common Stock
18	V Visa	1.1%	$26.6M	-1.7%	74.0K	1.1%	Common Stock
19	EG Everest Group	1.0%	$24.9M	-2.6%	68.3K	1.0%	Common Stock
20	RSP Invesco S&P 500 Equal Weight ETF	1.0%	$24.6M	+2.2%	118.2K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing21

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.