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EQUITABLE TRUST CO

Q2 2026 13F filing

Updated 49 days ago

753 disclosed positions worth $2.4B

Portfolio value
$2.4B
Total holdings
753
New positions
47
Closed positions
58
Increased
164
Decreased
164
Turnover
13.9%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

V

Vanguard S&P 500 ETF

+1164.9%
Value
$200.1M
Shares
291.3K
% Port
8.35%
I
2.IAU

iShares Gold Trust ETF

+800.6%
Value
$113.1M
Shares
1.50M
% Port
4.72%
V

Vanguard Value ETF

+778.7%
Value
$65.1M
Shares
298.8K
% Port
2.72%
G

Alphabet Inc Cl A

+130.4%
Value
$60M
Shares
167.8K
% Port
2.50%
H
5.HCA

HCA Healthcare Inc

+231.1%
Value
$49.1M
Shares
126.1K
% Port
2.05%
P
6.PRM

Perimeter Solutions Inc

+336.6%
Value
$46.4M
Shares
1.30M
% Port
1.94%
E

iShares Core MSCI Total International ETF

+956.4%
Value
$46.2M
Shares
483.9K
% Port
1.93%
A

Apple Inc

+385.5%
Value
$44M
Shares
152.1K
% Port
1.84%
G

Alphabet Inc Cl C

+218.7%
Value
$39.3M
Shares
111.3K
% Port
1.64%
?
10.N/A

Invesco S&P MidCap Quality ETF

+1062.5%
Value
$35.2M
Shares
311.7K
% Port
1.47%
M
11.MSFT

Microsoft Corp

+148.4%
Value
$33.8M
Shares
90.7K
% Port
1.41%
Q
12.QQQ

Invesco QQQ Trust ETF

+2208.4%
Value
$32.3M
Shares
43.9K
% Port
1.35%
A
13.AMZN

Amazon.com Inc

+111.9%
Value
$29.7M
Shares
124.4K
% Port
1.24%
S
14.SHOP

Shopify Inc Cl A

+329.8%
Value
$28.3M
Shares
247.8K
% Port
1.18%
S

State Street Energy Select Sector SPDR ETF

+374.0%
Value
$26.6M
Shares
501.4K
% Port
1.11%
G

Alphabet Inc Cl A

-2.9%
Value
$25.3M
Shares
70.7K
% Port
1.05%
N
17.NVDA

NVIDIA Corp

+270.5%
Value
$23.3M
Shares
116.4K
% Port
0.97%
I
18.IVZ

Invesco S&P 500 Equal Weight ETF

+1040.6%
Value
$22.6M
Shares
106.4K
% Port
0.94%
S
19.SPY

State Street SPDR S&P 500 ETF

+14699.0%
Value
$22.1M
Shares
29.6K
% Port
0.92%
B
20.BLK

iShares MSCI ACWI ETF

+820.3%
Value
$21.1M
Shares
134.6K
% Port
0.88%
A
21.ADI

Analog Devices Inc

+93.2%
Value
$20.4M
Shares
51.3K
% Port
0.85%
T

Taiwan Semiconductor Mfg Co Ltd ADR

+3.4%
Value
$18.5M
Shares
38.6K
% Port
0.77%
S

Schwab US Dividend ETF

+938.5%
Value
$18.4M
Shares
581.7K
% Port
0.77%
A

ASML Holding NV ADR

-4.0%
Value
$17.4M
Shares
8.7K
% Port
0.73%
E
25.ETHA

iShares Core S&P Mid-Cap ETF

+849.4%
Value
$17M
Shares
220.0K
% Port
0.71%
V
26.VGES

Vanguard S&P 500 ETF

-1.6%
Value
$15.6M
Shares
22.7K
% Port
0.65%
?
27.N/A

iShares Short Term Bond ETF

+4163.0%
Value
$14.8M
Shares
282.0K
% Port
0.62%
B

Bank of America Corp

+706.8%
Value
$14M
Shares
245.3K
% Port
0.58%
V
29.V

Visa Inc Cl A

+13.3%
Value
$13.6M
Shares
39.7K
% Port
0.57%
?
30.N/A

First Eagle Global Equity ETF

+1419.2%
Value
$13.6M
Shares
277.8K
% Port
0.57%
D
31.DG

Dollar General Corp

+443.0%
Value
$13.6M
Shares
117.9K
% Port
0.57%
M
32.MSFT

Microsoft Corp

-0.5%
Value
$13.6M
Shares
36.4K
% Port
0.57%
J

JPMorgan Chase & Co

+167.7%
Value
$13.5M
Shares
41.3K
% Port
0.56%
C
34.CAT

Caterpillar Inc

+269.7%
Value
$13.1M
Shares
12.3K
% Port
0.55%
E
35.EG

Everest Group Ltd

+23.0%
Value
$13.1M
Shares
36.6K
% Port
0.55%
H
36.HCA

HCA Healthcare Inc

-12.1%
Value
$13M
Shares
33.5K
% Port
0.54%
V
37.VGES

Vanguard Intl High Dividend Yield ETF

+3454.6%
Value
$12.6M
Shares
128.0K
% Port
0.52%
K
38.KO

Coca-Cola Co

+2106.6%
Value
$12.5M
Shares
153.6K
% Port
0.52%
S
39.SE

Sea Ltd SP ADR

+53.9%
Value
$12.4M
Shares
129.9K
% Port
0.52%
A
40.AMZN

Amazon.com Inc

-11.1%
Value
$12.4M
Shares
52.2K
% Port
0.52%
V
41.V

Visa Inc Cl A

+1.4%
Value
$12.2M
Shares
35.5K
% Port
0.51%
M
42.MA

Mastercard Inc Cl A

+68.7%
Value
$12M
Shares
23.4K
% Port
0.50%
I
43.IAU

iShares Gold Trust ETF

-4.3%
Value
$12M
Shares
159.2K
% Port
0.50%
E
44.EG

Everest Group Ltd

+12.8%
Value
$12M
Shares
33.5K
% Port
0.50%
G

Alphabet Inc Cl C

-3.6%
Value
$11.9M
Shares
33.6K
% Port
0.50%
E
46.ETHA

iShares S&P Small-Cap 600 ETF

+7975.7%
Value
$11.8M
Shares
79.5K
% Port
0.49%
A

ASML Holding NV ADR

-35.2%
Value
$11.7M
Shares
5.9K
% Port
0.49%
A
48.AVGO

Broadcom Inc

+28.5%
Value
$11.5M
Shares
30.4K
% Port
0.48%
L
49.LH

Labcorp Holdings Inc

+39.4%
Value
$11.4M
Shares
40.7K
% Port
0.47%
G

Goldman Sachs Group Inc

+604.0%
Value
$11.2M
Shares
11.0K
% Port
0.47%