StockDriftsStockDriftsTop 50 Equitable Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 8.98% | 304.7K | $213.6M | -2.95%(-9.25K) | $536.98(+31.22%) | 2026-09-30 | |
| IAU | iShares Gold Trust ETF | 5.28% | 1.61M | $125.4M | -3.11%(-51.50K) | $34.02(+128.82%) | 2026-09-30 | |
| GOOGL | Alphabet Inc Cl A | 3.35% | 231.2K | $79.6M | -3.05%(-7.28K) | $70.37(+389.13%) | 2026-09-30 | |
| VTV | Vanguard Morningstar Value ETF | 3.01% | 331.1K | $71.5M | -0.50%(-1.68K) | $172.35(+28.93%) | 2026-09-30 | |
| HCA | HCA Healthcare Inc | 2.89% | 161.0K | $68.7M | +0.95%(+1.52K) | $203.45(+123.58%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 2.69% | 124.6K | $63.9M | -1.93%(-2.45K) | $183.73(+190.38%) | 2026-09-30 | |
| AAPL | Apple Inc | 2.55% | 182.0K | $60.6M | -1.11%(-2.04K) | $66.30(+417.25%) | 2026-09-30 | |
| GOOG | Alphabet Inc Cl C | 2.02% | 141.1K | $48.1M | -2.60%(-3.77K) | $74.87(+354.34%) | 2026-09-30 | |
| IXUS | iShares Core MSCI Total International ETF | 2.01% | 502.3K | $47.7M | -5.18%(-27.45K) | $63.63(+46.54%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 1.81% | 172.5K | $43.0M | -2.35%(-4.15K) | $157.20(+66.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.66% | +84.54% | +9.30% | +55.99% |
| Top 20 Holdings Unweighted | +24.48% | +92.88% | +9.85% | +59.93% |
Equitable Trust CO reports $2.38B in US-listed equity holdings across 444 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.0%), IAU (5.3%) and GOOGL (3.4%). The top 20 holdings account for 48.41% of reported assets. Its disclosed equity book has returned +84.54% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Equitable Trust CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 33250). View Equitable Trust CO’s 13F filings on SEC