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Anthony Bruccoleri

Equitable Holdings, Inc.

Assets Managed
$15.535B
Holdings
1689
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
6.22%(2Q avg: 6.89%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Equitable Holdings, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1689 positions.

Assets under management

The assets under management (AUM) of Equitable Holdings, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 15.535B in assets, with a quarterly growth rate of 6.22% and a 2-quarter average growth rate of 6.89%. The portfolio is managed by Anthony Bruccoleri, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 7.38%
2.67%
$413.785M
676,464 shares@ $611.69 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -44.04%
2.12%
$328.888M
1.557M shares@ $211.28 avg price
AAPL
Apple Inc
Recent Activity
Increased 36.23%
1.91%
$296.635M
1.105M shares@ $268.34 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -24.67%
1.8%
$278.451M
1.354M shares@ $205.7 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -5.16%
1.8%
$278.297M
4.899M shares@ $56.81 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Decreased -33.11%
1.79%
$276.597M
1.078M shares@ $256.64 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -29.77%
1.77%
$274.864M
212,727 shares@ $1292.1 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 28.07%
1.69%
$261.808M
1.417M shares@ $184.81 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -17.62%
1.51%
$234.234M
652,398 shares@ $359.04 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.64%
1.41%
$218.482M
649,001 shares@ $336.65 avg price

1-10 of 1689