CIK 33250
EQUITABLE TRUST CO
Institutional 13F holdings & portfolio
Holdings
439
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 439
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 300K | $1M+ | SH |
| IAU | iShares Gold Trust ETF | 1.6M | $1M+ | SH |
| VTV | Vanguard Value ETF | 295K | $1M+ | SH |
| HCA | HCA Healthcare Inc | 120K | $1M+ | SH |
| GOOGL | Alphabet Inc Cl A | 174K | $1M+ | SH |
| MSFT | Microsoft Corp | 94K | $1M+ | SH |
| PRM | Perimeter Solutions Inc | 1.6M | $1M+ | SH |
| AAPL | Apple Inc | 157K | $1M+ | SH |
| IXUS | iShares Core MSCI Total International ETF | 504K | $1M+ | SH |
| SHOP | Shopify Inc Cl A | 259K | $1M+ | SH |
| GOOG | Alphabet Inc Cl C | 116K | $1M+ | SH |
| XMHQ | Invesco S&P MidCap Quality ETF | 302K | $1M+ | SH |
| AMZN | Amazon.com Inc | 113K | $1M+ | SH |
| DG | Dollar General Corp | 188K | $1M+ | SH |
| QQQ | Invesco QQQ Trust ETF | 38K | $1M+ | SH |
| XLE | State Street Energy Select Sector SPDR ETF | 506K | $1M+ | SH |
| NVDA | NVIDIA Corp | 119K | $1M+ | SH |
| ACWI | iShares MSCI ACWI ETF | 150K | $1M+ | SH |
| RSP | Invesco S&P 500 Equal Weight ETF | 109K | $1M+ | SH |
| SCHD | Schwab US Dividend ETF | 639K | $1M+ | SH |
| ADI | Analog Devices Inc | 59K | $1M+ | SH |
| SPY | State Street SPDR S&P 500 ETF | 21K | $1M+ | SH |
| IJH | iShares Core S&P Mid-Cap ETF | 214K | $1M+ | SH |
| MA | Mastercard Inc Cl A | 24K | $1M+ | SH |
| BAC | Bank of America Corp | 251K | $1M+ | SH |
| V | Visa Inc Cl A | 39K | $1M+ | SH |
| AXP | American Express Co | 36K | $1M+ | SH |
| JPM | JPMorgan Chase & Co | 41K | $1M+ | SH |
| LH | Labcorp Holdings Inc | 47K | $1M+ | SH |
| VYMI | Vanguard Intl High Dividend Yield ETF | 128K | $1M+ | SH |
| META | Meta Platforms Inc Cl A | 17K | $1M+ | SH |
| SE | Sea Ltd SP ADR | 86K | $1M+ | SH |
| AVGO | Broadcom Inc | 31K | $1M+ | SH |
| IGSB | iShares Short Term Bond ETF | 197K | $1M+ | SH |
| GS | Goldman Sachs Group Inc | 11K | $1M+ | SH |
| ORCL | Oracle Corp | 48K | $1M+ | SH |
| IJR | iShares S&P Small-Cap 600 ETF | 78K | $1M+ | SH |
| HD | Home Depot Inc | 27K | $1M+ | SH |
| KO | Coca-Cola Co | 126K | $1M+ | SH |
| JNJ | Johnson & Johnson | 41K | $1M+ | SH |
| AKRE | Akre Focus ETF | 124K | $1M+ | SH |
| SPGI | S&P Global Inc | 15K | $1M+ | SH |
| XOM | Exxon Mobil Corp | 64K | $1M+ | SH |
| WMT | Walmart Inc | 68K | $1M+ | SH |
| CAT | Caterpillar Inc | 13K | $1M+ | SH |
| VTI | Vanguard Total Stock Mkt ETF | 22K | $1M+ | SH |
| IWF | iShares Russell 1000 Growth ETF | 14K | $1M+ | SH |
| IVE | iShares S&P 500 Value ETF | 31K | $1M+ | SH |
| ASML | ASML Holding NV ADR | 6K | $1M+ | SH |
| EG | Everest Group Ltd | 18K | $1M+ | SH |