13F Insight
DOSSIER · 13F-HR · Q2 2026

EQUITABLE TRUST CO

$2.4B in tracked AUM across 753 positions as of Q2 2026.

ET
CIK 0000033250 · last filed Jun 30, 2026
Total AUM
$2.4B
as of Q2 2026
Holdings
753
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EQUITABLE TRUST CO filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
Vanguard S&P 500 ETF
$216M314K9.0%02
IAU
iShares Gold Trust ETF
$125M1.7M5.2%03
GOOGL
Alphabet Inc Cl A
$85M239K3.6%04
VTV
Vanguard Value ETF
$73M333K3.0%05
HCA
HCA Healthcare Inc
$62M160K2.6%06
PRM
Perimeter Solutions Inc
$56M1.6M2.4%07
AAPL
Apple Inc
$53M184K2.2%08
GOOG
Alphabet Inc Cl C
$51M145K2.1%09
IXUS
iShares Core MSCI Total International ETF
$51M530K2.1%10
MSFT
Microsoft Corp
$47M127K2.0%

Filing history

2026Q2Jun 30
$2.4B▲ 10.6%
753 positionsView →2026Q1Mar 31
$2.2B▼ 3.3%
746 positionsView →2025Q4Dec 31
$2.2B▲ 3.0%
698 positionsView →2025Q3Sep 30
$2.2B▲ 8.4%
707 positionsView →2025Q2Jun 30
$2.0B▲ 11.2%
692 positionsLocked2025Q1Mar 31
$1.8B▲ 0.8%
730 positionsLocked2024Q4Dec 31
$1.8B▲ 15.0%
749 positionsLocked2024Q3Sep 30
$1.6B▲ 7.2%
706 positionsLocked2024Q2Jun 30
$1.5B▲ 0.8%
676 positionsLocked2024Q1Mar 31
$1.4B▲ 8.4%
656 positionsLocked2023Q4Dec 31
$1.3B▲ 10.0%
611 positionsLocked2023Q3Sep 30
$1.2B▼ 7.5%
615 positionsLocked
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