§ 13F · FUND PROFILE
EQUITABLE TRUST CO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.2B (13F)Positions · 707Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 293K | $175M | 8.1% | −2% |
| 2 | IAU | iShares Gold Trust ETF | 1.54M | $135M | 6.2% | −3% |
| 3 | VTV | Vanguard Value ETF | 296K | $58M | 2.7% | −1% |
| 4 | HCA | HCA Healthcare Inc | 122K | $58M | 2.7% | +1% |
| 5 | GOOGL | Alphabet Inc Cl A | 172K | $49M | 2.3% | −2% |
| 6 | IXUS | iShares Core MSCI Total International ETF | 503K | $44M | 2.0% | −1% |
| 7 | AAPL | Apple Inc | 153K | $39M | 1.8% | −2% |
| 8 | MSFT | Microsoft Corp | 93K | $34M | 1.6% | −1% |
| 9 | PRM | Perimeter Solutions Inc | 1.36M | $33M | 1.5% | −14% |
| 10 | GOOG | Alphabet Inc Cl C | 111K | $32M | 1.5% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EQUITABLE SIGNAL
AC read
EQUITABLE TRUST CO is a Other fund managing $2.2 billion in assets. The fund runs a broad portfolio of 707 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed