§ 13F · FUND PROFILE
EQUITABLE TRUST CO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2007.2T (13F)Positions · 692Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$45.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 300K | $188.3T | 8.4% | +2% |
| 2 | IAU | iShares Gold Trust ETF | 1.57M | $127.2T | 5.7% | +770% |
| 3 | VTV | Vanguard Value ETF | 295K | $56.3T | 2.5% | +717% |
| 4 | HCA | HCA Healthcare Inc | 120K | $56.2T | 2.5% | −1% |
| 5 | GOOGL | Alphabet Inc Cl A | 174K | $54.6T | 2.4% | −2% |
| 6 | MSFT | Microsoft Corp | 94K | $45.4T | 2.0% | +144% |
| 7 | PRM | Perimeter Solutions Inc | 1.56M | $42.9T | 1.9% | −6% |
| 8 | AAPL | Apple Inc | 157K | $42.7T | 1.9% | +413% |
| 9 | IXUS | iShares Core MSCI Total International ETF | 504K | $42.7T | 1.9% | +986% |
| 10 | SHOP | Shopify Inc Cl A | 259K | $41.7T | 1.9% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EQUITABLE SIGNAL
AC read
EQUITABLE TRUST CO is a Other fund managing $2007162.4 trillion in assets. The fund runs a broad portfolio of 692 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed