account_balance
Investment manager · 13F filer · SEC CIK 33250
Equitable Trust Co
Reported value$2.4Bas of Jun 30, 2026
Positions452 47 new, 58 sold out
Top 10 weight34.2%VOO alone is 9%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
9.0%
IAUiShares Gold Trust ETF
5.2%Trimmed −3%
GOOGLAlphabet Inc Cl A
3.6%Trimmed −2%
VTVVanguard Value ETF
3.0%
HCAHCA Healthcare Inc
2.6%
PRMPerimeter Solutions Inc
2.4%Trimmed −4%
AAPLApple Inc
2.2%
GOOGAlphabet Inc Cl C
2.1%
IXUSiShares Core MSCI Total International ETF
2.1%Trimmed −3%
MSFTMicrosoft Corp
2.0%
AMZNAmazon.com Inc
1.8%Trimmed −3%
XMHQInvesco S&P MidCap Quality ETF
1.6%
VOOVanguard S&P 500 ETF
9.0%
VTV3.0%
HCA2.6%PRM2.4%AAPL2.2%GOOG2.1%IXUS2.1%
MSFT2.0%AMZN1.8%XMHQ1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 9.0% Held
IAU iShares Gold Trust ETF 5.2% Trimmed −3%GOOGL Alphabet Inc Cl A 3.6% Trimmed −2%VTV Vanguard Value ETF 3.0% Held
HCA HCA Healthcare Inc 2.6% HeldPRM Perimeter Solutions Inc 2.4% Trimmed −4%AAPL Apple Inc 2.2% HeldGOOG Alphabet Inc Cl C 2.1% HeldIXUS iShares Core MSCI Total International ETF 2.1% Trimmed −3%
MSFT Microsoft Corp 2.0% HeldAMZN Amazon.com Inc 1.8% Trimmed −3%XMHQ Invesco S&P MidCap Quality ETF 1.6% Held
What changed