Waldron Private Wealth
$2.9B 13F equity value
366 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Waldron Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 1,839,020 | $401M | 13.9% |
| VUG | VANGUARD INDEX FDS | 4,384,499 | $378M | 13.1% |
| IXUS | ISHARES TR | 2,890,655 | $276M | 9.6% |
| IWF | ISHARES TR | 2,195,611 | $273M | 9.4% |
| IWD | ISHARES TR | 853,400 | $207M | 7.2% |
| VONG | VANGUARD SCOTTSDALE FDS | 534,614 | $68M | 2.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 82,041 | $61M | 2.1% |
| VYM | VANGUARD WHITEHALL FDS | 375,558 | $59M | 2.1% |
| IGF | ISHARES TR | 688,085 | $46M | 1.6% |
| VBK | VANGUARD INDEX FDS | 102,047 | $37M | 1.3% |
Track Waldron Private Wealth's 13F portfolio: $2.9B in reported holdings, 366 positions. Top holdings and quarterly changes on SentiSense.
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