Waldron Private Wealth
$2.6B Assets Reported
354 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 1,791,053 | $351M | 13.7% |
| VUG | VANGUARD INDEX FDS | 706,880 | $309M | 12.0% |
| IXUS | ISHARES TR | 2,897,980 | $251M | 9.8% |
| IWF | ISHARES TR | 561,959 | $240M | 9.3% |
| IWD | ISHARES TR | 869,615 | $186M | 7.2% |
| VONG | VANGUARD SCOTTSDALE FDS | 546,367 | $60M | 2.3% |
| VYM | VANGUARD WHITEHALL FDS | 376,906 | $56M | 2.2% |
| SPY | STATE STR SPDR S&P 500 ETF T | 83,684 | $54M | 2.1% |
| IGF | ISHARES TR | 709,906 | $48M | 1.9% |
| VTEB | VANGUARD MUN BD FDS | 707,563 | $35M | 1.4% |
Track Waldron Private Wealth's 13F portfolio: $2.6B in reported holdings, 354 positions. Top holdings, AUM, and quarterly changes on SentiSense.