Waldron Private Wealth LLC: 13F holdings
CIK 15981802026Q2
| Positions | 350 |
|---|
| Reported value | $2.9bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 350 (+8 vs prior quarter) |
|---|
| Reported value | $2.9bn (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 1,839,020 | $400.8m | 13.9% |
| VUG VANGUARD INDEX FDS | 4,384,499 | $377.7m | 13.1% |
| EWJ ISHARES TR | 2,890,655 | $275.9m | 9.6% |
| IWF ISHARES TR | 2,195,611 | $272.6m | 9.4% |
| IWD ISHARES TR | 853,400 | $206.9m | 7.2% |
| VONG VANGUARD SCOTTSDALE FDS | 534,614 | $68.3m | 2.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 82,041 | $61.3m | 2.1% |
| VYM VANGUARD WHITEHALL FDS | 375,558 | $59.3m | 2.1% |
| IGF ISHARES TR | 688,085 | $45.8m | 1.6% |
| VBK VANGUARD INDEX FDS | 102,047 | $37.3m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1598180")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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