Waldron Private Wealth LLC
Waldron Private Wealth LLC reported 350 positions worth $2.89B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VTV (13.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $400.8M | 13.88% | 1,839,020 | — | — | |
| ▸ 2 | VUG | SH | $377.7M | 13.08% | 4,384,499 | — | — | |
| ▸ 3 | IXUS | SH | $275.9M | 9.55% | 2,890,655 | — | — | |
| ▸ 4 | IWF | SH | $272.6M | 9.44% | 2,195,611 | — | — | |
| ▸ 5 | IWD | SH | $206.9M | 7.16% | 853,400 | — | — | |
| ▸ 6 | VONG | SH | $68.3M | 2.37% | 534,614 | — | — | |
| ▸ 7 | SPY | SH | $61.3M | 2.12% | 82,041 | — | — | |
| ▸ 8 | VYM | SH | $59.3M | 2.05% | 375,558 | — | — | |
| ▸ 9 | IGF | SH | $45.8M | 1.59% | 688,085 | — | — | |
| ▸ 10 | VBK | SH | $37.3M | 1.29% | 102,047 | — | — |
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Frequently Asked Questions
What stocks does Waldron Private Wealth LLC hold as of Q2 2026?
Waldron Private Wealth LLC reported 350 positions worth $2.89B in its Q2 2026 13F filing. Largest positions: VTV (13.9%), VUG (13.1%), IXUS (9.6%), IWF (9.4%) and IWD (7.2%).
What did Waldron Private Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Waldron Private Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.