Waldron Private Wealth LLC — 13F holdings

Waldron Private Wealth LLC reported 350 holdings worth $2.89B in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. VTV VANGUARD INDEX FDS — $401M (13.9%)
  2. VUG VANGUARD INDEX FDS — $378M (13.1%)
  3. IXUS ISHARES TR — $276M (9.6%)
  4. IWF ISHARES TR — $273M (9.4%)
  5. IWD ISHARES TR — $207M (7.2%)
  6. VONG VANGUARD SCOTTSDALE FDS — $68.3M (2.4%)
  7. SPY SPDR S&P 500 ETF TR — $61.3M (2.1%)
  8. VYM VANGUARD WHITEHALL FDS — $59.3M (2.1%)
  9. IGF ISHARES TR — $45.8M (1.6%)
  10. VBK VANGUARD INDEX FDS — $37.3M (1.3%)