Waldron Private Wealth LLC - Portfolio Stock Holdings
Waldron Private Wealth LLC disclosed 367 stock positions in a recent SEC 13F filing. $2,881,000,935 of stock holdings were filed, with the largest holdings including VTV, VUG, and IXUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $5,497,678,268 and has 70 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
367Est. Stock Holding Value:
$2,881,000,935Top Stock Holdings By Sector
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Portfolio Stock Holdings - Waldron Private Wealth LLC
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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