Waldron Private Wealth LLC - Portfolio Stock Holdings
Waldron Private Wealth LLC disclosed 354 stock positions in a recent SEC 13F filing. $2,556,556,642 of stock holdings were filed, with the largest holdings including VTV, VUG, and IXUS. This filing represented positions held on March 31, 2026, and was filed on April 10, 2026.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:
March 31, 2026No. of Stocks:
354Est. Stock Holding Value:
$2,556,556,642Top Stock Holdings By Sector
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Portfolio Stock Holdings - Waldron Private Wealth LLC
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% of Portfolio
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