Waldron Private Wealth LLC - Portfolio Stock Holdings
Waldron Private Wealth LLC disclosed 366 stock positions in a recent SEC 13F filing. $2,888,102,796 of stock holdings were filed, with the largest holdings including VTV, VUG, and IXUS. This filing represented positions held on June 30, 2026, and was filed on July 20, 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:
June 30, 2026No. of Stocks:
366Est. Stock Holding Value:
$2,888,102,796Top Stock Holdings By Sector
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Portfolio Stock Holdings - Waldron Private Wealth LLC
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