account_balance
Investment manager · 13F filer · SEC CIK 1598180
Waldron Private Wealth LLC
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Reported value$2.88Bas of Sep 30, 2026
Positions347 17 new, 20 sold out
Top 10 weight63.6%VTV alone is 14%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
14.1%Added +2%
VUGVanguard Index FDS
14.1%Added +3%
IXUSiShares Tr
9.8%Added +3%
IWFiShares Tr
9.3%Trimmed −2%
IWDiShares Tr
7.2%
VONGVanguard Scottsdale FDS
2.3%Trimmed −6%
SPYSPDR S&P 500 ETF Trust
2.2%
VYMVanguard Whitehall FDS
2.0%
IGFiShares Tr
1.5%
VOO1.2%
VBK1.2%
VTVVanguard Index FDS
14.1%Added +2%
VUGVanguard Index FDS
14.1%Added +3%
IXUSiShares Tr
9.8%Added +3%
IWFiShares Tr
9.3%Trimmed −2%
IWDiShares Tr
7.2%
VONG
SPY2.2%VYM
IGF
AAPLVOO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Index FDS 14.1% Added +2%
VUG Vanguard Index FDS 14.1% Added +3%
IXUS iShares Tr 9.8% Added +3%
IWF iShares Tr 9.3% Trimmed −2%
IWD iShares Tr 7.2% Held
VONG Vanguard Scottsdale FDS 2.3% Trimmed −6%
SPY SPDR S&P 500 ETF Trust 2.2% HeldVYM Vanguard Whitehall FDS 2.0% Held
IGF iShares Tr 1.5% Held
AAPL Apple Inc. 1.2% Trimmed −2%VOO Vanguard Index FDS 1.2% Held
VBK Vanguard Index FDS 1.2% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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