account_balance

Investment manager · 13F filer · SEC CIK 2124867

TIAA Wealth Investment Management LLC

Reported value$16.6Bas of Sep 30, 2026
Positions636 56 new, 36 sold out
Top 10 weight62.2%IEFA alone is 16%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IEFA iShares Core MSCI EAFE ETF 15.5% Trimmed −2%
VTEB Vanguard Mun Bd FDS Tax-Exempt Bd Index 12.8% Added +2799%
MBB iShares MBS ETF 8.2% Added +3%
SCZ iShares MSCI EAFE Small-Cap 5.0% Held
IAGG iShares Tr Core Intl Aggregate Bd ETF 4.6% Added +143%
GOVT iShares Tr U S Treas Bd ETF 3.6% Added +2%
USIG iShares Tr Broad Usd Inbd Etfvt Grade 3.6% Added +5%
ESGU iShares Tr Esg Aware MSCI USA ETF 3.5% Trimmed −25%
IWF iShares Russell 1000 Growth 3.0% Trimmed −3%
IEMG iShares Core MSCI Emerging 2.3% Trimmed −72%
IWN iShares Tr Russell 2000 Value ETF 1.9% Held
ESGD iShares Tr Esg Aware MSCI EAFE ETF 1.8% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • VONE $64.1M
  • NUEM $55.9M
  • JMST $35.5M
  • SPCX $18.5M
arrow_upwardAdded
  • NULG +25933912%
  • NULV +1880142%
  • CMF +12649%
  • NYF +11087%
arrow_downwardTrimmed
  • IEMG −72%
  • ESGE −38%
  • AVGO −30%
  • TMO −25%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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