Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Waldron Private Wealth LLC (CIK 1598180) reported $2.56B across 340 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($351.4M, 13.70%), VUG ($308.8M, 12.04%), IXUS ($251.1M, 9.79%), IWF ($239.6M, 9.34%), IWD ($185.8M, 7.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $351.4M | 13.70% | 1.8M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $308.8M | 12.04% | 706,880 | Added |
| 3 | IXUS | ISHARES TR | $251.1M | 9.79% | 2.9M | Added |
| 4 | IWF | ISHARES TR | $239.6M | 9.34% | 561,959 | Trimmed |
| 5 | IWD | ISHARES TR | $185.8M | 7.25% | 869,615 | Trimmed |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $59.9M | 2.34% | 546,367 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $55.8M | 2.18% | 376,906 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $54.4M | 2.12% | 83,684 | Trimmed |
| 9 | IGF | ISHARES TR | $47.6M | 1.85% | 709,906 | Added |
| 10 | VTEB | VANGUARD MUN BD FDS | $35.3M | 1.38% | 707,563 | Trimmed |
| 11 | VBR | VANGUARD INDEX FDS | $34.2M | 1.33% | 157,252 | Trimmed |
| 12 | IWN | ISHARES TR | $31.6M | 1.23% | 166,686 | Trimmed |
| 13 | VBK | VANGUARD INDEX FDS | $31.2M | 1.22% | 103,182 | Trimmed |
| 14 | IWV | ISHARES TR | $29.7M | 1.16% | 80,093 | Trimmed |
| 15 | AAPL | APPLE INC | $28.0M | 1.09% | 110,142 | Trimmed |
| 16 | ACWI | ISHARES TR | $27.6M | 1.08% | 199,442 | Added |
| 17 | JAAA | JANUS DETROIT STR TR | $27.2M | 1.06% | 539,424 | Trimmed |
| 18 | IUSG | ISHARES TR | $25.0M | 0.97% | 160,858 | Trimmed |
| 19 | IUSV | ISHARES TR | $24.0M | 0.94% | 234,683 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $23.3M | 0.91% | 38,914 | Trimmed |
| 21 | SYK | STRYKER CORPORATION | $23.0M | 0.90% | 70,095 | Added |
| 22 | MUB | ISHARES TR | $22.7M | 0.89% | 214,253 | Trimmed |
| 23 | IVV | ISHARES TR | $21.7M | 0.85% | 33,271 | Trimmed |
| 24 | VONV | VANGUARD SCOTTSDALE FDS | $20.2M | 0.79% | 215,270 | Added |
| 25 | FCF | FIRST COMWLTH FINL CORP PA | $20.2M | 0.79% | 1.2M | Added |
Source: SEC Form 13F filings · as of 2026-03-31