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 $2.89B across 350 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($400.8M, 13.88%), VUG ($377.7M, 13.08%), IXUS ($275.9M, 9.55%), IWF ($272.6M, 9.44%), IWD ($206.9M, 7.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $400.8M | 13.88% | 1.8M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $377.7M | 13.08% | 4.4M | Added |
| 3 | IXUS | ISHARES TR | $275.9M | 9.55% | 2.9M | Trimmed |
| 4 | IWF | ISHARES TR | $272.6M | 9.44% | 2.2M | Added |
| 5 | IWD | ISHARES TR | $206.9M | 7.16% | 853,400 | Trimmed |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $68.3M | 2.37% | 534,614 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $61.3M | 2.12% | 82,041 | Trimmed |
| 8 | VYM | VANGUARD WHITEHALL FDS | $59.3M | 2.05% | 375,558 | Trimmed |
| 9 | IGF | ISHARES TR | $45.8M | 1.59% | 688,085 | Trimmed |
| 10 | VBK | VANGUARD INDEX FDS | $37.3M | 1.29% | 102,047 | Trimmed |
| 11 | IWN | ISHARES TR | $36.0M | 1.25% | 162,783 | Trimmed |
| 12 | VBR | VANGUARD INDEX FDS | $35.2M | 1.22% | 144,689 | Trimmed |
| 13 | VTEB | VANGUARD MUN BD FDS | $35.3M | 1.22% | 697,759 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $33.4M | 1.16% | 48,571 | Added |
| 15 | IWV | ISHARES TR | $33.6M | 1.16% | 78,861 | Trimmed |
| 16 | AAPL | APPLE INC | $31.4M | 1.09% | 108,448 | Trimmed |
| 17 | ACWI | ISHARES TR | $31.3M | 1.08% | 199,242 | Trimmed |
| 18 | JAAA | JANUS DETROIT STR TR | $27.1M | 0.94% | 536,366 | Trimmed |
| 19 | IUSG | ISHARES TR | $26.8M | 0.93% | 142,383 | Trimmed |
| 20 | IWO | ISHARES TR | $23.4M | 0.81% | 59,303 | Trimmed |
| 21 | IVV | ISHARES TR | $23.0M | 0.80% | 30,770 | Trimmed |
| 22 | FCF | FIRST COMWLTH FINL CORP PA | $23.2M | 0.80% | 1.1M | Trimmed |
| 23 | MUB | ISHARES TR | $22.9M | 0.79% | 212,725 | Trimmed |
| 24 | IUSV | ISHARES TR | $22.8M | 0.79% | 206,863 | Trimmed |
| 25 | SYK | STRYKER CORPORATION | $22.6M | 0.78% | 71,770 | Added |
Source: SEC Form 13F filings · as of 2026-06-30