Institutions / Waldron Private Wealth LLC
Waldron Private Wealth LLC
CIK 1598180 · Institution · as of Dec 31, 2025
Portfolio value
$2.53B
Positions
325
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 325 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $302.00M | 11.9% |
| Vanguard Index Fds | $288.66M | 11.4% |
| iShares Tr | $270.18M | 10.7% |
| iShares MSCI UAE ETF | $233.11M | 9.2% |
| iShares Tr | $185.30M | 7.3% |
| Vanguard Scottsdale Fds | $65.56M | 2.6% |
| SPDR S&P 500 ETF Tr | $57.95M | 2.3% |
| Vanguard Whitehall Fds | $48.41M | 1.9% |
| iShares MSCI UAE ETF | $41.55M | 1.6% |
| iShares Tr | $37.49M | 1.5% |
| Vanguard Mun Bd Fds | $36.42M | 1.4% |
| Vanguard Index Fds | $35.21M | 1.4% |
| Vanguard Index Fds | $34.39M | 1.4% |
| iShares Tr | $31.88M | 1.3% |
| Apple Inc. | $30.57M | 1.2% |
| iShares Tr | $28.17M | 1.1% |
| iShares Tr | $27.61M | 1.1% |
| Janus Detroit Str Tr | $27.44M | 1.1% |
| Microsoft Corp | $25.59M | 1.0% |
| Vanguard Index Fds | $25.36M | 1.0% |
| iShares Tr | $25.15M | 1.0% |
| Stryker Corp | $24.61M | 1.0% |
| iShares Tr | $24.60M | 1.0% |
| iShares Tr | $23.32M | 0.9% |
| iShares Tr | $21.19M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.