Waldron Private Wealth LLC
All holdings · as of Dec 31, 2025
| 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% |
| SPDR S&P MIDCAP 400 ETF TR | $19.69M | 0.8% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA | $19.42M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $18.88M | 0.7% |
| Alphabet Inc. | $18.54M | 0.7% |
| Warren E. Buffett | $16.82M | 0.7% |
| SPDR SERIES TRUST | $16.66M | 0.7% |
| VANGUARD INDEX FDS | $13.19M | 0.5% |
| COMMUNITY FINANCIAL SYSTEM, INC. | $12.08M | 0.5% |
| SCHWAB STRATEGIC TR | $11.80M | 0.5% |
| ISHARES TR | $11.23M | 0.4% |
| NVIDIA Corp | $11.05M | 0.4% |
| Alphabet Inc. | $10.37M | 0.4% |
| Meta Platforms Inc | $10.30M | 0.4% |
| Amazon.com Inc | $9.74M | 0.4% |
| ISHARES TR | $9.20M | 0.4% |
| ISHARES TR | $8.95M | 0.4% |
| VANGUARD TAX-MANAGED FDS | $8.90M | 0.4% |
| CISCO SYSTEMS, INC. | $8.72M | 0.3% |
| ELI LILLY & Co | $8.54M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $7.83M | 0.3% |
| Blackstone Inc | $7.58M | 0.3% |
| Palo Alto Networks Inc | $6.68M | 0.3% |
| JPMORGAN CHASE & CO | $6.66M | 0.3% |
| AbbVie Inc. | $6.64M | 0.3% |
| ISHARES TR | $6.14M | 0.2% |