§ 13F · FUND PROFILE
Waldron Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2292.6T (13F)Positions · 298Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 1.58M | $302.0T | 11.9% | +4% |
| 2 | VUG | VANGUARD INDEX FDS | 592K | $288.7T | 11.4% | +4% |
| 3 | IWF | ISHARES TR | 571K | $270.2T | 10.7% | −2% |
| 4 | IXUS | ISHARES TR | 2.75M | $233.1T | 9.2% | +3% |
| 5 | IWD | ISHARES TR | 881K | $185.3T | 7.3% | −1% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 538K | $65.6T | 2.6% | −1% |
| 7 | SPY | SPDR S&P 500 ETF TR | 85K | $58.0T | 2.3% | −1% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 337K | $48.4T | 1.9% | −2% |
| 9 | IGF | ISHARES TR | 677K | $41.6T | 1.6% | +7% |
| 10 | IWN | ISHARES TR | 207K | $37.5T | 1.5% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALDRON SIGNAL
AC read
Waldron Private Wealth LLC is a Other fund managing $2292604.9 trillion in assets. The fund runs a broad portfolio of 298 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed