Institutional Fund
Waldron Private Wealth LLC
Bridgeville, PACIK 15981805 filings on record
Portfolio Value
$2.56B
Q1 2026
Holdings
342
Reported positions
New Buys
29
Opened this quarter
QoQ Change
+1.3%
from $2.53B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.7%
- Vanguard Index Fds12.0%
- Ishares Tr9.8%
- Ishares Tr9.3%
- Ishares Tr7.2%
- Vanguard Scottsdale Fds2.3%
- Other45.5%
Portfolio Holdings
342 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.79M | $351.40M | 13.7% | +209.8K | Added |
| 2 | Vanguard Index Fds | 706.9K | $308.76M | 12.0% | +115.2K | Added |
| 3 | Ishares Tr | 2.90M | $251.08M | 9.8% | +143.9K | Added |
| 4 | Ishares Tr | 562.0K | $239.62M | 9.3% | −8.9K | Reduced |
| 5 | Ishares Tr | 869.6K | $185.81M | 7.2% | −11.3K | Reduced |
| 6 | Vanguard Scottsdale Fds | 546.4K | $59.93M | 2.3% | +7.9K | Added |
| 7 | Vanguard Whitehall Fds | 376.9K | $55.82M | 2.2% | +39.6K | Added |
| 8 | Spdr S&P 500 ETF Tr | 83.7K | $54.42M | 2.1% | −1.3K | Reduced |
| 9 | Ishares Tr | 709.9K | $47.56M | 1.9% | +32.7K | Added |
| 10 | Vanguard Mun Bd Fds | 707.6K | $35.30M | 1.4% | −16.6K | Reduced |
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