Waldron Private Wealth LLC Portfolio Holdings
Waldron Private Wealth LLC
- $2.5 Billion
- Q4 2025
Waldron Private Wealth LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.5 Billion distributed in 325 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $296M, Vanguard Growth ETF with a value of $286M, Ishares Russell 1000 Gr ETF with a value of $269M, Ishares Tr with a value of $232M, and Ishares Russell 1000 Val ETF with a value of $180M.
Examining the 13F form we can see an increase of $46.1M in the current position value, from $2.46B to 2.5B.
Below you can find more details about Waldron Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.5 Billion
ETFs: $2.08 Billion
Technology: $129 Million
Financial Services: $92.2 Million
Healthcare: $61.8 Million
Communication Services: $44.1 Million
Industrials: $28.3 Million
Consumer Cyclical: $21.7 Million
Consumer Defensive: $21.6 Million
Other: $25.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 325
- Current Value $2.5 Billion
- Prior Value $2.46 Billion
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 29 stocks
- Additional Purchases 89 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks