Waldron Private Wealth LLC - Portfolio overview

Waldron Private Wealth LLC has 362 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 13.67%
2. VUG - VANGUARD INDEX FDS, 12.01%
3. IXUS - ISHARES TR, 9.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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