Waldron Private Wealth LLC
Q2 2025 13F Holdings
- Locationbridgeville, PA
- Num holdings
298
- Value ($000)
$2,292,605
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001598180
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $257.57 M | 11 % | 1,449,416 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $251.81 M | 11 % | 593,071 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $245.16 M | 11 % | 558,569 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $201.37 M | 9 % | 2,604,706 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $173.33 M | 8 % | 892,418 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $59.86 M | 3 % | 548,128 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $53.38 M | 2 % | 86,405 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $46.74 M | 2 % | 350,620 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $42.13 M | 2 % | 859,205 | ||
IGF ISHARES TR | GLB INFRASTR ETF | 464288372 | $38.41 M | 2 % | 648,780 |
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