Waldron Private Wealth LLC
Q3 2025 13F Holdings
- Locationbridgeville, PA
- Num holdings
313
- Value ($000)
$2,467,643
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $283.86 M | 12 % | 1,514,464 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $273.80 M | 11 % | 570,283 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $272.96 M | 11 % | 582,748 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $220.11 M | 9 % | 2,665,460 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $181.41 M | 7 % | 891,065 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $65.32 M | 3 % | 542,082 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $57.27 M | 2 % | 85,968 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $48.62 M | 2 % | 344,948 | ||
IGF ISHARES TR | GLB INFRASTR ETF | 464288372 | $38.70 M | 2 % | 633,153 | ||
IWN ISHARES TR | RUS 2000 VAL ETF | 464287630 | $38.61 M | 2 % | 218,385 |
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