Waldron Private Wealth LLC

Q4 2025 13F Holdings

  • Location
    bridgeville, PA
  • Num holdings

    325

  • Value ($000)

    $2,530,221

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0001598180
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$302M
12 %

1,581,258

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$288.66M
11 %

591,692

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$270.18M
11 %

570,836

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$233.11M
9 %

2,754,129

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$185.3M
7 %

880,945

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$65.56M
3 %

538,486

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$57.95M
2 %

84,986

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$48.41M
2 %

337,278

I
IGF

ISHARES TR

GLB INFRASTR ETF
464288372
$41.55M
2 %

677,221

I
IWN

ISHARES TR

RUS 2000 VAL ETF
464287630
$37.49M
2 %

206,914

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