Universe · entity
Waldron Private Wealth LLC
Institutional manager (13F) · CIK 1598180
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $351M | 1,791,053 |
| 2 | VANGUARD INDEX FDS | $309M | 706,880 |
| 3 | ISHARES TR | $251M | 2,897,980 |
| 4 | ISHARES TR | $240M | 561,959 |
| 5 | ISHARES TR | $186M | 869,615 |
| 6 | VANGUARD SCOTTSDALE FDS | $60M | 546,367 |
| 7 | VANGUARD WHITEHALL FDS | $56M | 376,906 |
| 8 | STATE STR SPDR S&P 500 ETF T | $54M | 83,684 |
| 9 | ISHARES TR | $48M | 709,906 |
| 10 | VANGUARD MUN BD FDS | $35M | 707,563 |
| 11 | VANGUARD INDEX FDS | $34M | 157,252 |
| 12 | ISHARES TR | $32M | 166,686 |
| 13 | VANGUARD INDEX FDS | $31M | 103,182 |
| 14 | ISHARES TR | $30M | 80,093 |
| 15 | APPLE INC | $28M | 110,142 |
| 16 | ISHARES TR | $28M | 199,442 |
| 17 | JANUS DETROIT STR TR | $27M | 539,424 |
| 18 | ISHARES TR | $25M | 160,858 |
| 19 | ISHARES TR | $24M | 234,683 |
| 20 | VANGUARD INDEX FDS | $23M | 38,914 |
| 21 | STRYKER CORPORATION | $23M | 70,095 |
| 22 | ISHARES TR | $23M | 214,253 |
| 23 | ISHARES TR | $22M | 33,271 |
| 24 | FIRST COMWLTH FINL CORP PA | $20M | 1,151,629 |
| 25 | VANGUARD SCOTTSDALE FDS | $20M | 215,270 |
| 26 | MICROSOFT CORP | $20M | 54,125 |
| 27 | STATE STR SPDR S&P MIDCAP 40 | $20M | 31,646 |
| 28 | ISHARES TR | $19M | 60,860 |
| 29 | ALPHABET INC | $17M | 58,968 |
| 30 | SPDR SERIES TRUST | $17M | 180,557 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $16M | 33,988 |
| 32 | VANGUARD INDEX FDS | $13M | 39,370 |
| 33 | ISHARES TR | $11M | 169,718 |
| 34 | SCHWAB STRATEGIC TR | $11M | 450,000 |
| 35 | NVIDIA CORPORATION | $11M | 63,650 |
| 36 | ALPHABET INC | $10M | 34,008 |
| 37 | ISHARES TR | $9M | 102,602 |
| 38 | META PLATFORMS INC | $9M | 16,090 |
| 39 | VANGUARD TAX-MANAGED FDS | $9M | 142,830 |
| 40 | AMAZON COM INC | $9M | 43,233 |
| 41 | CISCO SYS INC | $9M | 113,495 |
| 42 | ISHARES TR | $9M | 340,636 |
| 43 | VANGUARD INTL EQUITY INDEX F | $8M | 61,220 |
| 44 | ELI LILLY & CO | $7M | 8,136 |
| 45 | COMMUNITY FINANCIAL SYSTEM I | $7M | 122,053 |
| 46 | ABBVIE INC | $6M | 29,614 |
| 47 | WALMART INC | $6M | 50,841 |
| 48 | JPMORGAN CHASE & CO | $6M | 21,420 |
| 49 | JOHNSON & JOHNSON | $6M | 25,742 |
| 50 | PALO ALTO NETWORKS INC | $6M | 36,212 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.