SEC Form 13F

Waldron Private Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$2,888,159,976
Positions350

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$400,776,6951,839,020
VANGUARD INDEX FDSVUGGROWTH ETF$377,680,8544,384,499
ISHARES TRIXUSCORE MSCI TOTAL$275,883,3762,890,655
ISHARES TRIWFRUS 1000 GRW ETF$272,629,0112,195,611
ISHARES TRIWDRUS 1000 VAL ETF$206,889,589853,400
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$68,328,981534,614
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$61,264,47882,041
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$59,348,740375,558
ISHARES TRIGFGLB INFRASTR ETF$45,826,349688,085
VANGUARD INDEX FDSVBKSML CP GRW ETF$37,323,243102,047

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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