Waldron Private Wealth LLC Portfolio Holdings
Waldron Private Wealth LLC
- $2.46 Billion
- Q3 2025
Waldron Private Wealth LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.46 Billion distributed in 313 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $282M, Vanguard Growth ETF with a value of $274M, Ishares Russell 1000 Gr ETF with a value of $273M, Ishares Tr with a value of $220M, and Ishares Russell 1000 Val ETF with a value of $181M.
Examining the 13F form we can see an increase of $174M in the current position value, from $2.28B to 2.46B.
Below you can find more details about Waldron Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.46 Billion
ETFs: $2.04 Billion
Technology: $111 Million
Financial Services: $99.1 Million
Healthcare: $58.5 Million
Communication Services: $45 Million
Industrials: $26.8 Million
Consumer Defensive: $23.8 Million
Consumer Cyclical: $22.8 Million
Other: $26.3 Million