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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.9B AUM 350 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 82 Added 94 Reduced 18 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYI NEOS ETF TRUST 4,033.0 $214K 0.01% NEW $53.09 +0.4%
22 MTUM ISHARES TR 618.0 $212K 0.01% NEW $342.83 -11.0%
23 MATW MATTHEWS INTL CORP Industrials 7,656.0 $206K 0.01% NEW $26.92 -19.5%
24 VST VISTRA CORP Utilities 1,282.0 $203K 0.01% NEW $158.63 -12.4%
25 TREKOR METALS LTD 12,000.0 $83K 0.00% NEW $6.88
26 RXT RACKSPACE TECHNOLOGY INC Technology 11,000.0 $72K 0.00% NEW $6.53 -50.2%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.3%
Technology 26.1%
Healthcare 12.0%
Communication Services 9.5%
Industrials 6.5%
Consumer Cyclical 4.4%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 0.9%
Basic Materials 0.6%