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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 10 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PNC PNC FINL SVCS GROUP INC Financial Services 3,014.0 $742K 0.03% +515.0 +20.6% $246.19 -0.5%
182 WTAI WISDOMTREE TR 15,621.0 $742K 0.03% $47.47 -14.1%
183 GS GOLDMAN SACHS GROUP INC Financial Services 724.0 $732K 0.03% -45.0 -5.8% $1011.37 -0.6%
184 DAL DELTA AIR LINES INC Industrials 7,773.0 $728K 0.03% $93.67 -12.8%
185 XLK SELECT SECTOR SPDR TR 3,813.0 $726K 0.03% -100.0 -2.6% $190.40 -3.8%
186 IJK ISHARES TR 6,134.0 $721K 0.03% $117.50 -1.8%
187 J P MORGAN EXCHANGE TRADED F 13,624.0 $689K 0.02% $50.57
188 RCI ROGERS COMMUNICATIONS INC Communication Services 21,180.0 $688K 0.02% $32.50 +10.9%
189 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,814.0 $681K 0.02% -766.0 -6.1% $57.62 +16.0%
190 COP CONOCOPHILLIPS Energy 6,501.0 $676K 0.02% -48.0 -0.7% $103.94 +30.3%
191 WBD WARNER BROS DISCOVERY INC Communication Services 25,130.0 $670K 0.02% $26.66 +6.0%
192 MOAT VANECK ETF TRUST 6,409.0 $666K 0.02% -496.0 -7.2% $103.96 +9.6%
193 XLV SELECT SECTOR SPDR TR 4,097.0 $650K 0.02% -6K -58.3% $158.66 +10.3%
194 IYR ISHARES TR 6,246.0 $639K 0.02% $102.25 +2.9%
195 DFUS DIMENSIONAL ETF TRUST 7,791.0 $638K 0.02% $81.94 +2.0%
196 DELL DELL TECHNOLOGIES INC Technology 1,475.0 $636K 0.02% $431.46 +0.6%
197 ROK ROCKWELL AUTOMATION INC Industrials 1,278.0 $633K 0.02% $495.08 -11.8%
198 IHAK ISHARES TR 10,245.0 $622K 0.02% $60.71 +4.3%
199 OMFL INVESCO EXCH TRD SLF IDX FD 9,055.0 $621K 0.02% -243.0 -2.6% $68.54 +3.2%
200 ALLY ALLY FINL INC Financial Services 13,500.0 $620K 0.02% $45.95 -7.9%
Page 10 of 18  ·  350 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%