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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 15 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IVW ISHARES TR 2,360.0 $325K 0.01% $137.53 +0.8%
282 LIBERTY MEDIA CORP DEL 3,405.0 $324K 0.01% $95.14
283 USB US BANCORP Financial Services 5,345.0 $323K 0.01% +69.0 +1.3% $60.40 +3.6%
284 IYW ISHARES TR 1,272.0 $321K 0.01% $252.23 -2.0%
285 PWR QUANTA SVCS INC Industrials 428.0 $308K 0.01% NEW $720.04 -7.3%
286 VTWG VANGUARD SCOTTSDALE FDS 1,067.0 $307K 0.01% -22.0 -2.0% $287.68 -2.7%
287 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 4,150.0 $301K 0.01% $72.51 +9.5%
288 DFTX DEFINIUM THERAPEUTICS INC Healthcare 6,321.0 $297K 0.01% NEW $47.04 -5.4%
289 NVO NOVO-NORDISK A S Healthcare 6,191.0 $297K 0.01% +210.0 +3.5% $47.94 -3.4%
290 NEBIUS GROUP N.V. 1,058.0 $292K 0.01% NEW $276.17
291 VAW VANGUARD WORLD FD 1,270.0 $291K 0.01% $228.85 +2.9%
292 XLP SELECT SECTOR SPDR TR 3,494.0 $290K 0.01% -8K -68.4% $83.07 +3.3%
293 WMB WILLIAMS COS INC Energy 3,832.0 $285K 0.01% -555.0 -12.7% $74.34 -3.5%
294 MDT MEDTRONIC PLC Healthcare 3,642.0 $285K 0.01% -315.0 -8.0% $78.21 +19.5%
295 ALL ALLSTATE CORP Financial Services 1,185.0 $283K 0.01% +34.0 +3.0% $239.02 +8.0%
296 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,105.0 $283K 0.01% $255.88 +27.7%
297 STNG SCORPIO TANKERS INC Energy 4,076.0 $282K 0.01% $69.26 +14.7%
298 CBSH COMMERCE BANCSHARES INC Financial Services 4,882.0 $282K 0.01% NEW $57.75 +2.3%
299 TFC TRUIST FINL CORP Financial Services 5,654.0 $282K 0.01% -1K -16.9% $49.82 +1.9%
300 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,151.0 $279K 0.01% $88.60 -36.7%
Page 15 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%