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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 3 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 8,243.0 $9.9M 0.34% +107.0 +1.3% $1199.43 +6.6%
42 IEFA ISHARES TR 102,206.0 $9.9M 0.34% $96.58 +3.8%
43 VT VANGUARD INTL EQUITY INDEX F 61,780.0 $9.7M 0.34% +560.0 +0.9% $156.95 +2.4%
44 META META PLATFORMS INC Communication Services 16,148.0 $9.1M 0.32% $563.29 -2.3%
45 REET ISHARES TR 328,005.0 $9.1M 0.31% -13K -3.7% $27.62 +1.2%
46 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 122,062.0 $8.2M 0.28% $67.12 -5.7%
47 ABBV ABBVIE INC Healthcare 29,274.0 $7.4M 0.26% -340.0 -1.1% $251.64 +5.5%
48 VGT VANGUARD WORLD FD 61,225.0 $7.3M 0.25% +54K +703.5% $119.52 -0.4%
49 JPM JPMORGAN CHASE & CO Financial Services 21,060.0 $6.9M 0.24% -360.0 -1.7% $327.34 +8.8%
50 JNJ JOHNSON & JOHNSON Healthcare 26,341.0 $6.7M 0.23% +599.0 +2.3% $253.96 +8.1%
51 IWY ISHARES TR 22,078.0 $6.4M 0.22% $290.62 -1.4%
52 STBA S & T BANCORP INC Financial Services 123,942.0 $6.1M 0.21% $49.08 +2.1%
53 WMT WALMART INC Consumer Defensive 51,134.0 $5.8M 0.20% +293.0 +0.6% $113.26 +2.4%
54 VWO VANGUARD INTL EQUITY INDEX F 95,385.0 $5.7M 0.20% +3K +3.2% $59.69 +0.6%
55 IWB ISHARES TR 13,466.0 $5.5M 0.19% -373.0 -2.7% $409.50 +3.0%
56 VB VANGUARD INDEX FDS 17,844.0 $5.4M 0.19% +1K +6.6% $303.10 +0.9%
57 BX BLACKSTONE INC Financial Services 45,431.0 $5.3M 0.18% $117.67 +23.2%
58 RWO SPDR INDEX SHS FDS 103,511.0 $5.1M 0.18% -2K -2.1% $49.71 +1.3%
59 MSA MSA SAFETY INC Industrials 28,407.0 $5.0M 0.17% -2K -7.4% $174.58 +8.6%
60 SUN SUNOCO LP/SUNOCO FIN CORP Energy 71,000.0 $4.8M 0.17% $67.50 +14.1%
Page 3 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%