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Waldron Private Wealth LLC
Updated 3 days agoManaged by Waldron Private Wealth Llc • Latest filing Q3 2026
Portfolio value
$2.9B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $2.5B |
| Q1 2026 | $2.6B |
| Q2 2026 | $2.9B |
| Q3 2026 | $2.9B |
Top holdings
347 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $406.1M | 1.88M | 14.09% | — | |
| 2 | $405.8M | 4.50M | 14.08% | — | |
| 3 | $282.1M | 2.97M | 9.79% | — | |
| 4 | $268.7M | 2.14M | 9.32% | — | |
| 5 | $207.6M | 837.4K | 7.21% | — | |
| 6 | $65M | 504.5K | 2.26% | — | |
| 7 | $62.3M | 81.6K | 2.16% | — | |
| 8 | $57.6M | 371.2K | 2.00% | — | |
| 9 | $42.5M | 689.8K | 1.47% | — | |
| 10 | $35.3M | 105.9K | 1.22% | — | |
| 11 | $34.4M | 49.0K | 1.19% | — | |
| 12 | $33.2M | 98.2K | 1.15% | — | |
| 13 | $32.1M | 153.4K | 1.11% | — | |
| 14 | $31.6M | 199.2K | 1.10% | — | |
| 15 | $31.4M | 618.7K | 1.09% | — | |
| 16 | $31.1M | 656.4K | 1.08% | — | |
| 17 | $30.6M | 132.6K | 1.06% | — | |
| 18 | $30.5M | 59.5K | 1.06% | — | |
| 19 | $27.6M | 63.9K | 0.96% | — | |
| 20 | $23.1M | 30.1K | 0.80% | — |