1y return+19.5%S&P 500 +20.9%
3y return+55.9%S&P 500 +68.5%
5y return+52.5%S&P 500 +74.5%
10y return+172.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $272 against $357 in the S&P 500.2
Waldron Private Wealth LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTVVanguard Index Fds | $400.8M | 13.9% | +2.7% |
| VUGVanguard Index Fds | $377.7M | 13.1% | +3.4% |
| IXUSIshares Tr | $275.9M | 9.6% | |
| IWFIshares Tr | $272.6M | 9.4% | −2.3% |
| IWDIshares Tr | $206.9M | 7.2% | −1.9% |
| VONGVanguard Scottsdale Fds | $68.3M | 2.4% | −2.2% |
| SPYState Str Spdr S&p 500 Etf T | $61.3M | 2.1% | −2.0% |
| VYMVanguard Whitehall Fds | $59.3M | 2.1% | |
| IGFIshares Tr | $45.8M | 1.6% | −3.1% |
| VBKVanguard Index Fds | $37.3M | 1.3% | −1.1% |
| IWNIshares Tr | $36.0M | 1.2% | −2.3% |
| VTEBVanguard Mun Bd Fds | $35.3M | 1.2% | −1.4% |
| VBRVanguard Index Fds | $35.2M | 1.2% | −8.0% |
| IWVIshares Tr | $33.6M | 1.2% | −1.5% |
| VOOVanguard Index Fds | $33.4M | 1.2% | +24.8% |
| AAPLApple Inc | $31.4M | 1.1% | −1.5% |
| ACWIIshares Tr | $31.3M | 1.1% | |
| JAAAJanus Detroit Str Tr | $27.1M | 0.9% | |
| IUSGIshares Tr | $26.8M | 0.9% | −11.5% |
| IWOIshares Tr | $23.4M | 0.8% | −2.6% |
| FCFFirst Comwlth Finl Corp Pa | $23.2M | 0.8% | |
| IVVIshares Tr | $23.0M | 0.8% | −7.5% |
| MUBIshares Tr | $22.9M | 0.8% | |
| IUSVIshares Tr | $22.8M | 0.8% | −11.9% |
| SYKStryker Corporation | $22.6M | 0.8% | +2.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $12.7M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $12.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $12.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $20.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $31.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $17.2M |
| VONGVanguard Scottsdale Fds | June 30, 2020 | +159.1% | $68.3M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $272.6M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $377.7M |
| CSCOCisco Sys Inc | June 30, 2020 | +151.8% | $13.9M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $4.9M
- Honeywell Intl IncCUSIP 438516106 was $2.9M
- XLUSelect Sector Spdr Tr was $1.2M
- MSTRStrategy Inc was $860K
- XTLSpdr Series Trust was $465K
- LMBSFirst Tr Exchange-traded Fd was $407K
- Liberty Broadband CorpCUSIP 530307305 was $282K
- OXYOccidental Pete Corp was $264K
- ADBEAdobe Inc was $245K
- HURNHuron Consulting Group Inc was $233K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Waldron Private Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1598180&type=13F-HR&dateb=&owner=include&count=40CIK 1598180
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1598180/000159818026000005/Filed July 20, 2026 · accession 0001598180-26-000005