TIAA Wealth Investment Management LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
998
Total value ($000)
$14,971,677
Net value change ($000)
+1,871,050 (14.3%)
New positions
83
Sold out positions
29
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 387,156 17.4%
QDF 195,605 208090.4%
IWD 154,127 99436.8%
IQLT 106,688 NEW
AVGO 104,730 69357.6%
ESGU 90,233 13.4%
UNH 81,565 1165214.3%
SCZ 73,954 10.3%
IWF 69,110 15.8%
META 69,059 42367.5%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -1,206,317 -100.0%
AGG -182,200 -99.9%
NVDA -166,254 -99.7%
IWO -140,493 -100.0%
AMZN -124,394 -99.7%
IWB -86,589 -100.0%
MSFT -33,383 -20.2%
LLY -31,764 -98.5%
TSM -29,691 -99.6%
APP -28,730 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type