TIAA Wealth Investment Management LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
1,063
Total value ($000)
$16,641,119
Net value change ($000)
+1,669,442 (11.2%)
New positions
58
Sold out positions
39
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTEB 2,011,720 3660.3%
IAGG 444,078 136.0%
IEMG 390,330 4879125.0%
NULV 236,746 1972883.3%
NULG 236,081 23608100.0%
AAPL 225,340 18410.1%
NVDA 204,534 36919.5%
IWO 169,568 5652266.7%
AMZN 151,334 35112.3%
ESGE 94,346 NEW
Top Reduces (Value $000, Stocks/ETFs)
IEFA -2,608,672 -100.0%
SCZ -795,238 -100.0%
USHY -403,830 -96.0%
GOOGL -241,353 -99.6%
QDF -195,609 -100.0%
ESGU -173,969 -22.8%
MU -60,577 -99.6%
AMAT -57,075 -99.5%
V -54,976 -99.6%
MA -44,340 -99.8%
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