Waldron Private Wealth LLC
All 13F Filings
- Location
- Bridgeville, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,888,160
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 350 | 2,888,160 | 13F-HR | Waldron Private Wealth LLC |
| Q1 2026 | 4/10/2026 | 342 | 2,564,245 | 13F-HR | Waldron Private Wealth LLC |
| Q4 2025 | 1/14/2026 | 325 | 2,530,221 | 13F-HR | Waldron Private Wealth LLC |
| Q3 2025 | 10/30/2025 | 313 | 2,467,643 | 13F-HR | Waldron Private Wealth LLC |
| Q2 2025 | 7/31/2025 | 298 | 2,292,605 | 13F-HR | Waldron Private Wealth LLC |
| Q1 2014 | 5/13/2014 | 116 | 205,510 | 13F-HR | Waldron, LP |
| Q4 2013 | 2/4/2014 | 110 | 219,219 | 13F-HR | Waldron, LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 488.6 K | 16.9% | 49.87 K | 0 | 49.87 K |
| ETFs | 2.4 M | 83.1% | 274.1 K | 0 | 274.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
2,888,160
Holdings
350
QoQ value change ($000)
323,915
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.