Waldron Private Wealth LLC
All 13F Filings
- Location
- Bridgeville, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,564,245
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 438.7 K | 17.1% | 0 | 635.9 K | -635.9 K |
| ETFs | 2.126 M | 82.9% | 669.9 K | 0 | 669.9 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
2,564,245
Holdings
342
QoQ value change ($000)
34,024
(1.3%)
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.