TIAA Wealth Investment Management LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q2 2026
Holdings value ($000)
14,971,677
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/10/2026 998 14,971,677 13F-HR TIAA Wealth Investment Management LLC
Q1 2026 5/12/2026 864 13,100,627 13F-HR TIAA Wealth Investment Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.226 M 21.5% 540.9 K 0 540.9 K
ETFs 11.75 M 78.5% 1.33 M 0 1.33 M
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
14,971,677
Holdings
998
QoQ value change ($000)
1,871,050 (14.3%)
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.