Waldron Private Wealth LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$2.6B
Holdings
341
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 99.7% (1.58M → 4.7k shares)
13.7%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 591.7k shares)
12.0%
03
$IXUS
ISHARES TR
Q1 2026: Exited (was 2.75M shares)
9.8%
04
$IWF
ISHARES TR
Q1 2026: Sold 99.8% (570.8k → 1.4k shares)
9.3%
05
$IWD
ISHARES TR
Q1 2026: Exited (was 880.9k shares)
7.2%
06
$VONG
VANGUARD SCOTTSDALE FDS
Q1 2026: Sold 98.3% (538.5k → 9.0k shares)
2.3%
07
$VYM
VANGUARD WHITEHALL FDS
Q1 2026: Sold 99.3% (337.3k → 2.4k shares)
2.2%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 98.3% (85.0k → 1.5k shares)
2.1%
09
$IGF
ISHARES TR
Q1 2026: Exited (was 677.2k shares)
1.9%
10
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Exited (was 724.1k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:11 UTC.