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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.5B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 325 New
Page 12 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MGK VANGUARD WORLD FD 1,094.0 $452K 0.02% NEW $412.77 -78.7%
222 AEM AGNICO EAGLE MINES LTD Basic Materials 2,647.0 $449K 0.02% NEW $169.53 +5.9%
223 FDX FEDEX CORP Industrials 1,536.0 $446K 0.02% NEW $290.31 +14.6%
224 SLYG SPDR SERIES TRUST 4,580.0 $431K 0.02% NEW $94.19 +20.8%
225 DIS DISNEY WALT CO Communication Services 3,769.0 $429K 0.02% NEW $113.75 -10.1%
226 COF CAPITAL ONE FINL CORP Financial Services 1,768.0 $428K 0.02% NEW $242.36 -14.7%
227 PSX PHILLIPS 66 Energy 3,250.0 $419K 0.02% NEW $129.04 +30.6%
228 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,656.0 $411K 0.02% NEW $88.21 +26.5%
229 XOP SPDR SERIES TRUST 3,247.0 $410K 0.02% NEW $126.26 +24.2%
230 WFC WELLS FARGO CO NEW Financial Services 4,238.0 $395K 0.02% NEW $93.20 -7.8%
231 IDCC INTERDIGITAL INC Technology 1,234.0 $393K 0.02% NEW $318.38 -8.6%
232 SYF SYNCHRONY FINANCIAL Financial Services 4,688.0 $391K 0.01% NEW $83.43 -8.5%
233 ESGU ISHARES TR 2,623.0 $391K 0.01% NEW $148.98 +9.9%
234 DLR DIGITAL RLTY TR INC Real Estate 2,519.0 $390K 0.01% NEW $154.71 +22.5%
235 IEZ ISHARES TR 18,660.0 $389K 0.01% NEW $20.87 +38.8%
236 MMM 3M CO Industrials 2,413.0 $386K 0.01% NEW $160.10 +1.8%
237 DIA SPDR DOW JONES INDL AVERAGE Financial Services 794.0 $382K 0.01% NEW $480.57 +8.9%
238 ARKW ARK ETF TR 2,578.0 $381K 0.01% NEW $147.72 -0.6%
239 XTL SPDR SERIES TRUST 2,474.0 $379K 0.01% NEW $153.22 +46.5%
240 VNQI VANGUARD INTL EQUITY INDEX F 8,248.0 $378K 0.01% NEW $45.84 -0.7%
Page 12 of 17  ·  325 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.6%
Technology 23.7%
Healthcare 12.6%
Communication Services 9.8%
Industrials 5.9%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%
Energy 3.4%
Real Estate 0.8%
Utilities 0.7%