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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.6B AUM 342 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 127 Added 90 Reduced 12 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BX BLACKSTONE INC Financial Services 45,417.0 $5.2M 0.20% -4K -7.7% $114.99 +6.8%
22 STBA S & T BANCORP INC Financial Services 124,403.0 $5.2M 0.20% -3K -2.4% $41.83 +14.4%
23 MSA MSA SAFETY INC Industrials 30,676.0 $5.0M 0.20% -855.0 -2.7% $163.95 -2.5%
24 IWB ISHARES TR 13,839.0 $4.9M 0.19% -355.0 -2.5% $356.56 +13.8%
25 XOM EXXON MOBIL CORP Energy 28,677.0 $4.9M 0.19% -432.0 -1.5% $169.66 -13.6%
26 RWO SPDR INDEX SHS FDS 105,719.0 $4.8M 0.19% -9K -8.1% $45.77 +9.8%
27 VB VANGUARD INDEX FDS 16,734.0 $4.4M 0.17% -3K -17.1% $261.90 +13.2%
28 IJR ISHARES TR 34,201.0 $4.3M 0.17% -1K -2.8% $124.31 +15.6%
29 SCZ ISHARES TR 46,535.0 $3.6M 0.14% -803.0 -1.7% $78.41 +8.5%
30 PG PROCTER & GAMBLE CO Consumer Defensive 24,553.0 $3.5M 0.14% -811.0 -3.2% $144.44 +3.6%
31 VNQ VANGUARD INDEX FDS 34,893.0 $3.1M 0.12% -1K -3.8% $88.70 +11.1%
32 IAU ISHARES GOLD TR Financial Services 34,341.0 $3.0M 0.12% -750.0 -2.1% $88.16 -10.2%
33 HON HONEYWELL INTL INC Industrials 12,785.0 $2.9M 0.11% -558.0 -4.2% $226.03 -2.5%
34 CPB THE CAMPBELLS COMPANY Consumer Defensive 128,706.0 $2.9M 0.11% -2K -1.3% $22.27 +2.4%
35 MCD MCDONALDS CORP Consumer Cyclical 7,289.0 $2.3M 0.09% -39.0 -0.5% $310.79 -8.4%
36 AGG ISHARES TR 22,050.0 $2.2M 0.09% -1K -4.7% $99.27 -0.5%
37 MRK MERCK & CO INC Healthcare 13,403.0 $1.6M 0.06% -291.0 -2.1% $120.29 -1.0%
38 IWM ISHARES TR 6,465.0 $1.6M 0.06% -717.0 -10.0% $248.00 +18.1%
39 XLV SELECT SECTOR SPDR TR 9,817.0 $1.4M 0.06% -641.0 -6.1% $146.61 +4.9%
40 EQT EQT CORP Energy 21,601.0 $1.4M 0.05% -929.0 -4.1% $63.64 -18.4%
Page 2 of 5  ·  90 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 32.5%
Technology 22.1%
Healthcare 12.7%
Communication Services 9.5%
Industrials 6.7%
Energy 5.1%
Consumer Defensive 4.7%
Consumer Cyclical 4.5%
Utilities 0.9%
Basic Materials 0.7%