Fund HoldingsWaldron Private Wealth LLC

Total Portfolio Value
$2.89B
Total Bought
$273.14M
Total Sold
$194.12M
Net Transaction
+$79.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS706,8804,384,499+3,677,619308,759377,68113.08%+68,922
VANGUARD INDEX FDS1,791,0531,839,020+47,967351,405400,77713.88%+49,372
ISHARES TR02,195,611+2,195,6110272,6299.44%+272,629
ISHARES TR
CORE MSCI TOTAL
2,897,9802,890,655-7,325251,081275,8839.55%+24,803
ISHARES TR869,615853,400-16,215185,810206,8907.16%+21,080
SPDR SERIES TRUST
ST STR CONV ETF
0167,023+167,023018,0080.62%+18,008
VANGUARD INDEX FDS048,571+48,571033,3591.16%+33,359
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
0534,614+534,614068,3292.37%+68,329
STATE STR SPDR S&P 500 ETF T(SPY)082,041+82,041061,2642.12%+61,264
PALO ALTO NETWORKS INC(PANW)036,313+36,313012,3830.43%+12,383
VANGUARD INDEX FDS0102,047+102,047037,3231.29%+37,323
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
0103,511+103,51105,1460.18%+5,146
CISCO SYS INC(CSCO)0118,540+118,540013,9240.48%+13,924
SPDR SERIES TRUST
ST STR BL 12 ETF
046,581+46,58104,6290.16%+4,629
ISHARES TR0162,783+162,783036,0071.25%+36,007
ISHARES TR059,303+59,303023,3630.81%+23,363
SELECT SECTOR SPDR TR
ST STR INDL ETF
022,384+22,38404,1460.14%+4,146
ALPHABET INC(GOOG)059,040+59,040020,8610.72%+20,861
ISHARES TR078,861+78,861033,6271.16%+33,627
ISHARES TR0199,242+199,242031,2751.08%+31,275
SELECT SECTOR SPDR TR
ST STR FINL ETF
066,390+66,39003,5590.12%+3,559
VANGUARD WHITEHALL FDS376,906375,558-1,34855,82059,3492.05%+3,529
APPLE INC(AAPL)0108,448+108,448031,3801.09%+31,380
FIRST COMWLTH FINL CORP PA(FCF)1,151,6291,140,201-11,42820,24623,1800.80%+2,935
SELECT SECTOR SPDR TR
ST STR ENERG ETF
054,697+54,69702,9050.10%+2,905
VANGUARD INDEX FDS041,934+41,934015,5180.54%+15,518
ELI LILLY & CO(LLY)08,243+8,24309,8870.34%+9,887
ALPHABET INC(GOOG)033,859+33,859012,1000.42%+12,100
MICROSOFT CORP(MSFT)059,763+59,763022,2930.77%+22,293
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
215,270209,590-5,68020,17922,2820.77%+2,102
VANGUARD WORLD FD
INF TECH ETF
7,62061,225+53,6055,3167,3180.25%+2,001
ISHARES TR0142,383+142,383026,7810.93%+26,781
SCHWAB STRATEGIC TR0450,000+450,000013,0320.45%+13,032
INTEL CORP(INTC)14,30616,953+2,6476312,3670.08%+1,736
SPDR SERIES TRUST
ST STR SP DIV
010,842+10,84201,6500.06%+1,650
SANDISK CORP(SNDK)1,2381,057-1817872,4030.08%+1,617
NVIDIA CORPORATION(NVDA)063,504+63,504012,7060.44%+12,706
ISHARES TR169,718169,439-27911,46113,0650.45%+1,604
CATERPILLAR INC(CAT)3,5773,769+1922,5344,0140.14%+1,479
QUALCOMM INC(QCOM)025,802+25,80204,7680.17%+4,768
ADVANCED MICRO DEVICES INC(AMD)03,829+3,82902,2240.08%+2,224
HONEYWELL INTL INC06,297+6,29701,4100.05%+1,410
HONEYWELL AEROSPACE INC06,331+6,33101,4000.05%+1,400
SPDR SERIES TRUST
ST STR P500GRW
011,696+11,69601,3920.05%+1,392
APPLIED MATLS INC3,2013,392+1911,0942,4520.08%+1,358
ISHARES TR030,770+30,770023,0440.80%+23,044
AMAZON COM INC(AMZN)043,149+43,149010,2840.36%+10,284
VANGUARD INTL EQUITY INDEX F61,22061,780+5608,4689,6960.34%+1,228
SPDR INDEX SHS FDS
ST STR INFRA ETF
015,770+15,77001,1940.04%+1,194
STATE STR SPDR S&P MIDCAP 40(MDY)029,380+29,380020,6620.72%+20,662
VANGUARD TAX-MANAGED FDS142,830144,084+1,2549,15310,2660.36%+1,113
SPDR SERIES TRUST
ST STR P500VAL
017,910+17,91001,0890.04%+1,089
COMMUNITY FINANCIAL SYSTEM I(CBU)0122,062+122,06208,1930.28%+8,193
INVESCO QQQ TR04,410+4,41003,2480.11%+3,248
VANGUARD INDEX FDS017,844+17,84405,4080.19%+5,408
VANGUARD INDEX FDS0144,689+144,689035,1761.22%+35,176
WESTERN DIGITAL CORP(WDC)3,9113,183-7281,0582,0330.07%+975
BERKSHIRE HATHAWAY INC DEL034,448+34,448017,2370.60%+17,237
ABBVIE INC(ABBV)029,274+29,27407,3670.26%+7,367
ISHARES TR022,078+22,07806,4160.22%+6,416
AECOM(ACM)016,883+16,88301,1780.04%+1,178
S & T BANCORP INC(STBA)124,403123,942-4615,2046,0830.21%+879
TAIWAN SEMICONDUCTOR MANUFAC(TSM)4,6024,981+3791,5552,3790.08%+824
MICRON TECHNOLOGY INC(MU)0651+65107510.03%+751
WISDOMTREE TR(WT)015,621+15,62107420.03%+742
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,813+3,81307260.03%+726
VANGUARD INTL EQUITY INDEX F095,385+95,38505,6940.20%+5,694
HOME DEPOT INC(HD)04,605+4,60501,6240.06%+1,624
FLEX LTD(FLEX)08,592+8,59201,3930.05%+1,393
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,097+4,09706500.02%+650
BROADCOM INC(AVGO)010,053+10,05303,7980.13%+3,798
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
07,791+7,79106380.02%+638
JPMORGAN CHASE & CO(JPM)021,060+21,06006,8940.24%+6,894
ISHARES TR
CORE MSCI EAFE
0102,206+102,20609,8710.34%+9,871
ISHARES TR013,466+13,46605,5140.19%+5,514
SCHWAB STRATEGIC TR016,000+16,00005770.02%+577
VANGUARD STAR FDS31,34734,981+3,6342,4172,9900.10%+573
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,977+4,97705330.02%+533
ATI INC(ATI)9,9039,90301,4401,9520.07%+511
ISHARES TR
FUTU AI TECH ETF
06,698+6,69805100.02%+510
SPDR SERIES TRUST
SP O&G EXPL PRO
03,247+3,24705010.02%+501
ISHARES TR
GLOBAL REIT ETF
0328,005+328,00509,0600.31%+9,060
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,5764,613+2,0374949820.03%+487
ASML HLDG NV
N Y REGISTRY SHS
1,3951,160-2351,8432,3080.08%+465
HEWLETT PACKARD ENTERPRISE C(HPE)010,057+10,05704540.02%+454
SPDR SERIES TRUST
ST STR SP600SM C
04,149+4,14904530.02%+453
MARVELL TECHNOLOGY INC(MRVL)01,453+1,45304330.01%+433
VANGUARD SPECIALIZED FUNDS01,829+1,82904330.01%+433
VANGUARD INDEX FDS036,494+36,49403,5190.12%+3,519
JOHNSON & JOHNSON(JNJ)25,74226,341+5996,2926,6900.23%+397
DELL TECHNOLOGIES INC(DELL)1,4751,47502426360.02%+394
AMETEK INC07,482+7,48201,8100.06%+1,810
BLACKROCK ETF TRUST
ISHA I IN TE ETF
07,389+7,38903900.01%+390
SPDR SERIES TRUST
ST STR SP600GRWO
03,250+3,25003870.01%+387
REPUBLIC SVCS INC(RSG)01,817+1,81703870.01%+387
VISA INC(V)09,396+9,39603,2240.11%+3,224
RUBRIK INC.(RBRK)014,041+14,04101,1270.04%+1,127
PUTNAM ETF TRUST06,784+6,78403460.01%+346
PROGRESSIVE CORP(PGR)016,731+16,73103,6550.13%+3,655
BLOOM ENERGY CORP01,117+1,11703380.01%+338
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