Waldron Private Wealth LLC

Q2 2026 13F Holdings

Location
Bridgeville, PA
Holdings as of
6/30/2026
Value
$2.89B
Num holdings
350
Date filed
7/20/2026
Form type
13F-HR
Prev filing
4/10/2026
Next filing
11/2/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type