13F Insight
DOSSIER · 13F-HR · Q2 2026

TIAA Wealth Investment Management LLC

$15.0B in tracked AUM across 998 positions as of Q2 2026.

TW
CIK 0002124867 · last filed Jun 30, 2026
Total AUM
$15.0B
as of Q2 2026
Holdings
998
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

TIAA Wealth Investment Management LLC reported $13.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in IEFA, MBB, IEMG. Notable moves this quarter: portfolio largely steady. 50 new positions initiated, 0 closed out, reflecting 50 total changes from the prior quarter.

TIAA Wealth Investment Management LLC entered 2026-03-31 with $13.1B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR CORE MSCI EAFE ETF
$2.6B27.1M17.4%02
MBB
ISHARES TR MBS ETF
$1.4B14.8M9.4%03
IEMG
ISHARES INC CORE MSCI EMERGING MKTS
$1.4B17.0M9.3%04
SCZ
ISHARES TR MSCI EAFE SMALL CAP ETF
$795M9.7M5.3%05
ESGU
ISHARES TR ESG AWARE MSCI USA ETF
$763M4.7M5.1%06
GOVT
ISHARES TR U S TREAS BD ETF
$609M26.6M4.1%07
USIG
ISHARES TR BROAD USD INBD ETFVT GRADE
$597M11.6M4.0%08
IWF
ISHARES TR RUSSELL 1000 GROWTH ETF
$507M4.2M3.4%09
USHY
ISHARES TR BROAD USD HIGH YIELD CORPORATE
$421M11.4M2.8%10
IWN
ISHARES TR RUSSELL 2000 VALUE ETF
$331M1.5M2.2%

Filing history

2026Q2Jun 30
$15.0B▲ 14.3%
998 positionsView →2026Q1Mar 31
$13.1B—
864 positionsView →