13F Insight
DOSSIER · 13F-HR · Q1 2026

TIAA Wealth Investment Management LLC

$13.1B in tracked AUM across 864 positions as of Q1 2026.

TW
CIK 0002124867 · last filed Mar 31, 2026
Total AUM
$13.1B
as of Q1 2026
Holdings
864
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR CORE MSCI EAFE ETF
$2.2B25.3M17.0%02
MBB
ISHARES TR MBS ETF
$1.3B14.1M10.2%03
IEMG
ISHARES INC CORE MSCI EMERGING MKTS
$1.2B17.9M9.2%04
SCZ
ISHARES TR MSCI EAFE SMALL CAP ETF
$721M9.5M5.5%05
ESGU
ISHARES TR ESG AWARE MSCI USA ETF
$673M4.9M5.1%06
GOVT
ISHARES TR U S TREAS BD ETF
$586M25.6M4.5%07
USIG
ISHARES TR BROAD USD INBD ETFVT GRADE
$579M11.4M4.4%08
IWF
ISHARES TR RUSSELL 1000 GROWTH ETF
$438M1.1M3.3%09
USHY
ISHARES TR BROAD USD HIGH YIELD CORPORATE
$412M11.3M3.1%10
IAGG
ISHARES TR CORE INTL AGGREGATE BD ETF
$320M6.4M2.4%

Filing history

2026Q1Mar 31
$13.1B—
864 positionsView →