DOSSIER · 13F-HR · Q1 2026
Waldron Private Wealth LLC
Waldron Private Wealth's pension fund based in Stamford, CT — $2.6B in tracked AUM across 342 positions as of Q1 2026.
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Waldron Private Wealth·Stamford, CT·Pension Fund
CIK 0001598180 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Waldron Private Wealth LLC
1. Portfolio Overview
Waldron Private Wealth LLC has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 299.8%, growing from approximately $632.81 million to $2.53 billion. This dramatic increase in assets under management (AUM) suggests significant capital inflows, the acquisition of a new book of business,...
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.
Filing history
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