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Waldron Private Wealth LLC
Waldron Private Wealth LLC is a boutique, independent wealth management firm headquartered in Bridgeville, Pennsylvania. Founded in 2003, the firm provides comprehensive investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, and estates. With approximately 68 employees, Waldron focuses on integrating all aspects of wealth management using personalized and strategic approaches to serve affluent families and individuals seeking sophisticated financial solutions.
Investment Strategy
Waldron Private Wealth employs a client-aligned, independent wealth management approach, offering both discretionary and non-discretionary investment management tailored to clients’ goals and risk preferences. The firm combines comprehensive financial planning, investment selection, and ongoing portfolio monitoring, using diversified holdings such as ETFs and individual securities, and offers beyond-wealth services, including business owner advisory and family enterprise services. Their philosophy centers on providing customized solutions for high-net-worth individuals via a specialized team and a strong partnership process to align with client values, objectives, and comprehensive wealth needs.
Latest 13F Filing Activity
Waldron Private Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 297 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares TR among other positions. Waldron Private Wealth LLC reduced exposure to Invesco Exch TRD SLF Idx FD, Ishares TR, Vanguard Mun BD FDS among others.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 11.23% | $257.6M | 1,449,416 | $128.64 | $176.74 | +$8.1M |
I IWF | ISHARES TR | 10.98% | $251.8M | 593,071 | $132.23 | $424.58 | +$38.5M |
V VUG | VANGUARD INDEX FDS | 10.69% | $245.2M | 558,569 | $260.69 | $438.40 | +$45.9M |
I IXUS | ISHARES TR | 8.78% | $201.4M | 2,604,706 | $62.15 | $77.31 | +$15.3M |
I IWD | ISHARES TR | 7.56% | $173.3M | 892,418 | $122.92 | $194.23 | +$9.7M |
Industry Allocation
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