Waldron Private Wealth Llc Portfolio Changes: Q2 2026 Focus on Growth ETFs
Waldron Private Wealth Llc's portfolio saw significant changes in Q2 2026, highlighted by substantial increases in shares of VUG and IWF, alongside notable exits from XLV.
As reported for the period ending June 30th, 2026, Waldron Private Wealth Llc's portfolio experienced considerable shifts. The investment firm demonstrated a strong preference for growth-oriented assets, evidenced by significant increases in holdings across several exchange-traded funds (ETFs).
The most prominent purchase during this quarter was the substantial increase in shares of VUG (Vanguard Communications ETF). The position grew by over 500% in terms of percentage change, adding nearly three million additional shares. This aggressive buying suggests confidence in the communications services sector's prospects.
Another major acquisition was IWF (iShares Core MSCI USA Financial ETF). Waldron added over one million shares to this position, resulting in a nearly 300% increase. This move indicates strengthening exposure to the financial services sector.
Significant additions were also made to VTV (Vanguard Total Volatility Minimization ETF) and IWD (iShares Core Small-Cap Value ETF). The former saw an increase of over 2% in its share count, while the latter experienced a notable rise despite showing slight sector-specific underperformance previously.
In addition to these large ETF purchases, Waldron also invested in individual stocks. Notable buys include shares of ACM (AECOM) and CPB (The Campbell's Company). The stock position in AECOM saw a substantial increase of nearly 400% in share count, while the investment in Campbell's increased by over 13%. These individual stock purchases add diversification beyond broad ETF allocations.
Conversely, Waldron Private Wealth Llc also divested from certain holdings during Q2. The largest exit was from XLV (Schwab U.S. Broad Market Equal Weighted Less Volatility ETF), which saw a significant reduction in its share count, indicating a strategic withdrawal from this large-cap oriented fund.
The firm also reduced exposure to XLP (iShares Core MSCI USA Consumer Staples ETF), another major holding that experienced a decrease in its portfolio allocation percentage. These exits suggest a potential rebalancing or realignment of sector focus within the portfolio.