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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Waldron Private Wealth LLC

Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001598180-26-000001

Total Value
$2.53B
Positions
325
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (325)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087441,581,258$302.0M11.94%
2VANGUARD INDEX FDS922908736591,692$288.7M11.41%
3ISHARES TR464287614570,836$270.2M10.68%
4ISHARES TR46432F8342,754,129$233.1M9.21%
5ISHARES TR464287598880,945$185.3M7.32%
6VANGUARD SCOTTSDALE FDS92206C680538,486$65.6M2.59%
7SPDR S&P 500 ETF TRSPY84,986$58.0M2.29%
8VANGUARD WHITEHALL FDS921946406337,278$48.4M1.91%
9ISHARES TR464288372677,221$41.6M1.64%
10ISHARES TR464287630206,914$37.5M1.48%
11VANGUARD MUN BD FDS922907746724,138$36.4M1.44%
12VANGUARD INDEX FDS922908595116,557$35.2M1.39%
13VANGUARD INDEX FDS922908611162,374$34.4M1.36%
14ISHARES TR46428768982,402$31.9M1.26%
15APPLE INCAAPL112,446$30.6M1.21%
16ISHARES TR464288257199,089$28.2M1.11%
17ISHARES TR464287671164,420$27.6M1.09%
18JANUS DETROIT STR TR47103U845542,489$27.4M1.08%
19MICROSOFT CORPMSFT52,909$25.6M1.01%
20VANGUARD INDEX FDS92290836340,437$25.4M1.00%
21ISHARES TR46428720036,720$25.2M0.99%
22STRYKER CORPORATIONSYK70,013$24.6M0.97%
23ISHARES TR464287663239,937$24.6M0.97%
24ISHARES TR464288414217,705$23.3M0.92%
25ISHARES TR46428764865,597$21.2M0.84%
26SPDR S&P MIDCAP 400 ETF TRMDY32,643$19.7M0.78%
27FIRST COMWLTH FINL CORP PA3198291071,151,545$19.4M0.77%
28VANGUARD SCOTTSDALE FDS92206C714204,555$18.9M0.75%
29ALPHABET INCGOOG59,076$18.5M0.73%
30BERKSHIRE HATHAWAY INC DELBRK-A33,462$16.8M0.66%
31SPDR SERIES TRUST78464A359186,814$16.7M0.66%
32VANGUARD INDEX FDS92290876939,336$13.2M0.52%
33COMMUNITY FINANCIAL SYSTEM ICBU210,242$12.1M0.48%
34SCHWAB STRATEGIC TR808524102450,000$11.8M0.47%
35ISHARES TR464287507170,091$11.2M0.44%
36NVIDIA CORPORATIONNVDA59,254$11.1M0.44%
37ALPHABET INCGOOG33,142$10.4M0.41%
38META PLATFORMS INCMETA15,601$10.3M0.41%
39AMAZON COM INCAMZN42,210$9.7M0.39%
40ISHARES TR46432F842102,892$9.2M0.36%
41ISHARES TR46434V647358,847$9.0M0.35%
42VANGUARD TAX-MANAGED FDS921943858142,481$8.9M0.35%
43CISCO SYS INCCSCO113,258$8.7M0.34%
44ELI LILLY & COLLY7,950$8.5M0.34%
45VANGUARD INTL EQUITY INDEX F92204274255,508$7.8M0.31%
46BLACKSTONE INCBX49,178$7.6M0.30%
47PALO ALTO NETWORKS INCPANW36,241$6.7M0.26%
48JPMORGAN CHASE & CO.VYLD20,661$6.7M0.26%
49ABBVIE INCABBV29,073$6.6M0.26%
50ISHARES TR46428943822,161$6.1M0.24%
51WALMART INCWMT51,007$5.7M0.23%
52JOHNSON & JOHNSONJNJ25,844$5.3M0.21%
53ISHARES TR46428762214,194$5.3M0.21%
54VANGUARD INDEX FDS92290875120,187$5.2M0.21%
55SPDR INDEX SHS FDS78463X749115,063$5.2M0.20%
56MSA SAFETY INCMNESP31,531$5.0M0.20%
57S & T BANCORP INCSTBA127,474$5.0M0.20%
58VANGUARD INTL EQUITY INDEX F92204285892,432$5.0M0.20%
59SPDR SERIES TRUST78468R52345,719$4.5M0.18%
60QUALCOMM INCQCOM25,523$4.4M0.17%
61ISHARES TR46428780435,202$4.2M0.17%
62AMGEN INCAMGN12,909$4.2M0.17%
63PROGRESSIVE CORP74331510316,571$3.8M0.15%
64SUNOCO LP/SUNOCO FIN CORPSUN71,000$3.7M0.15%
65VANGUARD WORLD FD92204A7024,904$3.7M0.15%
66ISHARES TR46428827347,338$3.7M0.15%
67PROCTER AND GAMBLE CO74271810925,364$3.6M0.14%
68THE CAMPBELLS COMPANYCPB130,390$3.6M0.14%
69EXXON MOBIL CORPXOM29,109$3.5M0.14%
70BROADCOM INCAVGO9,592$3.3M0.13%
71VISA INCV9,256$3.2M0.13%
72VANGUARD INDEX FDS92290855336,263$3.2M0.13%
73TESLA INCTSLA6,464$2.9M0.11%
74ISHARES GOLD TRIAU35,091$2.8M0.11%
75SERVICENOW INCNOW18,280$2.8M0.11%
76UNITED BANKSHARES INC WEST VUNTCW72,399$2.8M0.11%
77RTX CORPORATIONRTX15,168$2.8M0.11%
78SELECT SECTOR SPDR TR81369Y50658,958$2.6M0.10%
79HONEYWELL INTL INC43851610613,343$2.6M0.10%
80COCA COLA COKO36,566$2.6M0.10%
81SONY GROUP CORPSNEJF91,525$2.3M0.09%
82CHEVRON CORP NEWCVX15,295$2.3M0.09%
83ISHARES TR46428722623,129$2.3M0.09%
84INVESCO QQQ TRIVZ3,677$2.3M0.09%
85MCDONALDS CORPMCD7,328$2.2M0.09%
86ISHARES TR46428746522,238$2.1M0.08%
87CB FINL SVCS INC12479G10160,306$2.1M0.08%
88AIRBNB INCABNB15,319$2.1M0.08%
89VANGUARD STAR FDS92190976827,520$2.1M0.08%
90CATERPILLAR INCCAT3,567$2.0M0.08%
91ZOETIS INCZTS16,227$2.0M0.08%
92WP CAREY INC92936U10930,074$1.9M0.08%
93VERTEX PHARMACEUTICALS INCVRTX4,184$1.9M0.07%
94MASTERCARD INCORPORATEDMA3,178$1.8M0.07%
95WASTE MGMT INC DEL94106L1098,132$1.8M0.07%
96TARGA RES CORPTRGP9,616$1.8M0.07%
97ISHARES TR4642876557,182$1.8M0.07%
98VANGUARD INDEX FDS9229086375,610$1.8M0.07%
99ORACLE CORPORCL-PD9,019$1.8M0.07%
100COMCAST CORP NEWCCZ56,347$1.7M0.07%
101SELECT SECTOR SPDR TR81369Y20910,458$1.6M0.06%
102M & T BK CORP55261F1048,018$1.6M0.06%
103SPDR GOLD TRGLD4,050$1.6M0.06%
104ISHARES TR46428942017,308$1.6M0.06%
105INSMED INCINSM8,810$1.5M0.06%
106BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.06%
107SPDR SERIES TRUST78464A76310,842$1.5M0.06%
108INTERNATIONAL BUSINESS MACHSINTR5,034$1.5M0.06%
109PALANTIR TECHNOLOGIES INCPLTR8,338$1.5M0.06%
110PEPSICO INCPEP10,155$1.5M0.06%
111ASML HOLDING N VASMLF1,374$1.5M0.06%
112MERCK & CO INCMRK13,694$1.4M0.06%
113ABBOTT LABSABLZF11,453$1.4M0.06%
114SLB LIMITEDSLB36,298$1.4M0.06%
115VANGUARD WORLD FD92204A6034,511$1.3M0.05%
116AMETEK INCAME6,525$1.3M0.05%
117AT&T INCT-PC53,156$1.3M0.05%
118ISHARES INC46434G10319,588$1.3M0.05%
119T-MOBILE US INCTMUSZ6,429$1.3M0.05%
120SPDR SERIES TRUST78464A40912,145$1.3M0.05%
121EQT CORPEQT22,530$1.2M0.05%
122RUBRIK INC.RBRK15,635$1.2M0.05%
123NEXTERA ENERGY INCNEE-PW14,412$1.2M0.05%
124ISHARES TR46429B68913,386$1.2M0.05%
125TAIWAN SEMICONDUCTOR MFG LTD8740391003,781$1.1M0.05%
126ATI INCATI9,903$1.1M0.04%
127BANK AMERICA CORP06050510420,621$1.1M0.04%
128COSTCO WHSL CORP NEW22160K1051,302$1.1M0.04%
129PHILIP MORRIS INTL INC7181721096,889$1.1M0.04%
130SPDR INDEX SHS FDS78463X85515,770$1.1M0.04%
131ILLINOIS TOOL WKS INC4523081094,450$1.1M0.04%
132SELECT SECTOR SPDR TR81369Y88625,578$1.1M0.04%
133ACCENTURE PLC IRELANDACN4,062$1.1M0.04%
134MONDELEZ INTL INC60920710520,204$1.1M0.04%
135ISHARES TR4642874085,002$1.1M0.04%
136MOODYS CORPMCO2,052$1.0M0.04%
137STRATEGY INCSTRK6,898$1.0M0.04%
138UBER TECHNOLOGIES INCUBER12,786$1.0M0.04%
139VANGUARD INDEX FDS9229086293,597$1.0M0.04%
140UNILEVER PLCUNLYF15,777$1.0M0.04%
141ISHARES TR46428749910,602$1.0M0.04%
142SPDR SERIES TRUST78464A50817,922$1.0M0.04%
143TJX COS INC NEW8725401096,553$1.0M0.04%
144SELECT SECTOR SPDR TR81369Y60517,595$963,6780.04%
145HOME DEPOT INCHD2,781$956,9430.04%
146NORTHROP GRUMMAN CORPNOC1,677$956,2430.04%
147NORFOLK SOUTHN CORP6558441083,297$951,9100.04%
148FIDELITY WISE ORIGIN BITCOINFBTC12,204$930,3120.04%
149DEERE & CODE1,964$913,9140.04%
150AMERICAN ELEC PWR CO INC0255371017,881$908,7580.04%
151GE AEROSPACE3696043012,893$891,1300.04%
152SALESFORCE INCCRM3,342$885,3310.03%
153FIRST TR EXCHANGE-TRADED FD33739Q20017,486$874,1250.03%
154LOWES COS INC5486611073,590$865,7660.03%
155AMERICAN TOWER CORP NEW03027X1004,908$861,5220.03%
156SELECT SECTOR SPDR TR81369Y30811,059$859,0630.03%
157J P MORGAN EXCHANGE TRADED F46641Q83716,809$853,3850.03%
158INVESCO EXCHANGE TRADED FD TIVZ11,368$853,1700.03%
159WORKDAY INCWDAY3,871$831,4130.03%
160PFIZER INCPFE33,004$821,8010.03%
161ROGERS COMMUNICATIONS INCRCIAF21,180$806,8310.03%
162HYCROFT MINING HOLDING CORPHYMCW33,128$787,4530.03%
163EMERSON ELEC COEMR5,904$783,5790.03%
164PRICE T ROWE GROUP INCTROW7,649$783,1390.03%
165TOMPKINS FINL CORP89011010910,766$780,7500.03%
166APPLIED MATLS INC0382221053,029$778,4230.03%
167WESTERN DIGITAL CORPWDC4,467$769,5300.03%
168LAS VEGAS SANDS CORPLVS11,784$767,0210.03%
169VANGUARD WORLD FD92204A4055,662$755,7290.03%
170VANECK ETF TRUST92189F6437,230$748,7380.03%
171S&P GLOBAL INCSPGI1,396$729,5380.03%
172ISHARES TR46428887710,176$726,6870.03%
173ADVANCED MICRO DEVICES INCAMD3,372$722,1490.03%
174WARNER BROS DISCOVERY INCWBD25,049$721,9120.03%
175VERIZON COMMUNICATIONS INCVZ17,355$706,8690.03%
176ISHARES TR4642871684,845$683,8240.03%
177CANADIAN PACIFIC KANSAS CITYCP9,183$676,1440.03%
178SM ENERGY COSM35,503$663,9070.03%
179GOLDMAN SACHS GROUP INCGSCE755$663,6450.03%
180ISHARES TR4642871504,449$661,5210.03%
181EATON CORP PLCETN2,069$658,9990.03%
182FLEX LTDFLEX10,745$649,2120.03%
183MORGAN STANLEYMS-PQ3,610$640,8840.03%
184BRISTOL-MYERS SQUIBB COCELG-RI11,795$636,2230.03%
185NRG ENERGY INCNRG3,884$618,4890.02%
186GE VERNOVA INCGEV938$613,0480.02%
187ALLY FINL INC02005N10013,500$611,4150.02%
188AMPHENOL CORP NEW0320951014,495$608,5790.02%
189CONOCOPHILLIPSCOP6,448$603,5030.02%
190ISHARES TR4642876066,134$594,2620.02%
191BLACKROCK INCBLK553$591,8970.02%
192ISHARES TR4642877396,246$586,4370.02%
193SELECT SECTOR SPDR TR81369Y8524,977$585,7760.02%
194DIMENSIONAL ETF TRUST25434V4017,716$572,2680.02%
195INVESCO EXCH TRD SLF IDX FDIVZ9,298$568,4200.02%
196SELECT SECTOR SPDR TR81369Y8033,912$562,9680.02%
197LINDE PLCLIN1,303$555,5870.02%
198ISHARES TR4642881585,091$543,2100.02%
199DELTA AIR LINES INC DELDAL7,771$539,3180.02%
200GLOBAL NET LEASE INCGNL-PE62,651$538,7990.02%
201GOLDMAN SACHS ETF TRNVGLF13,425$536,5060.02%
202BOEING COBA-PA2,394$519,7840.02%
203AMERICAN EXPRESS COAXP1,393$515,3400.02%
204SELECT SECTOR SPDR TR81369Y7043,304$512,5170.02%
205ALPS ETF TR00162Q45210,847$510,0260.02%
206SPDR SERIES TRUST78464A3005,524$502,5190.02%
207ALTRIA GROUP INCMO8,649$498,6990.02%
208INTEL CORPINTC13,506$498,3730.02%
209SCHWAB STRATEGIC TR80852420118,376$494,4980.02%
210ISHARES TR46435U13510,245$492,9890.02%
211NETFLIX INCNFLX5,230$490,3650.02%
212UNITEDHEALTH GROUP INCUNH1,477$487,5740.02%
213CITIGROUP INCC-PR4,132$482,1660.02%
214AON PLCAON1,366$481,9530.02%
215ISHARES TR4642871011,394$478,1000.02%
216SIRIUSXM HOLDINGS INC82993310023,790$475,6810.02%
217BOOKING HOLDINGS INCBKNG87$465,9140.02%
218ROCKWELL AUTOMATION INCROK1,185$461,0480.02%
219VANGUARD MALVERN FDS9220208059,213$455,6750.02%
220WISDOMTREE TRWT15,621$455,1940.02%
221VANGUARD WORLD FD9219108161,094$451,5700.02%
222AGNICO EAGLE MINES LTDAEM2,647$448,7460.02%
223FEDEX CORPFDX1,536$445,9150.02%
224SPDR SERIES TRUST78464A2014,580$431,3900.02%
225DISNEY WALT CO2546871063,769$428,7100.02%
226CAPITAL ONE FINL CORP14040H1051,768$428,4930.02%
227PHILLIPS 66PSX3,250$419,3800.02%
228PRINCIPAL FINANCIAL GROUP INPFG4,656$410,7090.02%
229SPDR SERIES TRUST78468R5563,247$409,9660.02%
230WELLS FARGO CO NEW9497461014,238$394,9820.02%
231INTERDIGITAL INCIDCC1,234$392,8810.02%
232SYNCHRONY FINANCIALSYF-PB4,688$391,1200.02%
233ISHARES TR46435G4252,623$390,7740.02%
234DIGITAL RLTY TR INC2538681032,519$389,7150.02%
235ISHARES TR46428884418,660$389,4340.02%
2363M COMMM2,413$386,3200.02%
237SPDR DOW JONES INDL AVERAGE78467X109794$381,5730.02%
238ARK ETF TR00214Q4012,578$380,8250.02%
239SPDR SERIES TRUST78464A5402,474$379,0660.01%
240VANGUARD INTL EQUITY INDEX F9220426768,248$378,0890.01%
241ISHARES TR4642888853,234$368,4200.01%
242AUTOMATIC DATA PROCESSING INADP1,426$366,5540.01%
243ISHARES TR4642875646,048$360,8850.01%
244ADOBE INCADBE1,026$359,0910.01%
245CVS HEALTH CORPCVS4,460$353,9450.01%
246SANDISK CORPSNDK1,478$350,8480.01%
247ENTERPRISE PRODS PARTNERS L29379210710,900$349,4540.01%
248CENCORA INCCOR1,024$345,8570.01%
249FASTENAL COFAST8,614$345,6800.01%
250ISHARES TR46435U5567,140$344,0030.01%
251ARROW FINL CORP04274410210,955$343,9870.01%
252VANGUARD ADMIRAL FDS INC9219328853,052$341,2140.01%
253THERMO FISHER SCIENTIFIC INCTMO580$336,0820.01%
254ISHARES TR4642882404,970$333,6350.01%
255STARBUCKS CORPSBUX3,911$329,3450.01%
256AECOMACM3,383$322,5020.01%
257INTUITIVE SURGICAL INCISRG565$319,9950.01%
258GENERAL MLS INC3703341046,846$318,3390.01%
259FIRST TR EXCHANGE-TRADED FD33733B1002,927$317,9880.01%
260LIBERTY MEDIA CORP DELFWONB3,227$317,8920.01%
261HURON CONSULTING GROUP INCHURN1,831$316,5970.01%
262WILLIAMS COS INC9694571005,228$314,2550.01%
263CARGURUS INCCARG8,174$313,4730.01%
264GENERAL DYNAMICS CORPGD931$313,4310.01%
265LIBERTY LIVE HOLDINGS INCLLYVK3,753$312,1000.01%
266HUNTINGTON INGALLS INDS INC446413106917$311,8440.01%
267EXPEDIA GROUP INCEXPE1,099$311,3580.01%
268CUMMINS INCCMI606$309,3330.01%
269F5 INCFFIV1,203$307,0780.01%
270PNC FINL SVCS GROUP INC6934751051,471$307,0390.01%
271NOVO-NORDISK A SNONOF5,981$304,3130.01%
272TELEPHONE & DATA SYS INCTDS-PV7,400$303,4000.01%
273MARSH & MCLENNAN COS INC5717481021,626$301,6570.01%
274FORTINET INCFTNT3,787$300,7270.01%
275ISHARES TR464287523984$296,2040.01%
276OKTA INCOKTA3,383$292,5280.01%
277ISHARES TR4642877052,218$291,8660.01%
278SHELL PLCRYDAF3,920$288,0420.01%
279OLLIES BARGAIN OUTLET HLDGS6811161092,620$287,1780.01%
280MEDTRONIC PLCMDT2,985$286,7400.01%
281RESTAURANT BRANDS INTL INC76131D1034,150$285,7280.01%
282AIR PRODS & CHEMS INCAIIR1,114$275,1800.01%
283AVERY DENNISON CORPAVY1,500$272,8200.01%
284LIBERTY BROADBAND CORPLBRDP5,602$272,2580.01%
285TRUIST FINL CORP89832Q1095,461$268,7260.01%
286TYLER TECHNOLOGIES INCTYL590$267,8310.01%
287BLOCK H & R INCBSQKZ6,075$267,3000.01%
288PROSHARES TR74348A4672,559$266,3150.01%
289VANGUARD WORLD FD92204A8011,261$261,8170.01%
290VANGUARD SCOTTSDALE FDS92206C6231,089$256,9930.01%
291FTI CONSULTING INCFCN1,491$254,7080.01%
292ISHARES TR4642877211,272$253,9930.01%
293ALBEMARLE CORPALB-PA1,780$252,5200.01%
294SCORPIO TANKERS INCSTNG4,831$245,5600.01%
295NUCOR CORPNUE1,504$245,3180.01%
296SELECT SECTOR SPDR TR81369Y4072,054$245,2680.01%
297TEXAS INSTRS INC8825081041,407$244,1010.01%
298ISHARES TR4642873091,964$242,0820.01%
299US BANCORP DELUSB-PS4,486$239,3740.01%
300CARRIER GLOBAL CORPORATIONCARR4,478$236,6170.01%
301SPDR SERIES TRUST78464A36710,000$225,8000.01%
302BLACKROCK ETF TRUSTBLK6,761$225,1530.01%
303HUBBELL INCHUBB505$224,2760.01%
304ANALOG DEVICES INCADI814$220,7590.01%
305PHILLIPS EDISON & CO INCPECO6,042$215,5680.01%
306LOCKHEED MARTIN CORPLMT445$215,2330.01%
307SUPERNUS PHARMACEUTICALS INCSUPN4,330$215,2010.01%
308AXOS FINANCIAL INCAX2,487$214,2800.01%
309TD SYNNEX CORPORATIONSNX1,411$211,9750.01%
310CROWDSTRIKE HLDGS INCCRWD450$210,9420.01%
311PAYPAL HLDGS INCPYPL3,612$210,8690.01%
312TETRA TECH INC NEWTTEK6,220$208,6190.01%
313LEIDOS HOLDINGS INCLDOS1,137$205,1150.01%
314ISHARES TR4642878871,442$203,5510.01%
315ECOLAB INCECL768$201,6150.01%
316LINCOLN NATL CORP IND5341871094,500$200,3850.01%
317MARVELL TECHNOLOGY INCMRVL2,355$200,1270.01%
318LIBERTY GLOBAL LTDLBTYK17,200$189,8880.01%
319FIRST BK WILLIAMSTOWN NEW JE31931U10210,988$180,8620.01%
320TMC THE METALS COMPANY INCTMCWW17,187$106,0440.00%
321TASEKO MINES LTDTGB12,000$67,9200.00%
322OWENS & MINOR INC NEW69073210218,684$52,3150.00%
323AMC ENTMT HLDGS INC00165C30225,206$39,3230.00%
324FIREFLY NEUROSCIENCE INCAIFF12,000$10,5000.00%
325TSCAN THERAPEUTICS INCTCRX10,000$10,0000.00%