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CIK: 0002124867
Total reported value
$15.0B
$15.0B
563 檔
41.1%
During the Q1 2026 filing period, TIAA Wealth Investment Management LLC (CIK: 0002124867) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $15.0B across 563 reported positions.
During Q1 2026, TIAA Wealth Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 563 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 16.96% | +0.46% | — | |
| 2 | MBB | Ishares Mbs ETF | ETF-Other | 10.18% | -0.80% | — | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 9.21% | +0.06% | — | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 5.51% | -0.20% | — | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 5.14% | -0.04% | — | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.47% | -0.40% | — | |
| 7 | USIG | Ishares Broad Usd Investment | ETF-Other | 4.42% | -0.43% | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.35% | +0.04% | — | |
| 9 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.14% | -0.33% | — | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.44% | -0.26% | — | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.18% | +0.03% | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 2.03% | -0.01% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.11% | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.39% | -0.10% | — | |
| 15 | QDF | Flexshares Quality Dividend | ETF-Other | 1.36% | -0.05% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.03% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.08% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.38% | — | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.07% | +0.15% | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.03% | — | — | |
| 21 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.99% | +0.01% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.08% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.27% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.01% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.66% | -0.03% | — | |
| 26 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.66% | -0.09% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.01% | — | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.49% | +0.04% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.13% | — | |
| 30 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.36% | +0.02% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.01% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.02% | — | |
| 33 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.34% | -0.06% | — | |
| 34 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.33% | -0.05% | — | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.32% | -0.08% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | -0.01% | — | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.30% | -0.05% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.06% | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.26% | -0.02% | — | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.25% | -0.05% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.03% | — | |
| 42 | AMLP | Alerian Mlp ETF | ETF-Other | 0.25% | -0.04% | — | |
| 43 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.24% | -0.01% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.01% | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.05% | — | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.23% | -0.03% | — | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.22% | +0.17% | — | |
| 48 | APP | Applovin Corp-class A | Stock-Tech | 0.22% | — | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | -0.04% | — | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.21% | -0.10% | — |
According to official SEC Form 13F filings, TIAA Wealth Investment Management LLC reported a total U.S. public equity portfolio value of $15.0B across 563 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, MBB, IEMG) accounted for 41.1% of total reported equity market value during Q1 2026.
During Q1 2026, TIAA Wealth Investment Management LLC's top holdings by market value included IEFA (17.0%)、MBB (10.2%)、IEMG (9.2%). The largest single position, IEFA, represented 17.0% of total portfolio value.
In Q1 2026, TIAA Wealth Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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