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TIAA Wealth Investment Management LLC

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-12
Market Value
$13.1B
Holdings
557
New Purchases
557
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
65.0%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $1.9B 14.3%
Large Cap 432 $10.6B 81.6%
Mid Cap 44 $431M 3.3%
Small Cap 9 $114M 0.9%

Portfolio Analytics

Avg Market Cap
$156.2B
Median Market Cap
$50.7B
Avg P/E
33.0
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
386
# ETFs / Funds
171

Top Holdings (557 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEFA 17.02% 25,333,750 $2.2B $87.69
2 MBB 10.22% 14,072,269 $1.3B $94.78
3 IEMG 9.24% 17,919,365 $1.2B $67.32
4 SCZ 5.52% 9,480,809 $721M $76.08
5 ESGU 5.16% 4,900,171 $673M $137.39
6 GOVT 4.49% 25,607,976 $586M $22.89
7 USIG 4.44% 11,369,294 $579M $50.97
8 IWF 3.36% 1,066,633 $438M $410.94
9 USHY 3.15% 11,282,244 $412M $36.48
10 IAGG 2.45% 6,422,057 $320M $49.81
11 IWN 2.19% 1,545,718 $286M $184.82
12 ESGD 2.04% 2,874,555 $266M $92.57
13 GOOGL 1.52% 688,784 $198M $287.53
14 AGG 1.40% 1,842,892 $183M $99.04
15 QDF 1.36% 2,301,166 $178M $77.21
16 AAPL 1.30% 666,906 $169M $253.76
17 NVDA 1.28% 957,939 $167M $174.39
18 MSFT 1.27% 446,570 $165M $370.14
19 IWO 1.08% 466,740 $140M $301.02
20 IWD 1.04% 645,769 $135M $209.42
21 ESGE 0.99% 2,961,522 $130M $43.80
22 AMZN 0.96% 600,154 $125M $208.26
23 META 0.73% 167,237 $96M $572.07
24 AVGO 0.69% 290,950 $90M $309.48
25 IWB 0.66% 250,382 $87M $346.69
26 DBMF 0.66% 2,861,026 $86M $30.21
27 JPM 0.53% 235,959 $69M $294.11
28 VTEB 0.49% 1,277,072 $64M $49.87
29 UNH 0.42% 201,696 $55M $270.59
30 ESML 0.36% 1,024,984 $47M $45.60
31 BRK-B 0.36% 97,041 $46M $479.16
32 V 0.35% 152,833 $46M $302.24
33 ITM 0.34% 946,835 $44M $46.43
34 SUB 0.32% 387,522 $41M $106.50
35 MA 0.31% 81,885 $41M $499.66
36 TMO 0.30% 79,694 $39M $491.52
37 XOM 0.27% 204,213 $35M $169.68
38 BA 0.26% 169,795 $34M $199.03
39 NOW 0.25% 318,036 $33M $104.55
40 LLY 0.25% 35,221 $32M $919.61
41 AMLP 0.25% 602,832 $32M $53.26
42 JMUB 0.24% 625,027 $31M $49.99
43 JNJ 0.24% 125,626 $31M $244.41
44 TSM 0.23% 88,423 $30M $337.90
45 SPSB 0.23% 993,900 $30M $30.02
46 AMAT 0.22% 85,917 $29M $341.70
47 APP 0.22% 72,191 $29M $398.00
48 WFC 0.21% 343,578 $27M $79.61
49 TJX 0.21% 169,240 $27M $159.70
50 VTES 0.21% 266,166 $27M $101.14
51 APH 0.20% 208,547 $26M $126.35
52 TSLA 0.19% 65,189 $24M $371.74
53 RTX 0.18% 123,949 $24M $192.85
54 NFLX 0.18% 247,517 $24M $96.15
55 MS 0.18% 142,207 $23M $164.56
56 TGT 0.18% 192,853 $23M $121.20
57 ABBV 0.18% 105,981 $23M $217.46
58 CRWD 0.18% 58,894 $23M $390.40
59 MELI 0.17% 12,974 $22M $1,728.96
60 PG 0.17% 155,051 $22M $144.44
61 INTU 0.17% 51,520 $22M $432.38
62 PNC 0.17% 106,876 $22M $208.09
63 PLTR 0.17% 149,188 $22M $146.27
64 MRK 0.16% 175,951 $21M $120.27
65 EQT 0.16% 332,271 $21M $63.64
66 PANW 0.16% 128,640 $21M $160.32
67 PEP 0.16% 131,672 $20M $155.30
68 SPGI 0.16% 47,912 $20M $425.34
69 BKNG 0.15% 4,714 $20M $4,210.26
70 ETN 0.15% 54,797 $20M $357.64
71 VONV 0.15% 206,738 $19M $91.84
72 MDLZ 0.14% 327,555 $19M $57.64
73 PLD 0.14% 142,371 $19M $132.18
74 CMI 0.14% 34,646 $19M $538.02
75 WMT 0.14% 149,857 $19M $124.27
76 PPL 0.14% 479,217 $18M $38.20
77 GEV 0.14% 20,702 $18M $872.30
78 DUK 0.13% 134,504 $18M $130.95
79 CARR 0.13% 311,829 $18M $56.31
80 CVX 0.13% 82,609 $17M $206.95
81 FCX 0.13% 287,271 $17M $58.78
82 LIN 0.13% 33,805 $17M $495.75
83 MCK 0.13% 19,057 $16M $865.38
84 DE 0.13% 29,097 $16M $563.29
85 AMD 0.12% 77,794 $16M $203.41
86 ROK 0.12% 42,991 $15M $358.88
87 BX 0.12% 131,383 $15M $114.99
88 SPOT 0.12% 31,068 $15M $484.92
89 PH 0.11% 16,327 $15M $895.08
90 XEL 0.11% 183,308 $15M $79.44
91 PWR 0.11% 26,195 $14M $549.01
92 CSCO 0.11% 183,494 $14M $77.59
93 ORLY 0.11% 154,053 $14M $92.31
94 WMB 0.11% 194,094 $14M $72.78
95 VRT 0.10% 53,586 $13M $250.58
96 NVO 0.10% 349,118 $13M $36.75
97 IVV 0.08% 17,076 $11M $634.98
98 PM 0.08% 62,081 $10M $165.34
99 GOOG 0.07% 33,720 $10M $286.59
100 ISRG 0.07% 20,911 $10M $461.00

New Positions

SymbolValue% Port
IEFA $2.2B 17.02%
MBB $1.3B 10.22%
IEMG $1.2B 9.24%
SCZ $721M 5.52%
ESGU $673M 5.16%
GOVT $586M 4.49%
USIG $579M 4.44%
IWF $438M 3.36%
USHY $412M 3.15%
IAGG $320M 2.45%
IWN $286M 2.19%
ESGD $266M 2.04%
GOOGL $198M 1.52%
AGG $183M 1.40%
QDF $178M 1.36%
View SEC EDGAR Filings for TIAA Wealth Investment Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms