Funds › TIAA Wealth Investment Management LLC
TIAA Wealth Investment Management LLC
13F for Q3 2026, filed Nov 12, 2026. 636 positions worth $16.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$16.6B
+$1.7B (11.2%) vs Q2 2026
Positions
636
613 in Q2 2026
Top 10 share
62.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core Msci Eafe | 26.52M | $2.6B | 15.5% | -2.1% | 13F ↗ |
| 2 | Vanguard Mun Bd Fds Tax Exempt Bd | 45.24M | $2.1B | 12.8% | +2799% | 13F ↗ |
| 3 | iShares Tr Mbs Etf | 15.26M | $1.4B | 8.2% | +3.1% | 13F ↗ |
| 4 | iShares Tr Equities | 9.83M | $828.3M | 5.0% | +1.8% | 13F ↗ |
| 5 | iShares Tr Core Intl Aggr | 15.66M | $770.6M | 4.6% | +143% | 13F ↗ |
| 6 | iShares Tr Us Treas Bd Etf | 27.30M | $597.4M | 3.6% | +2.4% | 13F ↗ |
| 7 | iShares Tr Usd Inv Grde Etf | 12.13M | $591.6M | 3.6% | +4.6% | 13F ↗ |
| 8 | iShares Tr Esg Awr Msci Usa | 3.53M | $589.5M | 3.5% | -24.9% | 13F ↗ |
| 9 | iShares Tr Rus 1000 Grw Etf | 4.04M | $505.6M | 3.0% | -3.0% | 13F ↗ |
| 10 | iShares Inc Core Msci Emkt | 4.77M | $390.3M | 2.3% | -71.9% | 13F ↗ |
| 11 | iShares Tr Rus 2000 Val Etf | 1.50M | $316.7M | 1.9% | +0.4% | 13F ↗ |
| 12 | iShares Tr Esg Aw Msci Eafe | 2.85M | $296.1M | 1.8% | -3.3% | 13F ↗ |
| 13 | GOOGL Alphabet Inc. Class A | 713,490 | $245.5M | 1.5% | +4.9% | 13F ↗ |
| 14 | Nushares ETF Tr Nuveen Esg Lrgvl | 4.47M | $236.8M | 1.4% | +1880142% | 13F ↗ |
| 15 | Nushares ETF Tr Nuveen Esg Lrgcp | 2.07M | $236.1M | 1.4% | +25933913% | 13F ↗ |
| 16 | AAPL Apple Inc. | 686,542 | $228.6M | 1.4% | +5.3% | 13F ↗ |
| 17 | MSFT Microsoft Corporation | 431,246 | $221.2M | 1.3% | +21.8% | 13F ↗ |
| 18 | NVDA NVIDIA Corporation | 901,407 | $205.9M | 1.2% | -11.7% | 13F ↗ |
| 19 | Flexshares Tr | 2.10M | $190.0M | 1.1% | -4.1% | 13F ↗ |
| 20 | iShares Tr Core Us Aggbd Et | 1.98M | $187.1M | 1.1% | +1.7% | 13F ↗ |
| 21 | iShares Tr Rus 2000 Grw Etf | 474,571 | $169.6M | 1.0% | +1.3% | 13F ↗ |
| 22 | iShares Tr Rus 1000 Val Etf | 622,952 | $155.1M | 0.9% | -2.1% | 13F ↗ |
| 23 | AMZN Amazon.com, Inc. | 611,402 | $152.3M | 0.9% | +11.8% | 13F ↗ |
| 24 | iShares Tr New York Mun Etf | 2.42M | $121.1M | 0.7% | +11087% | 13F ↗ |
| 25 | iShares Tr Msci Intl Qualty | 2.23M | $110.9M | 0.7% | +2.8% | 13F ↗ |
| 26 | META Meta Platforms, Inc. | 137,627 | $99.8M | 0.6% | +11.6% | 13F ↗ |
| 27 | iShares Inc Etf | 1.73M | $94.3M | 0.6% | -37.7% | 13F ↗ |
| 28 | Im Global Partner Funds Imgp Dbi Man Etf | 2.67M | $86.6M | 0.5% | -4.6% | 13F ↗ |
| 29 | JPM JPMorgan Chase & Co. | 244,762 | $81.0M | 0.5% | -1.4% | 13F ↗ |
| 30 | iShares Tr National Mun Etf | 749,953 | $75.2M | 0.5% | +3537% | 13F ↗ |
| 31 | UNH UnitedHealth Group Incorporated | 192,533 | $70.7M | 0.4% | -2.0% | 13F ↗ |
| 32 | AVGO Broadcom Inc. | 195,793 | $68.8M | 0.4% | -29.8% | 13F ↗ |
| 33 | MU Micron Technology, Inc. | 64,343 | $68.5M | 0.4% | +21.7% | 13F ↗ |
| 34 | Vanguard Scottsdale Fds Vng RUS1000IDX | 185,949 | $64.1M | 0.4% | New | 13F ↗ |
| 35 | Vanguard Scottsdale Fds Vng RUS1000GRW | 451,541 | $58.3M | 0.4% | +812% | 13F ↗ |
| 36 | V Visa Inc. | 161,270 | $58.0M | 0.3% | -0.1% | 13F ↗ |
| 37 | Nushares ETF Tr Nuveen Esg Emrgn | 1.31M | $55.9M | 0.3% | New | 13F ↗ |
| 38 | iShares Tr Esg Aware Msci | 1.03M | $53.6M | 0.3% | -0.1% | 13F ↗ |
| 39 | Vanguard Scottsdale Fds Vng RUS1000VAL | 484,812 | $52.9M | 0.3% | +81.8% | 13F ↗ |
| 40 | BRK-B Berkshire Hathaway Inc. Class B | 103,360 | $51.5M | 0.3% | +0.7% | 13F ↗ |
| 41 | XOM ExxonMobil Holdings Corporation | 311,775 | $50.7M | 0.3% | New | 13F ↗ |
| 42 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 110,292 | $50.3M | 0.3% | +25.3% | 13F ↗ |
| 43 | AMD Advanced Micro Devices, Inc. | 82,103 | $50.2M | 0.3% | +38.3% | 13F ↗ |
| 44 | LLY Eli Lilly and Company | 41,851 | $48.4M | 0.3% | +18.9% | 13F ↗ |
| 45 | MA Mastercard Incorporated | 86,340 | $47.6M | 0.3% | -0.3% | 13F ↗ |
| 46 | Vanguard Index Fds Mrngstr Grwt Etf | 527,923 | $47.5M | 0.3% | +3.5% | 13F ↗ |
| 47 | CRWD CrowdStrike Holdings, Inc. | 169,412 | $44.9M | 0.3% | -11.4% | 13F ↗ |
| 48 | Vaneck ETF Trust Amt Free Intmunetf | 972,501 | $42.8M | 0.3% | +9.0% | 13F ↗ |
| 49 | Vanguard Mun Bd Fds Intermediate Trm | 448,618 | $42.8M | 0.3% | +8.2% | 13F ↗ |
| 50 | iShares Tr Equities | 751,531 | $40.3M | 0.2% | +12649% | 13F ↗ |
Showing the top 50 of 636 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
59 new, 268 added to, 239 trimmed, 36 exited, 73 unchanged. By estimated dollars.
New positions (59)
| Vanguard Scottsdale Fds Vng RUS1000IDX | 185,949 | New | $64.1M |
| Nushares ETF Tr Nuveen Esg Emrgn | 1.31M | New | $55.9M |
| XOM ExxonMobil Holdings Corporation | 311,775 | New | $50.7M |
| J P Morgan Exchange Traded F Ultra Sht Muncpl | 701,222 | New | $35.5M |
| SPCX Space Exploration Technologies Corp. | 122,542 | New | $18.5M |
| OKTA Okta, Inc. | 79,405 | New | $16.6M |
| Vanguard Malvern Fds Strm Infproidx | 20,000 | New | $984.4K |
| TEVA Teva Pharmaceutical Industries Limited | 17,237 | New | $682.6K |
| OKE ONEOK, Inc. | 2,179 | New | $186.8K |
| NFG National Fuel Gas Company | 2,005 | New | $153.9K |
Added to (268)
| Vanguard Mun Bd Fds Tax Exempt Bd | 45.24M | +2799% | $2.1B |
| iShares Tr Core Intl Aggr | 15.66M | +143% | $453.0M |
| Nushares ETF Tr Nuveen Esg Lrgvl | 4.47M | +1880142% | $236.8M |
| Nushares ETF Tr Nuveen Esg Lrgcp | 2.07M | +25933913% | $236.1M |
| iShares Tr New York Mun Etf | 2.42M | +11087% | $120.0M |
| iShares Tr National Mun Etf | 749,953 | +3537% | $73.1M |
| Vanguard Scottsdale Fds Vng RUS1000GRW | 451,541 | +812% | $51.9M |
| iShares Tr Mbs Etf | 15.26M | +3.1% | $40.8M |
| iShares Tr Equities | 751,531 | +12649% | $40.0M |
| MSFT Microsoft Corporation | 431,246 | +21.8% | $39.6M |
Trimmed (239)
| iShares Inc Core Msci Emkt | 4.77M | -71.9% | -$999.8M |
| iShares Tr Broad Usd High | 466,047 | -95.9% | -$389.6M |
| iShares Tr Esg Awr Msci Usa | 3.53M | -24.9% | -$195.3M |
| iShares Tr Rus 1000 Etf | 53,240 | -77.2% | -$75.2M |
| iShares Inc Etf | 1.73M | -37.7% | -$57.2M |
| iShares Tr Core Msci Eafe | 26.52M | -2.1% | -$54.6M |
| AVGO Broadcom Inc. | 195,793 | -29.8% | -$29.2M |
| NVDA NVIDIA Corporation | 901,407 | -11.7% | -$27.2M |
| TSLA Tesla, Inc. | 12,568 | -85.3% | -$25.8M |
| NET Cloudflare, Inc. | 20,630 | -74.9% | -$21.4M |
Exited (36)
| NBIS Nebius Group N.V. | 159,772 | Exited | -$44.1M |
| Exxon Mobil Corp | 221,876 | Exited | -$30.3M |
| RDDT Reddit, Inc. | 120,857 | Exited | -$21.0M |
| CRWV CoreWeave, Inc. | 145,557 | Exited | -$14.5M |
| TEAM Atlassian Corporation | 40,210 | Exited | -$3.1M |
| MNDY monday.com Ltd. | 40,075 | Exited | -$2.9M |
| LITE Lumentum Holdings Inc. | 921 | Exited | -$790.3K |
| Teva Pharmaceutical Industries Ltd ADR | 20,351 | Exited | -$689.5K |
| Oneok Inc | 2,154 | Exited | -$187.8K |
| CHRW C.H. Robinson Worldwide, Inc. | 967 | Exited | -$182.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer