TIAA Wealth Investment Management LLC portfolio
Managed by . 563 reported positions worth $13.1B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
This is the earliest 13F we hold for this manager, so there is nothing to compare it against. That is an absence of data, not a quarter in which nothing changed.
Largest 150 of 563 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.2B | 25,333,750 | 16.96% | — |
| MBB | ISHARES MBS ETF | $1.3B | 14,072,269 | 10.18% | — |
| IEMG | ISHARES CORE MSCI EMERGING | $1.2B | 17,919,365 | 9.21% | — |
| SCZ | ISHARES MSCI EAFE SMALL-CAP | $721.3M | 9,480,809 | 5.51% | — |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $673.2M | 4,900,171 | 5.14% | — |
| GOVT | ISHARES TR U S TREAS BD ETF | $586.2M | 25,607,976 | 4.47% | — |
| USIG | ISHARES TR BROAD USD INBD ETFVT GR | $579.5M | 11,369,294 | 4.42% | — |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $438.3M | 1,066,633 | 3.35% | — |
| USHY | ISHARES TR BROAD USD HIGH YIELD CO | $411.6M | 11,282,244 | 3.14% | — |
| IAGG | ISHARES TR CORE INTL AGGREGATE BD | $319.9M | 6,422,057 | 2.44% | — |
| IWN | ISHARES TR RUSSELL 2000 VALUE ETF | $285.7M | 1,545,718 | 2.18% | — |
| ESGD | ISHARES TR ESG AWARE MSCI EAFE ETF | $266.1M | 2,874,555 | 2.03% | — |
| GOOGL | ALPHABET INC CL A | $198.0M | 688,784 | 1.51% | — |
| AGG | ISHARES CORE U.S. AGGREGATE | $182.5M | 1,842,892 | 1.39% | — |
| QDF | FLEXSHARES QUALITY DIVIDEND | $177.7M | 2,301,166 | 1.36% | — |
| AAPL | APPLE INC | $169.2M | 666,906 | 1.29% | — |
| NVDA | NVIDIA CORP | $167.1M | 957,939 | 1.28% | — |
| MSFT | MICROSOFT CORP | $165.3M | 446,570 | 1.26% | — |
| IWO | ISHARES TR RUSSELL 2000 GROWTH ETF | $140.5M | 466,740 | 1.07% | — |
| IWD | ISHARES TR RUSSELL 1000 VALUE ETF | $135.2M | 645,769 | 1.03% | — |
| ESGE | ISHARES INC ESG AWARE MSCI EM ETF | $129.7M | 2,961,522 | 0.99% | — |
| AMZN | AMAZON COM INC COM | $125.0M | 600,154 | 0.95% | — |
| META | META PLATFORMS INC CL A | $95.7M | 167,237 | 0.73% | — |
| AVGO | BROADCOM INC | $90.0M | 290,950 | 0.69% | — |
| IWB | ISHARES TR RUSSELL 1000 ETF | $86.8M | 250,382 | 0.66% | — |
| DBMF | LITMAN GREGORY FDS TR IMGP DBI MAN | $86.4M | 2,861,026 | 0.66% | — |
| JPM | JPMORGAN CHASE & CO | $69.4M | 235,959 | 0.53% | — |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $63.7M | 1,277,072 | 0.49% | — |
| UNH | UNITEDHEALTH GROUP INC | $54.6M | 201,696 | 0.42% | — |
| ESML | ISHARES TR ESG MSCI USA SMALL-CAP | $46.7M | 1,024,984 | 0.36% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NE | $46.5M | 97,041 | 0.35% | — |
| V | VISA INC COM CL A | $46.2M | 152,833 | 0.35% | — |
| ITM | VANECK INTERMEDIATE MUNI ETF | $44.0M | 946,835 | 0.34% | — |
| VTEI | VANGUARD INT TAX-EXEMPT BOND | $43.9M | 438,910 | 0.33% | — |
| SUB | ISHARES TR SHORT-TERM NATL MUN | $41.3M | 387,522 | 0.32% | — |
| MA | MASTERCARD INC - A | $40.9M | 81,885 | 0.31% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.2M | 79,694 | 0.30% | — |
| EXMOC | EXXON MOBIL CORP | $34.7M | 204,213 | 0.26% | — |
| BA | BOEING CO COM | $33.8M | 169,795 | 0.26% | — |
| NOW | SERVICENOW INC | $33.3M | 318,036 | 0.25% | — |
| LLY | LILLY ELI & CO COM | $32.4M | 35,221 | 0.25% | — |
| AMLP | ALPS ETF TR ALERIAN MLP ETF NEW | $32.1M | 602,832 | 0.25% | — |
| JMUB | JPMORGAN MUNICIPAL ETF | $31.2M | 625,027 | 0.24% | — |
| JNJ | JOHNSON & JOHNSON | $30.7M | 125,626 | 0.23% | — |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSO | $29.9M | 88,423 | 0.23% | — |
| SPSB | SPDR SER TR STATE STR SPDR PORTFOL | $29.8M | 993,900 | 0.23% | — |
| AMAT | APPLIED MATERIALS INC | $29.4M | 85,917 | 0.22% | — |
| APP | APPLOVIN CORP COM CL A | $28.7M | 72,191 | 0.22% | — |
| WFC | WELLS FARGO & CO | $27.4M | 343,578 | 0.21% | — |
| TJX | TJX COMPANIES INC | $27.0M | 169,240 | 0.21% | — |
| VTES | VANGUARD SH TERM TAX-EX BOND | $26.9M | 266,166 | 0.21% | — |
| APH | AMPHENOL CORP NEW CL A | $26.3M | 208,547 | 0.20% | — |
| TSLA | TESLA INC | $24.2M | 65,189 | 0.18% | — |
| RTX | RTX CORP | $23.9M | 123,949 | 0.18% | — |
| NFLX | NETFLIX INC | $23.8M | 247,517 | 0.18% | — |
| MS | MORGAN STANLEY | $23.4M | 142,207 | 0.18% | — |
| TGT | TARGET CORP | $23.4M | 192,853 | 0.18% | — |
| ABBV | ABBVIE INC | $23.0M | 105,981 | 0.18% | — |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $23.0M | 58,894 | 0.18% | — |
| MELI | MERCADOLIBRE INC | $22.4M | 12,974 | 0.17% | — |
| PG | PROCTER & GAMBLE CO COM | $22.4M | 155,051 | 0.17% | — |
| INTU | INTUIT COM | $22.3M | 51,520 | 0.17% | — |
| PNC | PNC FINANCIAL SERVICES GROUP | $22.2M | 106,876 | 0.17% | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL | $21.8M | 149,188 | 0.17% | — |
| MRK | MERCK & CO INC NEW COM | $21.2M | 175,951 | 0.16% | — |
| EQT | EQT CORP | $21.1M | 332,271 | 0.16% | — |
| PANW | PALO ALTO NETWORKS INC | $20.6M | 128,640 | 0.16% | — |
| PEP | PEPSICO INC | $20.4M | 131,672 | 0.16% | — |
| SPGI | S&P GLOBAL INC | $20.4M | 47,912 | 0.16% | — |
| BKNG | BOOKING HLDGS INC COM | $19.8M | 4,714 | 0.15% | — |
| ETN | EATON CORP PLC | $19.6M | 54,797 | 0.15% | — |
| VONV | VANGUARD SCOTTSDALE FDS VANGUARD R | $19.0M | 206,738 | 0.14% | — |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $18.9M | 327,555 | 0.14% | — |
| PLD | PROLOGIS INC | $18.8M | 142,371 | 0.14% | — |
| CMI | CUMMINS INC | $18.6M | 34,646 | 0.14% | — |
| WMT | WALMART INC | $18.6M | 149,857 | 0.14% | — |
| PPL | PPL CORP | $18.3M | 479,217 | 0.14% | — |
| GEV | GE VERNOVA INC | $18.1M | 20,702 | 0.14% | — |
| DUK | DUKE ENERGY CORP | $17.6M | 134,504 | 0.13% | — |
| CARR | CARRIER GLOBAL CORP | $17.6M | 311,829 | 0.13% | — |
| CVX | CHEVRON CORP | $17.1M | 82,609 | 0.13% | — |
| FCX | FREEPORT-MCMORAN INC | $16.9M | 287,271 | 0.13% | — |
| LIN | LINDE PLC | $16.8M | 33,805 | 0.13% | — |
| MCK | MCKESSON CORP | $16.5M | 19,057 | 0.13% | — |
| DE | DEERE & CO | $16.4M | 29,097 | 0.13% | — |
| AMD | ADVANCED MICRO DEVICES | $15.8M | 77,794 | 0.12% | — |
| ROK | ROCKWELL AUTOMATION INC | $15.4M | 42,991 | 0.12% | — |
| BX | BLACKSTONE INC | $15.1M | 131,383 | 0.12% | — |
| SPOT | SPOTIFY TECHNOLOGY SA | $15.1M | 31,068 | 0.11% | — |
| PH | PARKER HANNIFIN CORP | $14.6M | 16,327 | 0.11% | — |
| XEL | XCEL ENERGY INC | $14.6M | 183,308 | 0.11% | — |
| PWR | QUANTA SERVICES INC | $14.4M | 26,195 | 0.11% | — |
| CSCO | CISCO SYS INC COM | $14.2M | 183,494 | 0.11% | — |
| ORLY | O REILLY AUTOMOTIVE INC NEW COM | $14.2M | 154,053 | 0.11% | — |
| WMB | WILLIAMS COS INC | $14.1M | 194,094 | 0.11% | — |
| VRT | VERTIV HLDGS CO CL A | $13.4M | 53,586 | 0.10% | — |
| NVO | NOVO NORDISK A.S. ADR FORMERLY NOV | $12.8M | 349,118 | 0.10% | — |
| IVV | ISHARES CORE S&P 500 ETF | $10.8M | 17,076 | 0.08% | — |
| PM | PHILIP MORRIS INTERNATIONAL | $10.3M | 62,081 | 0.08% | — |
| GOOG | ALPHABET INC CAP STK CL C | $9.7M | 33,720 | 0.07% | — |
| ISRG | INTUITIVE SURGICAL INC | $9.6M | 20,911 | 0.07% | — |
| VUG | VANGUARD GROWTH ETF | $7.6M | 18,030 | 0.06% | — |
| VV | VANGUARD INDEX FDS VANGUARD LARGE- | $7.3M | 25,102 | 0.06% | — |
| ETR | ENTERGY CORP | $6.2M | 54,942 | 0.05% | — |
| WELL | WELLTOWER INC | $5.7M | 28,997 | 0.04% | — |
| VTI | VANGUARD TOTAL STOCK MKT ETF | $4.9M | 15,784 | 0.04% | — |
| BAC | BANK AMER CORP COM | $4.8M | 98,040 | 0.04% | — |
| GE | GE AEROSPACE COM | $4.8M | 16,790 | 0.04% | — |
| HD | HOME DEPOT INC | $4.7M | 14,262 | 0.04% | — |
| ORCL | ORACLE CORP | $4.7M | 31,740 | 0.04% | — |
| ANET | ARISTA NETWORKS INC | $4.5M | 36,989 | 0.03% | — |
| LRCX | LAM RESEARCH CORP | $3.9M | 18,058 | 0.03% | — |
| BSX | BOSTON SCIENTIFIC CORP | $3.7M | 59,575 | 0.03% | — |
| KO | COCA COLA CO COM | $3.4M | 44,619 | 0.03% | — |
| MU | MICRON TECHNOLOGY INC | $3.4M | 10,016 | 0.03% | — |
| CAT | CATERPILLAR INC | $3.3M | 4,649 | 0.03% | — |
| MCD | MCDONALD'S CORP | $3.3M | 10,507 | 0.02% | — |
| AME | AMETEK INC | $3.3M | 15,210 | 0.02% | — |
| GS | GOLDMAN SACHS GROUP INC | $3.1M | 3,671 | 0.02% | — |
| COP | CONOCOPHILLIPS | $3.1M | 23,358 | 0.02% | — |
| SYK | STRYKER CORP | $3.0M | 9,239 | 0.02% | — |
| COST | COSTCO WHOLESALE CORP | $3.0M | 2,964 | 0.02% | — |
| NET | CLOUDFLARE INC - CLASS A | $2.7M | 13,246 | 0.02% | — |
| EFA | ISHARES MSCI EAFE ETF | $2.7M | 28,678 | 0.02% | — |
| ABT | ABBOTT LABORATORIES | $2.5M | 24,776 | 0.02% | — |
| LOW | LOWE'S COS INC | $2.5M | 10,672 | 0.02% | — |
| AMGN | AMGEN INC | $2.3M | 6,566 | 0.02% | — |
| MRVL | MARVELL TECHNOLOGY INC | $2.2M | 22,152 | 0.02% | — |
| SHOP | SHOPIFY INC - CLASS A | $2.2M | 18,455 | 0.02% | — |
| AXP | AMERICAN EXPRESS CO | $2.2M | 7,225 | 0.02% | — |
| NSC | NORFOLK SOUTHERN CORP | $2.1M | 7,302 | 0.02% | — |
| UNP | UNION PAC CORP COM | $2.1M | 8,628 | 0.02% | — |
| KKR | KKR & CO INC | $1.9M | 21,064 | 0.01% | — |
| IWS | ISHARES TR RUSSELL MID-CAP VALUE E | $1.9M | 13,618 | 0.01% | — |
| ADP | AUTOMATIC DATA PROCESSING | $1.9M | 9,115 | 0.01% | — |
| IWP | ISHARES TR RUSSELL MID-CAP GROWTH | $1.8M | 14,774 | 0.01% | — |
| HONGBP | HONEYWELL INTERNATIONAL INC | $1.8M | 7,806 | 0.01% | — |
| VEA | VANGUARD INTL FD FTSE DEVELOPED MK | $1.8M | 28,289 | 0.01% | — |
| IBM | INTERNATIONAL BUSINESS MACHS CORP | $1.8M | 7,257 | 0.01% | — |
| SHW | SHERWIN-WILLIAMS CO COM | $1.7M | 5,392 | 0.01% | — |
| NOC | NORTHROP GRUMMAN CORP | $1.7M | 2,495 | 0.01% | — |
| LMT | LOCKHEED MARTIN CORP | $1.6M | 2,690 | 0.01% | — |
| BNY | BANK NEW YORK MELLON CORP COM | $1.6M | 13,306 | 0.01% | — |
| UBER | UBER TECHNOLOGIES INC | $1.6M | 21,613 | 0.01% | — |
| COR | CENCORA INC | $1.5M | 4,903 | 0.01% | — |
| DHR | DANAHER CORP | $1.5M | 8,103 | 0.01% | — |
| HUBB | HUBBELL INC | $1.4M | 2,937 | 0.01% | — |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $1.4M | 2 | 0.01% | — |
| VONG | VANGUARD SCOTTSDALE FDS VANGUARD R | $1.4M | 12,794 | 0.01% | — |
| VTV | VANGUARD VALUE ETF | $1.3M | 6,888 | 0.01% | — |
This table is the 150 largest positions by value, out of 563 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by TIAA Wealth Investment Management LLC (CIK 2124867, accession 0000930413-26-001567). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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