TIAA Wealth Investment Management LLC holds a focused book of 613 stocks worth $15.0B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ishares Msci International Q and trimmed Ishares Core Msci Emerging. Their largest long position is Ishares Core Msci Eafe ETF at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as TIAA Wealth Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $888.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $526.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $425.5B |
| UBS Group AG | 80 / 80 | $159.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $148.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $146.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $91.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $76.5B |
Ranked by how many of TIAA Wealth Investment Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR Core Msci Eafe ETF ETF | $2.6B | 27.08M | 17.4% | ▲+6.9% Added · +1.7M sh | |
| 2 | Ishares TR MBS ETF ETF | $1.4B | 14.81M | 9.4% | ▲+5.2% Added · +733K sh | |
| 3 | Ishares Inc Core Msci Emerging MKTS ETF | $1.4B | 16.98M | 9.3% | ▼−5.3% Reduced · −944K sh | |
| 4 | Ishares TR Msci Eafe Small Cap ETF ETF | $795.3M | 9.65M | 5.3% | ▲+1.8% Added · +170K sh | |
| 5 | Ishares TR Esg Aware Msci USA ETF ETF | $763.5M | 4.70M | 5.1% | ▼−4.1% Reduced · −203K sh | |
| 6 | Ishares TR U S Treas BD ETF ETF | $609.4M | 26.65M | 4.1% | ▲+4.0% Added · +1.0M sh | |
| 7 | Ishares TR Broad Usd Inbd Etfvt Grade ETF | $597.4M | 11.60M | 4.0% | ▲+2.0% Added · +227K sh | |
| 8 | Ishares TR Russell 1000 Growth ETF ETF | $507.2M | 4.16M | 3.4% | ▲+290% Added · +3.1M sh | |
| 9 | Ishares TR Broad Usd High Yield Corporate ETF | $420.5M | 11.36M | 2.8% | ▲+0.7% Added · +74K sh | |
| 10 | Ishares TR Russell 2000 Value ETF ETF | $330.9M | 1.50M | 2.2% | ▼−3.2% Reduced · −50K sh | |
| 11 | Ishares TR Core Intl Aggregate BD ETF ETF | $326.5M | 6.45M | 2.2% | ▲+0.5% Added · +30K sh | |
| 12 | Ishares TR Esg Aware Msci Eafe ETF ETF | $302.4M | 2.95M | 2.0% | ▲+2.6% Added · +76K sh | |
| 13 | Alphabet Inc-CL A Common / Ordinary Stock | $243.1M | 680.2K | 1.6% | ▼−1.2% Reduced · −9K sh | |
| 14 | Nvidia Corp Common / Ordinary Stock | $204.1M | 1.02M | 1.4% | ▲+6.5% Added · +62K sh | |
| 15 | Flexshares TR Quality Divid Index ETF | $195.8M | 2.19M | 1.3% | ▼−4.9% Reduced · −113K sh | |
| 16 | Ishares TR Core U S Aggregate BD ETF ETF | $193.3M | 1.94M | 1.3% | ▲+5.5% Added · +102K sh | |
| 17 | Apple Inc Common / Ordinary Stock | $188.7M | 652.3K | 1.3% | ▼−2.2% Reduced · −15K sh | |
| 18 | Ishares TR Russell 2000 Growth ETF ETF | $182.8M | 468.4K | 1.2% | ▲+0.4% Added · +2K sh | |
| 19 | Ishares TR Russell 1000 Value ETF ETF | $154.4M | 636.1K | 1.0% | ▼−1.5% Reduced · −10K sh | |
| 20 | Ishares Inc Esg Aware Msci Em ETF ETF | $149.7M | 2.78M | 1.0% | ▼−6.3% Reduced · −185K sh | |
| 21 | Microsoft Corp Common / Ordinary Stock | $132.0M | 353.9K | 0.9% | ▼−21% Reduced · −93K sh | |
| 22 | Amazon.com Inc Common / Ordinary Stock | $130.4M | 547.0K | 0.9% | ▼−8.9% Reduced · −53K sh | |
| 23 | Ishares TR Msci Intl Quality Factor ETF ETF | $106.7M | 2.16M | 0.7% | ▲New New position | |
| 24 | Broadcom Inc Common / Ordinary Stock | $105.3M | 278.8K | 0.7% | ▼−4.2% Reduced · −12K sh | |
| 25 | Ishares TR Russell 1000 ETF ETF | $94.8M | 233.4K | 0.6% | ▼−6.8% Reduced · −17K sh | |
| 26 | Litman Gregory FDS TR Imgp Dbi Managed ETF | $85.0M | 2.80M | 0.6% | ▼−2.1% Reduced · −61K sh | |
| 27 | Unitedhealth Group Inc Common / Ordinary Stock | $81.6M | 196.4K | 0.5% | ▼−2.6% Reduced · −5K sh | |
| 28 | JPMorgan Chase & Co Common / Ordinary Stock | $81.3M | 248.3K | 0.5% | ▲+5.2% Added · +12K sh | |
| 29 | Vanguard Tax-Exempt Bond ETF Exchange Traded Fund | $78.9M | 1.56M | 0.5% | ▲+22% Added · +283K sh | |
| 30 | Meta Platforms Inc-Class A Common / Ordinary Stock | $69.5M | 123.3K | 0.5% | ▼−26% Reduced · −44K sh | |
| 31 | Micron Technology Inc Common / Ordinary Stock | $61.0M | 52.9K | 0.4% | ▲+428% Added · +43K sh | |
| 32 | Applied Materials Inc Common / Ordinary Stock | $57.7M | 79.8K | 0.4% | ▼−7.1% Reduced · −6K sh | |
| 33 | Ishares TR Esg Msci USA Small-Cap ETF ETF | $56.9M | 1.03M | 0.4% | ▲+0.1% Added · +2K sh | |
| 34 | Visa Inc-Class A Shares Common / Ordinary Stock | $55.4M | 161.5K | 0.4% | ▲+5.6% Added · +9K sh | |
| 35 | Berkshire Hathaway Inc-CL B Common / Ordinary Stock | $51.4M | 102.6K | 0.3% | ▲+5.8% Added · +6K sh | |
| 36 | Mastercard Inc - A Common / Ordinary Stock | $44.5M | 86.6K | 0.3% | ▲+5.7% Added · +5K sh | |
| 37 | Nebius Group NV Common / Ordinary Stock | $44.1M | 159.8K | 0.3% | ▲New New position | |
| 38 | Vanguard Index FDS Vanguard Growth ETF ETF | $43.3M | 509.9K | 0.3% | ▲28× Added · +492K sh | |
| 39 | Eli Lilly & Co Common / Ordinary Stock | $42.2M | 35.2K | 0.3% | ▼~0% Reduced · −16 sh | |
| 40 | Taiwan Semiconductor-SP ADR American Depository Receipts ADR | $42.0M | 88.0K | 0.3% | ▼−0.5% Reduced · −415 sh | |
| 41 | Vaneck Intermediate Muni ETF Exchange Traded Fund | $41.9M | 892.1K | 0.3% | ▼−5.8% Reduced · −55K sh | |
| 42 | Vanguard Int Tax-Exempt Bond Exchange Traded Fund | $41.9M | 414.6K | 0.3% | ▼−5.5% Reduced · −24K sh | |
| 43 | Thermo Fisher Scientific Inc Common / Ordinary Stock | $37.8M | 75.4K | 0.3% | ▼−5.3% Reduced · −4K sh | |
| 44 | Crowdstrike Holdings Inc - A Common / Ordinary Stock | $36.5M | 47.8K | 0.2% | ▼−19% Reduced · −11K sh | |
| 45 | Boeing Co Common / Ordinary Stock | $36.4M | 168.0K | 0.2% | ▼−1.1% Reduced · −2K sh | |
| 46 | Ishares Short-Term National Exchange Traded Fund | $36.1M | 339.2K | 0.2% | ▼−12% Reduced · −48K sh | |
| 47 | Tesla Inc Common / Ordinary Stock | $35.9M | 85.4K | 0.2% | ▲+31% Added · +20K sh | |
| 48 | JPMorgan Municipal ETF Exchange Traded Fund | $34.9M | 688.1K | 0.2% | ▲+10% Added · +63K sh | |
| 49 | Advanced Micro Devices Common / Ordinary Stock | $34.5M | 59.4K | 0.2% | ▼−24% Reduced · −18K sh | |
| 50 | PNC Financial Services Group Common / Ordinary Stock | $34.5M | 140.0K | 0.2% | ▲+31% Added · +33K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2124867/holdings"
Use Arkolith to show TIAA Wealth Investment Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.