TIAA Wealth Investment Management LLC
Long book
$13.10B
Q1 2026
Positions
563
Top-10 weight
65%
concentration
Last quarter
+9.7%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsTIAA Wealth Investment Management LLC is a wealth-management firm allocating client money, running a $13.10B US long book across 563 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. Current anchor positions: ISHARES CORE MSCI EAFE ETF, ISHARES MBS ETF, ISHARES CORE MSCI EMERGING, ISHARES MSCI EAFE SMALL-CAP, ISHARES ESG AWARE MSCI USA.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 45%
Financials 11%
Industrials 10%
Consumer discretionary 9%
Services media 6%
Healthcare 5%
Other 3%
Utilities 3%
Long book by quarter
What does TIAA Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 688.8K | $198.0M | 1.5% | Held |
| AAPL APPLE INC | Technology | 666.9K | $169.2M | 1.3% | Held |
| NVDA NVIDIA CORP | Technology | 957.9K | $167.1M | 1.3% | Held |
| MSFT MICROSOFT CORP | Technology | 446.6K | $165.3M | 1.3% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 600.2K | $125.0M | 1.0% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 167.2K | $95.7M | 0.7% | Held |
| AVGO BROADCOM INC | Technology | 290.9K | $90.0M | 0.7% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 236.0K | $69.4M | 0.5% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 201.7K | $54.6M | 0.4% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 97.0K | $46.5M | 0.4% | Held |
| V VISA INC-CLASS A SHARES | Services media | 152.8K | $46.2M | 0.4% | Held |
| MA MASTERCARD INC - A | Services media | 81.9K | $40.9M | 0.3% | Held |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 79.7K | $39.2M | 0.3% | Held |
| XOM EXXON MOBIL CORP | Energy | 204.2K | $34.7M | 0.3% | Held |
| BA BOEING CO/THE | Industrials | 169.8K | $33.8M | 0.3% | Held |
| NOW SERVICENOW INC | Technology | 318.0K | $33.3M | 0.3% | Held |
| LLY ELI LILLY & CO | Healthcare | 35.2K | $32.4M | 0.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 125.6K | $30.7M | 0.2% | Held |
| AMAT APPLIED MATERIALS INC | Technology | 85.9K | $29.4M | 0.2% | Held |
| APP APPLOVIN CORP-CLASS A | Technology | 72.2K | $28.7M | 0.2% | Held |
| WFC WELLS FARGO & CO | Financials | 343.6K | $27.4M | 0.2% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 169.2K | $27.0M | 0.2% | Held |
| APH AMPHENOL CORP-CL A | Technology | 208.5K | $26.3M | 0.2% | Held |
| TSLA TESLA INC | Industrials | 65.2K | $24.2M | 0.2% | Held |
| RTX RTX CORP | Industrials | 123.9K | $23.9M | 0.2% | Held |
| NFLX NETFLIX INC | Services media | 247.5K | $23.8M | 0.2% | Held |
| MS MORGAN STANLEY | Financials | 142.2K | $23.4M | 0.2% | Held |
| TGT TARGET CORP | Consumer discretionary | 192.9K | $23.4M | 0.2% | Held |
| ABBV ABBVIE INC | Healthcare | 106.0K | $23.0M | 0.2% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 58.9K | $23.0M | 0.2% | Held |
| MELI MERCADOLIBRE INC | Services media | 13.0K | $22.4M | 0.2% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 155.1K | $22.4M | 0.2% | Held |
| INTU INTUIT INC | Technology | 51.5K | $22.3M | 0.2% | Held |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 106.9K | $22.2M | 0.2% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 149.2K | $21.8M | 0.2% | Held |
| MRK MERCK & CO. INC. | Healthcare | 176.0K | $21.2M | 0.2% | Held |
| EQT EQT CORP | Energy | 332.3K | $21.1M | 0.2% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 128.6K | $20.6M | 0.2% | Held |
| PEP PEPSICO INC | Consumer staples | 131.7K | $20.4M | 0.2% | Held |
| SPGI S&P GLOBAL INC | Services media | 47.9K | $20.4M | 0.2% | Held |
| BKNG BOOKING HOLDINGS INC | Industrials | 4.7K | $19.8M | 0.2% | Held |
| ETN EATON CORP PLC | Industrials | 54.8K | $19.6M | 0.1% | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Consumer staples | 327.6K | $18.9M | 0.1% | Held |
| CMI CUMMINS INC | Industrials | 34.6K | $18.6M | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 149.9K | $18.6M | 0.1% | Held |
| PPL PPL CORP | Utilities | 479.2K | $18.3M | 0.1% | Held |
| GEV GE VERNOVA INC | Industrials | 20.7K | $18.1M | 0.1% | Held |
| DUK DUKE ENERGY CORP | Utilities | 134.5K | $17.6M | 0.1% | Held |
| CARR CARRIER GLOBAL CORP | Industrials | 311.8K | $17.6M | 0.1% | Held |
| CVX CHEVRON CORP | Energy | 82.6K | $17.1M | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 864 | $13.10B | canonical | SEC ↗ |