TIAA Wealth Investment Management LLC

Est. AUM

$13.10B

13F long equity, this entity only

Positions

864

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR CORE MSCI EAFE ETF	ETF	$2.22B	25333745	16.96%	DFND
2	ISHARES INC CORE MSCI EMERGING MKTS	ETF	$1.21B	17919274	9.21%	DFND
3	ISHARES TR MBS ETF	ETF	$988.9M	10439731	7.55%	DFND
4	ISHARES TR MSCI EAFE SMALL CAP ETF	ETF	$721.3M	9480709	5.51%	DFND
5	ISHARES TR ESG AWARE MSCI USA ETF	ETF	$673.2M	4900171	5.14%	DFND
6	ISHARES TR U S TREAS BD ETF	ETF	$586.2M	25607976	4.47%	DFND
7	ISHARES TR BROAD USD INBD ETFVT GRADE	ETF	$579.5M	11369294	4.42%	DFND
8	ISHARES TR RUSSELL 1000 GROWTH ETF	ETF	$437.5M	1064612	3.34%	DFND
9	ISHARES TR BROAD USD HIGH YIELD CORPORATE	ETF	$411.6M	11282244	3.14%	DFND
10	ISHARES TR CORE INTL AGGREGATE BD ETF	ETF	$319.9M	6422057	2.44%	DFND
11	ISHARES TR RUSSELL 2000 VALUE ETF	ETF	$285.7M	1545718	2.18%	DFND
12	ISHARES TR ESG AWARE MSCI EAFE ETF	ETF	$266.1M	2874555	2.03%	DFND
13	ALPHABET INC-CL A	Common / Ordinary Stock	$197.6M	687280	1.51%	DFND
14	ISHARES TR CORE U S AGGREGATE BD ETF	ETF	$182.4M	1841730	1.39%	DFND
15	FLEXSHARES TR QUALITY DIVID INDEX	ETF	$177.6M	2299973	1.36%	DFND
16	ISHARES TR RUSSELL 2000 GROWTH ETF	ETF	$140.5M	466733	1.07%	DFND
17	ISHARES TR RUSSELL 1000 VALUE ETF	ETF	$135.1M	645042	1.03%	DFND
18	AMAZON.COM INC	Common / Ordinary Stock	$124.8M	599342	0.95%	DFND
19	META PLATFORMS INC-CLASS A	Common / Ordinary Stock	$95.5M	166934	0.73%	DFND
20	ISHARES TR RUSSELL 1000 ETF	ETF	$86.6M	249812	0.66%	DFND
21	LITMAN GREGORY FDS TR IMGP DBI MANAGED	ETF	$86.4M	2861026	0.66%	DFND
22	VANGUARD TAX-EXEMPT BOND ETF	Exchange Traded Fund	$53.5M	1073193	0.41%	DFND
23	ISHARES TR ESG MSCI USA SMALL-CAP ETF	ETF	$46.7M	1024984	0.36%	DFND
24	VISA INC-CLASS A SHARES	Common / Ordinary Stock	$46.1M	152610	0.35%	DFND
25	BERKSHIRE HATHAWAY INC-CL B	Common / Ordinary Stock	$46.1M	96113	0.35%	DFND
26	VANECK INTERMEDIATE MUNI ETF	Exchange Traded Fund	$44.0M	946835	0.34%	DFND
27	VANGUARD INT TAX-EXEMPT BOND	Exchange Traded Fund	$43.9M	438910	0.33%	DFND
28	BOEING CO/THE	Common / Ordinary Stock	$33.8M	169762	0.26%	DFND
29	ALPS ETF TR ALERIAN MLP ETF NEW	ETF	$32.1M	602832	0.25%	DFND
30	JPMORGAN MUNICIPAL ETF	Exchange Traded Fund	$31.2M	625027	0.24%	DFND
31	SPDR SER TR STATE STR SPDR PORTFOLIO	ETF	$29.8M	993900	0.23%	DFND
32	TAIWAN SEMICONDUCTOR-SP ADR	American Depository Receipts ADR	$29.8M	88210	0.23%	DFND
33	APPLOVIN CORP-CLASS A	Common / Ordinary Stock	$28.7M	72189	0.22%	DFND
34	VANGUARD SH TERM TAX-EX BOND	Exchange Traded Fund	$26.9M	266166	0.21%	DFND
35	AMPHENOL CORP-CL A	Common / Ordinary Stock	$26.3M	208512	0.20%	DFND
36	CROWDSTRIKE HOLDINGS INC - A	Common / Ordinary Stock	$23.0M	58880	0.18%	DFND
37	PROCTER & GAMBLE CO/THE	Common / Ordinary Stock	$22.3M	154274	0.17%	DFND
38	INTUIT INC	Common / Ordinary Stock	$22.3M	51495	0.17%	DFND
39	PALANTIR TECHNOLOGIES INC-A	Common / Ordinary Stock	$21.8M	148987	0.17%	DFND
40	EQT CORP	Common / Ordinary Stock	$21.1M	332271	0.16%	DFND
41	MERCK & CO. INC.	Common / Ordinary Stock	$21.0M	174436	0.16%	DFND
42	BOOKING HOLDINGS INC	Common / Ordinary Stock	$19.8M	4711	0.15%	DFND
43	VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL	ETF	$18.9M	205869	0.14%	DFND
44	PROLOGIS INC	Closed-end REIT	$18.8M	142371	0.14%	DFND
45	PPL CORP	Common / Ordinary Stock	$18.3M	479217	0.14%	DFND
46	ROCKWELL AUTOMATION INC	Common / Ordinary Stock	$15.4M	42991	0.12%	DFND
47	BLACKSTONE INC	Common / Ordinary Stock	$15.1M	131383	0.12%	DFND
48	SPOTIFY TECHNOLOGY SA	Common / Ordinary Stock	$15.1M	31068	0.11%	DFND
49	O'REILLY AUTOMOTIVE INC	Common / Ordinary Stock	$14.2M	153843	0.11%	DFND
50	CISCO SYSTEMS INC	Common / Ordinary Stock	$14.1M	181920	0.11%	DFND

1–50 of 563

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.