TIAA Wealth Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), TIAA Wealth Investment Management LLC reported 613 stock positions worth $15.0 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 17.4% of the portfolio, followed by iShares MBS ETF (MBB, 9.4%) and iShares Core MSCI Emerging (IEMG, 9.3%). Compared with Q1 2026, it opened 77 new positions, sold out of 27, added to 295 and reduced 171. The biggest buy was a new position in iShares MSCI International Q (IQLT) and the biggest sale Microsoft (MSFT, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002124867
- Portfolio Value
- $15.0B (Q2 2026)
- SEC Filing
- 0000930413-26-002427 ↗ filed Aug 10, 2026
Holdings Value
Holdings 613 stocks · $15.0B
| IEFA iShares Core MSCI Eafe ETF | 17.42% | 27,083,395 | $2.6B | Add +6.9% |
| MBB iShares MBS ETF | 9.38% | 14,805,333 | $1.4B | Add +5.2% |
| IEMG iShares Core MSCI Emerging | 9.27% | 16,975,851 | $1.4B | Reduce -5.3% |
| SCZ iShares MSCI Eafe Small-Cap | 5.31% | 9,651,143 | $795.3M | Add +1.8% |
| ESGU iShares ESG Aware MSCI USA | 5.10% | 4,697,103 | $763.5M | Reduce -4.1% |
| GOVT iShares US Treasury Bond ETF | 4.07% | 26,647,476 | $609.4M | Add +4.1% |
| USIG iShares Broad Usd Investment | 3.99% | 11,596,236 | $597.4M | Add +2.0% |
| IWF iShares Russell 1000 Growth | 3.39% | 4,158,007 | $507.2M | Reduce -2.5% |
| USHY iShares Broad Usd High Yield | 2.81% | 11,355,800 | $420.5M | Add +0.7% |
| IWN iShares Russell 2000 Value E | 2.21% | 1,495,599 | $330.9M | Reduce -3.2% |
| IAGG iShares Intl Aggregate Bond | 2.18% | 6,452,026 | $326.5M | Add +0.5% |
| ESGD iShares Trust iShares ESG Aw | 2.02% | 2,950,589 | $302.4M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 1.62% | 680,229 | $243.1M | Reduce -1.2% |
| NVDA Nvidia Corp. | 1.36% | 1,020,296 | $204.1M | Add +6.5% |
| QDF NT Qual Div ETF | 1.31% | 2,188,556 | $195.8M | Reduce -4.9% |
| AGG iShares Core U.S. Aggregate | 1.29% | 1,944,790 | $193.3M | Add +5.5% |
| AAPL Apple Inc. | 1.26% | 652,251 | $188.7M | Reduce -2.2% |
| IWO iShares Russell 2000 Growth | 1.22% | 468,427 | $182.8M | Add +0.4% |
| IWD iShares Russell 1000 Value E | 1.03% | 636,075 | $154.4M | Reduce -1.5% |
| ESGE iShares Inc. iShares ESG Awar | 1.00% | 2,776,338 | $149.7M | Reduce -6.3% |
| MSFT Microsoft Corp. | 0.88% | 353,950 | $132.0M | Reduce -20.7% |
| AMZN Amazon.com Inc. | 0.87% | 546,951 | $130.4M | Reduce -8.9% |
| IQLT iShares MSCI International Q | 0.71% | 2,164,505 | $106.7M | New |
| AVGO Broadcom Inc. | 0.70% | 278,810 | $105.3M | Reduce -4.2% |
| IWB iShares Russell 1000 ETF | 0.63% | 233,438 | $94.8M | Reduce -6.8% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.57% | 2,799,608 | $85.0M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.55% | 196,386 | $81.6M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.54% | 248,345 | $81.3M | Add +5.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 1,560,240 | $78.9M | Add +22.2% |
| META Meta Platforms Inc. Class A | 0.46% | 123,302 | $69.5M | Reduce -26.3% |
| MU Micron Technology Inc. | 0.41% | 52,873 | $61.0M | Add +427.9% |
| AMAT Applied Materials Inc. | 0.39% | 79,774 | $57.7M | Reduce -7.2% |
| ESML iShares ESG Aware MSCI USA S | 0.38% | 1,026,609 | $56.9M | Add +0.2% |
| V Visa Inc. Class A | 0.37% | 161,468 | $55.4M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 102,645 | $51.4M | Add +5.8% |
| MA Mastercard Inc. Class A | 0.30% | 86,593 | $44.5M | Add +5.8% |
| NBIS Nebius Group NV | 0.29% | 159,772 | $44.1M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 509,868 | $43.3M | Add +371.3% |
| LLY Eli Lilly & Co. | 0.28% | 35,205 | $42.2M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 88,008 | $42.0M | Reduce -0.5% |
| ITM Vaneck Intermediate Muni ETF | 0.28% | 892,083 | $41.9M | Reduce -5.8% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.28% | 414,611 | $41.9M | Reduce -5.5% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 75,449 | $37.8M | Reduce -5.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 47,811 | $36.5M | Reduce -18.8% |
| BA The Boeing Co. | 0.24% | 167,958 | $36.4M | Reduce -1.1% |
| SUB iShares Short-Term National | 0.24% | 339,158 | $36.1M | Reduce -12.5% |
| TSLA Tesla Inc. | 0.24% | 85,396 | $35.9M | Add +31.0% |
| JMUB JPMorgan Municipal ETF | 0.23% | 688,121 | $34.9M | Add +10.1% |
| AMD Advanced Micro Devices | 0.23% | 59,379 | $34.5M | Reduce -23.7% |
| PNC PNC Financial Services Group | 0.23% | 139,977 | $34.5M | Add +31.0% |
| SNOW Snowflake Inc. | 0.23% | 134,877 | $34.3M | Add +1730.1% |
| APP AppLovin Corp. Class A | 0.22% | 64,983 | $33.5M | Reduce -10.0% |
| JNJ Johnson & Johnson | 0.22% | 127,432 | $32.4M | Add +1.4% |
| LRCX Lam Research Corp. | 0.21% | 72,688 | $31.5M | Add +302.5% |
| AMLP Alerian MLP ETF | 0.21% | 597,479 | $30.9M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.20% | 221,876 | $30.3M | Add +8.7% |
| GEV GE Vernova Inc. | 0.20% | 25,745 | $30.2M | Add +24.4% |
| MS Morgan Stanley | 0.20% | 140,357 | $29.3M | Reduce -1.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.20% | 976,586 | $29.3M | Reduce -1.7% |
| NOW ServiceNow Inc. | 0.20% | 294,712 | $29.3M | Reduce -7.3% |
| VONV Vanguard Russell 1000 Value | 0.19% | 266,666 | $28.4M | Add +29.0% |
| ABBV Abbvie Inc. | 0.18% | 108,445 | $27.3M | Add +2.3% |
| WFC Wells Fargo & Co. | 0.17% | 303,773 | $25.1M | Reduce -11.6% |
| INTC Intel Corp. | 0.17% | 177,965 | $24.8M | Add +1154.0% |
| PG The Procter & Gamble Co. | 0.16% | 165,428 | $24.3M | Add +6.7% |
| RTX RTX Corp. | 0.16% | 127,256 | $24.1M | Add +2.7% |
| ETN Eaton Corp. PLC | 0.16% | 56,090 | $23.9M | Add +2.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.16% | 234,984 | $23.8M | Reduce -11.7% |
| MRVL Marvell Technology Inc. | 0.16% | 77,997 | $23.2M | Add +252.1% |
| MRK Merck & Co. Inc. | 0.15% | 176,857 | $22.7M | Add +0.5% |
| VRT Vertiv Holdings Co. Class A | 0.15% | 67,317 | $22.5M | Add +25.6% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 59,177 | $22.1M | Add +252.4% |
| CMI Cummins Inc. | 0.15% | 30,996 | $22.1M | Reduce -10.5% |
| SPGI S&P Global Inc. | 0.15% | 54,082 | $22.0M | Add +12.9% |
| NFLX Netflix Inc. | 0.15% | 307,431 | $22.0M | Add +24.2% |
| ROK Rockwell Automation Inc. | 0.15% | 44,291 | $21.9M | Add +3.0% |
| FCX Freeport-McMoran Inc. | 0.15% | 346,977 | $21.8M | Add +20.8% |
| PWR Quanta Services Inc. | 0.14% | 30,057 | $21.6M | Add +14.7% |
| BKNG Booking Holdings Inc. | 0.14% | 118,312 | $21.1M | Add +0.4% |
| RDDT Reddit Inc. Class A | 0.14% | 120,857 | $21.0M | New |
| QCOM Qualcomm Inc. | 0.14% | 111,996 | $20.7M | Add +1156.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 64,725 | $20.6M | Add +43930.6% |
| NET Cloudflare Inc. Class A | 0.13% | 82,314 | $20.2M | Add +521.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.13% | 433,511 | $20.2M | Add +25370.7% |
| PANW Palo Alto Networks Inc. | 0.13% | 58,705 | $20.0M | Reduce -54.4% |
| PLD Prologis Inc. | 0.13% | 141,018 | $19.1M | Reduce -0.9% |
| TGT Target Corp. | 0.13% | 145,981 | $19.1M | Reduce -24.3% |
| CARR Carrier Global Corp. | 0.13% | 259,405 | $19.0M | Reduce -16.8% |
| MDLZ Mondelez International Inc. Class A | 0.13% | 326,470 | $18.9M | Reduce -0.3% |
| MELI MercadoLibre Inc. | 0.13% | 11,119 | $18.9M | Reduce -14.3% |
| DHR Danaher Corp. | 0.12% | 96,370 | $18.4M | Add +1089.3% |
| LIN Linde PLC | 0.12% | 34,806 | $18.1M | Add +3.0% |
| PPL PPL Corp. | 0.12% | 491,050 | $17.8M | Add +2.5% |
| PEP Pepsico Inc. | 0.12% | 131,752 | $17.8M | Add +0.1% |
| EQT Eqt Corp. | 0.12% | 334,819 | $17.8M | Add +0.8% |
| SHOP Shopify Inc. Class A | 0.12% | 152,481 | $17.4M | Add +726.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 112,243 | $17.0M | Reduce -33.7% |
| BX Blackstone Inc. | 0.11% | 141,959 | $16.7M | Add +8.1% |
| SYK Stryker Corp. | 0.11% | 52,915 | $16.7M | Add +472.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 48,206 | $16.4M | Add +92.0% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -20.7% | 0.88% | −0.38 |
| META Meta Platforms Inc. Class A | Reduce -26.3% | 0.46% | −0.27 |
| APH Amphenol Corp. Class A | Reduce -89.8% | 0.03% | −0.18 |
| INTU Intuit Inc. | Reduce -98.8% | 0.00% | −0.17 |
| PLTR Palantir Technologies Inc. Class A | Reduce -90.2% | 0.01% | −0.16 |
| DUK Duke Energy Corp. | Reduce -88.3% | 0.01% | −0.12 |
| DE Deere & Co. | Reduce -93.0% | 0.01% | −0.12 |
| MCK McKesson Corp. | Reduce -87.5% | 0.01% | −0.11 |
| WMB Williams Cos Inc. | Reduce -95.9% | 0.00% | −0.10 |
| TJX TJX Companies Inc. | Reduce -33.7% | 0.11% | −0.09 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -2.1% | 0.57% | −0.09 |
| ORLY O'reilly Automotive Inc. | Reduce -82.3% | 0.02% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -93.6% | 0.01% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -8.9% | 0.87% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -80.7% | 0.03% | −0.08 |
| CVX Chevron Corp. | Reduce -42.2% | 0.05% | −0.08 |
| SUB iShares Short-Term National | Reduce -12.5% | 0.24% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -97.8% | 0.00% | −0.07 |
| WMT Walmart Inc. | Reduce -30.4% | 0.08% | −0.06 |
| NOW ServiceNow Inc. | Reduce -7.3% | 0.20% | −0.06 |
| ITM Vaneck Intermediate Muni ETF | Reduce -5.8% | 0.28% | −0.06 |
| VTEI Vanguard Int Tax-Exempt Bond | Reduce -5.5% | 0.28% | −0.06 |
| TGT Target Corp. | Reduce -24.3% | 0.13% | −0.05 |
| QDF NT Qual Div ETF | Reduce -4.9% | 1.31% | −0.05 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -11.7% | 0.16% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.3% | 0.25% | −0.05 |
| MELI MercadoLibre Inc. | Reduce -14.3% | 0.13% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -11.6% | 0.17% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.1% | 5.10% | −0.04 |
| AMLP Alerian MLP ETF | Reduce -0.9% | 0.21% | −0.04 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.7% | 0.20% | −0.03 |
| AAPL Apple Inc. | Reduce -2.2% | 1.26% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -6.8% | 0.63% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -80.8% | 0.00% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -54.4% | 0.13% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -60.0% | 0.02% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.3% | 0.13% | −0.02 |
| PLD Prologis Inc. | Reduce -0.9% | 0.13% | −0.02 |
| BA The Boeing Co. | Reduce -1.1% | 0.24% | −0.02 |
| ETR Entergy Corp. | Reduce -7.7% | 0.04% | −0.01 |
| COP Conocophillips | Reduce -0.4% | 0.02% | −0.01 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Reduce -16.8% | 0.13% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -1.8% | 0.10% | −0.01 |
| WELL Welltower Inc. | Reduce -9.8% | 0.04% | −0.00 |
| KKR KKR & Co. Inc. | Reduce -14.6% | 0.01% | −0.00 |
| COR Cencora Inc. | Reduce -12.6% | 0.01% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -49.8% | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -10.3% | 0.01% | −0.00 |
| NRG NRG Energy Inc. | Reduce -74.4% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| IQLT iShares MSCI International Q | New | 0.71% | +0.71 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.9% | 17.42% | +0.47 |
| MU Micron Technology Inc. | Add +427.9% | 0.41% | +0.38 |
| NBIS Nebius Group NV | New | 0.29% | +0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +371.3% | 0.29% | +0.23 |
| SNOW Snowflake Inc. | Add +1730.1% | 0.23% | +0.22 |
| LRCX Lam Research Corp. | Add +302.5% | 0.21% | +0.18 |
| INTC Intel Corp. | Add +1154.0% | 0.17% | +0.16 |
| IWO iShares Russell 2000 Growth | Add +0.4% | 1.22% | +0.15 |
| RDDT Reddit Inc. Class A | New | 0.14% | +0.14 |
| MRVL Marvell Technology Inc. | Add +252.1% | 0.16% | +0.14 |
| RCL Royal Caribbean Cruises Ltd. | Add +43930.6% | 0.14% | +0.14 |
| SLB SLB Ltd. | Add +25370.7% | 0.13% | +0.13 |
| QCOM Qualcomm Inc. | Add +1156.0% | 0.14% | +0.13 |
| NET Cloudflare Inc. Class A | Add +521.4% | 0.13% | +0.11 |
| GE General Electric | Add +252.4% | 0.15% | +0.11 |
| DHR Danaher Corp. | Add +1089.3% | 0.12% | +0.11 |
| DDOG Datadog Inc. Class A | New | 0.11% | +0.11 |
| SHOP Shopify Inc. Class A | Add +726.2% | 0.12% | +0.10 |
| CRWV Coreweave Inc. Class A | New | 0.10% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +3455.0% | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +6.5% | 1.36% | +0.09 |
| SYK Stryker Corp. | Add +472.7% | 0.11% | +0.09 |
| DG Dollar General Corp. | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | Add +24.4% | 0.20% | +0.06 |
| PNC PNC Financial Services Group | Add +31.0% | 0.23% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +289.8% | 0.08% | +0.06 |
| TSLA Tesla Inc. | Add +31.0% | 0.24% | +0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +92.0% | 0.11% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +25.6% | 0.15% | +0.05 |
| VONV Vanguard Russell 1000 Value | Add +29.0% | 0.19% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +22.2% | 0.53% | +0.04 |
| PWR Quanta Services Inc. | Add +14.7% | 0.14% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Add +286.9% | 0.04% | +0.03 |
| ROK Rockwell Automation Inc. | Add +3.0% | 0.15% | +0.03 |
| GLW Corning Inc. | Add +260.1% | 0.03% | +0.03 |
| ESML iShares ESG Aware MSCI USA S | Add +0.2% | 0.38% | +0.02 |
| TEAM Atlassian Corp. Class A | New | 0.02% | +0.02 |
| MNDY Monday.com Ltd. | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +5.7% | 0.37% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +20.8% | 0.15% | +0.02 |
| AOR iShares Core 60/40 Balanced | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +9.5% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.3% | 0.54% | +0.01 |
| ETN Eaton Corp. PLC | Add +2.4% | 0.16% | +0.01 |
| CAT Caterpillar Inc. | Add +5.1% | 0.03% | +0.01 |
| MUB iShares National Muni Bond E | Add +185.0% | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +42.6% | 0.04% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +128.8% | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +2.3% | 0.18% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD | Reduce -100.0% | 0 | $0 |
| SPTI SS SPDR P Int Term TSY ETF | ST INTER ETF | Reduce -100.0% | 0 | $0 |
| FDL First Trust Morn DVD Lead Inc. | SHS | New | 0 | $0 |
| GLD SPDR Gold Shares | GOLD SHS | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.