TIAA Wealth Investment Management LLC
PERIOD 2026-Q1 (filed 2026-05-12) · SOURCE: SEC EDGAR (PUBLIC)
Holdings as of the 2026-Q1 13F-HR filing (filed 2026-05-12). 13F is disclosed up to 45 days after quarter-end.
About this filer
Profile compiled from public sources (SEC filings and the firm’s own disclosures): 1 cited source.
What a 13F does — and does not — show
These figures come from Form 13F, a quarterly filing that large US institutional managers must submit to the SEC. It is a useful window, but a partial and lagged one, so read it carefully:
- It is a snapshot, up to 45 days old. A 13F shows what a manager held on the last day of a quarter, filed up to 45 days later — the fund may have traded since.
- Long US-listed stocks only. It excludes short positions, cash, bonds, most derivatives, and non-US or private holdings, so it is not the fund’s whole portfolio.
- Reported 13F value is not assets under management. Every share and concentration figure below is a percentage of the reported 13F value only — not the firm’s total assets.
- It describes, it does not recommend. A large or long-held position is not an endorsement, and none of this is investment advice.
Concentration
Share of reported portfolio value. Long US-listed equity positions as filed; percentages are of reported 13F value, which excludes shorts, cash, non-US and private holdings.
| Tier | Reported value | Share |
|---|---|---|
| Top position | $2.2B | 17.0% |
| Top 5 | $6.2B | 47.0% |
| Top 10 | $8.5B | 64.8% |
Top holdings
| # | Security | Shares | Reported value | % of value |
|---|---|---|---|---|
| 1 | IEFA ISHARES CORE MSCI EAFE ETF | 25,333,750 | $2.2B | 17.0% |
| 2 | MBB ISHARES MBS ETF | 14,072,269 | $1.3B | 10.2% |
| 3 | IEMG ISHARES CORE MSCI EMERGING | 17,919,365 | $1.2B | 9.2% |
| 4 | SCZ ISHARES MSCI EAFE SMALL-CAP | 9,480,809 | $721M | 5.5% |
| 5 | ESGU ISHARES TR ESG AWARE MSCI USA ETF | 4,900,171 | $673M | 5.1% |
| 6 | GOVT ISHARES TR U S TREAS BD ETF | 25,607,976 | $586M | 4.5% |
| 7 | USIG ISHARES TR BROAD USD INBD ETFVT GRADE | 11,369,294 | $579M | 4.4% |
| 8 | IWF ISHARES TR RUSSELL 1000 GROWTH ETF | 1,066,633 | $438M | 3.3% |
| 9 | USHY ISHARES TR BROAD USD HIGH YIELD CORPORATE | 11,282,244 | $412M | 3.1% |
| 10 | IAGG ISHARES TR CORE INTL AGGREGATE BD ETF | 6,422,057 | $320M | 2.4% |
| 11 | IWN ISHARES TR RUSSELL 2000 VALUE ETF | 1,545,718 | $286M | 2.2% |
| 12 | ESGD ISHARES TR ESG AWARE MSCI EAFE ETF | 2,874,555 | $266M | 2.0% |
How this filer invests
Reproducible measures computed from the positions in this filer’s own 13F filings — not from any outside estimate.
How concentrated the book is
Across 563 reported positions. Shares are of reported 13F value (long US-listed equity), which is not the firm’s total assets. The concentration index (HHI) is the sum of each position’s squared weight — higher means a book concentrated in fewer names.
Frequently asked
What does TIAA Wealth Investment Management LLC own?
TIAA Wealth Investment Management LLC reported 559 long US-listed equity positions worth $13.1B in its 2026-Q1 13F filing.
Where does this data come from?
Holdings are parsed from SEC Form 13F-HR filings on EDGAR (public filings). 13F is disclosed up to 45 days after quarter-end and reflects long US-listed equity positions only. Informational, not investment advice.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It is filed up to 45 days after quarter-end, so it is backward-looking — the manager may have traded since — and it covers long US-listed equities only, not short positions, cash, or private holdings. Reading a 13F tells you what a manager owned, not whether you should own it.