TIAA Wealth Investment Management LLC
CIK 0002124867 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$14.97B
2026 Q2
Positions
617
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IEFA
ISHARES CORE MSCI EAFE ETF
17.4%
MBB
ISHARES MBS ETF
9.4%
IEMG
ISHARES CORE MSCI EMERGING
9.3%
SCZ
ISHARES MSCI EAFE SMALL-CAP
5.3%
ESGU
ISHARES TR ESG AWARE MSCI USA ETF
5.1%
GOVT
ISHARES TR U S TREAS BD ETF
4.1%
USIG
ISHARES TR BROAD USD INBD ETFVT GRADE
4.0%
IWF
ISHARES RUSSELL 1000 GROWTH
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.