TIAA Wealth Investment Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Jeremy Intihar, lists the firm's total equity portfolio as of the specified date.
The report indicates that TIAA Wealth Investment Management LLC holds positions in a diverse range of common stocks and exchange-traded funds. The filing provides specific details regarding the number of shares held for each security listed in the information table.
- Major Technology Holdings: The portfolio includes significant positions in Apple Inc., with 680,331 shares, and Alphabet Inc. Class A, with 710,755 shares.
- Financial Services: The filing lists holdings in Bank of America Corporation, with 87,573 shares, and American Express Company, with 6,236 shares.
- Industrial and Energy: Notable positions include Caterpillar Inc., with 4,842 shares, and Chevron Corporation, with 81,894 shares.
- ETFs: The portfolio also includes exposure to various exchange-traded funds, such as the ALERIAN MLP ETF and the BlackRock iShares U.S. Equity ETF.
The filing serves as a public record of the firm's equity portfolio composition at the end of the reporting period.
