Q2 2026 13F · SEC CIK 2124867

TIAA Wealth Investment Management LLC

Asset managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $15.0B
Reported positions: 613
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

TIAA Wealth Investment Management LLC is an asset manager that reported 613 positions worth $15.0B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Tr (IEFA, 17.4%), Ishares Tr (MBB, 9.4%), Ishares Inc (IEMG, 9.3%).

TIAA Wealth Investment Management LLC holdings largest 50 of 613 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

TIAA Wealth Investment Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEFAIshares Tr	17.4%	17.0%	27,083,395	+6.9%	$2.6B
MBBIshares Tr	9.4%	10.2%	14,805,333	+5.2%	$1.4B
IEMGIshares Inc	9.3%	9.2%	16,975,851	-5.3%	$1.4B
SCZIshares Tr	5.3%	5.5%	9,651,143	+1.8%	$795.3M
ESGUIshares Tr	5.1%	5.1%	4,697,103	-4.1%	$763.5M
GOVTIshares Tr	4.1%	4.5%	26,647,476	+4.1%	$609.4M
USIGIshares Tr	4.0%	4.4%	11,596,236	+2.0%	$597.4M
IWFIshares Tr	3.4%	3.3%	4,158,007	+289.8%	$507.2M
USHYiShares Broad USD High Yield Corporate B	2.8%	3.1%	11,355,800	+0.7%	$420.5M
IWNIshares Tr	2.2%	2.2%	1,495,599	-3.2%	$330.9M
IAGGIshares Tr	2.2%	2.4%	6,452,026	+0.5%	$326.5M
ESGDiShares ESG Aware MSCI EAFE ETF	2.0%	2.0%	2,950,589	+2.6%	$302.4M
GOOGLAlphabet Inc	1.6%	1.5%	680,229	-1.2%	$243.1M
NVDANvidia Corporation	1.4%	1.3%	1,020,296	+6.5%	$204.1M
QDFFlexshares Tr	1.3%	1.4%	2,188,556	-4.9%	$195.8M
AGGIshares Tr	1.3%	1.4%	1,944,790	+5.5%	$193.3M
AAPLApple Inc	1.3%	1.3%	652,251	-2.2%	$188.7M
IWOIshares Tr	1.2%	1.1%	468,427	+0.4%	$182.8M
IWDIshares Tr	1.0%	1.0%	636,075	-1.5%	$154.4M
ESGEiShares ESG Aware MSCI EM ETF	1.0%	1.0%	2,776,338	-6.3%	$149.7M
MSFTMicrosoft Corp	0.9%	1.3%	353,950	-20.7%	$132.0M
AMZNAmazon Com Inc	0.9%	1.0%	546,951	-8.9%	$130.4M
IQLTIshares Tr	0.7%	—	2,164,505	—	$106.7M
AVGOBroadcom Inc	0.7%	0.7%	278,810	-4.2%	$105.3M
IWBIshares Tr	0.6%	0.7%	233,438	-6.8%	$94.8M
DBMFIm Global Partner Funds	0.6%	0.7%	2,799,608	-2.1%	$85.0M
UNHUnitedhealth Group Inc	0.5%	0.4%	196,386	-2.6%	$81.6M
JPMJpmorgan Chase & Co	0.5%	0.5%	248,345	+5.2%	$81.3M
VTEBVanguard Mun Bd Fds	0.5%	0.5%	1,560,240	+22.2%	$78.9M
METAMeta Platforms Inc	0.5%	0.7%	123,302	-26.3%	$69.5M
MUMicron Technology Inc	0.4%	—	52,873	—	$61.0M
AMATApplied Matls Inc	0.4%	0.2%	79,774	-7.1%	$57.7M
ESMLIshares Tr	0.4%	0.4%	1,026,609	+0.2%	$56.9M
VVisa Inc	0.4%	0.4%	161,468	+5.6%	$55.4M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	102,645	+5.8%	$51.4M
MAMastercard Incorporated	0.3%	0.3%	86,593	+5.7%	$44.5M
NBISNebius Group N.v.	0.3%	—	159,772	—	$44.1M
VUGVanguard Index Fds	0.3%	—	509,868	—	$43.3M
LLYEli Lilly & Co	0.3%	0.2%	35,205	-0.0%	$42.2M
TSMTaiwan Semiconductor Manufac	0.3%	0.2%	88,008	-0.5%	$42.0M
ITMVaneck ETF Trust	0.3%	0.3%	892,083	-5.8%	$41.9M
VTEIVanguard Mun Bd Fds	0.3%	0.3%	414,611	-5.5%	$41.9M
TMOThermo Fisher Scientific Inc	0.3%	0.3%	75,449	-5.3%	$37.8M
CRWDCrowdstrike Hldgs Inc	0.2%	—	47,811	—	$36.5M
BABoeing Co	0.2%	0.3%	167,958	-1.1%	$36.4M
SUBIshares Tr	0.2%	0.3%	339,158	-12.5%	$36.1M
TSLATesla Inc	0.2%	—	85,396	—	$35.9M
JMUBJ P Morgan Exchange Traded F	0.2%	0.2%	688,121	+10.1%	$34.9M
AMDAdvanced Micro Devices Inc	0.2%	—	59,379	—	$34.5M
PNCPnc Finl Svcs Group Inc	0.2%	—	139,977	—	$34.5M

What TIAA Wealth Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+289.8% shares
VTEB Vanguard Mun Bd Fds+22.2% shares
JMUB J P Morgan Exchange Traded F+10.1% shares
IEFA Ishares Tr+6.9% shares
NVDA Nvidia Corporation+6.5% shares
BRK-B Berkshire Hathaway Inc Del+5.8% shares
MA Mastercard Incorporated+5.7% shares
V Visa Inc+5.6% shares

Reduced

META Meta Platforms Inc-26.3% shares
MSFT Microsoft Corp-20.7% shares
SUB Ishares Tr-12.5% shares
AMZN Amazon Com Inc-8.9% shares
AMAT Applied Matls Inc-7.1% shares
IWB Ishares Tr-6.8% shares
ESGE iShares ESG Aware MSCI EM ETF-6.3% shares
ITM Vaneck ETF Trust-5.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$15.0B	613
Q1 2026	$13.1B	563

Questions about TIAA Wealth Investment Management LLC's portfolio

What stocks does TIAA Wealth Investment Management LLC own?

TIAA Wealth Investment Management LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 613 positions worth $15.0B. The largest are Ishares Tr (IEFA) at 17.4%, Ishares Tr (MBB) at 9.4%, Ishares Inc (IEMG) at 9.3%, Ishares Tr (SCZ) at 5.3% and Ishares Tr (ESGU) at 5.1%.

What did TIAA Wealth Investment Management LLC buy last quarter?

In Q2 2026, TIAA Wealth Investment Management LLC added Ishares Tr (IWF) (+289.8% shares), Vanguard Mun Bd Fds (VTEB) (+22.2% shares) and J P Morgan Exchange Traded F (JMUB) (+10.1% shares), compared with its Q1 2026 filing.

What did TIAA Wealth Investment Management LLC sell last quarter?

In Q2 2026, TIAA Wealth Investment Management LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Servicenow Inc (NOW), cut from its top 50 Alps ETF Tr (AMLP), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Spdr Series Trust (SPSB), Meta Platforms Inc (META) (-26.3% shares), Microsoft Corp (MSFT) (-20.7% shares) and Ishares Tr (SUB) (-12.5% shares), compared with its Q1 2026 filing.

When is TIAA Wealth Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. TIAA Wealth Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.