TIAA TRUST, NATIONAL ASSOCIATION — 13F Holdings

2026 Q1  ·  690 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, TIAA TRUST, NATIONAL ASSOCIATION maintained a portfolio of 690 distinct positions. The most significant new addition was WESBANCO INC, now representing 0.02% of the total fund value. They heavily accumulated shares in SS SPDR P TIPS ETF, increasing the position by 16.6%. The fund also reduced its exposure to ISHARES MBS ETF by 97.6%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
690
Quarter
2026 Q1
Top Holding
IEFA (8.5%)
Top 10 Concentration
39.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 690

TIAA TRUST, NATIONAL ASSOCIATION Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IEFA
ISHARES CORE MS...
ETF 8.50% 10.02% #1
Prev: #1
5.4
-45,088,881 -96.7%
P
S
1,544,708 $139,842,415
$59.92 +58.4%
$90.53 +4.8%
2023 Q3 13F Filing 2026-03-31 2026-05-12
VOO
VANGUARD S&P 50...
ETF 4.80% 1.11% #2 20
Prev: #22
3.4
-608,394 -82.1%
P
S
132,217 $79,006,268
$381.55 +74.9%
$597.55 +11.7%
2023 Q3 13F Filing 2026-03-31 2026-05-12
VUG
VANGUARD GROWTH...
ETF 3.60% 4.21% #3 1
Prev: #4
2.4
-3,466,011 -96.2%
P
S
135,596 $59,226,977
$46.94 +81.5%
$72.80 +17.0%
2023 Q3 13F Filing 2026-03-31 2026-05-12
MBB
ISHARES MBS ETF
ETF 3.59% 5.94% #4 2
Prev: #2
1.9
-25,388,007 -97.6%
P
S
622,779 $59,132,866 2023 Q3 13F Filing 2026-03-31 2026-05-12
IEMG
ISHARES CORE MS...
ETF 3.48% 5.24% #5 2
Prev: #3
1.9
-31,667,289 -97.5%
P
S
820,499 $57,229,805 2023 Q3 13F Filing 2026-03-31 2026-05-12
VTV
VANGUARD VALUE ...
ETF 3.48% 3.26% #6
Prev: #6
1.4
-6,840,122 -95.9%
P
S
291,675 $57,226,635 2023 Q3 13F Filing 2026-03-31 2026-05-12
VEA
VANGUARD FTSE D...
ETF 3.24% 3.06% #7 1
Prev: #8
1.3
-19,595,694 -95.9%
P
S
831,827 $53,303,475 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWY
ISHARES RUSSELL...
ETF 3.14% 3.90% #8 3
Prev: #5
1.3
-5,670,799 -96.5%
P
S
207,497 $51,633,554 2023 Q3 13F Filing 2026-03-31 2026-05-12
VONV
VANGUARD RUSSEL...
ETF 3.10% 1.05% #9 16
Prev: #25
1.2
-4,182,849 -88.5%
P
S
543,867 $50,982,093 2023 Q3 13F Filing 2026-03-31 2026-05-12
SPDW
STE STR SPDR PT...
ETF 2.71% 1.45% #10 7
Prev: #17
1.1
-12,618,642 -92.8%
P
S
976,726 $44,587,542 2023 Q3 13F Filing 2026-03-31 2026-05-12
VONG
VANGUARD RUSSEL...
ETF 2.57% 1.40% #11 7
Prev: #18
1.0
-4,397,728 -91.9%
P
S
386,161 $42,358,001 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWX
ISHARES RUSSELL...
ETF 2.30% 2.72% #12 2
Prev: #10
0.9
-11,935,557 -96.7%
P
S
408,593 $37,864,314 2023 Q3 13F Filing 2026-03-31 2026-05-12
VV
VANGUARD LARGE-...
ETF 2.12% 0.45% #13 37
Prev: #50
0.8
-479,838 -80.4%
P
S
116,854 $34,921,818 2023 Q3 13F Filing 2026-03-31 2026-05-12
IVV
ISHARES CORE S&...
ETF 2.01% 0.97% #14 13
Prev: #27
0.8
-542,931 -91.5%
P
S
50,620 $33,065,491 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWR
ISHARES RUSSELL...
ETF 1.95% 0.74% #15 18
Prev: #33
0.8
-2,888,904 -89.8%
P
S
329,530 $32,040,202 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWS
ISHARES RUSSELL...
ETF 1.92% 1.14% #16 5
Prev: #21
0.8
-3,154,665 -93.6%
P
S
216,645 $31,573,842 2023 Q3 13F Filing 2026-03-31 2026-05-12
AGG
ISHARES CORE U....
ETF 1.80% 2.05% #17 4
Prev: #13
0.7
-8,264,854 -96.5%
P
S
297,890 $29,571,540 2023 Q3 13F Filing 2026-03-31 2026-05-12
MUB
ISHARES NATIONA...
ETF 1.76% 1.47% #18 2
Prev: #16
0.7
-5,461,311 -95.2%
P
S
272,630 $28,939,675 2023 Q3 13F Filing 2026-03-31 2026-05-12
BND
VANGUARD TOTAL ...
ETF 1.66% 0.41% #19 35
Prev: #54
0.7
-1,948,291 -84.0%
P
S
370,015 $27,247,905 2023 Q3 13F Filing 2026-03-31 2026-05-12
VTEB
VANGUARD TAX-EX...
ETF 1.61% 1.68% #20 5
Prev: #15
0.6
-13,439,919 -96.2%
P
S
532,395 $26,561,186 2023 Q3 13F Filing 2026-03-31 2026-05-12
VO
VANGUARD MID-CA...
ETF 1.52% 1.04% #21 5
Prev: #26
0.6
-1,406,675 -94.2%
P
S
87,154 $25,028,885 2023 Q3 13F Filing 2026-03-31 2026-05-12
VTI
VANGUARD TOTAL ...
ETF 1.24% 0.60% #22 17
Prev: #39
0.5
-688,412 -91.5%
P
S
63,628 $20,412,498 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWP
ISHARES RUSSELL...
ETF 1.22% 0.78% #23 9
Prev: #32
0.5
-2,212,407 -93.4%
P
S
156,876 $20,098,953 2023 Q3 13F Filing 2026-03-31 2026-05-12
VWO
VANGUARD FTSE E...
ETF 1.13% 1.08% #24 1
Prev: #23
0.5
-8,023,358 -95.9%
P
S
344,754 $18,633,953 2023 Q3 13F Filing 2026-03-31 2026-05-12
AAPL
APPLE INC
Technology 1.11% 1.20% #25 6
Prev: #19
0.4
-1,775,752 -96.1%
P
S
72,029 $18,280,240 2023 Q3 13F Filing 2026-03-31 2026-05-12
IQLT
ISHARES MSCI IN...
ETF 1.03% 0.50% #26 20
Prev: #46
0.4
-4,251,407 -92.0%
P
S
367,495 $16,989,293 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWF
ISHARES RUSSELL...
ETF 1.01% 2.11% #27 15
Prev: #12
0.4
-1,813,336 -97.9%
P
S
38,862 $16,570,757 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWB
ISHARES RUSSELL...
ETF 0.99% 0.61% #28 10
Prev: #38
0.4
-638,491 -93.3%
P
S
45,847 $16,347,206 2023 Q3 13F Filing 2026-03-31 2026-05-12
SPEM
STATE STREET SP...
ETF 0.96% 0.52% #29 15
Prev: #44
0.4
-4,262,958 -92.7%
P
S
335,401 $15,733,661 2023 Q3 13F Filing 2026-03-31 2026-05-12
SCZ
ISHARES MSCI EA...
ETF 0.94% 2.89% #30 21
Prev: #9
0.4
-15,323,991 -98.7%
P
S
196,512 $15,408,506 2023 Q3 13F Filing 2026-03-31 2026-05-12
USIG
ISHARES BROAD U...
ETF 0.87% 3.18% #31 24
Prev: #7
0.3
-25,312,291 -98.9%
P
S
280,801 $14,385,435 2023 Q3 13F Filing 2026-03-31 2026-05-12
SCHC
SCHWAB INTL SMA...
ETF 0.86% 0.46% #32 17
Prev: #49
0.3
-3,875,947 -92.8%
P
S
301,165 $14,076,453 2023 Q3 13F Filing 2026-03-31 2026-05-12
VB
VANGUARD SMALL-...
ETF 0.82% 0.55% #33 8
Prev: #41
0.3
-845,121 -94.3%
P
S
51,243 $13,421,566 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWN
ISHARES RUSSELL...
ETF 0.77% 1.20% #34 14
Prev: #20
0.3
-2,681,385 -97.6%
P
S
66,970 $12,696,843 2023 Q3 13F Filing 2026-03-31 2026-05-12
VOE
VANGUARD MID-CA...
ETF 0.76% 0.74% #35 1
Prev: #34
0.3
-1,667,625 -96.1%
P
S
67,563 $12,450,510 2023 Q3 13F Filing 2026-03-31 2026-05-12
IJH
ISHARES CORE S&...
ETF 0.75% 0.18% #36 37
Prev: #73
0.3
-934,026 -83.7%
P
S
182,167 $12,301,737 2023 Q3 13F Filing 2026-03-31 2026-05-12
GOOGL
ALPHABET INC-CL...
Communication Services 0.71% 0.73% #37 2
Prev: #35
0.3
-929,730 -95.8%
P
S
40,870 $11,752,577 2023 Q3 13F Filing 2026-03-31 2026-05-12
MSFT
MICROSOFT CORP
Technology 0.71% 0.88% #38 9
Prev: #29
0.3
-726,875 -95.9%
P
S
31,471 $11,649,620 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWO
ISHARES RUSSELL...
ETF 0.68% 1.06% #39 15
Prev: #24
0.3
-1,324,300 -97.4%
P
S
35,571 $11,162,535 2023 Q3 13F Filing 2026-03-31 2026-05-12
GOVT
ISHARES US TREA...
ETF 0.68% 1.97% #40 26
Prev: #14
0.3
-35,132,375 -98.6%
P
S
485,145 $11,114,672 2023 Q3 13F Filing 2026-03-31 2026-05-12
IWM
ISHARES RUSSELL...
ETF 0.67% 0.33% #41 18
Prev: #59
0.3
-520,030 -92.1%
P
S
44,695 $11,084,360 2023 Q3 13F Filing 2026-03-31 2026-05-12
EMB
ISHARES JP MORG...
ETF 0.65% 0.52% #42 1
Prev: #43
0.3
-2,156,612 -95.0%
P
S
113,164 $10,629,495 2023 Q3 13F Filing 2026-03-31 2026-05-12
VBR
VANGUARD SMALL-...
ETF 0.60% 0.38% #43 14
Prev: #57
0.2
-696,800 -93.9%
P
S
45,151 $9,809,055 2023 Q3 13F Filing 2026-03-31 2026-05-12
IJR
ISHARES CORE S&...
ETF 0.54% 0.13% #44 41
Prev: #85
0.2
-380,564 -84.2%
P
S
71,454 $8,882,446 2023 Q3 13F Filing 2026-03-31 2026-05-12
NVDA
NVIDIA CORP
Technology 0.52% 0.65% #45 9
Prev: #36
0.2
-1,410,741 -96.6%
P
S
49,155 $8,572,632 2023 Q3 13F Filing 2026-03-31 2026-05-12
USHY
ISHARES BROAD U...
ETF 0.52% 0.88% #46 16
Prev: #30
0.2
-9,537,469 -97.6%
P
S
231,443 $8,526,360 2023 Q3 13F Filing 2026-03-31 2026-05-12
SPYG
SS SPDR P S&P 5...
ETF 0.50% 0.44% #47 5
Prev: #52
0.2
-1,647,309 -95.1%
P
S
84,824 $8,305,118 2023 Q3 13F Filing 2026-03-31 2026-05-12
SUB
ISHARES SHORT-T...
ETF 0.48% 0.33% #48 12
Prev: #60
0.2
-1,212,908 -94.2%
P
S
74,439 $7,927,754 2023 Q3 13F Filing 2026-03-31 2026-05-12
SPYV
SS SPDR P S&P 5...
ETF 0.48% 0.51% #49 4
Prev: #45
0.2
-3,635,627 -96.3%
P
S
138,447 $7,833,331 2023 Q3 13F Filing 2026-03-31 2026-05-12
AVUV
AVANTIS US SMAL...
ETF 0.45% 0.03% #50 132
Prev: #182
0.2
-46,227 -41.0%
P
S
66,653 $7,363,157 2024 Q3 13F Filing 2026-03-31 2026-05-12
Showing 1-50 of 690 holdings

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