TIAA Wealth Investment Management LLC

13F filer · CIK 0002124867

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$15BU.S. long equity reported on 13F

Positions43645 new · 16 closed

Net flow last quarter+$158MBuys minus sells

Top 10 positions weight13.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026436 positions
SCZNXG NextGen Infrastructure Income Fund	$795M	5.31%	Not reported	+1.8%	Q1 2026
GOOGLAlphabet Inc.	$243M	1.62%	0.01%	-1.2%	Q1 2026
NVDANvidia Corp	$204M	1.36%	0.00%	+6.5%	Q1 2026
AAPLApple Inc.	$189M	1.26%	0.00%	-2.2%	Q1 2026
MSFTMicrosoft Corp	$132M	0.88%	0.00%	-20.7%	Q1 2026
AMZNAmazon Com Inc	$130M	0.87%	0.01%	-8.9%	Q1 2026
AVGOBroadcom Inc.	$105M	0.70%	0.01%	-4.2%	Q1 2026
UNHUnitedhealth Group Inc	$81.6M	0.55%	0.02%	-2.6%	Q1 2026
JPMJPMorgan Chase & Co	$81.3M	0.54%	0.01%	+5.3%	Q1 2026
METAMeta Platforms, Inc.	$69.5M	0.46%	Not reported	-26.3%	Q1 2026
MUMicron Technology Inc	$61M	0.41%	0.00%	+427.9%	Q1 2026
AMATApplied Materials Inc	$57.7M	0.39%	0.01%	-7.2%	Q1 2026
VVisa Inc.	$55.4M	0.37%	0.01%	+5.7%	Q1 2026
BRK.BBerkshire Hathaway Inc	$51.4M	0.34%	Not reported	+5.8%	Q1 2026
MAMastercard Inc	$44.5M	0.30%	0.01%	+5.8%	Q1 2026
NBISNebius Group N.V.	$44.1M	0.29%	0.06%	New	Q2 2026
LLYELI LILLY & Co	$42.2M	0.28%	0.00%	-0.1%	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$42M	0.28%	0.00%	-0.5%	Q1 2026
TMOThermo Fisher Scientific Inc.	$37.8M	0.25%	0.02%	-5.3%	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$36.5M	0.24%	0.02%	-18.8%	Q1 2026
BABoeing Co	$36.4M	0.24%	0.02%	-1.1%	Q1 2026
TSLATesla, Inc.	$35.9M	0.24%	0.00%	+31.0%	Q1 2026
AMDAdvanced Micro Devices Inc	$34.5M	0.23%	0.00%	-23.7%	Q1 2026
PNCPNC Financial Services Group, Inc.	$34.5M	0.23%	0.03%	+31.0%	Q1 2026
SNOWSnowflake Inc.	$34.3M	0.23%	0.04%	+1730.1%	Q1 2026
APPAppLovin Corp	$33.5M	0.22%	0.02%	-10.0%	Q1 2026
JNJJohnson & Johnson	$32.4M	0.22%	0.01%	+1.4%	Q1 2026
LRCXLam Research Corp	$31.5M	0.21%	0.01%	+302.5%	Q1 2026
XOMExxonMobil Holdings Corp	$30.3M	0.20%	0.01%	+8.7%	Q1 2026
GEVGE Vernova Inc.	$30.2M	0.20%	0.01%	+24.4%	Q1 2026
MSMorgan Stanley	$29.3M	0.20%	0.01%	-1.3%	Q1 2026
NOWServiceNow, Inc.	$29.3M	0.20%	0.03%	-7.3%	Q1 2026
ABBVAbbVie Inc.	$27.3M	0.18%	0.01%	+2.3%	Q1 2026
WFCWells Fargo & Company	$25.1M	0.17%	0.01%	-11.6%	Q1 2026
INTCIntel Corp	$24.8M	0.17%	0.00%	+1154.0%	Q1 2026
PGPROCTER & GAMBLE Co	$24.3M	0.16%	0.01%	+6.7%	Q1 2026
RTXRTX Corp	$24.1M	0.16%	0.01%	+2.7%	Q1 2026
ETNEaton Corp plc	$23.9M	0.16%	0.01%	+2.4%	Q1 2026
MRVLMarvell Technology, Inc.	$23.2M	0.16%	0.01%	+252.1%	Q1 2026
MRKMerck & Co., Inc.	$22.7M	0.15%	0.01%	+0.5%	Q1 2026
VRTVertiv Holdings Co	$22.5M	0.15%	0.02%	+25.6%	Q1 2026
GEGeneral Electric Co	$22.1M	0.15%	0.01%	+252.5%	Q1 2026
CMICummins Inc	$22.1M	0.15%	0.02%	-10.5%	Q1 2026
SPGIS&P Global Inc.	$22M	0.15%	0.02%	+12.9%	Q1 2026
NFLXNetflix Inc	$22M	0.15%	0.01%	+24.2%	Q1 2026
ROKRockwell Automation, Inc	$21.9M	0.15%	0.04%	+3.0%	Q1 2026
FCXFreeport-Mcmoran Inc	$21.8M	0.15%	0.02%	+20.8%	Q1 2026
PWRQuanta Services, Inc.	$21.6M	0.14%	0.02%	+14.7%	Q1 2026
BKNGBooking Holdings Inc.	$21.1M	0.14%	0.02%	+0.4%	Q1 2026
RDDTReddit, Inc.	$21M	0.14%	Not reported	New	Q2 2026

Q1 2026Reported May 12, 2026405 positions
SCZNXG NextGen Infrastructure Income Fund	$721M	5.51%	Not reported	New	Q1 2026
GOOGLAlphabet Inc.	$198M	1.51%	0.01%	New	Q1 2026
AAPLApple Inc.	$169M	1.29%	0.00%	New	Q1 2026
NVDANvidia Corp	$167M	1.28%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$165M	1.26%	0.01%	New	Q1 2026
AMZNAmazon Com Inc	$125M	0.95%	0.01%	New	Q1 2026
METAMeta Platforms, Inc.	$95.7M	0.73%	Not reported	New	Q1 2026
AVGOBroadcom Inc.	$90M	0.69%	0.01%	New	Q1 2026
JPMJPMorgan Chase & Co	$69.4M	0.53%	0.01%	New	Q1 2026
UNHUnitedhealth Group Inc	$54.6M	0.42%	0.02%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$46.5M	0.35%	Not reported	New	Q1 2026
VVisa Inc.	$46.2M	0.35%	0.01%	New	Q1 2026
MAMastercard Inc	$40.9M	0.31%	0.01%	New	Q1 2026
TMOThermo Fisher Scientific Inc.	$39.2M	0.30%	0.02%	New	Q1 2026
XOMExxonMobil Holdings Corp	$34.7M	0.26%	0.00%	New	Q1 2026
BABoeing Co	$33.8M	0.26%	0.02%	New	Q1 2026
NOWServiceNow, Inc.	$33.3M	0.25%	0.03%	New	Q1 2026
LLYELI LILLY & Co	$32.4M	0.25%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$30.7M	0.23%	0.01%	New	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$29.9M	0.23%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$29.4M	0.22%	0.01%	New	Q1 2026
APPAppLovin Corp	$28.7M	0.22%	0.02%	New	Q1 2026
WFCWells Fargo & Company	$27.4M	0.21%	0.01%	New	Q1 2026
TJXTJX Companies Inc	$27M	0.21%	0.02%	New	Q1 2026
APHAmphenol Corp	$26.3M	0.20%	0.02%	New	Q1 2026
TSLATesla, Inc.	$24.2M	0.18%	0.00%	New	Q1 2026
RTXRTX Corp	$23.9M	0.18%	0.01%	New	Q1 2026
NFLXNetflix Inc	$23.8M	0.18%	0.01%	New	Q1 2026
MSMorgan Stanley	$23.4M	0.18%	0.01%	New	Q1 2026
TGTTarget Corp	$23.4M	0.18%	0.04%	New	Q1 2026
ABBVAbbVie Inc.	$23M	0.18%	0.01%	New	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$23M	0.18%	0.02%	New	Q1 2026
MELIMercadolibre Inc	$22.4M	0.17%	0.03%	New	Q1 2026
PGPROCTER & GAMBLE Co	$22.4M	0.17%	0.01%	New	Q1 2026
INTUIntuit Inc.	$22.3M	0.17%	0.02%	New	Q1 2026
PNCPNC Financial Services Group, Inc.	$22.2M	0.17%	0.03%	New	Q1 2026
PLTRPalantir Technologies Inc.	$21.8M	0.17%	0.01%	New	Q1 2026
MRKMerck & Co., Inc.	$21.2M	0.16%	0.01%	New	Q1 2026
EQTEQT Corp	$21.1M	0.16%	0.05%	New	Q1 2026
PANWPalo Alto Networks Inc	$20.6M	0.16%	0.02%	New	Q1 2026
PEPPepsico Inc	$20.4M	0.16%	0.01%	New	Q1 2026
SPGIS&P Global Inc.	$20.4M	0.16%	0.02%	New	Q1 2026
BKNGBooking Holdings Inc.	$19.8M	0.15%	0.01%	New	Q1 2026
ETNEaton Corp plc	$19.6M	0.15%	0.01%	New	Q1 2026
MDLZMondelez International, Inc.	$18.9M	0.14%	0.03%	New	Q1 2026
PLDPrologis, Inc.	$18.8M	0.14%	0.02%	New	Q1 2026
CMICummins Inc	$18.6M	0.14%	0.03%	New	Q1 2026
WMTWalmart Inc.	$18.6M	0.14%	0.00%	New	Q1 2026
PPLPPL Corp	$18.3M	0.14%	0.06%	New	Q1 2026
GEVGE Vernova Inc.	$18.1M	0.14%	0.01%	New	Q1 2026

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