Whittier Trust Co. of Nevada Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Whittier Trust Co. of Nevada Inc. reported 1,273 stock positions worth $4.8 billion. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Apple (AAPL, 5.9%) and Nvidia (NVDA, 5.1%). Compared with Q3 2025, it opened 48 new positions, sold out of 49, added to 247 and reduced 489. The biggest buy was iShares Micro-Cap ETF (IWC, shares +107932%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001263548
- Portfolio Value
- $4.8B (Q4 2025)
- SEC Filing
- 0001999371-26-001647 ↗ filed Jan 26, 2026
Holdings Value
Holdings 1,273 stocks · $4.8B
| MSFT Microsoft Corp. | 6.14% | 618,447 | $295.9M | Reduce -0.5% |
| AAPL Apple Inc. | 5.93% | 1,087,824 | $285.4M | Reduce -1.3% |
| NVDA Nvidia Corp. | 5.08% | 1,306,803 | $244.7M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 4.49% | 688,154 | $216.5M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.34% | 232,642 | $160.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 3.28% | 656,289 | $158.1M | Reduce -3.2% |
| IVV iShares Core S&P 500 ETF | 2.31% | 159,791 | $111.0M | Add +2.5% |
| AVGO Broadcom Inc. | 2.28% | 318,897 | $109.6M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 2.18% | 313,800 | $105.0M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 1.66% | 1,163,881 | $80.0M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 1.61% | 1,103,148 | $77.5M | Add +0.1% |
| V Visa Inc. Class A | 1.52% | 205,212 | $73.4M | Reduce -2.4% |
| VEA Vanguard Ftse Developed ETF | 1.40% | 1,053,011 | $67.5M | Add +2.7% |
| META Meta Platforms Inc. Class A | 1.31% | 95,404 | $63.0M | Reduce -3.8% |
| VWO Vanguard Ftse Emerging Marke | 1.29% | 1,119,048 | $62.2M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.24% | 119,398 | $59.6M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.09% | 167,592 | $52.7M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 1.03% | 46,604 | $49.6M | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.00% | 526,340 | $48.2M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.92% | 46,583 | $44.5M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 0.88% | 67,830 | $42.6M | Reduce -0.0% |
| CVX Chevron Corp. | 0.85% | 261,471 | $40.9M | Reduce -13.5% |
| IWB iShares Russell 1000 ETF | 0.83% | 105,492 | $40.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 63,842 | $39.8M | Add +3.1% |
| TSLA Tesla Inc. | 0.81% | 89,761 | $38.9M | Add +35.7% |
| RTX RTX Corp. | 0.80% | 201,625 | $38.4M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 242,562 | $37.3M | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 0.75% | 289,453 | $36.1M | Reduce -3.3% |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 54,533 | $33.8M | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.65% | 123,033 | $31.5M | Reduce -10.5% |
| PM Philip Morris International | 0.64% | 198,998 | $30.9M | Add +1.7% |
| COST Costco Wholesale Corp. | 0.63% | 33,935 | $30.2M | Add +1.3% |
| DHR Danaher Corp. | 0.62% | 126,117 | $29.8M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 0.62% | 46,744 | $29.7M | Add +7.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.61% | 39 | $29.2M | Reduce -2.5% |
| ISRG Intuitive Surgical Inc. | 0.60% | 48,512 | $28.8M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.59% | 261,332 | $28.5M | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.55% | 128,360 | $26.3M | Reduce -2.1% |
| NET Cloudflare Inc. Class A | 0.54% | 130,460 | $25.8M | Add +25.2% |
| APH Amphenol Corp. Class A | 0.53% | 180,235 | $25.5M | Add +59.0% |
| HON Honeywell International Inc. | 0.52% | 123,012 | $25.2M | Reduce -1.9% |
| ABT Abbott Laboratories | 0.50% | 188,853 | $24.1M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.48% | 104,046 | $23.3M | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.48% | 79,607 | $23.2M | Reduce -0.3% |
| MPWR Monolithic Power Systems Inc. | 0.48% | 22,864 | $23.0M | Add +1.1% |
| PNC PNC Financial Services Group | 0.47% | 103,511 | $22.6M | Reduce -1.6% |
| BX Blackstone Inc. | 0.47% | 138,159 | $22.5M | Reduce -1.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.46% | 48,519 | $22.2M | Add +33.9% |
| WMT Walmart Inc. | 0.46% | 194,323 | $22.2M | Reduce -7.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 73,527 | $22.0M | Reduce -16.4% |
| URI United Rentals Inc. | 0.45% | 24,278 | $21.7M | Reduce -4.1% |
| IWN iShares Russell 2000 Value E | 0.44% | 113,692 | $21.4M | Reduce -33.8% |
| CAT Caterpillar Inc. | 0.44% | 33,756 | $21.0M | Reduce -1.4% |
| IWR iShares Russell Mid-Cap ETF | 0.42% | 202,700 | $20.2M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.41% | 61,872 | $19.8M | Reduce -0.5% |
| IWV iShares Russell 3000 ETF | 0.40% | 49,207 | $19.4M | Reduce -10.9% |
| PG The Procter & Gamble Co. | 0.40% | 137,641 | $19.3M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.38% | 150,370 | $18.2M | Reduce -6.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 64,451 | $17.4M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 149,004 | $17.1M | Reduce -15.8% |
| CW Curtiss-Wright Corp. | 0.35% | 28,438 | $16.9M | Add +1.5% |
| TRGP Targa Resources Corp. | 0.34% | 92,657 | $16.5M | No change |
| MCD McDonald's Corp. | 0.34% | 54,403 | $16.5M | Add +1.2% |
| MCK McKesson Corp. | 0.34% | 19,789 | $16.4M | Reduce -0.5% |
| VLO Valero Energy Corp. | 0.32% | 86,476 | $15.4M | Reduce -1.7% |
| EQT Eqt Corp. | 0.32% | 286,142 | $15.3M | Add +0.0% |
| RBC RBC Bearings Inc. | 0.31% | 31,621 | $15.0M | Add +1.4% |
| XBI SS SPDR S&P Biotech ETF | 0.31% | 122,085 | $14.9M | Reduce -0.6% |
| CEG Constellation Energy | 0.30% | 41,049 | $14.6M | Reduce -3.6% |
| EFA iShares MSCI Eafe ETF | 0.30% | 146,873 | $14.4M | Reduce -1.0% |
| SPGI S&P Global Inc. | 0.30% | 26,750 | $14.4M | Reduce -1.6% |
| AXP American Express Co. | 0.30% | 37,506 | $14.4M | Add +1.8% |
| EWBC East West Bancorp Inc. | 0.30% | 121,476 | $14.3M | Add +1.2% |
| ORLY O'reilly Automotive Inc. | 0.29% | 156,512 | $14.1M | Reduce -1.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.28% | 110,415 | $13.6M | Add +9.2% |
| IWO iShares Russell 2000 Growth | 0.28% | 40,104 | $13.5M | Add +3.4% |
| NOW ServiceNow Inc. | 0.28% | 90,899 | $13.5M | Reduce -57.0% |
| HD Home Depot Inc. | 0.28% | 38,682 | $13.5M | Add +2.3% |
| ORCL Oracle Corp. | 0.28% | 68,757 | $13.3M | Reduce -0.6% |
| COP Conocophillips | 0.28% | 136,888 | $13.3M | Reduce -1.7% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 75,433 | $13.2M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 56,523 | $12.7M | Add +4.0% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 38,340 | $12.6M | Add +1.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 25,042 | $12.4M | No change |
| MRSH Marsh & McLennan Cos | 0.26% | 66,208 | $12.3M | Reduce -2.5% |
| SCHW Schwab (charles) Corp. | 0.25% | 117,785 | $12.2M | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 0.25% | 161,157 | $12.1M | Reduce -1.7% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 67,403 | $12.1M | Add +72.2% |
| IWC iShares Micro-Cap ETF | 0.24% | 70,221 | $11.4M | Add +107932.3% |
| KKR KKR & Co. Inc. | 0.23% | 82,445 | $11.2M | Add +38.8% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 356,203 | $11.2M | Add +0.0% |
| PEP Pepsico Inc. | 0.23% | 80,427 | $11.2M | Reduce -1.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 147,403 | $11.2M | Add +1.1% |
| COF Capital One Financial Corp. | 0.22% | 41,806 | $10.8M | Reduce -1.4% |
| BOOT Boot Barn Holdings Inc. | 0.22% | 53,210 | $10.4M | Add +2.0% |
| IAU iShares Gold Trust | 0.22% | 122,605 | $10.4M | Add +18.5% |
| CPRT Copart Inc. | 0.21% | 265,819 | $10.4M | Add +0.5% |
| BXP BXP Inc. | 0.20% | 141,373 | $9.6M | Add +1.3% |
| BLD Topbuild Corp. | 0.20% | 21,386 | $9.5M | Add +1.7% |
| CASY Casey's General Stores Inc. | 0.19% | 16,333 | $9.2M | Add +1.3% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $1.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 544 | $665K | No change |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 7,100 | $385K | Add +238.1% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 3 | $4K | No change |
Total filed on the 13F, all lines: $4.8B.
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.5% | 6.14% | −0.71 |
| NOW ServiceNow Inc. | Reduce -57.0% | 0.28% | −0.54 |
| CMG Chipotle Mexican Grill Inc. | Reduce -90.7% | 0.03% | −0.35 |
| MSI Motorola Solutions Inc. | Reduce -92.3% | 0.02% | −0.23 |
| IWN iShares Russell 2000 Value E | Reduce -33.8% | 0.44% | −0.21 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 1.31% | −0.19 |
| NVDA Nvidia Corp. | Reduce -0.8% | 5.08% | −0.19 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.28% | −0.15 |
| CVX Chevron Corp. | Reduce -13.5% | 0.85% | −0.14 |
| AAPL Apple Inc. | Reduce -1.3% | 5.93% | −0.13 |
| INVH Invitation Homes Inc. | Reduce -92.4% | 0.01% | −0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -16.4% | 0.46% | −0.10 |
| PGR Progressive Corp. | Reduce -87.2% | 0.01% | −0.08 |
| URI United Rentals Inc. | Reduce -4.1% | 0.45% | −0.08 |
| VERX Vertex Inc. Class A | Reduce -93.8% | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Reduce -15.8% | 0.35% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -10.5% | 0.65% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -1.7% | 0.29% | −0.06 |
| AVGO Broadcom Inc. | Reduce -1.4% | 2.28% | −0.06 |
| ABT Abbott Laboratories | Reduce -1.6% | 0.50% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.40% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -10.9% | 0.40% | −0.05 |
| V Visa Inc. Class A | Reduce -2.4% | 1.52% | −0.04 |
| BLDR Builders Firstsource Inc. | Reduce -4.3% | 0.16% | −0.04 |
| FTV Fortive Corp. | Reduce -27.5% | 0.13% | −0.04 |
| BX Blackstone Inc. | Reduce -1.6% | 0.47% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.48% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -2.5% | 0.26% | −0.04 |
| OBDC Blue Owl Capital Corp. | Sold out | 0.00% | −0.04 |
| HON Honeywell International Inc. | Reduce -1.9% | 0.52% | −0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -2.5% | 0.61% | −0.03 |
| AVTR Avantor Inc. | Reduce -92.2% | 0.00% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -0.3% | 0.48% | −0.03 |
| SPSC SPS Commerce Inc. | Reduce -88.7% | 0.00% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.6% | 0.10% | −0.03 |
| GPK Graphic Packaging Holding Co. | Reduce -1.4% | 0.09% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 1.29% | −0.02 |
| CEG Constellation Energy | Reduce -3.6% | 0.30% | −0.02 |
| VTEI Vanguard Int Tax-Exempt Bond | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 3.34% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -0.6% | 0.11% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.3% | 0.75% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -19.4% | 0.04% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.7% | 0.18% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -19.5% | 0.06% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.23% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -6.6% | 0.06% | −0.01 |
| PFE Pfizer Inc. | Reduce -12.3% | 0.05% | −0.01 |
| ELV Elevance Health Inc. | Reduce -22.4% | 0.05% | −0.01 |
| INTC Intel Corp. | Reduce -13.6% | 0.12% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IWC iShares Micro-Cap ETF | Add +107932.3% | 0.24% | +0.24 |
| APH Amphenol Corp. Class A | Add +59.0% | 0.53% | +0.23 |
| TSLA Tesla Inc. | Add +35.7% | 0.81% | +0.20 |
| SNOW Snowflake Inc. | Add +4529.6% | 0.12% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +72.2% | 0.25% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +33.9% | 0.46% | +0.08 |
| AMH American Homes 4 Rent- A | Add +7035.2% | 0.08% | +0.08 |
| KKR KKR & Co. Inc. | Add +38.8% | 0.23% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 2.31% | +0.07 |
| BROS Dutch Bros Inc. Class A | Add +66.7% | 0.14% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 1.40% | +0.07 |
| TTAN Servicetitan Inc. Class A | Add +12542.7% | 0.07% | +0.07 |
| RBC RBC Bearings Inc. | Add +1.4% | 0.31% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +65.2% | 0.14% | +0.06 |
| NET Cloudflare Inc. Class A | Add +25.2% | 0.54% | +0.06 |
| DG Dollar General Corp. | Add +0.7% | 0.19% | +0.06 |
| IAU iShares Gold Trust | Add +18.5% | 0.22% | +0.05 |
| EWY iShares MSCI South Korea ETF | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +7.1% | 0.62% | +0.05 |
| AXP American Express Co. | Add +1.8% | 0.30% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 1.66% | +0.04 |
| SLV iShares Silver Trust | Add +19.2% | 0.08% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +0.1% | 1.61% | +0.04 |
| MPWR Monolithic Power Systems Inc. | Add +1.1% | 0.48% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.1% | 0.83% | +0.03 |
| CW Curtiss-Wright Corp. | Add +1.5% | 0.35% | +0.03 |
| LMT Lockheed Martin Corp. | Add +74.0% | 0.06% | +0.03 |
| ODFL Old Dominion Freight Line | Add +0.5% | 0.18% | +0.03 |
| BOOT Boot Barn Holdings Inc. | Add +2.0% | 0.22% | +0.03 |
| LRCX Lam Research Corp. | Add +0.6% | 0.09% | +0.03 |
| LPLA LPL Financial Holdings Inc. | Add +1.9% | 0.15% | +0.02 |
| EWBC East West Bancorp Inc. | Add +1.2% | 0.30% | +0.02 |
| FCNCA First Citizens Bcshs Class A | Add +0.4% | 0.13% | +0.02 |
| MA Mastercard Inc. Class A | Add +44.0% | 0.08% | +0.02 |
| GE General Electric | Add +1.3% | 0.26% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +257.1% | 0.03% | +0.02 |
| BLD Topbuild Corp. | Add +1.7% | 0.20% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +0.8% | 0.27% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +33.0% | 0.07% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.0% | 1.24% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +19.9% | 0.10% | +0.02 |
| GEHC GE Healthcare Technology | Add +1.1% | 0.15% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.1% | 1.00% | +0.02 |
| GEV GE Vernova Inc. | Add +0.9% | 0.12% | +0.01 |
| BAC Bank of America Corp. | Add +1.8% | 0.13% | +0.01 |
| H Hyatt Hotels Corp. Class A | Add +3.0% | 0.11% | +0.01 |
| NEM Newmont Corp. | Add +1013.0% | 0.02% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +390.6% | 0.02% | +0.01 |
| WBS Webster Financial Corp. | Add +1.9% | 0.16% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +791.8% | 0.01% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | Add +238.1% | 7,100 | $385K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,420 | $5.3B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q1 2026 | 1,408 | $4.9B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q4 2025 | 1,273 | $4.8B | MSFT, AAPL, NVDA, GOOG, SPY |
| Q3 2025 | 1,272 | $4.7B | MSFT, AAPL, NVDA, GOOG, SPY |
| Q2 2025 | 1,438 | $4.4B | MSFT, AAPL, NVDA, SPY, AMZN |
| Q1 2025 | 1,414 | $4.0B | AAPL, MSFT, NVDA, SPY, AMZN |
| Q4 2024 | 1,347 | $4.1B | AAPL, MSFT, NVDA, SPY, AMZN |
| Q3 2024 | 1,343 | $3.9B | MSFT, AAPL, NVDA, SPY, AMZN |
| Q2 2024 | 1,274 | $3.6B | MSFT, AAPL, NVDA, SPY, GOOG |
| Q1 2024 | 1,218 | $3.5B | MSFT, AAPL, NVDA, SPY, AMZN |