Whittier Trust Co. of Nevada Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Whittier Trust Co. of Nevada Inc. reported 1,408 stock positions worth $4.9 billion. Its top holding was Nvidia (NVDA) at 7.6% of the portfolio, followed by Apple (AAPL, 5.5%) and Microsoft (MSFT, 4.9%). Compared with Q4 2025, it opened 194 new positions, sold out of 59, added to 436 and reduced 385. The biggest buy was Nvidia (NVDA, shares +60%) and the biggest sale Alphabet Class C (GOOG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001263548
- Portfolio Value
- $4.9B (Q1 2026)
- SEC Filing
- 0001999371-26-009264 ↗ filed Apr 28, 2026
Holdings Value
Holdings 1,408 stocks · $4.9B
| NVDA Nvidia Corp. | 7.61% | 2,085,852 | $370.5M | Add +59.6% |
| AAPL Apple Inc. | 5.55% | 1,044,044 | $270.3M | Reduce -4.0% |
| MSFT Microsoft Corp. | 4.92% | 642,285 | $239.5M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 4.06% | 664,653 | $197.8M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 2.99% | 685,054 | $145.8M | Add +4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.96% | 218,873 | $144.2M | Reduce -5.9% |
| IVV iShares Core S&P 500 ETF | 2.32% | 170,587 | $112.9M | Add +6.8% |
| AVGO Broadcom Inc. | 2.17% | 335,739 | $105.6M | Add +5.3% |
| JPM JPMorgan Chase & Co. | 1.99% | 328,335 | $97.0M | Add +4.6% |
| IJH iShares Core S&P Midcap ETF | 1.73% | 1,228,028 | $84.1M | Add +5.5% |
| IEMG iShares Core MSCI Emerging | 1.66% | 1,153,845 | $80.9M | Add +4.6% |
| VEA Vanguard Ftse Developed ETF | 1.48% | 1,103,762 | $71.9M | Add +4.8% |
| V Visa Inc. Class A | 1.32% | 212,646 | $64.5M | Add +3.6% |
| VWO Vanguard Ftse Emerging Marke | 1.29% | 1,161,279 | $62.7M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.24% | 126,575 | $60.3M | Add +6.0% |
| META Meta Platforms Inc. Class A | 1.21% | 103,184 | $59.1M | Add +8.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.09% | 579,092 | $53.2M | Add +10.0% |
| GOOGL Alphabet Inc. Class A | 1.06% | 172,308 | $51.7M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.94% | 49,186 | $45.6M | Add +5.5% |
| RTX RTX Corp. | 0.86% | 210,849 | $41.8M | Add +4.6% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 326,376 | $41.2M | Add +12.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 253,942 | $41.1M | Add +4.7% |
| CVX Chevron Corp. | 0.82% | 201,408 | $40.1M | Reduce -23.0% |
| MDY State Street SPDR S&P Midcap | 0.82% | 63,514 | $39.7M | Reduce -6.4% |
| IWB iShares Russell 1000 ETF | 0.78% | 105,492 | $38.1M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 63,721 | $37.5M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.75% | 35,719 | $36.4M | Add +5.3% |
| GS Goldman Sachs Group Inc. | 0.74% | 41,726 | $36.1M | Reduce -10.4% |
| TSLA Tesla Inc. | 0.74% | 101,550 | $35.8M | Add +13.1% |
| MRK Merck & Co. Inc. | 0.69% | 280,055 | $33.8M | Add +7.2% |
| WMT Walmart Inc. | 0.67% | 259,004 | $32.8M | Add +33.3% |
| IWM iShares Russell 2000 ETF | 0.63% | 122,461 | $30.9M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.63% | 128,238 | $30.9M | Reduce -0.1% |
| NET Cloudflare Inc. Class A | 0.61% | 139,644 | $29.6M | Add +7.0% |
| HON Honeywell International Inc. | 0.60% | 128,488 | $29.3M | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 0.58% | 46,724 | $28.3M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.58% | 57,900 | $28.3M | Add +6.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.57% | 39 | $27.9M | No change |
| IWC iShares Micro-Cap ETF | 0.55% | 164,721 | $26.9M | Add +134.6% |
| DHR Danaher Corp. | 0.53% | 133,764 | $25.7M | Add +6.1% |
| PM Philip Morris International | 0.52% | 159,358 | $25.6M | Reduce -19.9% |
| APH Amphenol Corp. Class A | 0.50% | 192,519 | $24.4M | Add +6.8% |
| NSC Norfolk Southern Corp. | 0.50% | 84,164 | $24.2M | Add +5.7% |
| CAT Caterpillar Inc. | 0.50% | 33,476 | $24.1M | Reduce -0.8% |
| MPWR Monolithic Power Systems Inc. | 0.49% | 20,227 | $23.9M | Reduce -11.5% |
| LITE Lumentum Holdings Inc. | 0.48% | 30,243 | $23.4M | Add +335933.3% |
| PNC PNC Financial Services Group | 0.48% | 109,193 | $23.3M | Add +5.5% |
| ISRG Intuitive Surgical Inc. | 0.47% | 50,950 | $23.1M | Add +5.0% |
| XOM Exxon Mobil Corp. | 0.46% | 138,313 | $22.6M | Reduce -8.0% |
| ABBV Abbvie Inc. | 0.46% | 108,257 | $22.4M | Add +4.0% |
| TRGP Targa Resources Corp. | 0.46% | 90,944 | $22.3M | Reduce -1.9% |
| BX Blackstone Inc. | 0.45% | 193,186 | $21.7M | Add +39.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 73,752 | $21.5M | Add +0.3% |
| IWN iShares Russell 2000 Value E | 0.44% | 110,561 | $21.3M | Reduce -2.8% |
| IWR iShares Russell Mid-Cap ETF | 0.43% | 211,289 | $20.9M | Add +4.2% |
| NFLX Netflix Inc. | 0.42% | 207,923 | $20.6M | Add +704.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 51,577 | $20.6M | Add +6.3% |
| VRT Vertiv Holdings Co. Class A | 0.41% | 77,994 | $20.2M | Add +3.4% |
| COP Conocophillips | 0.40% | 147,784 | $19.5M | Add +8.0% |
| MCK McKesson Corp. | 0.40% | 22,454 | $19.2M | Add +13.5% |
| VLO Valero Energy Corp. | 0.38% | 76,235 | $18.7M | Reduce -11.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.38% | 60,661 | $18.4M | Reduce -2.0% |
| CW Curtiss-Wright Corp. | 0.38% | 26,127 | $18.3M | Reduce -8.1% |
| EQT Eqt Corp. | 0.37% | 302,193 | $18.3M | Add +5.6% |
| URI United Rentals Inc. | 0.37% | 24,221 | $17.8M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 63,755 | $16.9M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.35% | 54,442 | $16.9M | Add +0.1% |
| XBI SS SPDR S&P Biotech ETF | 0.33% | 126,463 | $16.3M | Add +3.6% |
| RBC RBC Bearings Inc. | 0.32% | 27,923 | $15.4M | Reduce -11.7% |
| ORLY O'reilly Automotive Inc. | 0.31% | 166,389 | $15.3M | Add +6.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 154,332 | $14.9M | Add +3.6% |
| LRCX Lam Research Corp. | 0.30% | 66,579 | $14.7M | Add +222.0% |
| CBRE CBRE Group Inc. Class A | 0.30% | 106,056 | $14.4M | Add +67884.6% |
| EFA iShares MSCI Eafe ETF | 0.30% | 146,409 | $14.4M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.29% | 100,462 | $14.3M | Reduce -27.0% |
| IWV iShares Russell 3000 ETF | 0.29% | 37,982 | $14.3M | Reduce -22.8% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 96,199 | $14.2M | Add +42.7% |
| KKR KKR & Co. Inc. | 0.29% | 153,399 | $14.0M | Add +86.1% |
| EWBC East West Bancorp Inc. | 0.28% | 124,474 | $13.7M | Add +2.5% |
| CSCO Cisco Systems Inc. | 0.28% | 168,458 | $13.5M | Add +4.5% |
| IWO iShares Russell 2000 Growth | 0.26% | 40,104 | $12.8M | No change |
| HD Home Depot Inc. | 0.26% | 39,036 | $12.8M | Add +0.9% |
| CASY Casey's General Stores Inc. | 0.26% | 16,893 | $12.6M | Add +3.4% |
| PEP Pepsico Inc. | 0.26% | 79,936 | $12.5M | Reduce -0.6% |
| SCHM Schwab US Mid Cap ETF | 0.26% | 395,158 | $12.4M | Add +10.9% |
| MRSH Marsh & McLennan Cos | 0.25% | 70,687 | $12.4M | Add +6.8% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 42,526 | $12.3M | Add +10.9% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 55,529 | $12.0M | Reduce -1.8% |
| AXP American Express Co. | 0.25% | 39,280 | $12.0M | Add +4.7% |
| SPGI S&P Global Inc. | 0.25% | 27,614 | $12.0M | Add +3.2% |
| CEG Constellation Energy | 0.25% | 43,432 | $12.0M | Add +5.8% |
| MU Micron Technology Inc. | 0.24% | 31,465 | $11.9M | Add +4983.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.24% | 25,044 | $11.7M | Add +0.0% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.24% | 90,800 | $11.6M | Reduce -17.8% |
| SCHW Schwab (charles) Corp. | 0.24% | 123,472 | $11.5M | Add +4.8% |
| TDY Teledyne Technologies Inc. | 0.23% | 17,954 | $11.3M | Add +9.2% |
| IAU iShares Gold Trust | 0.23% | 128,254 | $11.2M | Add +4.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 144,924 | $11.0M | Reduce -1.7% |
| ODFL Old Dominion Freight Line | 0.22% | 53,417 | $10.8M | Add +3.6% |
| ABT Abbott Laboratories | 0.22% | 103,617 | $10.6M | Reduce -45.1% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $2.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 1,134 | $1.3M | Add +108.5% |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 17,750 | $705K | Add +150.0% |
| 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: $4.9B.
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Reduce -3.4% | 4.06% | −0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.9% | 2.96% | −0.38 |
| AAPL Apple Inc. | Reduce -4.0% | 5.55% | −0.38 |
| ABT Abbott Laboratories | Reduce -45.1% | 0.22% | −0.28 |
| NOW ServiceNow Inc. | Reduce -77.8% | 0.04% | −0.24 |
| GS Goldman Sachs Group Inc. | Reduce -10.4% | 0.74% | −0.18 |
| GGG Graco Inc. | Reduce -98.4% | 0.00% | −0.17 |
| WBS Webster Financial Corp. | Reduce -98.0% | 0.00% | −0.15 |
| SPG Simon Property Group Inc. | Reduce -95.1% | 0.01% | −0.15 |
| CPRT Copart Inc. | Reduce -57.6% | 0.08% | −0.14 |
| RLI Rli Corp. | Reduce -97.0% | 0.00% | −0.13 |
| FCNCA First Citizens Bcshs Class A | Reduce -89.2% | 0.01% | −0.12 |
| BXP BXP Inc. | Reduce -45.2% | 0.08% | −0.12 |
| PM Philip Morris International | Reduce -19.9% | 0.52% | −0.12 |
| IWV iShares Russell 3000 ETF | Reduce -22.8% | 0.29% | −0.11 |
| TBBK The Bancorp Inc. | Reduce -98.5% | 0.00% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -27.0% | 0.29% | −0.11 |
| REXR Rexford Industrial Realty Inc. | Reduce -68.1% | 0.04% | −0.10 |
| FICO Fair Isaac Corp. | Reduce -35.2% | 0.08% | −0.10 |
| FTV Fortive Corp. | Reduce -75.4% | 0.03% | −0.10 |
| BLDR Builders Firstsource Inc. | Reduce -37.4% | 0.07% | −0.09 |
| GPK Graphic Packaging Holding Co. | Reduce -98.9% | 0.00% | −0.09 |
| WST West Pharmaceutical Services | Reduce -57.7% | 0.05% | −0.09 |
| URI United Rentals Inc. | Reduce -0.2% | 0.37% | −0.08 |
| BOOT Boot Barn Holdings Inc. | Reduce -14.2% | 0.14% | −0.08 |
| AMH American Homes 4 Rent- A | Reduce -95.7% | 0.00% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -6.4% | 0.82% | −0.07 |
| TMHC Taylor Morrison Home Corp. | Reduce -97.8% | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.77% | −0.06 |
| SUI Sun Communities Inc. | Reduce -17.8% | 0.24% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.0% | 0.58% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.0% | 0.38% | −0.03 |
| CRM Salesforce Inc. | Reduce -6.2% | 0.06% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.11% | −0.03 |
| CVX Chevron Corp. | Reduce -23.0% | 0.82% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.0% | 0.15% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -0.5% | 0.63% | −0.02 |
| SLV iShares Silver Trust | Reduce -12.8% | 0.06% | −0.02 |
| BA The Boeing Co. | Reduce -6.8% | 0.09% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.8% | 0.25% | −0.02 |
| NKE Nike Inc. Class B | Reduce -4.0% | 0.03% | −0.01 |
| ELV Elevance Health Inc. | Reduce -13.3% | 0.03% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.1% | 0.35% | −0.01 |
| SOLS Solstice Adv Materials Inc. | Reduce -61.8% | 0.02% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.04% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.6% | 0.13% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Reduce -96.9% | 0.00% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -6.9% | 0.06% | −0.01 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -1.0% | 0.05% | −0.01 |
| SMMD iShares Russell 2500 ETF | Reduce -91.2% | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +59.6% | 7.61% | +2.53 |
| LITE Lumentum Holdings Inc. | Add +335933.3% | 0.48% | +0.48 |
| NFLX Netflix Inc. | Add +704.9% | 0.42% | +0.37 |
| IWC iShares Micro-Cap ETF | Add +134.6% | 0.55% | +0.32 |
| CBRE CBRE Group Inc. Class A | Add +67884.6% | 0.30% | +0.30 |
| MU Micron Technology Inc. | Add +4983.2% | 0.24% | +0.24 |
| WMT Walmart Inc. | Add +33.3% | 0.67% | +0.21 |
| LRCX Lam Research Corp. | Add +222.0% | 0.30% | +0.21 |
| UBER Uber Technologies Inc. | Add +1315.8% | 0.18% | +0.17 |
| BSX Boston Scientific Corp. | Add +5054.8% | 0.17% | +0.16 |
| MNST Monster Beverage Corp. | Add +9515.3% | 0.15% | +0.14 |
| VRT Vertiv Holdings Co. Class A | Add +3.4% | 0.41% | +0.14 |
| FIX Comfort Systems USA Inc. | Add +42980.0% | 0.13% | +0.13 |
| COP Conocophillips | Add +8.0% | 0.40% | +0.12 |
| COST Costco Wholesale Corp. | Add +5.3% | 0.75% | +0.12 |
| MRK Merck & Co. Inc. | Add +7.2% | 0.69% | +0.10 |
| BE Bloom Energy Corp. Class A | New | 0.10% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +12.8% | 0.85% | +0.10 |
| MDB Mongodb Inc. | Add +8927.0% | 0.09% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +10.0% | 1.09% | +0.09 |
| HON Honeywell International Inc. | Add +4.5% | 0.60% | +0.08 |
| ARES Ares Management Corp. Class A | Add +6079.2% | 0.08% | +0.08 |
| ARM Arm Holdings PLC-ADR | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +4.8% | 1.48% | +0.07 |
| NET Cloudflare Inc. Class A | Add +7.0% | 0.61% | +0.07 |
| TOL Toll Brothers Inc. | New | 0.07% | +0.07 |
| TJX TJX Companies Inc. | Add +4.7% | 0.84% | +0.07 |
| CASY Casey's General Stores Inc. | Add +3.4% | 0.26% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +5.5% | 1.73% | +0.06 |
| ECG Everus Construction Group | New | 0.06% | +0.06 |
| RTX RTX Corp. | Add +4.6% | 0.86% | +0.06 |
| GLD SPDR Gold Shares | Add +45.2% | 0.18% | +0.06 |
| EQT Eqt Corp. | Add +5.6% | 0.37% | +0.06 |
| MCK McKesson Corp. | Add +13.5% | 0.40% | +0.06 |
| PR Permian Resources Corp. Class A | Add +9.2% | 0.14% | +0.06 |
| KKR KKR & Co. Inc. | Add +86.1% | 0.29% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +4.6% | 1.66% | +0.05 |
| TDY Teledyne Technologies Inc. | Add +9.2% | 0.23% | +0.05 |
| TPR Tapestry Inc. | Add +159990.0% | 0.05% | +0.05 |
| DOCS Doximity Inc. Class A | Add +32406.0% | 0.05% | +0.05 |
| MPC Marathon Petroleum Corp. | Add +11.6% | 0.11% | +0.04 |
| ODFL Old Dominion Freight Line | Add +3.6% | 0.22% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +42.7% | 0.29% | +0.04 |
| EWY iShares MSCI South Korea ETF | Add +58.5% | 0.09% | +0.04 |
| GEV GE Vernova Inc. | Add +1.3% | 0.16% | +0.04 |
| EVR Evercore Inc. Class A | Add +7367.9% | 0.04% | +0.04 |
| NEE Nextera Energy Inc. | Add +6.0% | 0.21% | +0.03 |
| DINO HF Sinclair Corp. | Add +3.8% | 0.14% | +0.03 |
| MO Altria Group Inc. | Add +7.3% | 0.13% | +0.03 |
| CSCO Cisco Systems Inc. | Add +4.5% | 0.28% | +0.03 |
Notes & Other Activity Q4 2025 → Q1 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +108.5% | 1,134 | $1.3M |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | Add +150.0% | 17,750 | $705K |
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 |