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CIK: 0001657703
Total reported value
$296.1M
$296.1M
10 檔
80.5%
In Q3 2025, Wind River Trust Co's U.S. equity holdings reached a combined market value of $296.1M, distributed across 10 disclosed stock positions.
In Q3 2025, Wind River Trust Co adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VT, IWD, IWV) accounted for 80.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 35.76% | +0.30% | +2.95% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 17.59% | -1.68% | -1.93% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-Other | 17.38% | -0.94% | -0.52% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.63% | -0.18% | — | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.82% | -0.01% | -3.75% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.50% | -0.02% | -0.00% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.38% | +0.16% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.31% | +0.08% | — | |
| 9 | LPRE | Long Pond Real Estat Sel ETF | ETF-Other | 0.95% | +0.94% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +1.6% | +2.95% | Add |
| 2 | IWV | Ishares Russell 3000 ETF | +0.4% | -0.52% | Trim |
| 3 | VUG | Vanguard Growth ETF | +0.4% | — | Unchanged |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | — | Unchanged |
| 5 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 6 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.00% | Trim |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | — | Trim |
| 8 | ACWI | Ishares Msci Acwi ETF | -0.9% | -3.75% | Trim |
| 9 | IWD | Ishares Russell 1000 Value E | -1.9% | -1.93% | Trim |
| 10 | LPRE | Long Pond Real Estat Sel ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Wind River Trust Co reported a total U.S. public equity portfolio value of $296.1M across 10 disclosed positions in Q3 2025.
During Q3 2025, Wind River Trust Co's top holdings by market value included VT (35.8%)、IWD (17.6%)、IWV (17.4%). The largest single position, VT, represented 35.8% of total portfolio value.
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Top New Position Initiated
LPRE
市值: $2.6M
Top Position Liquidated / Trimmed
IWD
前期市值: $45.5M
In Q3 2025, Wind River Trust Co made 7 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 5 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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