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CIK: 0001657703
Total reported value
$296.1M
$296.1M
11 檔
77.0%
During the Q1 2026 filing period, Wind River Trust Co (CIK: 0001657703) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $296.1M across 11 reported positions.
During Q1 2026, Wind River Trust Co performed routine portfolio adjustments (1 new buys, 1 additions, 2 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 32.70% | +0.30% | -1.65% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.65% | -1.68% | -0.99% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-Other | 17.34% | -0.94% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.41% | -0.18% | — | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.92% | -0.01% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.90% | -0.02% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.14% | +0.16% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.30% | +0.08% | — | |
| 9 | LPRE | Long Pond Real Estat Sel ETF | ETF-Other | 1.89% | +0.94% | +94.83% | |
| 10 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.03% | +1.34% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LPRE | Long Pond Real Estat Sel ETF | +0.9% | +94.83% | Add |
| 2 | IWD | Ishares Russell 1000 Value E | +0.3% | -0.99% | Trim |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.2% | — | Unchanged |
| 4 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 5 | ACWI | Ishares Msci Acwi ETF | -0.1% | — | Unchanged |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | Unchanged |
| 7 | VUG | Vanguard Growth ETF | -0.3% | — | Unchanged |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | — | Unchanged |
| 9 | IWV | Ishares Russell 3000 ETF | -0.6% | — | Unchanged |
| 10 | VT | Vanguard Tot World Stk ETF | -0.9% | -1.65% | Trim |
| 11 | EAGL | Eagle Capital Select Eqty | — | 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 11 disclosed positions in Q1 2026.
During Q1 2026, Wind River Trust Co's top holdings by market value included VT (32.7%)、IWD (18.6%)、IWV (17.3%). The largest single position, VT, represented 32.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VT, IWD, IWV) accounted for 77.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
EAGL
市值: $2.7M
Top Position Liquidated / Trimmed
VT
前期市值: $89.9M
In Q1 2026, Wind River Trust Co made 4 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 2 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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