WHI TRUST Co LLC — 13F holdings

WHI TRUST Co LLC reported 66 holdings worth $155M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. AGG ISHARES TR — $47.9M (31.0%)
  2. ACWX ISHARES TR — $42.0M (27.1%)
  3. IVV ISHARES TR — $29.8M (19.3%)
  4. ACWI ISHARES TR — $10.8M (7.0%)
  5. IWV ISHARES TR — $7.43M (4.8%)
  6. IEF ISHARES TR — $4.68M (3.0%)
  7. SHY ISHARES TR — $3.25M (2.1%)
  8. DSI ISHARES TR — $1.75M (1.1%)
  9. SUSA ISHARES TR — $1.54M (1.0%)
  10. MSFT MICROSOFT CORP — $909K (0.6%)