Q2 2026 13F · SEC CIK 1513189

First Western Trust Bank

Bank & trustFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.1B
Reported positions: 215
Top holdings a year, 3 yrs: +10.2%
Average holding period: 4.2 yrs

First Western Trust Bank is a bank & trust that reported 215 positions worth $2.1B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Stryker Corporation (SYK, 46.3%), Vanguard Index Fds (VOO, 7.3%), Ishares Tr (IWR, 5.5%). A portfolio copying its top holdings returned 10.2% a year over the last 3 years, against 20.4% for the S&P 500.

First Western Trust Bank holdings largest 50 of 215 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

First Western Trust Bank 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SYKStryker Corporation	46.3%	50.1%	3,017,349	-0.1%	$950.0M
VOOVanguard Index Fds	7.3%	6.8%	219,510	-2.7%	$150.8M
IWRIshares Tr	5.5%	5.1%	1,022,959	-1.7%	$112.9M
SPYState Str Spdr S&p 500 ETF T	4.5%	4.1%	122,949	-1.2%	$91.8M
RSPInvesco Exchange Traded Fd T	3.6%	3.3%	350,642	+2.0%	$74.6M
IWMIshares Tr	3.4%	3.0%	234,431	-1.5%	$70.4M
VEAVanguard Ftse Developed Markets Index Fu	3.4%	3.0%	966,922	+3.9%	$68.9M
VTIVanguard Index Fds	2.4%	2.2%	135,734	+0.4%	$50.2M
EEMIshares Tr	2.2%	1.7%	660,248	+11.1%	$45.2M
AAPLApple Inc	1.6%	1.5%	116,839	-1.7%	$33.8M
WWDWoodward, Inc.	1.2%	1.1%	59,158	-0.4%	$25.2M
GOOGLAlphabet Inc	1.0%	0.9%	57,875	-10.7%	$20.7M
MSFTMicrosoft Corp	0.9%	0.9%	47,055	-5.7%	$17.6M
IJHIshares Tr	0.8%	0.7%	200,779	-4.5%	$15.5M
JPMJpmorgan Chase & Co	0.6%	0.6%	38,920	-5.0%	$12.7M
NVDANvidia Corporation	0.5%	0.5%	55,505	-6.6%	$11.1M
VTWOVanguard Scottsdale Fds	0.5%	0.5%	90,853	-1.6%	$11.0M
VVisa Inc	0.5%	0.5%	28,885	-6.1%	$9.9M
COSTCostco Wholesale Corporation	0.4%	0.5%	9,740	-8.1%	$9.1M
TXNTexas Instrs Inc	0.4%	0.3%	28,924	-6.4%	$8.6M
EFAIshares Tr	0.4%	0.4%	75,927	-5.4%	$7.9M
IWFIshares Tr	0.3%	0.3%	54,374	+291.2%	$6.8M
XLKSelect Sector Spdr Tr	0.3%	—	31,864	—	$6.1M
MCDMcdonalds Corp	0.3%	0.4%	22,163	-7.0%	$6.0M
TJXTjx Cos Inc New	0.3%	0.3%	38,338	-8.4%	$5.8M
GILDGilead Sciences Inc	0.3%	0.3%	44,934	-5.7%	$5.7M
SLBSlb Limited	0.3%	0.3%	117,068	-6.5%	$5.4M
IVVIshares Tr	0.3%	0.2%	6,919	-0.1%	$5.2M
MARMarriott Intl Inc New	0.2%	0.2%	13,386	-5.7%	$5.0M
VWOVanguard Intl Equity Index F	0.2%	0.2%	82,243	+8.6%	$4.9M
ECLEcolab Inc	0.2%	0.2%	17,199	-7.1%	$4.8M
IJRIshares Tr	0.2%	0.2%	29,712	-2.2%	$4.4M
ORCLOracle Corp	0.2%	0.3%	29,890	-14.1%	$4.4M
JNJJohnson & Johnson	0.2%	0.2%	16,144	-8.6%	$4.1M
TMOThermo Fisher Scientific Inc	0.2%	0.2%	8,028	-9.5%	$4.0M
AMZNAmazon Com Inc	0.2%	0.2%	16,817	-4.5%	$4.0M
GOOGAlphabet Inc	0.2%	0.2%	11,123	-16.2%	$3.9M
XLISelect Sector Spdr Tr	0.2%	—	21,021	—	$3.9M
GEGe Aerospace	0.2%	—	9,581	—	$3.6M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	7,138	-0.5%	$3.6M
IWBIshares Tr	0.2%	—	8,476	—	$3.5M
DFASDimensional ETF Trust	0.2%	0.2%	41,664	-15.1%	$3.4M
DHRDanaher Corp Del	0.2%	0.2%	17,843	-12.3%	$3.4M
BLKBlackrock Inc	0.2%	0.2%	3,461	-10.6%	$3.3M
ABTAbbott Laboratories	0.2%	0.2%	34,217	-14.8%	$3.1M
LHXL3harris Technologies Inc	0.1%	0.2%	10,312	-5.0%	$3.0M
MYFWFirst Western Financial	0.1%	—	92,241	—	$3.0M
KOCoca Cola Co	0.1%	—	34,569	—	$2.8M
SPGIS&p Global Inc	0.1%	0.2%	6,844	-10.3%	$2.8M
IVWIshares Tr	0.1%	—	19,957	—	$2.7M

What First Western Trust Bank bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -1.3% /yr; S&P 500 +20.1%
3 years: +10.2% /yr; S&P 500 +20.4%
5 years: +11.5% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.1B	215
Q1 2026	$2.0B	205
Q4 2025	$2.0B	197
Q3 2025	$2.2B	191
Q2 2025	$2.2B	194
Q1 2025	$2.1B	189
Q4 2024	$2.2B	196
Q3 2024	$2.2B	204
Q2 2024	$2.1B	197
Q1 2024	$2.2B	209
Q4 2023	$2.0B	201
Q3 2023	$1.9B	169

Questions about First Western Trust Bank's portfolio

What stocks does First Western Trust Bank own?

First Western Trust Bank's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 215 positions worth $2.1B. The largest are Stryker Corporation (SYK) at 46.3%, Vanguard Index Fds (VOO) at 7.3%, Ishares Tr (IWR) at 5.5%, State Str Spdr S&p 500 ETF T (SPY) at 4.5% and Invesco Exchange Traded Fd T (RSP) at 3.6%.

What did First Western Trust Bank buy last quarter?

In Q2 2026, First Western Trust Bank added Ishares Tr (IWF) (+291.2% shares), Ishares Tr (EEM) (+11.1% shares) and Vanguard Intl Equity Index F (VWO) (+8.6% shares), compared with its Q1 2026 filing.

What did First Western Trust Bank sell last quarter?

In Q2 2026, First Western Trust Bank cut from its top 50 Home Depot Inc (HD), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Intercontinental Exchange Inc (ICE), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Intuit (INTU), Alphabet Inc (GOOG) (-16.2% shares), Dimensional ETF Trust (DFAS) (-15.1% shares) and Abbott Laboratories (ABT) (-14.8% shares), compared with its Q1 2026 filing.

How has First Western Trust Bank's portfolio performed?

A portfolio copying First Western Trust Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -1.3% against +20.1%. Over 5 years: +11.5% a year against +16.8%.

When is First Western Trust Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. First Western Trust Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.