13F Insight
DOSSIER · 13F-HR · Q2 2026

First Western Trust Bank

$2.1B in tracked AUM across 289 positions as of Q2 2026.

FW
CIK 0001513189 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
289
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

First Western Trust Bank filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SYK
STRYKER CORPORATION
$950M3.0M46.3%02
VOO
Vanguard S&P 500
$151M220K7.4%03
IWR
iShares Russell Mid Cap
$113M1.0M5.5%04
SPY
SPDR S&P 500
$92M123K4.5%05
RSP
Invesco S&P 500 Equal Weight
$75M351K3.6%06
IWM
iShares Russell 2000
$70M234K3.4%07
VEA
Vanguard FTSE Developed Markets
$69M967K3.4%08
VTI
VANGUARD INDEX FDS
$50M136K2.4%09
EEM
ISHARES TR
$45M660K2.2%10
AAPL
APPLE INC
$34M117K1.6%

Filing history

2026Q2Jun 30
$2.1B▲ 3.6%
289 positionsView →2026Q1Mar 31
$2.0B▼ 2.6%
279 positionsView →2025Q4Dec 31
$2.0B▼ 6.6%
268 positionsView →2025Q3Sep 30
$2.2B▼ 2.1%
261 positionsView →2025Q2Jun 30
$2.2B▲ 6.5%
267 positionsLocked2025Q1Mar 31
$2.1B▼ 3.6%
261 positionsLocked2024Q4Dec 31
$2.2B▼ 2.6%
271 positionsLocked2024Q3Sep 30
$2.2B▲ 5.9%
279 positionsLocked2024Q2Jun 30
$2.1B▼ 4.3%
269 positionsLocked2024Q1Mar 31
$2.2B▲ 9.3%
282 positionsLocked2023Q4Dec 31
$2.0B▲ 8.0%
273 positionsLocked2023Q3Sep 30
$1.9B▼ 9.1%
240 positionsLocked
Showing 12 of 18