13F Insight
DOSSIER · 13F-HR · Q1 2026

First Western Trust Bank

$2.0B in tracked AUM across 279 positions as of Q1 2026.

FW
CIK 0001513189 · last filed Mar 31, 2026
Total AUM
$2.0B
as of Q1 2026
Holdings
279
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

First Western Trust Bank filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SYK
STRYKER CORPORATION
$992M3.0M50.1%02
VOO
Vanguard S&P 500
$135M226K6.8%03
IWR
iShares Russell Mid Cap
$101M1.0M5.1%04
SPY
SPDR S&P 500
$81M124K4.1%05
RSP
Invesco S&P 500 Equal Weight
$66M344K3.3%06
VEA
Vanguard FTSE Developed Markets
$60M931K3.0%07
IWM
iShares Russell 2000
$59M238K3.0%08
VTI
VANGUARD INDEX FDS
$43M135K2.2%09
EEM
ISHARES TR
$34M594K1.7%10
AAPL
APPLE INC
$30M119K1.5%

Filing history

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 positionsLocked2023Q2Jun 30
$2.0B▲ 6.6%
259 positionsLocked
Showing 12 of 17