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

Idaho Trust Co

$342M in tracked AUM across 146 positions as of Q2 2026.

IT
CIK 0001568069 · last filed Jun 30, 2026
Total AUM
$342M
as of Q2 2026
Holdings
146
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Idaho Trust Co 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
EFA
ISHARES TR
$28M272K8.3%02
VWO
VANGUARD INTL EQUITY INDEX F
$24M403K7.0%03
IWM
ISHARES TR
$18M60K5.3%04
VV
VANGUARD INDEX FDS
$15M45K4.5%05
BLV
VANGUARD BD INDEX FDS
$15M222K4.5%06
GBCI
GLACIER BANCORP INC NEW
$14M278K4.2%07
VEU
VANGUARD INTL EQUITY INDEX F
$14M167K4.1%08
JNK
SPDR SERIES TRUST
$14M142K4.0%09
IJH
ISHARES TR
$13M175K3.9%10
LQD
ISHARES TR
$13M122K3.9%

Filing history

2026Q2Jun 30
$342M▲ 11.2%
146 positionsView →2026Q1Mar 31
$308M▲ 1.9%
146 positionsView →2025Q4Dec 31
$302M▲ 1.7%
145 positionsView →2025Q3Sep 30
$297M▲ 6.2%
149 positionsView →2025Q2Jun 30
$280M▲ 14.1%
168 positionsLocked2025Q1Mar 31
$245M▲ 23.6%
121 positionsLocked2024Q4Dec 31
$198M▼ 4.2%
97 positionsLocked2024Q3Sep 30
$207M▲ 5.9%
101 positionsLocked2024Q2Jun 30
$196M▲ 88.9%
103 positionsLocked2024Q1Mar 31
$104M▼ 40.0%
90 positionsLocked2023Q4Dec 31
$173M▲ 12.3%
104 positionsLocked2023Q3Sep 30
$154M▼ 3.5%
80 positionsLocked
Showing 12 of 13