First Western Trust Bank
$2.1B 13F equity value
223 Holdings
Quarter ended June 30, 2026
The latest 13F on file for First Western Trust Bank covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 3,017,349 | $950M | 46.3% |
| VOO | Vanguard S&P 500 | 219,510 | $151M | 7.4% |
| IWR | iShares Russell Mid Cap | 1,022,959 | $113M | 5.5% |
| SPY | SPDR S&P 500 | 122,949 | $92M | 4.5% |
| RSP | Invesco S&P 500 Equal Weight | 350,642 | $75M | 3.6% |
| IWM | iShares Russell 2000 | 234,431 | $70M | 3.4% |
| VEA | Vanguard FTSE Developed Markets | 966,922 | $69M | 3.4% |
| VTI | VANGUARD INDEX FDS | 135,734 | $50M | 2.4% |
| EEM | ISHARES TR | 660,248 | $45M | 2.2% |
| AAPL | APPLE INC | 116,839 | $34M | 1.6% |
Track First Western Trust Bank's 13F portfolio: $2.1B in reported holdings, 223 positions. Top holdings and quarterly changes on SentiSense.
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