13F holdings · Q2 2026

First Western Trust Bank

Denver, CO · files as First Western Trust Bank

Holdings as of Jun 30, 2026Filed Jul 29, 2026Next filing due Nov 16, 2026CIK 1513189

First Western Trust Bank reported 215 stocks worth $2.1B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SYK (46.3%), VOO (7.3%) and IWR (5.5%). Compared with Q1 2026, the fund opened new positions in XLI, HON and HONA, added to RSP, VEA and VTI, trimmed VOO, IWR and SPY and sold out of PYPL, SNDK and T.

Reported value$2.1B+3.6% vs last quarter

Stocks held21520 new · 10 sold out

Top 5 weight67.3%very concentrated

Turnover4%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	SYK Stryker Corporation	$950M	46.3%	3M	No change		8 of 8
2	VOO Vanguard S&P 500 ETF	$151M	7.3%	220K	−6,059 (−3%)		8 of 8
3	IWR Ishares TR	$113M	5.5%	1M	−17K (−2%)		8 of 8
4	SPY Spdr S&P 500 ETF TR	$91.8M	4.5%	123K	−1,539 (−1%)		8 of 8
5	RSP Invesco Exchange Traded FD T	$74.6M	3.6%	351K	+6,952 (+2%)		8 of 8
6	IWM Ishares TR	$70.4M	3.4%	234K	−3,450 (−1%)		8 of 8
7	VEA Vanguard Tax-Managed Fds	$68.9M	3.4%	967K	+36K (+4%)		8 of 8
8	VTI Vanguard Total Stock Market ETF	$50.2M	2.5%	136K	+526 (+0%)		8 of 8
9	EEM Ishares Msci Emerging	$45.2M	2.2%	660K	+66K (+11%)		4 of 8
10	AAPL Apple Inc	$33.8M	1.6%	117K	−1,986 (−2%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 205 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
HONEYWELL INTL INC	$4.2M	19K
PYPL Paypal Hldgs Inc	$652K	14K
SNDK Sandisk Corp	$349K	550
T At&T Inc	$273K	9,409
CMCSA Comcast Corp New	$266K	9,256

🔒 Free account: see all 10.

Reported value

last 8 quarters

$2.2BQ3 '24

$2.2BQ4 '24

$2.1BQ1 '25

$2.2BQ2 '25

$2.2BQ3 '25

$2BQ4 '25

$2BQ1 '26

$2.1BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Jul 29, 2026	13F-HR	Q2 2026	SEC filing ↗

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First Western Trust Bank 13F FAQ

What does First Western Trust Bank own?

First Western Trust Bank reported 215 stocks worth $2.1B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SYK (46.3%), VOO (7.3%) and IWR (5.5%). The table above lists every position in the filing (the top 10 without an account).

What did First Western Trust Bank buy and sell in Q2 2026?

Compared with Q1 2026: 20 new positions, 60 added to, 101 trimmed and 10 sold out. New positions include XLI, HON and HONA. It sold all of PYPL, SNDK and T.

When will First Western Trust Bank file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is First Western Trust Bank's portfolio worth?

The Q2 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.