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First Western Trust Bank — 13F Holdings & Portfolio

CIK 1513189 · latest 13F-HR filed 2026-07-29

Backtest portfolio

First Western Trust Bank manages $2.05B in 13F-reported U.S. long-equity assets across 290 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SYK (46.30%), VOO (7.31%), IWR (5.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 10, added to 101, and trimmed 55.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1900 16TH STREET, SUITE 1200
DENVER, CO 80202
Phone
(303) 531-8100
Filing Manager
First Western Trust Bank
Denver, CO
Signatory
David Weber
Chief Financial Officer, Treasurer
Loading holdings…
AUM

$2.05B

Long-equity book

Holdings

290

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+20 / −10 / ↑101 / ↓55

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Vanguard S&P 500$16.0M +11.9%
  • iShares Russell Mid Cap$11.7M +11.6%
  • iShares Russell 2000$11.4M +19.4%
  • ISHARES TR$11.4M +33.9%
  • SPDR S&P 500$10.9M +13.4%
Show all 101 →

Top Trims

  • HOME DEPOT INC-$3.8M -60.6%
  • INTUIT-$1.6M -51.2%
  • COSTCO WHSL CORP NEW-$1.4M -13.7%
  • MCDONALDS CORP-$1.4M -19.1%
  • KEURIG DR PEPPER INC-$1.4M -65.8%
Show all 55 →

New Positions

  • SELECT SECTOR SPDR TR$3.9M
  • HONEYWELL INTL INC$1.9M
  • HONEYWELL AEROSPACE INC$1.9M
  • FIRST TR EXCHANGE-TRADED FD IV$497.0K
  • SCHWAB STRATEGIC TR$479.9K
Show all 20 →

Exited Positions

  • HONEYWELL INTL INC$4.2M
  • PAYPAL HLDGS INC$652.2K
  • SANDISK CORP$349.4K
  • AT&T INC$272.8K
  • COMCAST CORP NEW$265.7K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STRYKER CORPORATION SYK 863667101 $949.8M 46.30% 3,016,751 SH
2 Vanguard S&P 500 VOO 922908363 $150.0M 7.31% 218,366 SH
3 iShares Russell Mid Cap IWR 464287499 $110.3M 5.38% 999,435 SH
4 Invesco S&P 500 Equal Weight RSP 46137V357 $74.0M 3.61% 347,818 SH
5 SPDR S&P 500 SPY 78462F103 $70.9M 3.46% 94,961 SH
6 iShares Russell 2000 IWM 464287655 $69.5M 3.39% 231,177 SH
7 Vanguard FTSE Developed Markets VEA 921943858 $57.3M 2.79% 803,800 SH
8 VANGUARD INDEX FDS VTI 922908769 $49.3M 2.41% 133,330 SH
9 ISHARES TR EEM 464287234 $44.2M 2.15% 645,817 SH
10 APPLE INC AAPL 037833100 $32.5M 1.58% 112,320 SH
11 WOODWARD INC WWD 980745103 $25.2M 1.23% 59,158 SH
12 SPDR S&P 500 SPY 78462F103 $20.9M 1.02% 27,988 SH
13 ALPHABET INC GOOGL 02079K305 $20.3M 0.99% 56,856 SH
14 MICROSOFT CORP MSFT 594918104 $17.2M 0.84% 46,192 SH
15 ISHARES TR IJH 464287507 $15.5M 0.75% 200,419 SH
16 JPMORGAN CHASE & CO. JPM 46625H100 $12.3M 0.60% 37,628 SH
17 Vanguard FTSE Developed Markets VEA 921943858 $11.6M 0.57% 163,122 SH
18 Vanguard Russell 2000 VTWO 92206C664 $11.0M 0.54% 90,663 SH
19 NVIDIA CORPORATION NVDA 67066G104 $11.0M 0.54% 54,903 SH
20 VISA INC V 92826C839 $9.7M 0.47% 28,330 SH
21 COSTCO WHSL CORP NEW COST 22160K105 $8.9M 0.43% 9,503 SH
22 TEXAS INSTRS INC TXN 882508104 $8.4M 0.41% 28,194 SH
23 iShares MSCI EAFE EFA 464287465 $7.9M 0.38% 75,927 SH
24 iShares Russell 1000 Growth IWF 464287614 $6.7M 0.32% 53,654 SH
25 SELECT SECTOR SPDR TR XLK 81369Y803 $6.0M 0.29% 31,292 SH
26 MCDONALDS CORP MCD 580135101 $5.9M 0.29% 21,758 SH
27 TJX COS INC NEW TJX 872540109 $5.6M 0.27% 37,227 SH
28 GILEAD SCIENCES INC GILD 375558103 $5.5M 0.27% 43,766 SH
29 SCHLUMBERGER LTD SLB 806857108 $5.3M 0.26% 114,761 SH
30 ISHARES TR IVV 464287200 $5.2M 0.25% 6,919 SH
31 MARRIOTT INTL INC NEW MAR 571903202 $4.9M 0.24% 13,100 SH
32 ECOLAB INC ECL 278865100 $4.6M 0.22% 16,516 SH
33 ISHARES TR IJR 464287804 $4.4M 0.21% 29,712 SH
34 VANGUARD INTL EQUITY INDEX FDS VWO 922042858 $4.3M 0.21% 71,509 SH
35 ORACLE CORP ORCL 68389X105 $4.2M 0.21% 28,718 SH
36 JOHNSON & JOHNSON JNJ 478160104 $4.0M 0.20% 15,894 SH
37 AMAZON COM INC AMZN 023135106 $4.0M 0.19% 16,596 SH
38 THERMO FISHER SCIENTIFIC INC TMO 883556102 $3.9M 0.19% 7,770 SH
39 ALPHABET INC GOOG 02079K107 $3.8M 0.19% 10,888 SH
40 SELECT SECTOR SPDR TR XLI 81369Y704 $3.8M 0.19% 20,516 SH
41 GE AEROSPACE GE 369604301 $3.6M 0.17% 9,581 SH
42 ISHARES TR IWB 464287622 $3.5M 0.17% 8,476 SH
43 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.4M 0.17% 6,888 SH
44 Dimensional US Small Cap ETF DFAS 25434V500 $3.4M 0.17% 41,664 SH
45 DANAHER CORPORATION DHR 235851102 $3.3M 0.16% 17,279 SH
46 BLACKROCK INC BLK 09290D101 $3.3M 0.16% 3,384 SH
47 ABBOTT LABS ABT 002824100 $3.0M 0.15% 33,445 SH
48 L3HARRIS TECHNOLOGIES INC LHX 502431109 $2.9M 0.14% 10,069 SH
49 FIRST WESTN FINL INC MYFW 33751L105 $2.9M 0.14% 90,000 SH
50 COCA COLA CO KO 191216100 $2.8M 0.13% 34,015 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $2.05B 290 0001628280-26-050494
2026-03-31 2026-05-12 $1.98B 280 0001628280-26-034015
2025-12-31 2026-02-12 $2.03B 269 0001628280-26-007609
2025-09-30 2025-11-14 $2.18B 262 0001628280-25-052137