First Western Trust Bank
CIK 0001513189 · DENVER, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.05B
2026 Q2
Positions
215
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SYK
STRYKER CORPORATION
46.3%
VOO
Vanguard S&P 500
7.3%
IWR
iShares Russell Mid Cap
5.5%
SPY
SPDR S&P 500
4.5%
RSP
Invesco S&P 500 Equal Weight
3.6%
IWM
iShares Russell 2000
3.4%
VEA
Vanguard FTSE Developed Markets
3.4%
VTI
VANGUARD INDEX FDS
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.