Universe · entity

First Western Trust Bank

Institutional manager (13F) · CIK 1513189
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.9B
#IssuerValueShares
1STRYKER CORPORATION$992M3,019,453
2Vanguard S&P 500$135M225,569
3iShares Russell Mid Cap$101M1,040,186
4SPDR S&P 500$81M124,488
5Invesco S&P 500 Equal Weight$66M343,690
6Vanguard FTSE Developed Markets$60M930,771
7iShares Russell 2000$59M237,881
8VANGUARD INDEX FDS$43M135,208
9ISHARES TR$34M594,143
10APPLE INC$30M118,825
11WOODWARD INC$21M59,370
12ALPHABET INC$19M64,833
13MICROSOFT CORP$18M49,881
14ISHARES TR$14M210,348
15JPMORGAN CHASE & CO.$12M40,951
16COSTCO WHSL CORP NEW$11M10,595
17NVIDIA CORPORATION$10M59,400
18VISA INC$9M30,746
19Vanguard Russell 2000$9M92,356
20iShares MSCI EAFE$8M80,265
21MCDONALDS CORP$7M23,825
22TJX COS INC NEW$7M41,849
23GILEAD SCIENCES INC$7M47,668
24SCHLUMBERGER LTD$6M125,160
25HOME DEPOT INC$6M19,163
26TEXAS INSTRS INC$6M30,916
27iShares Russell 1000 Growth$6M13,898
28ORACLE CORP$5M34,786
29ECOLAB INC$5M18,520
30MARRIOTT INTL INC NEW$5M14,195
31ISHARES TR$5M6,924
32THERMO FISHER SCIENTIFIC INC$4M8,867
33JOHNSON & JOHNSON$4M17,664
34HONEYWELL INTL INC$4M18,660
35ABBOTT LABS$4M40,142
36VANGUARD INTL EQUITY INDEX FDS$4M75,749
37DANAHER CORPORATION$4M20,353
38ALPHABET INC$4M13,267
39ISHARES TR$4M30,391
40L3HARRIS TECHNOLOGIES INC$4M10,858
41BLACKROCK INC$4M3,870
42AMAZON COM INC$4M17,607
43Dimensional US Small Cap ETF$3M49,052
44BERKSHIRE HATHAWAY INC DEL$3M7,174
45INTERCONTINENTAL EXCHANGE INC$3M21,031
46S&P GLOBAL INC$3M7,633
47NEXTERA ENERGY INC$3M33,776
48INTUIT$3M7,136
49ACCENTURE PLC IRELAND$3M14,041
50WALMART INC$3M21,685
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.