First Western Trust Bank 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001513189 · Denver, CO

As of Sep 30, 2025, First Western Trust Bank reported 262 positions worth $2.2B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
STRYKER CORP	SYK	Healthcare	3,253,602	.2B	55.38%
VANGUARD 500 INDEX FUND	VOO	—	246,317	50.8M	6.95%
ISHARES RUSSELL MID-CAP ETF	IWR	—	1,087,317	05.0M	4.83%
SPDR S&P 500 ETF TRUST	SPY	—	123,687	$82.4M	3.79%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	346,849	$65.8M	3.03%
ISHARES RUSSELL 2000 ETF	IWM	—	240,217	$58.1M	2.68%
VANGUARD TAX-MANAGED FUNDS	VEA	—	742,816	$44.5M	2.05%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	135,208	$44.4M	2.04%
APPLE INC	AAPL	Technology	114,521	$29.2M	1.34%
MICROSOFT CORP	MSFT	Technology	50,421	$26.1M	1.20%
WOODWARD INC	WWD	Industrials	63,253	6.0M	0.74%
ALPHABET INC	GOOGL	Equity	64,170	5.6M	0.72%
JPMORGAN CHASE & CO	JPM	Financial Services	42,424	3.4M	0.62%
ISHARES CORE S&P MID-CAP ETF	IJH	—	197,933	2.9M	0.59%
NVIDIA CORP	NVDA	Technology	58,343	0.9M	0.50%
ORACLE CORP	ORCL	Technology	37,928	0.7M	0.49%
VISA INC-CLASS A SHARES	V	Financial Services	30,301	0.3M	0.48%
TJX COMPANIES INC	TJX	Consumer Cyclical	70,829	0.2M	0.47%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	11,017	0.2M	0.47%
VANGUARD RUSSELL 2000 INDEX FUND	VTWO	—	85,230	$8.3M	0.38%
VENU HLDG CORP	VENU	Consumer Cyclical	650,120	$8.3M	0.38%
HOME DEPOT INC	HD	Consumer Cyclical	19,066	$7.7M	0.36%
MCDONALDS CORP	MCD	Consumer Cyclical	25,299	$7.7M	0.35%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	14,898	$7.0M	0.32%
ISHARES MSCI EAFE ETF	EFA	—	74,007	$6.9M	0.32%