First Western Trust Bank

Est. AUM

$1.98B

13F long equity, this entity only

Positions

280

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard S&P 500	Exchange Traded Fund	$134.1M	224394	6.77%	SOLE
2	iShares Russell Mid Cap	Exchange Traded Fund	$98.2M	1009483	4.96%	SOLE
3	Invesco S&P 500 Equal Weight	Exchange Traded Fund	$65.4M	340760	3.30%	SOLE
4	SPDR S&P 500	Exchange Traded Fund	$61.8M	94961	3.12%	OTR
5	Vanguard FTSE Developed Markets	Exchange Traded Fund	$49.2M	767945	2.48%	SOLE
6	VANGUARD INDEX FDS	Exchange Traded Fund	$42.8M	133330	2.16%	OTR
7	WOODWARD INC	Common Stock	$21.3M	59370	1.07%	SOLE
8	MICROSOFT CORP	Common Stock	$18.0M	48760	0.91%	SOLE
9	ISHARES TR	Exchange Traded Fund	$14.2M	209988	0.72%	SOLE
10	JPMORGAN CHASE & CO.	Common Stock	$11.6M	39370	0.58%	SOLE
11	COSTCO WHSL CORP NEW	Common Stock	$10.2M	10281	0.52%	SOLE
12	NVIDIA CORPORATION	Common Stock	$10.2M	58460	0.51%	SOLE
13	VISA INC	Common Stock	$9.0M	29941	0.46%	SOLE
14	iShares MSCI EAFE	Exchange Traded Fund	$7.8M	80265	0.39%	SOLE
15	TJX COS INC NEW	Common Stock	$6.5M	40444	0.33%	SOLE
16	GILEAD SCIENCES INC	Common Stock	$6.4M	46121	0.32%	SOLE
17	SCHLUMBERGER LTD	Common Stock	$6.3M	121704	0.32%	SOLE
18	HOME DEPOT INC	Common Stock	$6.1M	18472	0.31%	SOLE
19	TEXAS INSTRS INC	Common Stock	$5.8M	29908	0.29%	SOLE
20	ECOLAB INC	Common Stock	$4.7M	17660	0.24%	SOLE
21	ISHARES TR	Exchange Traded Fund	$4.5M	6924	0.23%	SOLE
22	THERMO FISHER SCIENTIFIC INC	Common Stock	$4.2M	8520	0.21%	SOLE
23	HONEYWELL INTL INC	Common Stock	$4.1M	17938	0.20%	SOLE
24	VANGUARD INTL EQUITY INDEX FDS	Exchange Traded Fund	$3.9M	71509	0.20%	OTR
25	ISHARES TR	Exchange Traded Fund	$3.8M	30391	0.19%	SOLE
26	ALPHABET INC	Common Stock	$3.7M	13031	0.19%	SOLE
27	DANAHER CORPORATION	Common Stock	$3.7M	19627	0.19%	SOLE
28	AMAZON COM INC	Common Stock	$3.6M	17320	0.18%	SOLE
29	Dimensional US Small Cap ETF	Exchange Traded Fund	$3.5M	49052	0.18%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	Common Stock	$3.3M	6924	0.17%	SOLE
31	INTERCONTINENTAL EXCHANGE INC	Common Stock	$3.2M	20385	0.16%	SOLE
32	S&P GLOBAL INC	Common Stock	$3.1M	7392	0.16%	SOLE
33	INTUIT	Common Stock	$3.0M	6916	0.15%	SOLE
34	NEXTERA ENERGY INC	Common Stock	$3.0M	32014	0.15%	SOLE
35	WALMART INC	Common Stock	$2.7M	21685	0.14%	SOLE
36	PEPSICO INC	Common Stock	$2.7M	17168	0.13%	SOLE
37	GE AEROSPACE	Common Stock	$2.7M	9369	0.13%	SOLE
38	ISHARES TR	Exchange Traded Fund	$2.4M	6719	0.12%	SOLE
39	FIRST WESTN FINL INC	Common Stock	$2.4M	95990	0.12%	SOLE
40	EMERSON ELEC CO	Common Stock	$2.3M	17507	0.12%	SOLE
41	ISHARES TR	Exchange Traded Fund	$2.3M	19957	0.11%	SOLE
42	PROCTER AND GAMBLE CO	Common Stock	$2.2M	15204	0.11%	SOLE
43	KNIGHT-SWIFT TRANSN HLDGS INC	Common Stock	$2.2M	37460	0.11%	SOLE
44	RTX CORPORATION	Common Stock	$2.1M	11038	0.11%	SOLE
45	KEURIG DR PEPPER INC	Common Stock	$2.0M	77619	0.10%	SOLE
46	GE VERNOVA INC	Common Stock	$2.0M	2298	0.10%	SOLE
47	BRISTOL-MYERS SQUIBB CO	Common Stock	$2.0M	32304	0.10%	SOLE
48	iShares Russell 1000 Value	Exchange Traded Fund	$1.7M	7870	0.08%	SOLE
49	FORTIVE CORP	Common Stock	$1.7M	30245	0.08%	SOLE
50	LOCKHEED MARTIN CORP	Common Stock	$1.7M	2765	0.08%	SOLE

1–50 of 205

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.