Idaho Trust Co

Est. AUM

$307.6M

13F long equity, this entity only

Positions

146

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	MSCI EAFE ETF	$25.7M	264783	8.36%	SOLE
2	ISHARES TR	RUSSELL 2000 ETF	$14.2M	57333	4.62%	SOLE
3	VANGUARD BD INDEX FDS	LONG TERM BOND	$13.3M	193355	4.32%	SOLE
4	VANGUARD INDEX FDS	LARGE CAP ETF	$12.4M	41414	4.02%	SOLE
5	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$12.1M	160546	3.92%	SOLE
6	ISHARES TR	JPMORGAN USD EMG	$11.9M	126247	3.85%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$11.7M	173868	3.82%	SOLE
8	ISHARES TR	RUS 2000 VAL ETF	$8.5M	44796	2.76%	SOLE
9	ISHARES INC	MSCI EMERG MRKT	$8.1M	125486	2.64%	SOLE
10	VANGUARD INDEX FDS	VALUE ETF	$8.0M	40788	2.60%	SOLE
11	ISHARES TR	CORE S&P500 ETF	$6.6M	10077	2.14%	SOLE
12	ISHARES INC	MSCI JAPAN ETF	$6.5M	76413	2.10%	SOLE
13	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.8M	65599	1.89%	SOLE
14	ISHARES TR	RUS 2000 GRW ETF	$5.3M	16859	1.72%	SOLE
15	ISHARES TR	S&P MC 400VL ETF	$5.3M	39733	1.71%	SOLE
16	VANGUARD INDEX FDS	GROWTH ETF	$4.9M	11126	1.58%	SOLE
17	BARCLAYS BANK PLC	DJUBS CMDT ETN36	$4.4M	91820	1.44%	SOLE
18	VANGUARD WORLD FD	INF TECH ETF	$4.1M	5847	1.33%	SOLE
19	ISHARES TR	S&P MC 400GR ETF	$3.9M	38938	1.27%	SOLE
20	ISHARES TR	MSCI UK ETF NEW	$3.8M	83335	1.23%	SOLE
21	SPDR INDEX SHS FDS	STATE STREET SPD	$2.9M	107909	0.93%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	26045	0.83%	SOLE
23	MICROSOFT CORP	COM	$2.5M	6683	0.80%	SOLE
24	SPDR SERIES TRUST	BLOOMBERG INTL	$2.4M	78260	0.79%	SOLE
25	SPDR SERIES TRUST	FTSE INT GVT ETF	$2.4M	61279	0.79%	SOLE
26	ISHARES INC	MSCI FRANCE ETF	$2.2M	50734	0.72%	SOLE
27	ISHARES INC	MSCI GERMANY ETF	$2.1M	52180	0.67%	SOLE
28	VANECK ETF TRUST	HIGH YLD MUNIETF	$1.8M	35493	0.58%	SOLE
29	ISHARES INC	MSCI SWITZERLAND	$1.7M	28580	0.55%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3163	0.49%	DFND
31	ISHARES INC	MSCI NETHERL ETF	$1.5M	25360	0.47%	SOLE
32	ISHARES INC	MSCI SPAIN ETF	$1.4M	26619	0.47%	SOLE
33	VANGUARD WORLD FD	FINANCIALS ETF	$1.4M	11941	0.47%	SOLE
34	ISHARES TR	S&P 500 VAL ETF	$1.4M	6770	0.46%	SOLE
35	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.4M	16839	0.45%	SOLE
36	VANGUARD WORLD FD	HEALTH CAR ETF	$1.3M	4812	0.43%	SOLE
37	VANGUARD WORLD FD	COMM SRVC ETF	$1.3M	7018	0.41%	SOLE
38	ISHARES INC	MSCI AUST ETF	$1.3M	45319	0.41%	SOLE
39	VANGUARD WORLD FD	CONSUM DIS ETF	$1.2M	3473	0.41%	SOLE
40	ISHARES INC	MSCI ITALY ETF	$1.2M	23259	0.40%	SOLE
41	ISHARES TR	S&P 500 GRWT ETF	$1.2M	10760	0.40%	SOLE
42	GLACIER BANCORP INC NEW	COM	$1.1M	25010	0.36%	DFND
43	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	24310	0.36%	SOLE
44	VANGUARD WORLD FD	INDUSTRIAL ETF	$1.1M	3410	0.35%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	45958	0.33%	SOLE
46	VANECK ETF TRUST	INTRMDT MUNI ETF	$888K	19128	0.29%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$811K	12657	0.26%	SOLE
48	ISHARES TR	MSCI DENMARK ETF	$777K	7420	0.25%	SOLE
49	ISHARES TR	MSCI EMG MKT ETF	$763K	13431	0.25%	SOLE
50	ISHARES INC	MSCI SWEDEN ETF	$732K	15026	0.24%	SOLE

1–50 of 97

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