First Western Trust Bank holds a concentrated book of 215 stocks worth $2.1B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened SS Industrial Select Sector and trimmed Stryker Corp. Their largest long position is Stryker Corp at 46% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as First Western Trust Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $3.8B |
| Lido Advisors, LLC | 79 / 80 | $11.3B |
| IFP Advisors, Inc | 79 / 80 | $1.3B |
| MORGAN STANLEY | 78 / 80 | $613.3B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $184.4B |
| NewEdge Advisors, LLC | 78 / 80 | $10.7B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $435.8B |
| ROYAL BANK OF CANADA | 77 / 80 | $177.3B |
Ranked by the share of each fund's own book sitting in the names it shares with First Western Trust Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stryker Corporation Common Stock | $950.0M | 3.02M | 46.3% | ▼−0.1% Reduced · −2K sh | |
| 2 | Vanguard S&P 500 Exchange Traded Fund | $150.8M | 219.5K | 7.3% | ▼−2.7% Reduced · −6K sh | |
| 3 | iShares Russell Mid Cap Exchange Traded Fund | $112.9M | 1.02M | 5.5% | ▼−1.6% Reduced · −17K sh | |
| 4 | SPDR S&P 500 Exchange Traded Fund | $91.8M | 122.9K | 4.5% | ▼−1.2% Reduced · −2K sh | |
| 5 | Invesco S&P 500 Equal Weight Exchange Traded Fund | $74.6M | 350.6K | 3.6% | ▲+2.0% Added · +7K sh | |
| 6 | iShares Russell 2000 Exchange Traded Fund | $70.4M | 234.4K | 3.4% | ▼−1.4% Reduced · −3K sh | |
| 7 | Vanguard FTSE Developed Markets Exchange Traded Fund | $68.9M | 966.9K | 3.4% | ▲+3.9% Added · +36K sh | |
| 8 | Vanguard Index FDS Exchange Traded Fund | $50.2M | 135.7K | 2.4% | ▲+0.4% Added · +526 sh | |
| 9 | Ishares TR Exchange Traded Fund | $45.2M | 660.2K | 2.2% | ▲+11% Added · +66K sh | |
| 10 | Apple Inc Common Stock | $33.8M | 116.8K | 1.6% | ▼−1.7% Reduced · −2K sh | |
| 11 | Woodward Inc Common Stock | $25.2M | 59.2K | 1.2% | ▼−0.3% Reduced · −212 sh | |
| 12 | Alphabet Inc Common Stock | $20.7M | 57.9K | 1.0% | ▼−11% Reduced · −7K sh | |
| 13 | Microsoft Corp Common Stock | $17.6M | 47.1K | 0.9% | ▼−5.7% Reduced · −3K sh | |
| 14 | Ishares TR Exchange Traded Fund | $15.5M | 200.8K | 0.8% | ▼−4.5% Reduced · −10K sh | |
| 15 | JPMorgan Chase & Co. Common Stock | $12.7M | 38.9K | 0.6% | ▼−5.0% Reduced · −2K sh | |
| 16 | Nvidia Corporation Common Stock | $11.1M | 55.5K | 0.5% | ▼−6.5% Reduced · −4K sh | |
| 17 | Vanguard Russell 2000 Exchange Traded Fund | $11.0M | 90.9K | 0.5% | ▼−1.6% Reduced · −2K sh | |
| 18 | Visa Inc Common Stock | $9.9M | 28.9K | 0.5% | ▼−6.0% Reduced · −2K sh | |
| 19 | Costco WHSL Corp New Common Stock | $9.1M | 9.7K | 0.4% | ▼−8.1% Reduced · −855 sh | |
| 20 | Texas Instrs Inc Common Stock | $8.6M | 28.9K | 0.4% | ▼−6.4% Reduced · −2K sh | |
| 21 | iShares MSCI EAFE Exchange Traded Fund | $7.9M | 75.9K | 0.4% | ▼−5.4% Reduced · −4K sh | |
| 22 | iShares Russell 1000 Growth Exchange Traded Fund | $6.8M | 54.4K | 0.3% | ▲+291% Added · +40K sh | |
| 23 | Select Sector SPDR TR Common Stock | $6.1M | 31.9K | 0.3% | ▲19× Added · +30K sh | |
| 24 | McDonalds Corp Common Stock | $6.0M | 22.2K | 0.3% | ▼−7.0% Reduced · −2K sh | |
| 25 | TJX Cos Inc New Common Stock | $5.8M | 38.3K | 0.3% | ▼−8.4% Reduced · −4K sh | |
| 26 | Gilead Sciences Inc Common Stock | $5.7M | 44.9K | 0.3% | ▼−5.7% Reduced · −3K sh | |
| 27 | Schlumberger Ltd Common Stock | $5.4M | 117.1K | 0.3% | ▼−6.5% Reduced · −8K sh | |
| 28 | Ishares TR Exchange Traded Fund | $5.2M | 6.9K | 0.3% | ▼−0.1% Reduced · −5 sh | |
| 29 | Marriott Intl Inc New Common Stock | $5.0M | 13.4K | 0.2% | ▼−5.7% Reduced · −809 sh | |
| 30 | Vanguard Intl Equity Index FDS Exchange Traded Fund | $4.9M | 82.2K | 0.2% | ▲+8.6% Added · +6K sh | |
| 31 | Ecolab Inc Common Stock | $4.8M | 17.2K | 0.2% | ▼−7.1% Reduced · −1K sh | |
| 32 | Ishares TR Exchange Traded Fund | $4.4M | 29.7K | 0.2% | ▼−2.2% Reduced · −679 sh | |
| 33 | Oracle Corp Common Stock | $4.4M | 29.9K | 0.2% | ▼−14% Reduced · −5K sh | |
| 34 | Johnson & Johnson Common Stock | $4.1M | 16.1K | 0.2% | ▼−8.6% Reduced · −2K sh | |
| 35 | Thermo Fisher Scientific Inc Common Stock | $4.0M | 8.0K | 0.2% | ▼−9.5% Reduced · −839 sh | |
| 36 | Amazon Com Inc Common Stock | $4.0M | 16.8K | 0.2% | ▼−4.5% Reduced · −790 sh | |
| 37 | Alphabet Inc Common Stock | $3.9M | 11.1K | 0.2% | ▼−16% Reduced · −2K sh | |
| 38 | Select Sector SPDR TR Common Stock | $3.9M | 21.0K | 0.2% | ▲New New position | |
| 39 | Ge Aerospace Common Stock | $3.6M | 9.6K | 0.2% | ▲+2.3% Added · +212 sh | |
| 40 | Berkshire Hathaway Inc Del Common Stock | $3.6M | 7.1K | 0.2% | ▼−0.5% Reduced · −36 sh | |
| 41 | Ishares TR Exchange Traded Fund | $3.5M | 8.5K | 0.2% | ▲+26% Added · +2K sh | |
| 42 | Dimensional US Small Cap ETF Exchange Traded Fund | $3.4M | 41.7K | 0.2% | ▼−15% Reduced · −7K sh | |
| 43 | Danaher Corporation Common Stock | $3.4M | 17.8K | 0.2% | ▼−12% Reduced · −3K sh | |
| 44 | BlackRock Inc Common Stock | $3.3M | 3.5K | 0.2% | ▼−11% Reduced · −409 sh | |
| 45 | Abbott Labs Common Stock | $3.1M | 34.2K | 0.2% | ▼−15% Reduced · −6K sh | |
| 46 | L3harris Technologies Inc Common Stock | $3.0M | 10.3K | 0.1% | ▼−5.0% Reduced · −546 sh | |
| 47 | First Westn Finl Inc Common Stock | $3.0M | 92.2K | 0.1% | ▼−6.1% Reduced · −6K sh | |
| 48 | Coca Cola Co Common Stock | $2.8M | 34.6K | 0.1% | ▼−1.8% Reduced · −637 sh | |
| 49 | S&P Global Inc Common Stock | $2.8M | 6.8K | 0.1% | ▼−10% Reduced · −789 sh | |
| 50 | Ishares TR Exchange Traded Fund | $2.7M | 20.0K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1513189/holdings"
Use Arkolith to show First Western Trust Bank's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 290 | $2.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 280 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 269 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 262 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 267 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 262 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 271 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 279 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 269 | $2.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 282 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 273 | $2.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 240 | $1.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 259 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 264 | $1.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 264 | $1.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 248 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 284 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 279 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.