First Western Trust Bank

Q1 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$1,980,356
Net value change ($000)
-53,703 (-2.6%)
New positions
17
Sold out positions
9
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 49,846 160.2%
VTI 42,746 6785.1%
VEA 17,487 41.5%
EEM 11,902 54.5%
VWO 3,688 908.4%
RSP 2,160 3.4%
WWD 2,117 11.1%
IVV 1,678 59.0%
SLB 1,629 33.9%
IJH 1,444 11.3%
Top Reduces (Value $000, Stocks/ETFs)
SYK -151,248 -13.2%
VOO -13,240 -8.9%
MSFT -6,413 -25.8%
VENU -3,369 -100.0%
ROP -3,012 -86.7%
ORCL -2,195 -30.0%
INTU -1,974 -39.0%
GOOGL -1,955 -9.5%
IWR -1,802 -1.8%
AAPL -1,678 -5.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type