First Western Trust Bank

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
215
Total value ($000)
$2,051,272
Net value change ($000)
+70,916 (3.6%)
New positions
20
Sold out positions
10
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 15,973 11.9%
IWR 11,716 11.6%
IWM 11,440 19.4%
EEM 11,427 33.9%
SPY 10,855 13.4%
VEA 9,249 15.5%
RSP 8,645 13.1%
VTI 6,851 15.8%
XLK 5,843 2562.7%
WWD 3,918 18.4%
Top Reduces (Value $000, Stocks/ETFs)
SYK -42,180 -4.3%
HON -4,218 -100.0%
HD -3,821 -60.6%
INTU -1,579 -51.2%
COST -1,446 -13.7%
MCD -1,414 -19.1%
KDP -1,381 -65.8%
ACN -1,241 -44.6%
ABT -1,016 -24.7%
SLB -990 -15.4%
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