First Western Trust Bank Portfolio Holdings

First Western Trust Bank

$2.21 Billion
Q2 2025

First Western Trust Bank has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.21 Billion distributed in 267 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $1.29B, Vanguard Index Fds S&P 500 ETF with a value of $150M, Ishares Russell Mid Cap ETF with a value of $106M, Spdr S&P 500 ETF Trust with a value of $77.6M, and Invesco S&P 500 Equal Weight E with a value of $59.3M.

Examining the 13F form we can see an increase of $134M in the current position value, from $2.07B to 2.21B.

First Western Trust Bank is based out at Denver, CO

Below you can find more details about First Western Trust Bank portfolio as well as his latest detailed transactions.

Portfolio value $2.21 Billion

Healthcare: $1.32 Billion

ETFs: $592 Million

Technology: $96.9 Million

Financial Services: $49.1 Million

Industrials: $45.9 Million

Consumer Cyclical: $32.6 Million

Consumer Defensive: $29 Million

Communication Services: $19.1 Million

Other: $25.5 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$150 Million 6.81% of portfolio	264,651	Q2 2025 Reduced 4.27%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$106 Million 4.8% of portfolio	1,153,332	Q2 2025 Reduced 1.91%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$77.6 Million 3.51% of portfolio	125,516	Q2 2025 Added 2.77%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$59.3 Million 2.69% of portfolio	326,390	Q2 2025 Added 3.85%
IWM Ishares Russell 2000 ETF ETFs	$0	$51.5 Million 2.33% of portfolio	238,581	Q2 2025 Reduced 1.12%
VTI Vanguard Total Stock Market Et ETFs	$0	$41 Million 1.86% of portfolio	134,895	Q2 2025 Reduced 0.02%
VEA Vanguard Ftse Developed Market ETFs	$0	$36 Million 1.63% of portfolio	631,370	Q2 2025 Reduced 2.8%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$12.9 Million 0.59% of portfolio	208,745	Q2 2025 Added 16.07%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$7.89 Million 0.36% of portfolio	90,438	Q2 2025 Added 26.01%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$6.82 Million 0.31% of portfolio	16,068	Q2 2025 Reduced 6.79%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.76 Million 0.31% of portfolio	75,595	Q2 2025 Reduced 1.09%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$3.86 Million 0.17% of portfolio	77,957	Q2 2025 Added 0.37%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$3.76 Million 0.17% of portfolio	59,032	Q2 2025 Reduced 1.13%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.5 Million 0.16% of portfolio	32,045	Q2 2025 Added 0.18%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.32 Million 0.15% of portfolio	5,352	Q2 2025 Reduced 3.5%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$3.22 Million 0.15% of portfolio	9,472	Q2 2025 Reduced 4.6%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$2.86 Million 0.13% of portfolio	25,966	Q1 2025 Reduced 0.63%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.93 Million 0.09% of portfolio	9,953	Q2 2025 Reduced 6.47%
IYW Ishares Dj Us Tech ETF ETFs	$0	$1.16 Million 0.05% of portfolio	6,700	Q1 2022 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$950,000 0.04% of portfolio	10,669	Q1 2025 Reduced 16.5%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$911,000 0.04% of portfolio	12,538	Q1 2025 Reduced 3.86%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$807,000 0.04% of portfolio	5,820	Q2 2025 Reduced 1.29%
DFIV Dimensional ETF Tr ETFs	$0	$835,000 0.04% of portfolio	19,497	Q1 2025 Reduced 15.33%
IVE Ishares S&P 500 Value ETF ETFs	$0	$715,000 0.03% of portfolio	3,662	Q3 2024 Reduced 2.86%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$640,000 0.03% of portfolio	21,924	Q4 2024 Added 300.0%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$597,000 0.03% of portfolio	1,055	Q1 2025 Added 11.17%
JSTC Tidal ETF Tr Adasina Social Ju ETFs	$0	$479,000 0.02% of portfolio	24,224	Q3 2023 New
IWC Russell Micro Cap ETF ETFs	$0	$376,000 0.02% of portfolio	2,947	Q2 2024 Reduced 2.84%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$420,000 0.02% of portfolio	9,953	Q2 2025 Reduced 4.12%
IWN Ishares Russell2000 Val ETF ETFs	$0	$407,000 0.02% of portfolio	2,581	Q1 2025 Reduced 3.3%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$420,000 0.02% of portfolio	3,158	Q2 2025 Reduced 4.45%
VIG Vanguard Dividend Appreciation ETFs	$0	$456,000 0.02% of portfolio	2,507	Q1 2025 Added 3.64%
IWS Ishares Russell Midcap Value E ETFs	$0	$470,000 0.02% of portfolio	3,558	Q1 2025 Reduced 8.84%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$344,000 0.02% of portfolio	624	Q1 2025 Reduced 12.73%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$535,000 0.02% of portfolio	7,994	Q1 2022 New
VTWV Vanguard Russell 2000 Value Et ETFs	$0	$241,000 0.01% of portfolio	1,738	Q4 2023 Reduced 0.17%
MGC Vanguard Mega Cap ETF ETFs	$0	$215,000 0.01% of portfolio	958	Q2 2025 New
GLD Spdr Gold Trust ETFs	$106B	$291,000 0.01% of portfolio	957	Q4 2024 Reduced 4.2%
XLK Technology Sector Spdr ETFs	$0	$263,000 0.01% of portfolio	1,042	Q4 2023 New
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$326,000 0.01% of portfolio	1,142	Q2 2025 Reduced 1.64%
PHO Invesco Exchange Traded Fd Tr ETFs	$0	$279,000 0.01% of portfolio	4,000	Q4 2022 New
IEMG Ishares Inc ETFs	$0	$193,000 0.01% of portfolio	3,614	Q2 2025 New
DVY Ishares Tr ETFs	$0	$281,000 0.01% of portfolio	2,116	Q1 2024 New
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$312,000 0.01% of portfolio	11,304	Q4 2024 Added 200.0%

Summary

Portfolio
No. of Stocks 267
Current Value $2.21 Billion
Prior Value $2.07 Billion
Filing
Period Q2 2025
Filing Date August 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 13 stocks
Additional Purchases 30 stocks
Sold out of 0 stocks
Reduced holdings in 96 stocks

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First Western Trust Bank Portfolio Holdings