First Western Trust Bank
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), First Western Trust Bank reported 205 stock positions worth $2.0 billion. Its top holding was Stryker (SYK) at 50.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.8%) and iShares Russell Mid-Cap ETF (IWR, 5.1%). Compared with Q4 2025, it opened 17 new positions, sold out of 9, added to 57 and reduced 91. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +173%) and the biggest sale Stryker (SYK, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001513189
- Portfolio Value
- $2.0B (Q1 2026)
- SEC Filing
- 0001628280-26-034015 ↗ filed May 12, 2026
Holdings Value
Holdings 205 stocks · $2.0B
| SYK Stryker Corp. | 50.10% | 3,019,453 | $992.2M | Reduce -7.2% |
| VOO Vanguard S&P 500 ETF | 6.81% | 225,569 | $134.8M | Reduce -4.4% |
| IWR iShares Russell Mid-Cap ETF | 5.11% | 1,040,186 | $101.1M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.09% | 124,488 | $81.0M | Add +172.8% |
| RSP Invesco S&P 500 Equal Weight | 3.33% | 343,690 | $66.0M | Add +3.2% |
| VEA Vanguard Ftse Developed ETF | 3.01% | 930,771 | $59.6M | Add +37.9% |
| IWM iShares Russell 2000 ETF | 2.98% | 237,881 | $59.0M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.19% | 135,208 | $43.4M | Add +7099.6% |
| EEM iShares MSCI Emerging Market | 1.70% | 594,143 | $33.7M | Add +48.8% |
| AAPL Apple Inc. | 1.52% | 118,825 | $30.2M | Add +1.5% |
| WWD Woodward Inc. | 1.07% | 59,370 | $21.2M | Reduce -6.2% |
| GOOGL Alphabet Inc. Class A | 0.94% | 64,833 | $18.6M | Reduce -1.5% |
| MSFT Microsoft Corp. | 0.93% | 49,881 | $18.5M | Reduce -3.0% |
| IJH iShares Core S&P Midcap ETF | 0.72% | 210,348 | $14.2M | Add +8.8% |
| JPM JPMorgan Chase & Co. | 0.61% | 40,951 | $12.0M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.53% | 10,595 | $10.6M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.52% | 59,400 | $10.4M | Reduce -0.8% |
| V Visa Inc. Class A | 0.47% | 30,746 | $9.3M | Reduce -1.3% |
| VTWO Vanguard Russell 2000 ETF | 0.47% | 92,356 | $9.3M | Add +6.3% |
| EFA iShares MSCI Eafe ETF | 0.39% | 80,265 | $7.8M | Add +16.6% |
| MCD McDonald's Corp. | 0.37% | 23,825 | $7.4M | Reduce -9.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 41,849 | $6.7M | Reduce -5.9% |
| GILD Gilead Sciences Inc. | 0.34% | 47,668 | $6.6M | Reduce -1.8% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.32% | 125,160 | $6.4M | Add +0.0% |
| HD Home Depot Inc. | 0.32% | 19,163 | $6.3M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.30% | 30,916 | $6.0M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.30% | 13,898 | $5.9M | Reduce -1.5% |
| ORCL Oracle Corp. | 0.26% | 34,786 | $5.1M | Reduce -7.3% |
| ECL Ecolab Inc. | 0.25% | 18,520 | $4.9M | Reduce -1.7% |
| MAR Marriott International Class A | 0.23% | 14,195 | $4.6M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.23% | 6,924 | $4.5M | Add +66.7% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 8,867 | $4.4M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.22% | 17,664 | $4.3M | Reduce -10.2% |
| HON Honeywell International Inc. | 0.21% | 18,660 | $4.2M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.21% | 40,142 | $4.1M | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 75,749 | $4.1M | Add +903.6% |
| DHR Danaher Corp. | 0.19% | 20,353 | $3.9M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.19% | 13,267 | $3.8M | Reduce -2.6% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 30,391 | $3.8M | Add +0.4% |
| LHX L3HARRIS Technologies Inc. | 0.19% | 10,858 | $3.7M | Reduce -1.1% |
| BLK BlackRock Inc. | 0.19% | 3,870 | $3.7M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.19% | 17,607 | $3.7M | Reduce -1.4% |
| DFAS Dimensional US Small Cap ETF | 0.18% | 49,052 | $3.5M | Reduce -5.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 7,174 | $3.4M | Reduce -1.3% |
| ICE Intercontinental Exchange Inc. | 0.17% | 21,031 | $3.3M | Reduce -2.7% |
| SPGI S&P Global Inc. | 0.16% | 7,633 | $3.2M | Reduce -1.2% |
| NEE Nextera Energy Inc. | 0.16% | 33,776 | $3.1M | Add +1.0% |
| INTU Intuit Inc. | 0.16% | 7,136 | $3.1M | Reduce -6.6% |
| ACN Accenture PLC Class A | 0.14% | 14,041 | $2.8M | Add +3.3% |
| WMT Walmart Inc. | 0.14% | 21,685 | $2.7M | Add +0.5% |
| PEP Pepsico Inc. | 0.14% | 17,268 | $2.7M | Reduce -4.0% |
| KO The Coca-Cola Co. | 0.14% | 35,206 | $2.7M | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 9,369 | $2.7M | Reduce -2.4% |
| AMT American Tower Corp. | 0.13% | 14,630 | $2.5M | Add +0.8% |
| MYFW First Western Financial Inc. | 0.12% | 98,231 | $2.4M | Add +7.4% |
| IWB iShares Russell 1000 ETF | 0.12% | 6,719 | $2.4M | Reduce -28.0% |
| EMR Emerson Electric Co. | 0.12% | 17,507 | $2.3M | Reduce -10.3% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 19,957 | $2.3M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.11% | 15,204 | $2.2M | Reduce -0.9% |
| KNX Knight-Swift Transportation | 0.11% | 37,460 | $2.2M | Reduce -6.8% |
| RTX RTX Corp. | 0.11% | 11,038 | $2.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 22,047 | $2.1M | Add +1.6% |
| KDP Keurig Dr Pepper Inc. | 0.11% | 79,773 | $2.1M | Add +24.2% |
| GEV GE Vernova Inc. | 0.10% | 2,298 | $2.0M | Reduce -2.6% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 32,614 | $2.0M | Add +0.0% |
| FTV Fortive Corp. | 0.09% | 31,146 | $1.7M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.09% | 10,085 | $1.7M | Add +4.2% |
| IWD iShares Russell 1000 Value E | 0.09% | 7,976 | $1.7M | Add +5.0% |
| LMT Lockheed Martin Corp. | 0.08% | 2,765 | $1.7M | Add +7.0% |
| AXP American Express Co. | 0.08% | 5,479 | $1.7M | Reduce -9.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 2 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.07% | 6,204 | $1.3M | Reduce -0.1% |
| VENU HLDG CORP | 0.07% | 400,120 | $1.3M | New |
| AVGO Broadcom Inc. | 0.06% | 4,150 | $1.3M | Reduce -0.5% |
| JNK SS SPDR BB High Yield Bond | 0.06% | 12,843 | $1.2M | Add +0.2% |
| LWLG Lightwave Logic Inc. | 0.06% | 173,598 | $1.2M | Reduce -25.7% |
| IYW iShares Ustechnology ETF | 0.06% | 6,700 | $1.2M | No change |
| PGR Progressive Corp. | 0.06% | 6,102 | $1.2M | Reduce -0.6% |
| APD Air Products & Chemicals Inc. | 0.06% | 4,096 | $1.2M | Add +8.9% |
| XEL Xcel Energy Inc. | 0.06% | 14,882 | $1.2M | Add +1.2% |
| ZBH Zimmer Biomet Holdings Inc. | 0.06% | 12,647 | $1.1M | Reduce -0.0% |
| PM Philip Morris International | 0.06% | 6,667 | $1.1M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.05% | 1,179 | $1.1M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 0.05% | 2,136 | $1.1M | Reduce -0.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.05% | 13,738 | $986K | Add +1.9% |
| ETN Eaton Corp. PLC | 0.05% | 2,721 | $973K | Reduce -4.5% |
| ADBE Adobe Inc. | 0.05% | 3,995 | $971K | Add +2.4% |
| CVX Chevron Corp. | 0.04% | 4,212 | $871K | Add +6.3% |
| AZO AutoZone Inc. | 0.04% | 256 | $865K | Add +184.4% |
| CSCO Cisco Systems Inc. | 0.04% | 10,543 | $818K | Add +9.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 3,266 | $792K | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.04% | 6,581 | $792K | Add +3.3% |
| EIX Edison International | 0.04% | 10,623 | $777K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 1,323 | $757K | Reduce -2.2% |
| CI The Cigna Group | 0.04% | 2,807 | $749K | Add +0.0% |
| PFE Pfizer Inc. | 0.04% | 25,835 | $725K | Add +3.3% |
| MMM 3M Co. | 0.04% | 4,975 | $723K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.04% | 1,000 | $708K | No change |
| PH Parker Hannifin Corp. | 0.04% | 790 | $707K | No change |
| ADI Analog Devices Inc. | 0.04% | 2,212 | $704K | Add +4.3% |
Portfolio Sells Q4 2025 → Q1 2026
| SYK Stryker Corp. | Reduce -7.2% | 50.10% | −6.11 |
| VOO Vanguard S&P 500 ETF | Reduce -4.4% | 6.81% | −0.47 |
| MSFT Microsoft Corp. | Reduce -3.0% | 0.93% | −0.29 |
| VENU Venu Holding Corp. | Sold out | 0.00% | −0.17 |
| ROP Roper Technologies Inc. | Reduce -83.3% | 0.02% | −0.15 |
| ORCL Oracle Corp. | Reduce -7.3% | 0.26% | −0.10 |
| INTU Intuit Inc. | Reduce -6.6% | 0.16% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 0.94% | −0.07 |
| V Visa Inc. Class A | Reduce -1.3% | 0.47% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 0.61% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -28.0% | 0.12% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.5% | 0.21% | −0.04 |
| SPGI S&P Global Inc. | Reduce -1.2% | 0.16% | −0.03 |
| DHR Danaher Corp. | Reduce -0.1% | 0.19% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.22% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -1.5% | 0.30% | −0.03 |
| AXP American Express Co. | Reduce -9.6% | 0.08% | −0.03 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.52% | −0.03 |
| MCD McDonald's Corp. | Reduce -9.6% | 0.37% | −0.02 |
| MYI BlackRock Muniyield QLTY III | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -45.8% | 0.02% | −0.02 |
| ZTEN F/M 10-Year Inv G Corp. B ETF | Sold out | 0.00% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 0.19% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 0.19% | −0.02 |
| BLK BlackRock Inc. | Reduce -0.7% | 0.19% | −0.02 |
| XLK SS Technology Select Sector | Reduce -53.6% | 0.01% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -14.1% | 0.03% | −0.01 |
| EMR Emerson Electric Co. | Reduce -10.3% | 0.12% | −0.01 |
| GE General Electric | Reduce -2.4% | 0.13% | −0.01 |
| RBIL US Treasury Ultra Short Tips | Sold out | 0.00% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.01 |
| MS Morgan Stanley | Sold out | 0.00% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -3.0% | 0.05% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -2.3% | 0.03% | −0.01 |
| HD Home Depot Inc. | Reduce -1.0% | 0.32% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.7% | 0.04% | −0.01 |
| PHO Invesco Water Resources ETF | Reduce -30.3% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -24.9% | 0.01% | −0.01 |
| DFIV Dimensional International Va | Reduce -27.4% | 0.03% | −0.01 |
| PGR Progressive Corp. | Reduce -0.6% | 0.06% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.03% | −0.01 |
| AVGO Broadcom Inc. | Reduce -0.5% | 0.06% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.05% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 0.17% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -1.2% | 0.03% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -16.6% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +172.8% | 4.09% | +2.56 |
| VTI VG Morningstar TS MKT ETF-US | Add +7099.6% | 2.19% | +2.16 |
| VEA Vanguard Ftse Developed ETF | Add +37.9% | 3.01% | +0.94 |
| EEM iShares MSCI Emerging Market | Add +48.8% | 1.70% | +0.63 |
| RSP Invesco S&P 500 Equal Weight | Add +3.2% | 3.33% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +903.6% | 0.21% | +0.19 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 2.98% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +8.8% | 0.72% | +0.09 |
| SLB SLB Ltd. | Add +0.0% | 0.32% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +66.7% | 0.23% | +0.09 |
| EFA iShares MSCI Eafe ETF | Add +16.6% | 0.39% | +0.07 |
| VENU HLDG CORP | New | 0.07% | +0.07 |
| VTWO Vanguard Russell 2000 ETF | Add +6.3% | 0.47% | +0.04 |
| XOM Exxon Mobil Corp. | Add +4.2% | 0.09% | +0.03 |
| AZO AutoZone Inc. | Add +184.4% | 0.04% | +0.03 |
| NEE Nextera Energy Inc. | Add +1.0% | 0.16% | +0.03 |
| IBHL iShares Ibonds 2032 HY Inc. | New | 0.02% | +0.02 |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | New | 0.02% | +0.02 |
| IBHI iShares Ibonds 2029 TM HY Inc. | New | 0.02% | +0.02 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 0.02% | +0.02 |
| IBHK ISHARESIBOND2031HIGHYLDINC | New | 0.02% | +0.02 |
| JSTC Adasina Social Justice GLB | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +7.0% | 0.08% | +0.02 |
| AMLP Alerian MLP ETF | New | 0.02% | +0.02 |
| DHY UBS Asset Management High Yi | Add +400.0% | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +0.5% | 0.14% | +0.02 |
| KDP Keurig Dr Pepper Inc. | Add +24.2% | 0.11% | +0.02 |
| SNDK Sandisk Corp. | New | 0.02% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +8.9% | 0.06% | +0.01 |
| CVX Chevron Corp. | Add +6.3% | 0.04% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.0% | 0.10% | +0.01 |
| LOW Lowe's Cos Inc. | New | 0.01% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 0.19% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| PSX Phillips 66 | New | 0.01% | +0.01 |
| SCHH Schwab US REIT ETF | New | 0.01% | +0.01 |
| KR Kroger Co. | New | 0.01% | +0.01 |
| TRGP Targa Resources Corp. | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.01% | +0.01 |
| OKE Oneok Inc. | Add +64.7% | 0.02% | +0.01 |
| DUK Duke Energy Corp. | Add +31.0% | 0.02% | +0.01 |
| AMAT Applied Materials Inc. | Add +13.5% | 0.02% | +0.01 |
| INTC Intel Corp. | Add +6.2% | 0.03% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +5.0% | 0.09% | +0.01 |
| ADI Analog Devices Inc. | Add +4.3% | 0.04% | +0.01 |
| MRK Merck & Co. Inc. | Add +3.3% | 0.04% | +0.01 |
| XEL Xcel Energy Inc. | Add +1.2% | 0.06% | +0.01 |
| PFE Pfizer Inc. | Add +3.3% | 0.04% | +0.01 |
| COP Conocophillips | Add +0.8% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 215 | $2.1B | SYK, VOO, IWR, SPY, RSP |
| Q1 2026 | 205 | $2.0B | SYK, VOO, IWR, SPY, RSP |
| Q4 2025 | 197 | $2.0B | SYK, VOO, IWR, RSP, IWM |
| Q3 2025 | 191 | $2.2B | SYK, VOO, IWR, SPY, RSP |
| Q2 2025 | 194 | $2.2B | SYK, VOO, IWR, SPY, RSP |
| Q1 2025 | 189 | $2.1B | SYK, VOO, IWR, SPY, RSP |
| Q4 2024 | 196 | $2.2B | SYK, VOO, IWR, SPY, IWM |
| Q3 2024 | 204 | $2.2B | SYK, VOO, IWR, SPY, IWM |
| Q2 2024 | 197 | $2.1B | SYK, VOO, IWR, SPY, IWM |
| Q1 2024 | 209 | $2.2B | SYK, VOO, IWR, SPY, IWM |