First Western Trust Bank

CIK 1513189 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.0B
every reported holding for this filer and quarter, including ones with no disclosed value: 280
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 17
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 9

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: Common Stock · position key `pos:15220` · issuer key `iss:1725`	TRIM	−$151M	−233,769	$1.1B	$992M	3,253,222	3,019,453
—	share class as filed: Exchange Traded Fund · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	TRIM	−$13.2M	−10,473	$148M	$135M	236,042	225,569
—	share class as filed: Exchange Traded Fund · position key `pos:16063` · issuer key `iss:1012`	TRIM	−$1.8M	−29,092	$103M	$101M	1,069,278	1,040,186
—	share class as filed: Exchange Traded Fund · position key `pos:11570` · issuer key `iss:1599`	ADD	+$49.8M	+78,861	$31.1M	$81.0M	45,627	124,488
—	share class as filed: Exchange Traded Fund · position key `pos:15152` · issuer key `iss:1000`	ADD	+$2.2M	+10,629	$63.8M	$66.0M	333,061	343,690
—	share class as filed: Exchange Traded Fund · position key `pos:17409` · issuer key `iss:2478`	ADD	+$17.5M	+255,940	$42.2M	$59.6M	674,831	930,771
—	share class as filed: Exchange Traded Fund · position key `pos:15702` · issuer key `iss:1012`	ADD	+$663K	+914	$58.3M	$59.0M	236,967	237,881
—	share class as filed: Exchange Traded Fund · position key `pos:12944` · issuer key `iss:2483`	ADD	+$42.7M	+133,330	$630K	$43.4M	1,878	135,208
—	share class as filed: Exchange Traded Fund · position key `pos:13160` · issuer key `iss:1012`	ADD	+$11.9M	+194,958	$21.8M	$33.7M	399,185	594,143
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:13215` · issuer key `iss:144`	ADD	−$1.7M	+1,726	$31.8M	$30.2M	117,099	118,825
—	share class as filed: Common Stock · position key `pos:14514` · issuer key `iss:1987`	TRIM	+$2.1M	−3,916	$19.1M	$21.2M	63,286	59,370
—	share class as filed: Common Stock · position key `pos:15142` · issuer key `iss:89`	TRIM	−$2.0M	−975	$20.6M	$18.6M	65,808	64,833
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$6.4M	−1,559	$24.9M	$18.5M	51,440	49,881
—	share class as filed: Exchange Traded Fund · position key `pos:16868` · issuer key `iss:1012`	ADD	+$1.4M	+16,996	$12.8M	$14.2M	193,352	210,348
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$1.5M	−959	$13.5M	$12.0M	41,910	40,951
—	share class as filed: Common Stock · position key `pos:12030` · issuer key `iss:525`	TRIM	+$1.3M	−178	$9.3M	$10.6M	10,773	10,595
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$809K	−484	$11.2M	$10.4M	59,884	59,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:12848` · issuer key `iss:1921`	TRIM	−$1.6M	−412	$10.9M	$9.3M	31,158	30,746
—	share class as filed: Exchange Traded Fund · position key `sid:sec:prov:bce024cedb5a73e1c516a1c8a9f328d6` · issuer key `iss:2482`	ADD	+$603K	+5,453	$8.6M	$9.3M	86,903	92,356
—	share class as filed: Exchange Traded Fund · position key `pos:14648` · issuer key `iss:1012`	ADD	+$1.2M	+11,454	$6.6M	$7.8M	68,811	80,265
—	share class as filed: Common Stock · position key `pos:16096` · issuer key `iss:1206`	TRIM	−$647K	−2,518	$8.1M	$7.4M	26,343	23,825
—	share class as filed: Common Stock · position key `pos:17899` · issuer key `iss:1745`	TRIM	−$149K	−2,628	$6.8M	$6.7M	44,477	41,849
—	share class as filed: Common Stock · position key `pos:10600` · issuer key `iss:821`	TRIM	+$689K	−848	$6.0M	$6.6M	48,516	47,668
—	share class as filed: Common Stock · position key `pos:12367` · issuer key `iss:1627`	ADD	+$1.6M	+20	$4.8M	$6.4M	125,140	125,160
—	share class as filed: Common Stock · position key `pos:10715` · issuer key `iss:916`	TRIM	−$360K	−199	$6.7M	$6.3M	19,362	19,163
—	share class as filed: Common Stock · position key `pos:16841` · issuer key `iss:1791`	TRIM	+$613K	−144	$5.4M	$6.0M	31,060	30,916
—	share class as filed: Exchange Traded Fund · position key `pos:11528` · issuer key `iss:1012`	TRIM	−$754K	−216	$6.7M	$5.9M	14,114	13,898
—	share class as filed: Common Stock · position key `pos:16072` · issuer key `iss:1370`	TRIM	−$2.2M	−2,729	$7.3M	$5.1M	37,515	34,786
—	share class as filed: Common Stock · position key `pos:16716` · issuer key `iss:633`	TRIM	−$20.5K	−325	$4.9M	$4.9M	18,845	18,520
—	share class as filed: Common Stock · position key `pos:13801` · issuer key `iss:1188`	TRIM	+$188K	−165	$4.5M	$4.6M	14,360	14,195
—	share class as filed: Exchange Traded Fund · position key `pos:10307` · issuer key `iss:1012`	ADD	+$1.7M	+2,771	$2.8M	$4.5M	4,153	6,924
—	share class as filed: Common Stock · position key `pos:15125` · issuer key `iss:1798`	TRIM	−$797K	−30	$5.2M	$4.4M	8,897	8,867
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:13599` · issuer key `iss:1035`	TRIM	+$247K	−2,007	$4.1M	$4.3M	19,671	17,664
—	share class as filed: Common Stock · position key `pos:13876` · issuer key `iss:917`	TRIM	+$555K	−115	$3.7M	$4.2M	18,775	18,660
—	share class as filed: Common Stock · position key `pos:12366` · issuer key `iss:22`	TRIM	−$986K	−620	$5.1M	$4.1M	40,762	40,142
—	share class as filed: Exchange Traded Fund · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	ADD	+$3.7M	+68,201	$406K	$4.1M	7,548	75,749
—	share class as filed: Common Stock · position key `pos:15144` · issuer key `iss:556`	TRIM	−$803K	−14	$4.7M	$3.9M	20,367	20,353
—	share class as filed: Common Stock · position key `pos:17821` · issuer key `iss:89`	TRIM	−$467K	−349	$4.3M	$3.8M	13,616	13,267
—	share class as filed: Exchange Traded Fund · position key `pos:14033` · issuer key `iss:1012`	ADD	+$140K	+120	$3.6M	$3.8M	30,271	30,391
—	share class as filed: Common Stock · position key `pos:10743` · issuer key `iss:1088`	TRIM	+$524K	−124	$3.2M	$3.7M	10,982	10,858
—	share class as filed: Common Stock · position key `pos:11610` · issuer key `iss:287`	TRIM	−$451K	−29	$4.2M	$3.7M	3,899	3,870
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:14175` · issuer key `iss:95`	TRIM	−$454K	−246	$4.1M	$3.7M	17,853	17,607
—	share class as filed: Exchange Traded Fund · position key `sid:sec:prov:a67f063c13533191f28af8d0cb5c52cc` · issuer key `cusip6:25434V`	TRIM	−$132K	−2,923	$3.6M	$3.5M	51,975	49,052
—	share class as filed: Common Stock · position key `pos:11205` · issuer key `iss:255`	TRIM	−$214K	−92	$3.7M	$3.4M	7,266	7,174
—	share class as filed: Common Stock · position key `pos:16825` · issuer key `iss:987`	TRIM	−$193K	−587	$3.5M	$3.3M	21,618	21,031
—	share class as filed: Common Stock · position key `pos:15495` · issuer key `iss:1590`	TRIM	−$791K	−93	$4.0M	$3.2M	7,726	7,633
—	share class as filed: Common Stock · position key `pos:10718` · issuer key `iss:1311`	ADD	+$452K	+326	$2.7M	$3.1M	33,450	33,776
—	share class as filed: Common Stock · position key `pos:13832` · issuer key `iss:996`	TRIM	−$2.0M	−501	$5.1M	$3.1M	7,637	7,136
—	share class as filed: Common Stock · position key `pos:17429` · issuer key `iss:2052`	ADD	−$863K	+446	$3.6M	$2.8M	13,595	14,041
—	share class as filed: Common Stock · position key `pos:13490` · issuer key `iss:1939`	ADD	+$291K	+106	$2.4M	$2.7M	21,579	21,685
—	share class as filed: Common Stock · position key `pos:13833` · issuer key `iss:1435`	TRIM	+$100K	−718	$2.6M	$2.7M	17,986	17,268
—	share class as filed: Common Stock · position key `pos:10493` · issuer key `iss:471`	TRIM	+$201K	−215	$2.5M	$2.7M	35,421	35,206
—	share class as filed: Common Stock · position key `pos:12492` · issuer key `iss:810`	TRIM	−$299K	−233	$3.0M	$2.7M	9,602	9,369
—	share class as filed: Common Stock · position key `pos:14039` · issuer key `iss:112`	ADD	−$22.0K	+124	$2.5M	$2.5M	14,506	14,630
—	share class as filed: Common Stock · position key `sid:sec:prov:75e9dc8b23a15dbbd0901ce8bfc04d5b` · issuer key `cusip6:33751L`	ADD	−$38.0K	+6,752	$2.5M	$2.4M	91,479	98,231
—	share class as filed: Exchange Traded Fund · position key `pos:12858` · issuer key `iss:1012`	TRIM	−$1.1M	−2,610	$3.5M	$2.4M	9,329	6,719
—	share class as filed: Common Stock · position key `pos:16185` · issuer key `iss:647`	TRIM	−$295K	−2,000	$2.6M	$2.3M	19,507	17,507
—	share class as filed: Exchange Traded Fund · position key `pos:13746` · issuer key `iss:1012`	ADD	−$194K	+71	$2.5M	$2.3M	19,886	19,957
—	share class as filed: Common Stock · position key `pos:14992` · issuer key `iss:1485`	TRIM	−$3.3K	−143	$2.2M	$2.2M	15,347	15,204
—	share class as filed: Common Stock · position key `pos:15053` · issuer key `iss:1066`	TRIM	+$56.5K	−2,717	$2.1M	$2.2M	40,177	37,460
—	share class as filed: Common Stock · position key `pos:17095` · issuer key `iss:588`	ADD	−$343K	+351	$2.5M	$2.1M	21,696	22,047
—	share class as filed: Common Stock · position key `pos:18077` · issuer key `iss:1053`	ADD	+$301K	+15,536	$1.8M	$2.1M	64,237	79,773
—	share class as filed: Common Stock · position key `pos:17386` · issuer key `iss:806`	TRIM	+$464K	−61	$1.5M	$2.0M	2,359	2,298
—	share class as filed: Common Stock · position key `pos:15008` · issuer key `iss:318`	ADD	+$219K	+10	$1.8M	$2.0M	32,604	32,614
—	share class as filed: Common Stock · position key `pos:17687` · issuer key `iss:765`	TRIM	−$13.3K	−280	$1.7M	$1.7M	31,426	31,146
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:14552` · issuer key `iss:711`	ADD	+$546K	+404	$1.2M	$1.7M	9,681	10,085
—	share class as filed: Exchange Traded Fund · position key `pos:17700` · issuer key `iss:1012`	ADD	+$106K	+380	$1.6M	$1.7M	7,596	7,976
—	share class as filed: Common Stock · position key `pos:17173` · issuer key `iss:1138`	ADD	+$422K	+182	$1.2M	$1.7M	2,583	2,765
—	share class as filed: Common Stock · position key `pos:11849` · issuer key `iss:104`	TRIM	−$585K	−581	$2.2M	$1.7M	6,060	5,479
—	share class as filed: Common Stock · position key `pos:15499` · issuer key `iss:23`	TRIM	−$69.2K	−4	$1.4M	$1.3M	6,208	6,204
—	share class as filed: Common Stock · position key `cusip:92333E108` · issuer key `cusip6:92333E`	NEW	+$1.3M	+400,120	$0	$1.3M	—	400,120
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:12827` · issuer key `iss:323`	TRIM	−$159K	−22	$1.4M	$1.3M	4,172	4,150
—	share class as filed: Fixed Income ETF · position key `sid:sec:prov:688b5ee5e157c93991dc1de13e74159c` · issuer key `iss:2452`	ADD	−$16.9K	+23	$1.2M	$1.2M	12,820	12,843
—	share class as filed: Common Stock · position key `sid:sec:prov:34d8ba363fe83892959c66be32a3f7d1` · issuer key `cusip6:532275`	TRIM	+$464K	−60,000	$757K	$1.2M	233,598	173,598
—	share class as filed: Common Stock · position key `pos:11683` · issuer key `iss:1491`	TRIM	−$189K	−39	$1.4M	$1.2M	6,141	6,102
—	share class as filed: Common Stock · position key `pos:16525` · issuer key `iss:58`	ADD	+$261K	+335	$929K	$1.2M	3,761	4,096
—	share class as filed: Common Stock · position key `pos:13598` · issuer key `iss:1994`	ADD	+$96.1K	+177	$1.1M	$1.2M	14,705	14,882
—	share class as filed: Common Stock · position key `pos:12417` · issuer key `iss:2008`	TRIM	+$6.1K	−2	$1.1M	$1.1M	12,649	12,647
—	share class as filed: Common Stock · position key `pos:15198` · issuer key `iss:1445`	TRIM	+$7.0K	−162	$1.1M	$1.1M	6,829	6,667
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:15863` · issuer key `iss:1123`	TRIM	−$221K	−36	$1.3M	$1.1M	1,215	1,179
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:14206` · issuer key `iss:1193`	TRIM	−$153K	−1	$1.2M	$1.1M	2,137	2,136
—	share class as filed: Common Stock · position key `pos:17628` · issuer key `iss:1100`	ADD	−$426K	+258	$1.4M	$986K	13,480	13,738
—	share class as filed: Common Stock · position key `pos:17839` · issuer key `iss:2093`	TRIM	+$65.8K	−128	$907K	$973K	2,849	2,721
—	share class as filed: Common Stock · position key `pos:17290` · issuer key `iss:39`	ADD	−$395K	+92	$1.4M	$971K	3,903	3,995
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:11717` · issuer key `iss:440`	ADD	+$268K	+251	$604K	$871K	3,961	4,212
—	share class as filed: Common Stock · position key `pos:14497` · issuer key `iss:197`	ADD	+$559K	+166	$305K	$865K	90	256
—	share class as filed: Common Stock · position key `pos:11944` · issuer key `iss:454`	ADD	+$75.6K	+905	$742K	$818K	9,638	10,543
—	share class as filed: Common Stock · position key `pos:10136` · issuer key `iss:990`	TRIM	−$193K	−57	$984K	$792K	3,323	3,266
—	share class as filed: Common Stock · position key `pos:17751` · issuer key `iss:1214`	ADD	+$121K	+208	$671K	$792K	6,373	6,581
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:11390` · issuer key `iss:720`	TRIM	−$136K	−30	$893K	$757K	1,353	1,323
—	share class as filed: Common Stock · position key `pos:15492` · issuer key `iss:355`	ADD	−$23.5K	+1	$772K	$749K	2,806	2,807
—	share class as filed: Common Stock · position key `pos:10790` · issuer key `iss:1444`	ADD	+$103K	+822	$623K	$725K	25,013	25,835
—	share class as filed: Common Stock · position key `pos:10856` · issuer key `iss:1801`	TRIM	−$74.6K	−4	$797K	$723K	4,979	4,975
—	share class as filed: Common Stock · position key `pos:14307` · issuer key `iss:127`	ADD	+$129K	+92	$575K	$704K	2,120	2,212
—	share class as filed: Common Stock · position key `pos:16131` · issuer key `iss:1632`	TRIM	−$69.0K	−256	$758K	$689K	7,584	7,328
—	share class as filed: Common Stock · position key `pos:18143` · issuer key `iss:982`	ADD	+$145K	+903	$536K	$681K	14,535	15,438
—	share class as filed: Common Stock · position key `pos:14801` · issuer key `iss:1422`	TRIM	−$209K	−334	$861K	$652K	14,753	14,419
—	share class as filed: Common Stock · position key `pos:17201` · issuer key `iss:1208`	TRIM	+$31.0K	−3	$612K	$643K	746	743
—	share class as filed: Exchange Traded Fund · position key `pos:18016` · issuer key `iss:1012`	TRIM	−$60.1K	−119	$696K	$636K	5,084	4,965
—	share class as filed: Common Stock · position key `pos:11688` · issuer key `iss:1955`	TRIM	−$107K	−5	$728K	$621K	7,808	7,803

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 40

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: Common Stock · position key `pos:15626` · issuer key `iss:1529`	NO CHANGE	+$105K	$2.0M	$2.1M	11,038	11,038
—	share class as filed: Common Stock · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$73.3K	$1.5M	$1.4M	2	2
—	share class as filed: Exchange Traded Fund · position key `pos:11514` · issuer key `iss:1012`	NO CHANGE	−$122K	$1.3M	$1.2M	6,700	6,700
—	share class as filed: Common Stock · position key `pos:12994` · issuer key `iss:636`	NO CHANGE	+$140K	$638K	$777K	10,623	10,623
—	share class as filed: Common Stock · position key `pos:13432` · issuer key `iss:411`	NO CHANGE	+$136K	$573K	$708K	1,000	1,000
—	share class as filed: Common Stock · position key `pos:10128` · issuer key `iss:1413`	NO CHANGE	+$12.9K	$694K	$707K	790	790
—	share class as filed: Exchange Traded Fund · position key `pos:17758` · issuer key `iss:1605`	NO CHANGE	+$14.2K	$636K	$651K	1,055	1,055
—	share class as filed: Common Stock · position key `pos:14171` · issuer key `iss:1813`	NO CHANGE	−$95.7K	$745K	$649K	560	560
—	share class as filed: Exchange Traded Fund · position key `pos:17143` · issuer key `iss:1633`	NO CHANGE	−$76.5K	$715K	$639K	21,924	21,924
—	share class as filed: Exchange Traded Fund · position key `pos:12710` · issuer key `iss:1013`	NO CHANGE	+$7.2K	$631K	$638K	8,137	8,137
—	share class as filed: Common Stock · position key `pos:10434` · issuer key `iss:482`	NO CHANGE	+$46.1K	$587K	$633K	7,428	7,428
—	share class as filed: Common Stock · position key `pos:13408` · issuer key `iss:2003`	NO CHANGE	+$16.6K	$598K	$614K	3,952	3,952
—	share class as filed: Common Stock · position key `pos:11235` · issuer key `iss:1356`	NO CHANGE	+$170K	$398K	$567K	19,087	19,087
—	share class as filed: Common Stock · position key `pos:11671` · issuer key `iss:122`	NO CHANGE	+$36.6K	$489K	$525K	1,493	1,493
—	share class as filed: Exchange Traded Fund · position key `pos:11296` · issuer key `iss:1012`	NO CHANGE	+$21.6K	$468K	$489K	2,581	2,581
—	share class as filed: Exchange Traded Fund · position key `pos:15961` · issuer key `iss:1013`	NO CHANGE	+$5.6K	$465K	$470K	2,947	2,947
—	share class as filed: Common Stock · position key `pos:17674` · issuer key `iss:728`	NO CHANGE	+$82.1K	$352K	$434K	1,219	1,219
—	share class as filed: Common Stock · position key `pos:11584` · issuer key `iss:403`	NO CHANGE	+$26.7K	$406K	$433K	7,688	7,688
—	share class as filed: Common Stock · position key `pos:15140` · issuer key `iss:1537`	NO CHANGE	+$419	$420K	$420K	544	544
—	share class as filed: Common Stock · position key `pos:14916` · issuer key `iss:1946`	NO CHANGE	+$18.2K	$397K	$415K	1,805	1,805
—	share class as filed: Common Stock · position key `pos:17467` · issuer key `iss:1751`	NO CHANGE	+$41.2K	$367K	$409K	1,209	1,209
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:15892` · issuer key `iss:7`	NO CHANGE	−$2.1K	$406K	$404K	3,686	3,686
—	share class as filed: Common Stock · position key `pos:13471` · issuer key `iss:562`	NO CHANGE	+$69.2K	$330K	$399K	708	708
—	share class as filed: Common Stock · position key `pos:16278` · issuer key `iss:390`	NO CHANGE	−$131K	$530K	$399K	2,186	2,186
—	share class as filed: Common Stock · position key `pos:15764` · issuer key `iss:2177`	NO CHANGE	−$63.4K	$448K	$384K	26,734	26,734
—	share class as filed: Common Stock · position key `pos:11590` · issuer key `iss:645`	NO CHANGE	+$63.6K	$308K	$371K	503	503
—	share class as filed: Exchange Traded Fund · position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V`	NO CHANGE	+$13.6K	$340K	$353K	7,287	7,287
—	share class as filed: Exchange Traded Fund · position key `pos:13088` · issuer key `iss:1633`	NO CHANGE	+$10.1K	$335K	$345K	11,304	11,304
—	share class as filed: Common Stock · position key `pos:15592` · issuer key `iss:954`	NO CHANGE	+$17.5K	$308K	$326K	1,251	1,251
—	share class as filed: Common Stock · position key `pos:14318` · issuer key `iss:1382`	NO CHANGE	−$39.3K	$334K	$295K	3,826	3,826
—	share class as filed: Exchange Traded Fund · position key `sid:sec:prov:3843b53d4942f7a1cc9211137546589f` · issuer key `iss:2482`	NO CHANGE	+$12.7K	$278K	$291K	1,738	1,738
—	share class as filed: Common Stock · position key `pos:11774` · issuer key `iss:1974`	NO CHANGE	+$5.4K	$258K	$263K	1,444	1,444
—	share class as filed: Common Stock · position key `pos:15193` · issuer key `iss:1500`	NO CHANGE	+$2.1K	$254K	$256K	3,157	3,157
—	share class as filed: Common Stock · position key `pos:10854` · issuer key `iss:300`	NO CHANGE	−$68.7K	$321K	$253K	60	60
—	share class as filed: Common Stock · position key `pos:15147` · issuer key `iss:604`	NO CHANGE	+$16.0K	$236K	$252K	1,208	1,208
—	share class as filed: Exchange Traded Fund · position key `pos:12412` · issuer key `iss:2479`	NO CHANGE	+$7.3K	$228K	$235K	1,590	1,590
—	share class as filed: Common Stock · position key `pos:15442` · issuer key `iss:356`	NO CHANGE	+$16.7K	$205K	$222K	750	750
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: Common Stock · position key `pos:14637` · issuer key `iss:326`	NO CHANGE	−$29.4K	$249K	$220K	5,428	5,428
—	share class as filed: Common Stock · position key `pos:15267` · issuer key `iss:1395`	NO CHANGE	+$8.8K	$205K	$214K	1,998	1,998
—	share class as filed: Common Stock · position key `pos:16356` · issuer key `iss:795`	NO CHANGE	−$32.1K	$243K	$211K	2,964	2,964

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

168 issuers · 280 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

STRYKER CORPORATION

1 position · 2 reported rows

Rows First Western Trust Bank reported for STRYKER CORPORATION, as it reported them
STRYKER CORPORATION · Common Stock CUSIP — src ↗	$992M	3,018,649
STRYKER CORPORATION · Common Stock CUSIP — src ↗	$264K	804

ticker not yet mapped

$992M

3,019,453

50.1%

—

iShares Russell Mid Cap

19 positions · 28 reported rows

Rows First Western Trust Bank reported for iShares Russell Mid Cap, as it reported them
iShares Russell Mid Cap · Exchange Traded Fund CUSIP — src ↗	$98.2M	1,009,483
iShares Russell 2000 · Exchange Traded Fund CUSIP — src ↗	$57.9M	233,446
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$32.9M	579,477
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$14.2M	209,988
iShares MSCI EAFE · Exchange Traded Fund CUSIP — src ↗	$7.8M	80,265
iShares Russell 1000 Growth · Exchange Traded Fund CUSIP — src ↗	$5.8M	13,718
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$4.5M	6,924
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$3.8M	30,391
iShares Russell Mid Cap · Exchange Traded Fund CUSIP — src ↗	$3.0M	30,703
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$2.4M	6,719
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$2.3M	19,957
iShares Russell 1000 Value · Exchange Traded Fund CUSIP — src ↗	$1.7M	7,870
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$1.2M	6,700
iShares Russell 2000 · Exchange Traded Fund CUSIP — src ↗	$1.1M	4,435
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$833K	14,666
iShares Russell Mid Cap Growth · Exchange Traded Fund CUSIP — src ↗	$636K	4,965
iShares Russell 2000 Value · Exchange Traded Fund CUSIP — src ↗	$489K	2,581
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$487K	2,308
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$453K	3,132
iShares Russell 2000 Growth · Exchange Traded Fund CUSIP — src ↗	$368K	1,174
iShares Russell Mid Cap Value · Exchange Traded Fund CUSIP — src ↗	$351K	2,405
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$235K	1,551
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$126K	835
iShares Russell 1000 Growth · Exchange Traded Fund CUSIP — src ↗	$76.8K	180
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$24.3K	360
iShares Russell 1000 Value · Exchange Traded Fund CUSIP — src ↗	$22.6K	106
iShares Russell 2000 Growth · Exchange Traded Fund CUSIP — src ↗	$6.6K	21
iShares Russell Mid Cap Value · Exchange Traded Fund CUSIP — src ↗	$3.6K	25

ticker not yet mapped

$241M

2,274,385

12.2%

—

Vanguard S&P 500

6 positions · 8 reported rows

Rows First Western Trust Bank reported for Vanguard S&P 500, as it reported them
Vanguard S&P 500 · Exchange Traded Fund CUSIP 922908363 src ↗	$134M	224,394
VANGUARD INDEX FDS · Exchange Traded Fund CUSIP — src ↗	$42.8M	133,330
Vanguard S&P 500 · Exchange Traded Fund CUSIP 922908363 src ↗	$702K	1,175
VANGUARD INDEX FDS · Exchange Traded Fund CUSIP — src ↗	$602K	1,878
VANGUARD INDEX FDS · Exchange Traded Fund CUSIP 922908553 src ↗	$489K	5,515
VANGUARD INDEX FDS · Exchange Traded Fund CUSIP — src ↗	$218K	833
VANGUARD INDEX FDS · Exchange Traded Fund CUSIP — src ↗	$212K	1,079
VANGUARD INDEX FDS · Exchange Traded Fund CUSIP — src ↗	$201K	701

ticker not yet mapped

$179M

368,905

9.1%

—

SPDR S&P 500

1 position · 2 reported rows

Rows First Western Trust Bank reported for SPDR S&P 500, as it reported them
SPDR S&P 500 · Exchange Traded Fund CUSIP — src ↗	$61.8M	94,961
SPDR S&P 500 · Exchange Traded Fund CUSIP — src ↗	$19.2M	29,527

ticker not yet mapped

$81.0M

124,488

4.1%

—

Invesco S&P 500 Equal Weight

2 positions · 3 reported rows

Rows First Western Trust Bank reported for Invesco S&P 500 Equal Weight, as it reported them
Invesco S&P 500 Equal Weight · Exchange Traded Fund CUSIP — src ↗	$65.4M	340,760
Invesco S&P 500 Equal Weight · Exchange Traded Fund CUSIP — src ↗	$562K	2,930
INVESCO EXCHANGE TRADED FD TR · Exchange Traded Fund CUSIP — src ↗	$337K	5,044

ticker not yet mapped

$66.3M

348,734

3.3%

—

Vanguard FTSE Developed Markets

1 position · 2 reported rows

Rows First Western Trust Bank reported for Vanguard FTSE Developed Markets, as it reported them
Vanguard FTSE Developed Markets · Exchange Traded Fund CUSIP — src ↗	$49.2M	767,945
Vanguard FTSE Developed Markets · Exchange Traded Fund CUSIP — src ↗	$10.4M	162,826

ticker not yet mapped

$59.6M

930,771

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for APPLE INC, as it reported them
APPLE INC · Common Stock CUSIP — src ↗	$29.0M	114,126
APPLE INC · Common Stock CUSIP — src ↗	$1.2M	4,699

$30.2M

118,825

1.5%

—

ALPHABET INC

2 positions · 4 reported rows

Rows First Western Trust Bank reported for ALPHABET INC, as it reported them
ALPHABET INC · Common Stock CUSIP — src ↗	$18.3M	63,494
ALPHABET INC · Common Stock CUSIP — src ↗	$3.7M	13,031
ALPHABET INC · Common Stock CUSIP — src ↗	$385K	1,339
ALPHABET INC · Common Stock CUSIP — src ↗	$67.7K	236

ticker not yet mapped

$22.4M

78,100

1.1%

—

WOODWARD INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$21.2M

59,370

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows First Western Trust Bank reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · Common Stock CUSIP — src ↗	$18.0M	48,760
MICROSOFT CORP · Common Stock CUSIP — src ↗	$415K	1,121

$18.5M

49,881

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO.

1 position · 2 reported rows

Rows First Western Trust Bank reported for JPMORGAN CHASE & CO., as it reported them
JPMORGAN CHASE & CO. · Common Stock CUSIP — src ↗	$11.6M	39,370
JPMORGAN CHASE & CO. · Common Stock CUSIP — src ↗	$465K	1,581

$12.0M

40,951

0.6%

—

COSTCO WHSL CORP NEW

1 position · 2 reported rows

Rows First Western Trust Bank reported for COSTCO WHSL CORP NEW, as it reported them
COSTCO WHSL CORP NEW · Common Stock CUSIP — src ↗	$10.2M	10,281
COSTCO WHSL CORP NEW · Common Stock CUSIP — src ↗	$313K	314

ticker not yet mapped

$10.6M

10,595

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 2 reported rows

Rows First Western Trust Bank reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · Common Stock CUSIP — src ↗	$10.2M	58,460
NVIDIA CORPORATION · Common Stock CUSIP — src ↗	$164K	940

$10.4M

59,400

0.5%

—

Vanguard Russell 2000

2 positions · 3 reported rows

Rows First Western Trust Bank reported for Vanguard Russell 2000, as it reported them
Vanguard Russell 2000 · Exchange Traded Fund CUSIP 92206C664 src ↗	$9.2M	92,166
Vanguard Russell 2000 Value · Exchange Traded Fund CUSIP 92206C649 src ↗	$291K	1,738
Vanguard Russell 2000 · Exchange Traded Fund CUSIP 92206C664 src ↗	$19.0K	190

ticker not yet mapped

$9.5M

94,094

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for VISA INC, as it reported them
VISA INC · Common Stock CUSIP — src ↗	$9.0M	29,941
VISA INC · Common Stock CUSIP — src ↗	$243K	805

$9.3M

30,746

0.5%

—

MCDONALDS CORP

1 position · 2 reported rows

Rows First Western Trust Bank reported for MCDONALDS CORP, as it reported them
MCDONALDS CORP · Common Stock CUSIP — src ↗	$7.2M	23,269
MCDONALDS CORP · Common Stock CUSIP — src ↗	$173K	556

ticker not yet mapped

$7.4M

23,825

0.4%

—

TJX COS INC NEW

1 position · 2 reported rows

Rows First Western Trust Bank reported for TJX COS INC NEW, as it reported them
TJX COS INC NEW · Common Stock CUSIP — src ↗	$6.5M	40,444
TJX COS INC NEW · Common Stock CUSIP — src ↗	$224K	1,405

ticker not yet mapped

$6.7M

41,849

0.3%

—

GILEAD SCIENCES INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for GILEAD SCIENCES INC, as it reported them
GILEAD SCIENCES INC · Common Stock CUSIP — src ↗	$6.4M	46,121
GILEAD SCIENCES INC · Common Stock CUSIP — src ↗	$216K	1,547

ticker not yet mapped

$6.6M

47,668

0.3%

—

SCHLUMBERGER LTD

1 position · 2 reported rows

Rows First Western Trust Bank reported for SCHLUMBERGER LTD, as it reported them
SCHLUMBERGER LTD · Common Stock CUSIP — src ↗	$6.3M	121,704
SCHLUMBERGER LTD · Common Stock CUSIP — src ↗	$178K	3,456

ticker not yet mapped

$6.4M

125,160

0.3%

—

HOME DEPOT INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · Common Stock CUSIP — src ↗	$6.1M	18,472
HOME DEPOT INC · Common Stock CUSIP — src ↗	$227K	691

ticker not yet mapped

$6.3M

19,163

0.3%

—

TEXAS INSTRS INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · Common Stock CUSIP — src ↗	$5.8M	29,908
TEXAS INSTRS INC · Common Stock CUSIP — src ↗	$196K	1,008

ticker not yet mapped

$6.0M

30,916

0.3%

—

ORACLE CORP

1 position · 2 reported rows

Rows First Western Trust Bank reported for ORACLE CORP, as it reported them
ORACLE CORP · Common Stock CUSIP — src ↗	$4.9M	33,482
ORACLE CORP · Common Stock CUSIP — src ↗	$192K	1,304

ticker not yet mapped

$5.1M

34,786

0.3%

—

ECOLAB INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for ECOLAB INC, as it reported them
ECOLAB INC · Common Stock CUSIP — src ↗	$4.7M	17,660
ECOLAB INC · Common Stock CUSIP — src ↗	$229K	860

ticker not yet mapped

$4.9M

18,520

0.2%

—

Dimensional US Small Cap ETF

4 positions · 4 reported rows

Rows First Western Trust Bank reported for Dimensional US Small Cap ETF, as it reported them
Dimensional US Small Cap ETF · Exchange Traded Fund CUSIP 25434V500 src ↗	$3.5M	49,052
DIMENSIONAL ETF TRUST · Exchange Traded Fund CUSIP 25434V807 src ↗	$589K	11,159
DIMENSIONAL ETF TRUST · Exchange Traded Fund CUSIP 25434V401 src ↗	$473K	6,670
DIMENSIONAL ETF TRUST · Exchange Traded Fund CUSIP 25434V724 src ↗	$353K	7,287

ticker not yet mapped

$4.9M

74,168

0.2%

—

BERKSHIRE HATHAWAY INC DEL

2 positions · 4 reported rows

Rows First Western Trust Bank reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · Common Stock CUSIP — src ↗	$3.3M	6,924
BERKSHIRE HATHAWAY INC DEL · Common Stock CUSIP — src ↗	$718K	1
BERKSHIRE HATHAWAY INC DEL · Common Stock CUSIP — src ↗	$718K	1
BERKSHIRE HATHAWAY INC DEL · Common Stock CUSIP — src ↗	$120K	250

ticker not yet mapped

$4.9M

7,176

0.2%

—

MARRIOTT INTL INC NEW

1 position · 2 reported rows

Rows First Western Trust Bank reported for MARRIOTT INTL INC NEW, as it reported them
MARRIOTT INTL INC NEW · Common Stock CUSIP — src ↗	$4.5M	13,755
MARRIOTT INTL INC NEW · Common Stock CUSIP — src ↗	$144K	440

ticker not yet mapped

$4.6M

14,195

0.2%

—

THERMO FISHER SCIENTIFIC INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for THERMO FISHER SCIENTIFIC INC, as it reported them
THERMO FISHER SCIENTIFIC INC · Common Stock CUSIP — src ↗	$4.2M	8,520
THERMO FISHER SCIENTIFIC INC · Common Stock CUSIP — src ↗	$171K	347

ticker not yet mapped

$4.4M

8,867

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows First Western Trust Bank reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · Common Stock CUSIP — src ↗	$4.3M	17,414
JOHNSON & JOHNSON · Common Stock CUSIP — src ↗	$61.1K	250

$4.3M

17,664

0.2%

—

HONEYWELL INTL INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for HONEYWELL INTL INC, as it reported them
HONEYWELL INTL INC · Common Stock CUSIP — src ↗	$4.1M	17,938
HONEYWELL INTL INC · Common Stock CUSIP — src ↗	$163K	722

ticker not yet mapped

$4.2M

18,660

0.2%

—

ABBOTT LABS

1 position · 2 reported rows

Rows First Western Trust Bank reported for ABBOTT LABS, as it reported them
ABBOTT LABS · Common Stock CUSIP — src ↗	$4.0M	39,017
ABBOTT LABS · Common Stock CUSIP — src ↗	$116K	1,125

ticker not yet mapped

$4.1M

40,142

0.2%

—

VANGUARD INTL EQUITY INDEX FDS

1 position · 2 reported rows

Rows First Western Trust Bank reported for VANGUARD INTL EQUITY INDEX FDS, as it reported them
VANGUARD INTL EQUITY INDEX FDS · Exchange Traded Fund CUSIP 922042858 src ↗	$3.9M	71,509
VANGUARD INTL EQUITY INDEX FDS · Exchange Traded Fund CUSIP 922042858 src ↗	$229K	4,240

ticker not yet mapped

$4.1M

75,749

0.2%

—

DANAHER CORPORATION

1 position · 2 reported rows

Rows First Western Trust Bank reported for DANAHER CORPORATION, as it reported them
DANAHER CORPORATION · Common Stock CUSIP — src ↗	$3.7M	19,627
DANAHER CORPORATION · Common Stock CUSIP — src ↗	$138K	726

ticker not yet mapped

$3.9M

20,353

0.2%

—

L3HARRIS TECHNOLOGIES INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for L3HARRIS TECHNOLOGIES INC, as it reported them
L3HARRIS TECHNOLOGIES INC · Common Stock CUSIP — src ↗	$3.6M	10,507
L3HARRIS TECHNOLOGIES INC · Common Stock CUSIP — src ↗	$121K	351

ticker not yet mapped

$3.7M

10,858

0.2%

—

BLACKROCK INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for BLACKROCK INC, as it reported them
BLACKROCK INC · Common Stock CUSIP — src ↗	$3.6M	3,781
BLACKROCK INC · Common Stock CUSIP — src ↗	$85.6K	89

ticker not yet mapped

$3.7M

3,870

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for AMAZON COM INC, as it reported them
AMAZON COM INC · Common Stock CUSIP — src ↗	$3.6M	17,320
AMAZON COM INC · Common Stock CUSIP — src ↗	$59.8K	287

$3.7M

17,607

0.2%

—

INTERCONTINENTAL EXCHANGE INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for INTERCONTINENTAL EXCHANGE INC, as it reported them
INTERCONTINENTAL EXCHANGE INC · Common Stock CUSIP — src ↗	$3.2M	20,385
INTERCONTINENTAL EXCHANGE INC · Common Stock CUSIP — src ↗	$102K	646

ticker not yet mapped

$3.3M

21,031

0.2%

—

S&P GLOBAL INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for S&P GLOBAL INC, as it reported them
S&P GLOBAL INC · Common Stock CUSIP — src ↗	$3.1M	7,392
S&P GLOBAL INC · Common Stock CUSIP — src ↗	$103K	241

ticker not yet mapped

$3.2M

7,633

0.2%

—

NEXTERA ENERGY INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for NEXTERA ENERGY INC, as it reported them
NEXTERA ENERGY INC · Common Stock CUSIP — src ↗	$3.0M	32,014
NEXTERA ENERGY INC · Common Stock CUSIP — src ↗	$164K	1,762

ticker not yet mapped

$3.1M

33,776

0.2%

—

INTUIT

1 position · 2 reported rows

Rows First Western Trust Bank reported for INTUIT, as it reported them
INTUIT · Common Stock CUSIP — src ↗	$3.0M	6,916
INTUIT · Common Stock CUSIP — src ↗	$95.1K	220

ticker not yet mapped

$3.1M

7,136

0.2%

—

ACCENTURE PLC IRELAND

1 position · 2 reported rows

Rows First Western Trust Bank reported for ACCENTURE PLC IRELAND, as it reported them
ACCENTURE PLC IRELAND · Common Stock CUSIP — src ↗	$2.7M	13,688
ACCENTURE PLC IRELAND · Common Stock CUSIP — src ↗	$70.0K	353

ticker not yet mapped

$2.8M

14,041

0.1%

—

WALMART INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.7M

21,685

0.1%

—

PEPSICO INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for PEPSICO INC, as it reported them
PEPSICO INC · Common Stock CUSIP — src ↗	$2.7M	17,168
PEPSICO INC · Common Stock CUSIP — src ↗	$15.5K	100

ticker not yet mapped

$2.7M

17,268

0.1%

—

COCA COLA CO

1 position · 2 reported rows

Rows First Western Trust Bank reported for COCA COLA CO, as it reported them
COCA COLA CO · Common Stock CUSIP — src ↗	$2.6M	34,652
COCA COLA CO · Common Stock CUSIP — src ↗	$42.1K	554

ticker not yet mapped

$2.7M

35,206

0.1%

—

GE AEROSPACE · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.7M

9,369

0.1%

—

AMERICAN TOWER CORP NEW

1 position · 2 reported rows

Rows First Western Trust Bank reported for AMERICAN TOWER CORP NEW, as it reported them
AMERICAN TOWER CORP NEW · Common Stock CUSIP — src ↗	$2.4M	14,080
AMERICAN TOWER CORP NEW · Common Stock CUSIP — src ↗	$94.9K	550

ticker not yet mapped

$2.5M

14,630

0.1%

—

FIRST WESTN FINL INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for FIRST WESTN FINL INC, as it reported them
FIRST WESTN FINL INC · Common Stock CUSIP 33751L105 src ↗	$2.4M	95,990
FIRST WESTN FINL INC · Common Stock CUSIP 33751L105 src ↗	$55.1K	2,241

ticker not yet mapped

$2.4M

98,231

0.1%

—

EMERSON ELEC CO · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.3M

17,507

0.1%

—

PROCTER AND GAMBLE CO · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.2M

15,204

0.1%

—

KNIGHT-SWIFT TRANSN HLDGS INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.2M

37,460

0.1%

—

RTX CORPORATION · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.1M

11,038

0.1%

—

DISNEY WALT CO

1 position · 2 reported rows

Rows First Western Trust Bank reported for DISNEY WALT CO, as it reported them
DISNEY WALT CO · Common Stock CUSIP — src ↗	$2.1M	21,730
DISNEY WALT CO · Common Stock CUSIP — src ↗	$30.6K	317

ticker not yet mapped

$2.1M

22,047

0.1%

—

KEURIG DR PEPPER INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for KEURIG DR PEPPER INC, as it reported them
KEURIG DR PEPPER INC · Common Stock CUSIP — src ↗	$2.0M	77,619
KEURIG DR PEPPER INC · Common Stock CUSIP — src ↗	$56.7K	2,154

ticker not yet mapped

$2.1M

79,773

0.1%

—

GE VERNOVA INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.0M

2,298

0.1%

—

BRISTOL-MYERS SQUIBB CO

1 position · 2 reported rows

Rows First Western Trust Bank reported for BRISTOL-MYERS SQUIBB CO, as it reported them
BRISTOL-MYERS SQUIBB CO · Common Stock CUSIP — src ↗	$2.0M	32,304
BRISTOL-MYERS SQUIBB CO · Common Stock CUSIP — src ↗	$18.8K	310

ticker not yet mapped

$2.0M

32,614

0.1%

—

FORTIVE CORP

1 position · 2 reported rows

Rows First Western Trust Bank reported for FORTIVE CORP, as it reported them
FORTIVE CORP · Common Stock CUSIP — src ↗	$1.7M	30,245
FORTIVE CORP · Common Stock CUSIP — src ↗	$49.8K	901

ticker not yet mapped

$1.7M

31,146

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows First Western Trust Bank reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · Common Stock CUSIP — src ↗	$993K	5,853
EXXON MOBIL CORP · Common Stock CUSIP — src ↗	$718K	4,232

$1.7M

10,085

0.1%

—

LOCKHEED MARTIN CORP · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.7M

2,765

0.1%

—

AMERICAN EXPRESS CO · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.7M

5,479

0.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows First Western Trust Bank reported for ISHARES TR, as it reported them
ISHARES TR · Exchange Traded Fund CUSIP 46436E122 src ↗	$488K	18,608
ISHARES TR · Exchange Traded Fund CUSIP 46436E379 src ↗	$487K	20,938
ISHARES TR · Exchange Traded Fund CUSIP 46436E387 src ↗	$487K	20,734

ticker not yet mapped

$1.5M

60,280

0.1%

—

ABBVIE INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.3M

6,204

0.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows First Western Trust Bank reported for ISHARES TR, as it reported them
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$638K	8,137
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$470K	2,947
ISHARES TR · Exchange Traded Fund CUSIP — src ↗	$223K	2,805

ticker not yet mapped

$1.3M

13,889

0.1%

—

VENU HLDG CORP · Common Stock CUSIP 92333E108
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.3M

400,120

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.3M

4,150

0.1%

—

SPDR SER TR · Fixed Income ETF CUSIP 78468R622
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.2M

12,843

0.1%

—

LIGHTWAVE LOGIC INC · Common Stock CUSIP 532275104
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.2M

173,598

0.1%

—

PROGRESSIVE CORP · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.2M

6,102

0.1%

—

SCHWAB STRATEGIC TR

3 positions · 3 reported rows

Rows First Western Trust Bank reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · Exchange Traded Fund CUSIP — src ↗	$639K	21,924
SCHWAB STRATEGIC TR · Exchange Traded Fund CUSIP — src ↗	$345K	11,304
SCHWAB STRATEGIC TR · Exchange Traded Fund CUSIP — src ↗	$212K	9,860

ticker not yet mapped

$1.2M

43,088

0.1%

—

AIR PRODS & CHEMS INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for AIR PRODS & CHEMS INC, as it reported them
AIR PRODS & CHEMS INC · Common Stock CUSIP — src ↗	$1.2M	4,045
AIR PRODS & CHEMS INC · Common Stock CUSIP — src ↗	$14.8K	51

ticker not yet mapped

$1.2M

4,096

0.1%

—

XCEL ENERGY INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for XCEL ENERGY INC, as it reported them
XCEL ENERGY INC · Common Stock CUSIP — src ↗	$795K	10,005
XCEL ENERGY INC · Common Stock CUSIP — src ↗	$387K	4,877

ticker not yet mapped

$1.2M

14,882

0.1%

—

ZIMMER BIOMET HOLDINGS INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.1M

12,647

0.1%

—

PHILIP MORRIS INTL INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.1M

6,667

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

1,179

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows First Western Trust Bank reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · Common Stock CUSIP — src ↗	$1.1M	2,106
MASTERCARD INCORPORATED · Common Stock CUSIP — src ↗	$15.0K	30

$1.1M

2,136

0.1%

—

LAUDER ESTEE COS INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for LAUDER ESTEE COS INC, as it reported them
LAUDER ESTEE COS INC · Common Stock CUSIP — src ↗	$961K	13,386
LAUDER ESTEE COS INC · Common Stock CUSIP — src ↗	$25.3K	352

ticker not yet mapped

$986K

13,738

0.0%

—

ISHARES TR

2 positions · 2 reported rows

Rows First Western Trust Bank reported for ISHARES TR, as it reported them
ISHARES TR · Exchange Traded Fund CUSIP 46438G364 src ↗	$488K	19,339
ISHARES TR · Exchange Traded Fund CUSIP 46438G661 src ↗	$487K	19,143

ticker not yet mapped

$975K

38,482

0.0%

—

EATON CORP PLC

1 position · 2 reported rows

Rows First Western Trust Bank reported for EATON CORP PLC, as it reported them
EATON CORP PLC · Common Stock CUSIP — src ↗	$949K	2,652
EATON CORP PLC · Common Stock CUSIP — src ↗	$24.7K	69

ticker not yet mapped

$973K

2,721

0.0%

—

ADOBE INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for ADOBE INC, as it reported them
ADOBE INC · Common Stock CUSIP — src ↗	$952K	3,917
ADOBE INC · Common Stock CUSIP — src ↗	$19.0K	78

ticker not yet mapped

$971K

3,995

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORP NEW

1 position · 2 reported rows

Rows First Western Trust Bank reported for CHEVRON CORP NEW, as it reported them
CHEVRON CORP NEW · Common Stock CUSIP — src ↗	$812K	3,923
CHEVRON CORP NEW · Common Stock CUSIP — src ↗	$59.8K	289

$871K

4,212

0.0%

—

AUTOZONE INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$865K

256

0.0%

—

CISCO SYS INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$818K

10,543

0.0%

—

INTERNATIONAL BUSINESS MACHS · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$792K

3,266

0.0%

—

MERCK & CO INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for MERCK & CO INC, as it reported them
MERCK & CO INC · Common Stock CUSIP — src ↗	$768K	6,381
MERCK & CO INC · Common Stock CUSIP — src ↗	$24.1K	200

ticker not yet mapped

$792K

6,581

0.0%

—

EDISON INTL · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$777K

10,623

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$757K

1,323

0.0%

—

THE CIGNA GROUP · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$749K

2,807

0.0%

—

PFIZER INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for PFIZER INC, as it reported them
PFIZER INC · Common Stock CUSIP — src ↗	$687K	24,450
PFIZER INC · Common Stock CUSIP — src ↗	$38.9K	1,385

ticker not yet mapped

$725K

25,835

0.0%

—

3M CO

1 position · 2 reported rows

Rows First Western Trust Bank reported for 3M CO, as it reported them
3M CO · Common Stock CUSIP — src ↗	$687K	4,729
3M CO · Common Stock CUSIP — src ↗	$35.7K	246

ticker not yet mapped

$723K

4,975

0.0%

—

CATERPILLAR INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$708K

1,000

0.0%

—

PARKER-HANNIFIN CORP · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$707K

790

0.0%

—

ANALOG DEVICES INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$704K

2,212

0.0%

—

SCHWAB CHARLES CORP · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$689K

7,328

0.0%

—

INTEL CORP

1 position · 2 reported rows

Rows First Western Trust Bank reported for INTEL CORP, as it reported them
INTEL CORP · Common Stock CUSIP — src ↗	$612K	13,861
INTEL CORP · Common Stock CUSIP — src ↗	$69.6K	1,577

ticker not yet mapped

$681K

15,438

0.0%

—

PAYPAL HLDGS INC

1 position · 2 reported rows

Rows First Western Trust Bank reported for PAYPAL HLDGS INC, as it reported them
PAYPAL HLDGS INC · Common Stock CUSIP — src ↗	$640K	14,148
PAYPAL HLDGS INC · Common Stock CUSIP — src ↗	$12.3K	271

ticker not yet mapped

$652K

14,419

0.0%

—

SPDR S&P MIDCAP 400 ETF TR · Exchange Traded Fund CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$651K

1,055

0.0%

—

TRANSDIGM GROUP INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$649K

560

0.0%

—

MCKESSON CORP · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$643K

743

0.0%

—

COLGATE PALMOLIVE CO · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$633K

7,428

0.0%

—

WELLS FARGO CO NEW · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$621K

7,803

0.0%

—

YUM BRANDS INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$614K

3,952

0.0%

—

AUTOMATIC DATA PROCESSING INC · Common Stock CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$569K

2,801

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 89.2%above median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 2,645 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 280 / 280median book 97.5 positions

214 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open First Western Trust Bank's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.