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Portfolio (Quarterly) Guide ↗

First Western Trust Bank

· CIK 0001513189
13F Portfolio $2.1B AUM 290 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 34 Added 95 Reduced 10 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP Invesco S&P 500 Equal Weight 350,642.0 $74.6M 3.64% +7K +2.0% $212.77 +3.8%
2 VEA Vanguard FTSE Developed Markets 966,922.0 $68.9M 3.36% +36K +3.9% $71.25 +3.4%
3 EEM ISHARES TR 660,248.0 $45.2M 2.20% +66K +11.1% $68.41 -1.6%
4 IWF iShares Russell 1000 Growth 54,374.0 $6.8M 0.33% +40K +291.2% $124.17 +0.7%
5 XLK SELECT SECTOR SPDR TR 31,864.0 $6.1M 0.30% +30K +1754.7% $190.52 -0.1%
6 VWO VANGUARD INTL EQUITY INDEX FDS 82,243.0 $4.9M 0.24% +6K +8.6% $59.69 +1.2%
7 GE GE AEROSPACE Industrials 9,581.0 $3.6M 0.17% +212.0 +2.3% $373.73 -1.2%
8 IWB ISHARES TR 8,476.0 $3.5M 0.17% +2K +26.1% $409.50 +3.4%
9 IWD iShares Russell 1000 Value 9,592.0 $2.3M 0.11% +2K +20.3% $242.43 +5.9%
10 RTX RTX CORPORATION Industrials 11,130.0 $2.1M 0.10% +92.0 +0.8% $189.73 +16.8%
11 ISHARES TR 65,429.0 $1.7M 0.08% +46K +241.8% $25.77
12 ISHARES TR 66,035.0 $1.7M 0.08% +47K +241.5% $25.41
13 IBHI ISHARES TR 71,612.0 $1.7M 0.08% +51K +242.0% $23.39 -0.3%
14 IBHH ISHARES TR 70,959.0 $1.7M 0.08% +50K +242.2% $23.50 -0.6%
15 IBHJ ISHARES TR 61,154.0 $1.6M 0.08% +43K +228.6% $26.46 -0.5%
16 SCHG SCHWAB STRATEGIC TR 41,777.0 $1.4M 0.07% +20K +90.5% $33.84 +4.8%
17 QQQ INVESCO QQQ TR Financial Services 1,499.0 $1.1M 0.05% +702.0 +88.1% $736.40 -0.9%
18 SCHV SCHWAB STRATEGIC TR 23,819.0 $829K 0.04% +13K +110.7% $34.81 +1.5%
19 AZO AUTOZONE INC Consumer Cyclical 258.0 $825K 0.04% +2.0 +0.8% $3195.94 -5.5%
20 META META PLATFORMS INC Communication Services 1,332.0 $750K 0.04% +9.0 +0.7% $563.29 +1.0%
Page 1 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 71.9%
Financial Services 10.1%
Technology 6.8%
Industrials 3.7%
Communication Services 2.0%
Consumer Cyclical 2.0%
Consumer Defensive 1.6%
Basic Materials 0.6%
Energy 0.6%
Utilities 0.6%