First Western Trust Bank

CIK 0001513189 • 6 13F filings • May 12, 2025 – Jul 29, 2026

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Filer information

Filed by: First Western Trust Bank, Chief Financial Officer, Treasurer
Address: 1900 16th Street, Suite 1200, Denver, CO, 80202
Phone: 303-634-2743
AUM: $2.03B

AUM over time

$2.05B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $2.03B177 positionsView on SEC.gov

			% of Portfolio
3M CO	Common Stock	$797K	0.0%Prev: 0.0%	4,979 SH	Decreased-218 SH
ABBOTT LABS	Common Stock	$5.1M	0.3%Prev: 0.2%	40,762 SH	Decreased+1,565 SH
ABBVIE INC	Common Stock	$1.4M	0.1%Prev: 0.1%	6,208 SH	Increased+1,274 SH
ACCENTURE PLC IRELAND	Common Stock	$3.6M	0.2%Prev: 0.2%	13,595 SH	Decreased-1,457 SH
ADOBE INC	Common Stock	$1.4M	0.1%Prev: 0.1%	3,903 SH	Decreased-751 SH
AFLAC INC	Common Stock	$406K	0.0%Prev: 0.0%	3,686 SH	Decreased+45 SH
AIR PRODS & CHEMS INC	Common Stock	$929K	0.0%Prev: 0.1%	3,761 SH	Decreased-1,823 SH
ALPHABET INC	Common Stock	$24.9M	1.2%Prev: 0.8%	79,424 SH	Increased+3,973 SH
ALTRIA GROUP INC	Common Stock	$438K	0.0%Prev: 0.0%	7,598 SH	Decreased
AMAZON COM INC	Common Stock	$4.1M	0.2%Prev: 0.1%	17,853 SH	Increased+12,299 SH
AMERICAN EXPRESS CO	Common Stock	$2.2M	0.1%Prev: 0.1%	6,060 SH	Increased+2,283 SH
AMERICAN TOWER CORP NEW	Common Stock	$2.5M	0.1%Prev: 0.1%	14,506 SH	Decreased-1,180 SH
AMGEN INC	Common Stock	$489K	0.0%Prev: 0.0%	1,493 SH	Increased+600 SH
ANALOG DEVICES INC	Common Stock	$575K	0.0%Prev: 0.0%	2,120 SH	Increased+26 SH
APPLE INC	Common Stock	$31.8M	1.6%Prev: 1.3%	117,099 SH	Increased+2,578 SH
APPLIED MATLS INC	Common Stock	$298K	0.0%Prev: 0.0%	1,158 SH	Increased-2 SH
ASTRAZENECA PLC	Common Stock	$367K	0.0%Prev: 0.0%	3,993 SH	Increased+150 SH
AT&T INC	Common Stock	$244K	0.0%Prev: 0.0%	9,826 SH	Decreased+915 SH
AUTOMATIC DATA PROCESSING INC	Common Stock	$729K	0.0%Prev: 0.0%	2,834 SH	Decreased+118 SH
AUTOZONE INC	Common Stock	$305K	0.0%Prev: 0.0%	90 SH	Decreased
BANK AMERICA CORP	Common Stock	$261K	0.0%Prev: 0.0%	4,742 SH	Increased-20 SH
BERKSHIRE HATHAWAY INC DEL	Common Stock	$5.2M	0.3%Prev: 0.2%	7,268 SH	Decreased-10 SH
BLACKROCK INC	Common Stock	$4.2M	0.2%Prev: 0.2%	3,899 SH	Decreased-32 SH
BLACKROCK MUNIYIELD QUALITY FD	Fixed Income ETF	$426K	0.0%Prev: 0.0%	39,221 SH	Decreased
BOOKING HOLDINGS INC	Common Stock	$321K	0.0%Prev: 0.0%	60 SH	Decreased
BRISTOL-MYERS SQUIBB CO	Common Stock	$1.8M	0.1%Prev: 0.1%	32,604 SH	Increased-23 SH
BROADCOM INC	Common Stock	$1.4M	0.1%Prev: 0.1%	4,172 SH	Increased+215 SH
BROOKFIELD CORP	Common Stock	$249K	0.0%Prev: 0.0%	5,428 SH	Increased+1,809 SH
CAPITAL ONE FINL CORP	Common Stock	$530K	0.0%Prev: 0.0%	2,186 SH	Increased
CARRIER GLOBAL CORPORATION	Common Stock	$406K	0.0%Prev: 0.0%	7,688 SH	Decreased-2,330 SH
CASEYS GEN STORES INC	Common Stock	$233K	0.0%Prev: 0.0%	422 SH	Decreased-29 SH
CATERPILLAR INC	Common Stock	$573K	0.0%Prev: 0.0%	1,000 SH	Increased
CHEVRON CORP NEW	Common Stock	$604K	0.0%Prev: 0.0%	3,961 SH	Decreased-129 SH
CHUBB LIMITED	Common Stock	$439K	0.0%	1,406 SH	New
CISCO SYS INC	Common Stock	$742K	0.0%Prev: 0.0%	9,638 SH	Increased+3,585 SH
CME GROUP INC	Common Stock	$205K	0.0%Prev: 0.0%	750 SH	Increased
COCA COLA CO	Common Stock	$2.5M	0.1%Prev: 0.1%	35,421 SH	Increased-1,094 SH
COLGATE PALMOLIVE CO	Common Stock	$587K	0.0%Prev: 0.0%	7,428 SH	Decreased
COMCAST CORP NEW	Common Stock	$269K	0.0%Prev: 0.0%	9,013 SH	Increased+2,444 SH
CONOCOPHILLIPS	Common Stock	$221K	0.0%Prev: 0.0%	2,366 SH	Decreased+1 SH
COSTCO WHSL CORP NEW	Common Stock	$9.3M	0.5%Prev: 0.5%	10,773 SH	Decreased-244 SH
CREDIT SUISSE HIGH YIELD BD FD	Fixed Income ETF	$100K	0.0%Prev: 0.0%	50,000 SH	Decreased
CVS HEALTH CORP	Common Stock	$337K	0.0%Prev: 0.0%	4,250 SH	Increased-2 SH
DANAHER CORPORATION	Common Stock	$4.7M	0.2%Prev: 0.2%	20,367 SH	Increased+963 SH
DEERE & CO	Common Stock	$330K	0.0%Prev: 0.0%	708 SH	Increased
DIMENSIONAL ETF TRUST	Exchange Traded Fund	$1.7M	0.1%Prev: 0.3%	30,640 SH	Decreased-59,850 SH
Dimensional US Small Cap ETF	Exchange Traded Fund	$3.6M	0.2%	51,975 SH	New
DISNEY WALT CO	Common Stock	$2.5M	0.1%Prev: 0.1%	21,696 SH	Decreased-2,464 SH
DOVER CORP	Common Stock	$236K	0.0%Prev: 0.0%	1,208 SH	Increased
DUKE ENERGY CORP NEW	Common Stock	$326K	0.0%Prev: 0.0%	2,779 SH	Decreased-858 SH
EATON CORP PLC	Common Stock	$907K	0.0%Prev: 0.0%	2,849 SH	Decreased-14 SH
ECOLAB INC	Common Stock	$4.9M	0.2%Prev: 0.2%	18,845 SH	Decreased-418 SH
EDISON INTL	Common Stock	$638K	0.0%Prev: 0.0%	10,623 SH	Decreased-3,500 SH
ELEVANCE HEALTH INC	Common Stock	$326K	0.0%Prev: 0.0%	929 SH	Increased+2 SH
ELI LILLY & CO	Common Stock	$1.3M	0.1%Prev: 0.0%	1,215 SH	Increased+22 SH
EMCOR GROUP INC	Common Stock	$308K	0.0%Prev: 0.0%	503 SH	Decreased
EMERSON ELEC CO	Common Stock	$2.6M	0.1%Prev: 0.1%	19,507 SH	Increased+2,013 SH
EXXON MOBIL CORP	Common Stock	$1.2M	0.1%Prev: 0.1%	9,681 SH	Decreased-2,607 SH
FABRINET	Common Stock	$274K	0.0%Prev: 0.0%	602 SH	Increased+8 SH
FEDEX CORP	Common Stock	$352K	0.0%	1,219 SH	New
FIRST WESTN FINL INC	Common Stock	$2.5M	0.1%Prev: 0.1%	91,479 SH	Decreased-18,024 SH
FORTIVE CORP	Common Stock	$1.7M	0.1%Prev: 0.1%	31,426 SH	Increased-703 SH
GE AEROSPACE	Common Stock	$3.0M	0.1%Prev: 0.1%	9,602 SH	Increased+54 SH
GE HEALTHCARE TECHNOLOGIES INC	Common Stock	$243K	0.0%Prev: 0.0%	2,964 SH	Increased+163 SH
GE VERNOVA INC	Common Stock	$1.5M	0.1%Prev: 0.1%	2,359 SH	Decreased-156 SH
GILEAD SCIENCES INC	Common Stock	$6.0M	0.3%Prev: 0.3%	48,516 SH	Increased-755 SH
GOLDMAN SACHS GROUP INC	Common Stock	$344K	0.0%Prev: 0.0%	391 SH	Increased
HOME DEPOT INC	Common Stock	$6.7M	0.3%Prev: 0.4%	19,362 SH	Decreased+296 SH
HONEYWELL INTL INC	Common Stock	$3.7M	0.2%Prev: 0.2%	18,775 SH	Decreased-685 SH
ILLINOIS TOOL WKS INC	Common Stock	$308K	0.0%Prev: 0.0%	1,251 SH	Increased+112 SH
INTEL CORP	Common Stock	$536K	0.0%Prev: 0.0%	14,535 SH	Increased-1,066 SH
INTERCONTINENTAL EXCHANGE INC	Common Stock	$3.5M	0.2%Prev: 0.2%	21,618 SH	Decreased-308 SH
INTERNATIONAL BUSINESS MACHS	Common Stock	$984K	0.0%Prev: 0.0%	3,323 SH	Increased+4 SH
INTUIT	Common Stock	$5.1M	0.2%Prev: 0.2%	7,637 SH	Decreased-110 SH
INVESCO EXCH TRADED FD TR II	Exchange Traded Fund	$360K	0.0%	3,017 SH	New
INVESCO EXCHANGE TRADED FD TR	Exchange Traded Fund	$509K	0.0%Prev: 3.0%	7,234 SH	Decreased-343,615 SH
INVESCO QQQ TR	Exchange Traded Fund	$498K	0.0%Prev: 0.0%	811 SH	Increased+187 SH
Invesco S&P 500 Equal Weight	Exchange Traded Fund	$63.8M	3.1%	333,061 SH	New
ISHARES INC	Exchange Traded Fund	$244K	0.0%Prev: 0.0%	3,634 SH	Increased+20 SH
iShares MSCI EAFE	Exchange Traded Fund	$6.6M	0.3%	68,811 SH	New
iShares Russell 1000 Growth	Exchange Traded Fund	$6.7M	0.3%	14,114 SH	New
iShares Russell 1000 Value	Exchange Traded Fund	$1.6M	0.1%	7,596 SH	New
iShares Russell 2000	Exchange Traded Fund	$58.3M	2.9%	236,967 SH	New
iShares Russell 2000 Growth	Exchange Traded Fund	$397K	0.0%	1,230 SH	New
iShares Russell 2000 Value	Exchange Traded Fund	$468K	0.0%	2,581 SH	New
iShares Russell Mid Cap	Exchange Traded Fund	$102.9M	5.1%	1,069,278 SH	New
iShares Russell Mid Cap Growth	Exchange Traded Fund	$696K	0.0%	5,084 SH	New
iShares Russell Mid Cap Value	Exchange Traded Fund	$359K	0.0%	2,542 SH	New
ISHARES TR	Exchange Traded Fund	$50.7M	2.5%Prev: 9.6%	681,440 SH	Decreased-1,046,325 SH
JOHNSON & JOHNSON	Common Stock	$4.1M	0.2%Prev: 0.2%	19,671 SH	Increased+1,433 SH
JPMORGAN CHASE & CO.	Common Stock	$13.5M	0.7%Prev: 0.6%	41,910 SH	Increased-514 SH
KEURIG DR PEPPER INC	Common Stock	$1.8M	0.1%Prev: 0.1%	64,237 SH	Decreased-56,640 SH
KNIGHT-SWIFT TRANSN HLDGS INC	Common Stock	$2.1M	0.1%Prev: 0.1%	40,177 SH	Increased
L3HARRIS TECHNOLOGIES INC	Common Stock	$3.2M	0.2%Prev: 0.2%	10,982 SH	Decreased+70 SH
LAUDER ESTEE COS INC	Common Stock	$1.4M	0.1%Prev: 0.1%	13,480 SH	Increased-650 SH
LIGHTWAVE LOGIC INC	Common Stock	$757K	0.0%Prev: 0.0%	233,598 SH	Decreased
LINDE PLC	Common Stock	$206K	0.0%Prev: 0.0%	482 SH	Decreased+18 SH
LOCKHEED MARTIN CORP	Common Stock	$1.2M	0.1%Prev: 0.1%	2,583 SH	Decreased-200 SH
MARRIOTT INTL INC NEW	Common Stock	$4.5M	0.2%Prev: 0.2%	14,360 SH	Increased-105 SH
MASTERCARD INCORPORATED	Common Stock	$1.2M	0.1%Prev: 0.1%	2,137 SH	Decreased-11 SH
MCDONALDS CORP	Common Stock	$8.1M	0.4%Prev: 0.4%	26,343 SH	Increased+524 SH
MCKESSON CORP	Common Stock	$612K	0.0%Prev: 0.0%	746 SH	Increased+5 SH
MEDTRONIC PLC	Common Stock	$202K	0.0%	2,106 SH	New
MERCK & CO INC	Common Stock	$671K	0.0%Prev: 0.0%	6,373 SH	Increased
META PLATFORMS INC	Common Stock	$893K	0.0%Prev: 0.0%	1,353 SH	Decreased+49 SH
MICRON TECHNOLOGY INC	Common Stock	$231K	0.0%	809 SH	New
MICROSOFT CORP	Common Stock	$24.9M	1.2%Prev: 1.2%	51,440 SH	Decreased+1,019 SH
MONDELEZ INTL INC	Common Stock	$354K	0.0%Prev: 0.0%	6,569 SH	Increased+1,011 SH
MORGAN STANLEY	Common Stock	$210K	0.0%	1,183 SH	New
NEXTERA ENERGY INC	Common Stock	$2.7M	0.1%Prev: 0.1%	33,450 SH	Increased-678 SH
NIKE INC	Common Stock	$491K	0.0%Prev: 0.0%	7,712 SH	Decreased-165 SH
NORDSON CORP	Common Stock	$279K	0.0%Prev: 0.0%	1,162 SH	Increased-17 SH
NU HLDGS LTD	Common Stock	$448K	0.0%Prev: 0.0%	26,734 SH	Increased+3,869 SH
NUTRIEN LTD	Common Stock	$202K	0.0%	3,272 SH	New
NVIDIA CORPORATION	Common Stock	$11.2M	0.5%Prev: 0.5%	59,884 SH	Increased+517 SH
OLIN CORP	Common Stock	$398K	0.0%Prev: 0.0%	19,087 SH	Decreased-112 SH
ONEOK INC NEW	Common Stock	$162K	0.0%Prev: 0.0%	2,199 SH	Decreased-1,423 SH
ORACLE CORP	Common Stock	$7.3M	0.4%Prev: 0.5%	37,515 SH	Decreased-413 SH
OTIS WORLDWIDE CORP	Common Stock	$334K	0.0%Prev: 0.0%	3,826 SH	Decreased-1,116 SH
PACER FDS TR	Exchange Traded Fund	$211K	0.0%	3,510 SH	New
PARKER-HANNIFIN CORP	Common Stock	$694K	0.0%Prev: 0.0%	790 SH	Increased+450 SH
PAYPAL HLDGS INC	Common Stock	$861K	0.0%Prev: 0.1%	14,753 SH	Decreased-3,491 SH
PEPSICO INC	Common Stock	$2.6M	0.1%Prev: 0.1%	17,986 SH	Increased+2,427 SH
PFIZER INC	Common Stock	$623K	0.0%Prev: 0.0%	25,013 SH	Increased+2,666 SH
PHILIP MORRIS INTL INC	Common Stock	$1.1M	0.1%Prev: 0.1%	6,829 SH	Decreased-2 SH
PPG INDS INC	Common Stock	$205K	0.0%Prev: 0.0%	1,998 SH	Decreased+4 SH
PROCTER AND GAMBLE CO	Common Stock	$2.2M	0.1%Prev: 0.1%	15,347 SH	Increased+2,180 SH
PROGRESSIVE CORP	Common Stock	$1.4M	0.1%Prev: 0.1%	6,141 SH	Decreased+32 SH
PUBLIC SVC ENTERPRISE GRP INC	Common Stock	$254K	0.0%Prev: 0.0%	3,157 SH	Decreased
QUALCOMM INC	Common Stock	$778K	0.0%Prev: 0.0%	4,548 SH	Increased+408 SH
RBB FD INC	Fixed Income ETF	$597K	0.0%Prev: 0.0%	11,780 SH	Decreased-2,118 SH
REGENERON PHARMACEUTICALS	Common Stock	$420K	0.0%Prev: 0.0%	544 SH	Increased
ROPER TECHNOLOGIES INC	Common Stock	$3.5M	0.2%Prev: 0.2%	7,804 SH	Decreased-463 SH
RTX CORPORATION	Common Stock	$2.0M	0.1%Prev: 0.1%	11,038 SH	Increased-12 SH
S&P GLOBAL INC	Common Stock	$4.0M	0.2%Prev: 0.2%	7,726 SH	Increased-25 SH
SCHLUMBERGER LTD	Common Stock	$4.8M	0.2%Prev: 0.2%	125,140 SH	Increased-1,867 SH
SCHWAB CHARLES CORP	Common Stock	$758K	0.0%Prev: 0.0%	7,584 SH	Increased-197 SH
SCHWAB STRATEGIC TR	Exchange Traded Fund	$1.0M	0.1%Prev: 0.0%	33,228 SH	Increased
SELECT SECTOR SPDR TR	Exchange Traded Fund	$533K	0.0%Prev: 0.0%	3,702 SH	Increased+2,660 SH
SPDR DOW JONES INDL AVERAGE ET	Exchange Traded Fund	$673K	0.0%	1,400 SH	New
SPDR GOLD TR	Exchange Traded Fund	$322K	0.0%Prev: 0.0%	812 SH	Increased+30 SH
SPDR S&P 500	Exchange Traded Fund	$31.1M	1.5%	45,627 SH	New
SPDR S&P MIDCAP 400 ETF TR	Exchange Traded Fund	$636K	0.0%Prev: 0.0%	1,055 SH	Increased
SPDR SER TR	Fixed Income ETF	$1.2M	0.1%Prev: 0.1%	12,820 SH	Decreased+15 SH
STARBUCKS CORP	Common Stock	$358K	0.0%Prev: 0.0%	4,254 SH	Increased+260 SH
STRYKER CORPORATION	Common Stock	$1.14B	56.2%Prev: 55.2%	3,253,222 SH	Decreased-380 SH
TAIWAN SEMICONDUCTOR MFG LTD	Common Stock	$367K	0.0%Prev: 0.0%	1,209 SH	Increased+3 SH
TARGET CORP	Common Stock	$202K	0.0%	2,066 SH	New
TESLA INC	Common Stock	$679K	0.0%Prev: 0.0%	1,510 SH	Increased+113 SH
TEXAS INSTRS INC	Common Stock	$5.4M	0.3%Prev: 0.3%	31,060 SH	Decreased-1,396 SH
THE CIGNA GROUP	Common Stock	$772K	0.0%Prev: 0.0%	2,806 SH	Decreased-10 SH
THERMO FISHER SCIENTIFIC INC	Common Stock	$5.2M	0.3%Prev: 0.2%	8,897 SH	Increased-45 SH
TJX COS INC NEW	Common Stock	$6.8M	0.3%Prev: 0.5%	44,477 SH	Decreased-26,352 SH
TOWNEBANK PORTSMOUTH VA	Common Stock	$509K	0.0%Prev: 0.0%	15,242 SH	Decreased-124 SH
TRANSDIGM GROUP INC	Common Stock	$745K	0.0%Prev: 0.0%	560 SH	Increased
UNION PAC CORP	Common Stock	$482K	0.0%Prev: 0.0%	2,082 SH	Decreased
UNITEDHEALTH GROUP INC	Common Stock	$444K	0.0%Prev: 0.0%	1,345 SH	Decreased+33 SH
Vanguard FTSE Developed Markets	Exchange Traded Fund	$42.2M	2.1%	674,831 SH	New
VANGUARD INDEX FDS	Exchange Traded Fund	$1.9M	0.1%Prev: 9.0%	13,939 SH	Decreased-379,357 SH
VANGUARD INTL EQUITY INDEX FDS	Exchange Traded Fund	$406K	0.0%Prev: 0.2%	7,548 SH	Decreased-72,768 SH
Vanguard Russell 2000	Exchange Traded Fund	$8.6M	0.4%	86,903 SH	New
Vanguard Russell 2000 Value	Exchange Traded Fund	$278K	0.0%	1,738 SH	New
Vanguard S&P 500	Exchange Traded Fund	$148.0M	7.3%	236,042 SH	New
VANGUARD SPECIALIZED FUNDS	Exchange Traded Fund	$475K	0.0%Prev: 0.0%	2,162 SH	Increased-24 SH
VANGUARD WHITEHALL FDS	Exchange Traded Fund	$228K	0.0%	1,590 SH	New
VANGUARD WORLD FD	Exchange Traded Fund	$309K	0.0%Prev: 0.0%	1,229 SH	Increased+271 SH
VENU HLDG CORP	Common Stock	$3.4M	0.2%Prev: 0.4%	400,120 SH	Decreased-250,000 SH
VERIZON COMMUNICATIONS INC	Common Stock	$250K	0.0%Prev: 0.0%	6,128 SH	Decreased+352 SH
VISA INC	Common Stock	$10.9M	0.5%Prev: 0.5%	31,158 SH	Increased+857 SH
WALMART INC	Common Stock	$2.4M	0.1%Prev: 0.1%	21,579 SH	Increased+184 SH
WASTE MGMT INC DEL	Common Stock	$397K	0.0%Prev: 0.0%	1,805 SH	Decreased-11 SH
WELLS FARGO CO NEW	Common Stock	$728K	0.0%Prev: 0.0%	7,808 SH	Increased+2,982 SH
WILLIAMS SONOMA INC	Common Stock	$258K	0.0%Prev: 0.0%	1,444 SH	Decreased
WOODWARD INC	Common Stock	$19.1M	0.9%Prev: 0.7%	63,286 SH	Increased+33 SH
XCEL ENERGY INC	Common Stock	$1.1M	0.1%Prev: 0.1%	14,705 SH	Decreased-1,288 SH
YUM BRANDS INC	Common Stock	$598K	0.0%Prev: 0.0%	3,952 SH	Increased+40 SH
ZIMMER BIOMET HOLDINGS INC	Common Stock	$1.1M	0.1%Prev: 0.1%	12,649 SH	Decreased+2 SH

Sold (vs prior filing)

CUMMINS INC — $204K
FISERV INC — $3.5M
NETFLIX INC — $360K
SPDR S&P 500 ETF TR — $82.4M
SPDR SER TR — $202K
TIDAL ETF TR — $492K
VANGUARD SCOTTSDALE FDS — $8.6M
VANGUARD TAX-MANAGED FDS — $44.5M
WILLIAMS COS INC — $308K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001628280-26-007609	$2.03B	View
Nov 14, 2025	Q3 2025	13F-HR	0001628280-25-052137	$2.18B	View
Jul 29, 2026	Q2 2026