Idaho Trust Co

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$307.6M
Q ending 2026-03-31
Prior quarter
$301.9M
Q ending 2025-12-31
Change
+1.9% QoQ · +25.4% YoY
Positions
97
reported holdings

Largest positions

All 97 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrEFAShares$25.8M265K
Vanguard Intl Equity Index FVWOShares$19.4M358K
Ishares TrIWMShares$14.3M58K
Vanguard Bd Index FdsBLVShares$13.8M201K
Glacier Bancorp Inc NewGBCIShares$13.0M292K
Spdr Series TrustJNKShares$12.8M133K
Ishares TrLQDShares$12.7M116K
Vanguard Index FdsVVShares$12.4M42K
Vanguard Intl Equity Index FVEUShares$12.1M161K
Ishares TrEMBShares$11.9M126K
Ishares TrIJHShares$11.8M174K
Ishares TrIWNShares$8.5M45K
Ishares IncEEMVShares$8.1M126K
Vanguard Index FdsVTVShares$8.0M41K
Ishares TrIVVShares$6.6M10K
Ishares IncEWJShares$6.5M76K
Vanguard Index FdsVNQShares$5.8M66K
Ishares TrIWOShares$5.3M17K
Ishares TrIJJShares$5.3M40K
Vanguard Index FdsVUGShares$4.9M11K
Berkshire Hathaway Inc DelBRK/BShares$4.8M10K
Barclays Bank PlcDJPShares$4.5M93K
Vanguard World FdVGTShares$4.1M6K
Ishares TrIJKShares$3.9M39K
Ishares TrEWUShares$3.8M83K
Spdr Series TrustSPYGShares$3.0M30K
Spdr Index Shs FdsRWXShares$2.9M108K
Microsoft CorpMSFTShares$2.8M8K
Spdr Series TrustIBNDShares$2.6M84K
Spdr Series TrustWIPShares$2.4M62K
Spdr Index Shs FdsSPDWShares$2.4M53K
Ishares IncEWQShares$2.2M51K
Ishares IncEWGShares$2.1M52K
Vaneck Etf TrustHYDShares$1.8M35K
Ishares IncEWLShares$1.7M29K
Spdr Series TrustSPYVShares$1.7M29K
Ishares TrGOVTShares$1.5M66K
Vanguard Scottsdale FdsVCITShares$1.5M18K
Ishares IncEWNShares$1.5M25K
Ishares IncEWPShares$1.4M27K
Vanguard World FdVFHShares$1.4M12K
Ishares TrIVEShares$1.4M7K
Vanguard World FdVHTShares$1.3M5K
Vanguard World FdVOXShares$1.3M7K
Ishares IncEWAShares$1.3M45K
Vanguard Tax-Managed FdsVEAShares$1.3M20K
Vanguard World FdVCRShares$1.2M3K
Ishares IncEWIShares$1.2M23K
Ishares TrIVWShares$1.2M11K
Spdr Series TrustSPMBShares$1.1M51K
Apple IncAAPLShares$1.1M4K
Spdr Series TrustTFIShares$1.1M24K
Vanguard World FdVISShares$1.1M3K
Vaneck Etf TrustITMShares$888K19K
Spdr Series TrustSPSMShares$823K17K
Spdr Index Shs FdsSPEMShares$822K18K
Spdr Series TrustSLYGShares$814K8K
Ishares TrEDENShares$777K7K
Ishares TrEEMShares$763K13K
Ishares IncEWDShares$732K15K
Amazon Com IncAMZNShares$695K3K
Vanguard World FdVDCShares$662K3K
Ishares TrSHYGShares$629K15K
Broadcom IncAVGOShares$628K2K
Meta Platforms IncMETAShares$622K1K
Spdr Series TrustSPTLShares$608K23K
Alphabet IncGOOGShares$603K2K
Ishares IncEWHShares$591K26K
J P Morgan Exchange Traded FJQUAShares$575K9K
Nvidia CorporationNVDAShares$529K3K
Vanguard World FdVDEShares$495K3K
Vanguard Bd Index FdsBIVShares$436K6K
Alphabet IncGOOGLShares$430K1K
Johnson & JohnsonJNJShares$425K2K
Ishares IncEWWShares$418K6K
Ishares IncEWSShares$396K14K
Invesco Exchange Traded Fd TRSPShares$389K2K
Spdr Series TrustSPSBShares$389K13K
Caterpillar IncCATShares$359K507
Us BancorpUSBShares$352K7K
Ishares IncEWKShares$343K14K
Vanguard World FdVPUShares$342K2K
Ishares TrEFNLShares$333K7K
Ishares TrEIRLShares$278K4K
Mcdonalds CorpMCDShares$275K886
Thermo Fisher Scientific IncTMOShares$272K553
Chevron CorporationCVXShares$255K1K
Janus Detroit Str TrJAAAShares$245K5K
Mastercard IncorporatedMAShares$245K490
Archer Daniels Midland CoADMShares$240K3K
Ishares TrFXIShares$236K7K
Visa IncVShares$235K777
Ishares IncEWYShares$235K2K
Rtx CorporationRTXShares$232K1K
Ishares TrQUALShares$229K1K
Booking Holdings IncBKNGShares$215K51
Vanguard World FdVAWShares$206K913

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.