Idaho Trust Co Portfolio Stock Holdings

Idaho Trust Co disclosed 98 stock positions valued at approximately $342.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INTL EQUITY INDEX F, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on August 7, 2026.

Report Period
June 30, 2026
No. of Stocks
98
Portfolio Value
$342.1M
Holdings by Sector
Idaho Trust Co Portfolio Holdings in Q2 2026

98 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TREFAOther8.26%272,083+6,618+2.49%$28,263,842
VANGUARD INTL EQUITY INDEX FVWOOther7.02%402,658+44,159+12.32%$24,030,487
ISHARES TRIWMOther5.28%60,120+2,537+4.41%$18,062,315
VANGUARD INDEX FDSVVOther4.52%44,948+3,388+8.15%$15,457,498
VANGUARD BD INDEX FDSBLVOther4.47%222,112+21,309+10.61%$15,310,052
GLACIER BANCORP INC NEWGBCIFinancial Services4.19%277,940-14,173-4.85%$14,336,140
VANGUARD INTL EQUITY INDEX FVEUOther4.08%166,650+5,292+3.28%$13,956,831
SPDR SERIES TRUSTJNKOther3.99%141,661+8,219+6.16%$13,651,735
ISHARES TRIJHOther3.93%174,521+369+0.21%$13,457,182
ISHARES TRLQDOther3.88%121,614+5,411+4.66%$13,264,326
ISHARES TREMBOther3.71%131,604+5,185+4.10%$12,691,755
ISHARES INCEEMVOther3.08%140,028+14,527+11.58%$10,541,165
ISHARES TRIWNOther3.06%47,340+2,544+5.68%$10,471,512
VANGUARD INDEX FDSVTVOther2.80%43,971+3,183+7.80%$9,582,489
ISHARES INCEWJOther1.99%73,179-3,234-4.23%$6,825,399
ISHARES TRIVVOther1.89%8,638-1,439-14.28%$6,468,901
ISHARES TRIWOOther1.85%16,104-755-4.48%$6,344,060
ISHARES TRIJJOther1.84%42,573+2,840+7.15%$6,289,202
VANGUARD INDEX FDSVUGOther1.69%67,097+55,971+503.06%$5,779,610
VANGUARD INDEX FDSVNQOther1.62%57,550-8,049-12.27%$5,549,411
VANGUARD WORLD FDVGTOther1.60%45,843+39,996+684.04%$5,479,151
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.45%9,917-71-0.71%$4,962,365
BARCLAYS BANK PLCDJPOther1.30%101,717+8,872+9.56%$4,444,907
ISHARES TRIJKOther1.24%36,205-2,733-7.02%$4,254,023
ISHARES TREWUOther1.13%83,487+152+0.18%$3,851,248
SPDR SERIES TRUSTSPYGOther0.86%24,852-5,443-17.97%$2,957,099
SPDR SERIES TRUSTIBNDOther0.82%90,052+6,111+7.28%$2,807,748
MICROSOFT CORPMSFTTechnology0.80%7,360-256-3.36%$2,745,345
SPDR INDEX SHS FDSRWXOther0.77%97,025-10,884-10.09%$2,619,675
SPDR SERIES TRUSTWIPOther0.73%63,021+1,507+2.45%$2,481,695
ISHARES INCEWGOther0.68%56,043+3,863+7.40%$2,317,931
SPDR INDEX SHS FDSSPDWOther0.66%44,894-8,140-15.35%$2,261,723
ISHARES INCEWQOther0.65%49,001-1,733-3.42%$2,226,108
ISHARES INCEWLOther0.57%31,040+2,460+8.61%$1,950,857
VANECK ETF TRUSTHYDOther0.54%36,165+672+1.89%$1,862,494
ISHARES INCEWNOther0.53%25,978+618+2.44%$1,827,287
ISHARES INCEWPOther0.46%26,310-309-1.16%$1,562,281
SPDR SERIES TRUSTSPYVOther0.43%24,360-4,986-16.99%$1,480,807
VANGUARD WORLD FDVFHOther0.43%11,188-753-6.31%$1,472,335
ISHARES TRIVWOther0.43%10,699-61-0.57%$1,471,427
VANGUARD TAX-MANAGED FDSVEAOther0.41%19,545--$1,392,580
VANGUARD WORLD FDVCROther0.39%3,393-80-2.30%$1,345,656
ISHARES TRIVEOther0.39%5,914-856-12.64%$1,342,825
VANGUARD WORLD FDVHTOther0.39%4,448-364-7.56%$1,329,992
VANGUARD WORLD FDVOXOther0.38%7,034+16+0.23%$1,293,901
ISHARES INCEWIOther0.38%21,770-1,489-6.40%$1,289,648
APPLE INCAAPLTechnology0.37%4,406--$1,274,870
ISHARES INCEWAOther0.36%43,208-2,111-4.66%$1,216,297
VANGUARD WORLD FDVISOther0.35%3,296-114-3.34%$1,187,807
SPDR SERIES TRUSTTFIOther0.33%24,883+573+2.36%$1,139,385
ISHARES TRGOVTOther0.33%50,017-15,558-23.73%$1,138,860
VANECK ETF TRUSTITMOther0.27%19,748+620+3.24%$927,955
SPDR SERIES TRUSTSPMBOther0.27%40,778-10,289-20.15%$909,327
VANGUARD SCOTTSDALE FDSVCITOther0.26%10,939-7,188-39.65%$904,078
ISHARES INCEWDOther0.26%17,850+2,824+18.79%$891,959
ISHARES TREEMOther0.26%12,959-472-3.51%$886,391
SPDR SERIES TRUSTSPSMOther0.23%13,840-3,189-18.73%$798,124
SPDR SERIES TRUSTSLYGOther0.23%6,693-1,737-20.60%$797,305
ISHARES TREDENOther0.23%7,209-211-2.84%$795,509
BROADCOM INCAVGOTechnology0.22%2,023-7-0.34%$764,185
SPDR INDEX SHS FDSSPEMOther0.22%14,360-3,166-18.06%$743,387
VANGUARD WORLD FDVDCOther0.19%2,890-57-1.93%$651,659
AMAZON COM INCAMZNConsumer Cyclical0.19%2,705-631-18.91%$644,704
ALPHABET INCGOOGCommunication Services0.18%1,773-328-15.61%$626,434
NVIDIA CORPORATIONNVDATechnology0.18%3,036--$607,472
META PLATFORMS INCMETACommunication Services0.17%1,031-56-5.15%$580,739
ISHARES INCEWHOther0.16%26,789+1,174+4.58%$560,151
J P MORGAN EXCHANGE TRADED FJQUAOther0.16%7,749-1,632-17.40%$560,061
ALPHABET INCGOOGLCommunication Services0.15%1,433-64-4.28%$512,092
CATERPILLAR INCCATIndustrials0.15%467-40-7.89%$497,306
ISHARES TRSHYGOther0.14%11,518-3,346-22.51%$488,343
US BANCORPUSBFinancial Services0.14%7,900+1,136+16.79%$477,159
SPDR SERIES TRUSTSPTLOther0.14%18,041-5,095-22.02%$473,010
INTEL CORPINTCTechnology0.13%3,283+3,283+100.00%$458,403
VANGUARD BD INDEX FDSBIVOther0.13%5,651--$433,428
ISHARES INCEWWOther0.12%5,552--$417,892
VANGUARD WORLD FDVDEOther0.12%2,778-81-2.83%$417,056
ISHARES INCEWSOther0.12%13,848-190-1.35%$410,032
ISHARES INCEWKOther0.11%14,349+224+1.59%$388,277
JOHNSON & JOHNSONJNJHealthcare0.11%1,457-281-16.17%$370,027
ISHARES TREFNLOther0.11%6,769-21-0.31%$362,068
CHEVRON CORPORATIONCVXEnergy0.10%2,100+867+70.32%$348,092
ISHARES TRIEIOther0.09%2,745+317+13.06%$322,396
VANGUARD WORLD FDVPUOther0.09%1,632-96-5.56%$319,425
ISHARES TREIRLOther0.09%4,040--$316,487
VANGUARD SCOTTSDALE FDSVCLTOther0.09%4,138+4,138+100.00%$311,383
SPDR SERIES TRUSTSPSBOther0.09%10,133-2,809-21.70%$303,990
ISHARES TRQUALOther0.08%1,195--$262,218
ARCHER DANIELS MIDLAND COADMConsumer Defensive0.07%3,300--$252,120
MCDONALDS CORPMCDConsumer Cyclical0.07%906+20+2.26%$244,886
ISHARES INCEWYOther0.07%1,212-697-36.51%$244,696
ABBVIE INCABBVHealthcare0.07%927+927+100.00%$233,268
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.07%1,275+1,224+2400.00%$227,256
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.07%453-100-18.08%$227,108
ISHARES TRFXIOther0.06%6,926+352+5.35%$218,786
INVESCO EXCHANGE TRADED FD TRSPOther0.06%1,015-1,014-49.98%$215,959
VANGUARD WORLD FDVAWOther0.06%903-10-1.10%$206,589
RTX CORPORATIONRTXIndustrials0.06%1,088-115-9.56%$206,421