Idaho Trust Co Portfolio Stock Holdings

Idaho Trust Co disclosed 97 stock positions valued at approximately $307.6 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 March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
97
Portfolio Value
$307.6M
Holdings by Sector
Idaho Trust Co Portfolio Holdings in Q1 2026

97 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TREFAOther8.38%265,465+13,760+5.47%$25,784,481
VANGUARD INTL EQUITY INDEX FVWOOther6.30%358,499+49,791+16.13%$19,373,160
ISHARES TRIWMOther4.64%57,583+3,385+6.25%$14,280,584
VANGUARD BD INDEX FDSBLVOther4.49%200,803+26,806+15.41%$13,811,124
GLACIER BANCORP INC NEWGBCIFinancial Services4.24%292,113-12,772-4.19%$13,045,760
SPDR SERIES TRUSTJNKOther4.15%133,442+5,665+4.43%$12,772,949
ISHARES TRLQDOther4.12%116,203+7,432+6.83%$12,664,865
VANGUARD INDEX FDSVVOther4.04%41,560+5,061+13.87%$12,419,674
VANGUARD INTL EQUITY INDEX FVEUOther3.94%161,358+11,546+7.71%$12,117,869
ISHARES TREMBOther3.86%126,419+563+0.45%$11,874,418
ISHARES TRIJHOther3.82%174,152+4,905+2.90%$11,758,627
ISHARES TRIWNOther2.76%44,796+11,275+33.64%$8,492,752
ISHARES INCEEMVOther2.64%125,501+24,304+24.02%$8,122,300
VANGUARD INDEX FDSVTVOther2.60%40,788+13,567+49.84%$8,002,516
ISHARES TRIVVOther2.14%10,077+76+0.76%$6,582,388
ISHARES INCEWJOther2.10%76,413+15,358+25.15%$6,452,308
VANGUARD INDEX FDSVNQOther1.89%65,599+3,616+5.83%$5,818,516
ISHARES TRIWOOther1.72%16,859-5,646-25.09%$5,290,256
ISHARES TRIJJOther1.71%39,733+8,555+27.44%$5,264,563
VANGUARD INDEX FDSVUGOther1.58%11,126-2,971-21.08%$4,859,505
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.56%9,988-190-1.87%$4,786,249
BARCLAYS BANK PLCDJPOther1.45%92,845+3,016+3.36%$4,468,500
VANGUARD WORLD FDVGTOther1.33%5,847+72+1.25%$4,079,504
ISHARES TRIJKOther1.27%38,938-12,722-24.63%$3,917,828
ISHARES TREWUOther1.23%83,335+10,136+13.85%$3,796,736
SPDR SERIES TRUSTSPYGOther0.96%30,295-7,792-20.46%$2,966,132
SPDR INDEX SHS FDSRWXOther0.93%107,909+955+0.89%$2,871,334
MICROSOFT CORPMSFTTechnology0.92%7,616-738-8.83%$2,819,124
SPDR SERIES TRUSTIBNDOther0.85%83,941+10,727+14.65%$2,607,977
SPDR SERIES TRUSTWIPOther0.79%61,514+1,614+2.69%$2,435,271
SPDR INDEX SHS FDSSPDWOther0.79%53,034-24,008-31.16%$2,420,956
ISHARES INCEWQOther0.72%50,734+1,825+3.73%$2,200,833
ISHARES INCEWGOther0.67%52,180-16,165-23.65%$2,069,454
VANECK ETF TRUSTHYDOther0.58%35,493-2,748-7.19%$1,779,260
ISHARES INCEWLOther0.55%28,580-1,737-5.73%$1,680,782
SPDR SERIES TRUSTSPYVOther0.54%29,346-8,378-22.21%$1,660,351
ISHARES TRGOVTOther0.49%65,575-3,727-5.38%$1,501,636
VANGUARD SCOTTSDALE FDSVCITOther0.49%18,127+1,497+9.00%$1,499,977
ISHARES INCEWNOther0.47%25,360+1,629+6.86%$1,458,446
ISHARES INCEWPOther0.47%26,619+1,219+4.80%$1,445,670
VANGUARD WORLD FDVFHOther0.47%11,941+13+0.11%$1,442,586
ISHARES TRIVEOther0.46%6,770-16-0.24%$1,429,479
VANGUARD WORLD FDVHTOther0.43%4,812-206-4.11%$1,310,396
VANGUARD WORLD FDVOXOther0.41%7,018+387+5.84%$1,262,112
ISHARES INCEWAOther0.41%45,319+1,633+3.74%$1,257,597
VANGUARD TAX-MANAGED FDSVEAOther0.41%19,545-113-0.57%$1,252,441
VANGUARD WORLD FDVCROther0.41%3,473+79+2.33%$1,246,871
ISHARES INCEWIOther0.40%23,259+756+3.36%$1,242,489
ISHARES TRIVWOther0.40%10,760--$1,217,056
SPDR SERIES TRUSTSPMBOther0.37%51,067-5,420-9.60%$1,142,842
APPLE INCAAPLTechnology0.36%4,406-856-16.27%$1,118,194
SPDR SERIES TRUSTTFIOther0.36%24,310+829+3.53%$1,102,209
VANGUARD WORLD FDVISOther0.35%3,410+83+2.49%$1,064,630
VANECK ETF TRUSTITMOther0.29%19,128-15,095-44.11%$888,110
SPDR SERIES TRUSTSPSMOther0.27%17,029-2,746-13.89%$822,628
SPDR INDEX SHS FDSSPEMOther0.27%17,526-2,587-12.86%$821,938
SPDR SERIES TRUSTSLYGOther0.26%8,430-1,486-14.99%$814,459
ISHARES TREDENOther0.25%7,420+497+7.18%$776,718
ISHARES TREEMOther0.25%13,431+1,223+10.02%$762,741
ISHARES INCEWDOther0.24%15,026-5,173-25.61%$732,058
AMAZON COM INCAMZNConsumer Cyclical0.23%3,336-82-2.40%$694,782
VANGUARD WORLD FDVDCOther0.22%2,947+167+6.01%$661,861
ISHARES TRSHYGOther0.20%14,864-1,356-8.36%$628,860
BROADCOM INCAVGOTechnology0.20%2,030-80-3.79%$628,302
META PLATFORMS INCMETACommunication Services0.20%1,087-9-0.82%$621,901
SPDR SERIES TRUSTSPTLOther0.20%23,136-1,928-7.69%$608,212
ALPHABET INCGOOGCommunication Services0.20%2,101-52-2.42%$602,667
ISHARES INCEWHOther0.19%25,615-853-3.22%$591,442
J P MORGAN EXCHANGE TRADED FJQUAOther0.19%9,381-3,197-25.42%$575,105
NVIDIA CORPORATIONNVDATechnology0.17%3,036-64-2.06%$529,478
VANGUARD WORLD FDVDEOther0.16%2,859+105+3.81%$494,716
VANGUARD BD INDEX FDSBIVOther0.14%5,651-129-2.23%$436,140
ALPHABET INCGOOGLCommunication Services0.14%1,497-10-0.66%$430,459
JOHNSON & JOHNSONJNJHealthcare0.14%1,738-1,469-45.81%$424,829
ISHARES INCEWWOther0.14%5,552+707+14.59%$417,614
ISHARES INCEWSOther0.13%14,038+1,148+8.91%$396,006
INVESCO EXCHANGE TRADED FD TRSPOther0.13%2,029+2,029+100.00%$389,404
SPDR SERIES TRUSTSPSBOther0.13%12,942-1,681-11.50%$388,998
CATERPILLAR INCCATIndustrials0.12%507--$359,185
US BANCORPUSBFinancial Services0.11%6,764-2,000-22.82%$351,728
ISHARES INCEWKOther0.11%14,125+565+4.17%$343,371
VANGUARD WORLD FDVPUOther0.11%1,728+60+3.60%$342,378
ISHARES TREFNLOther0.11%6,790+272+4.17%$332,500
ISHARES TREIRLOther0.09%4,040+426+11.79%$278,147
MCDONALDS CORPMCDConsumer Cyclical0.09%886-138-13.48%$275,344
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.09%553-10-1.78%$271,805
CHEVRON CORPORATIONCVXEnergy0.08%1,233-1,122-47.64%$255,103
JANUS DETROIT STR TRJAAAOther0.08%4,866-726-12.98%$245,025
MASTERCARD INCORPORATEDMAFinancial Services0.08%490--$244,823
ARCHER DANIELS MIDLAND COADMConsumer Defensive0.08%3,300-1,100-25.00%$239,876
ISHARES TRFXIOther0.08%6,574-3,833-36.83%$235,934
VISA INCVFinancial Services0.08%777--$234,827
ISHARES INCEWYOther0.08%1,909+1,909+100.00%$234,821
RTX CORPORATIONRTXIndustrials0.08%1,203-77-6.02%$232,053
ISHARES TRQUALOther0.07%1,195--$229,212
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.07%51--$214,725
VANGUARD WORLD FDVAWOther0.07%913+913+100.00%$205,731