Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Idaho Trust Co 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Idaho Trust Co (CIK 1568069) reported $342.1M across 98 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EFA ($28.3M, 8.26%), VWO ($24.0M, 7.02%), IWM ($18.1M, 5.28%), VV ($15.5M, 4.52%), BLV ($15.3M, 4.47%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EFAISHARES TR$28.3M8.26%272,083Added
2VWOVANGUARD INTL EQUITY INDEX F$24.0M7.02%402,658Added
3IWMISHARES TR$18.1M5.28%60,120Added
4VVVANGUARD INDEX FDS$15.5M4.52%44,948Added
5BLVVANGUARD BD INDEX FDS$15.3M4.47%222,112Added
6GBCIGLACIER BANCORP INC NEW$14.3M4.19%277,940Trimmed
7VEUVANGUARD INTL EQUITY INDEX F$14.0M4.08%166,650Added
8JNKSPDR SERIES TRUST$13.7M3.99%141,661Added
9IJHISHARES TR$13.5M3.93%174,521Added
10LQDISHARES TR$13.3M3.88%121,614Added
11EMBISHARES TR$12.7M3.71%131,604Added
12EEMVISHARES INC$10.5M3.08%140,028Added
13IWNISHARES TR$10.5M3.06%47,340Added
14VTVVANGUARD INDEX FDS$9.6M2.80%43,971Added
15EWJISHARES INC$6.8M1.99%73,179Trimmed
16IVVISHARES TR$6.5M1.89%8,638Trimmed
17IWOISHARES TR$6.3M1.85%16,104Trimmed
18IJJISHARES TR$6.3M1.84%42,573Added
19VUGVANGUARD INDEX FDS$5.8M1.69%67,097Added
20VNQVANGUARD INDEX FDS$5.5M1.62%57,550Trimmed
21VGTVANGUARD WORLD FD$5.5M1.60%45,843Added
22BRKBBERKSHIRE HATHAWAY INC DEL$5.0M1.45%9,917Trimmed
23DJPBARCLAYS BANK PLC$4.4M1.30%101,717Added
24IJKISHARES TR$4.3M1.24%36,205Trimmed
25EWUISHARES TR$3.9M1.13%83,487Added

Source: SEC Form 13F filings · as of 2026-06-30