§ 13F · FUND PROFILE
Idaho Trust Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297M (13F)Positions · 149Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$830K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | 265K | $26M | 8.4% | +5% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | 358K | $19M | 6.3% | +16% |
| 3 | IWM | ISHARES TR | 57K | $14M | 4.6% | +6% |
| 4 | BLV | VANGUARD BD INDEX FDS | 193K | $13M | 4.3% | +15% |
| 5 | JNK | SPDR SERIES TRUST | 133K | $13M | 4.2% | +4% |
| 6 | LQD | ISHARES TR | 115K | $13M | 4.1% | +7% |
| 7 | VV | VANGUARD INDEX FDS | 41K | $12M | 4.0% | +14% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 161K | $12M | 3.9% | +8% |
| 9 | GBCI | GLACIER BANCORP INC NEW | 267K | $12M | 3.9% | −4% |
| 10 | EMB | ISHARES TR | 126K | $12M | 3.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IDAHO SIGNAL
AC read
Idaho Trust Co is a Other fund managing $297 million in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed