Alpine Bank Wealth Management
$779M 13F equity value
405 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Alpine Bank Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPMO | Invesco S&P 500 Momentum ETF | 490,988 | $79M | 10.2% |
| SPHQ | Invesco S&P 500 Quality ETF | 466,176 | $42M | 5.4% |
| IUS | Invesco RAFI Strategic US ETF | 590,590 | $39M | 5.0% |
| GDE | WisdomTree U.S. Equity Gold | 615,018 | $38M | 4.8% |
| JAAA | Janus Henderson AAA CLO | 734,486 | $37M | 4.8% |
| STIP | Ishares Short-Term TIPs | 339,975 | $35M | 4.5% |
| ISHG | iShares 1-3 Yr International T | 436,406 | $32M | 4.2% |
| HYS | PIMCO 0-5 Year HY Corporate Bo | 346,430 | $32M | 4.2% |
| IVV | iShares SP 500 ETF | 42,013 | $31M | 4.0% |
| NTSD | WisdomTree U.S. Internationa | 580,267 | $27M | 3.4% |
Track Alpine Bank Wealth Management's 13F portfolio: $779M in reported holdings, 405 positions. Top holdings and quarterly changes on SentiSense.
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