Alpine Bank Wealth Management
$773M 13F equity value
450 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Alpine Bank Wealth Management covers the quarter ended September 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 | 498,031 | $75M | 9.8% |
| USFR | WisdomTree Floating Rate Treas | 991,953 | $50M | 6.5% |
| TBIL | US Treasury 3 Month Bill ETF | 872,100 | $43M | 5.6% |
| IUS | Invesco RAFI Strategic US ETF | 609,925 | $41M | 5.3% |
| JAAA | Janus Henderson AAA CLO | 818,865 | $41M | 5.3% |
| GDE | WisdomTree U.S. Equity Gold | 642,122 | $41M | 5.3% |
| SPHQ | Invesco S&P 500 Quality ETF | 478,017 | $40M | 5.2% |
| FLOT | iShares Floating Rate Bond ETF | 684,450 | $35M | 4.5% |
| IVV | iShares SP 500 ETF | 41,404 | $32M | 4.1% |
| NTSD | WisdomTree U.S. Internationa | 583,494 | $27M | 3.5% |
Track Alpine Bank Wealth Management's 13F portfolio: $773M in reported holdings, 450 positions. Top holdings and quarterly changes on SentiSense.
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