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CIK: 0001974910
Total reported value
$779.5M
$779.5M
415 檔
41.7%
During the Q2 2025 filing period, Alpine Bank Wealth Management (CIK: 0001974910) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $779.5M across 415 reported positions.
During Q2 2025, Alpine Bank Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 415 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 13.64% | -2.73% | +31.84% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 11.32% | +0.52% | +38.25% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 9.45% | — | +58.75% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 8.65% | -0.46% | -27.26% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.07% | -11.50% | — | |
| 6 | GDE | Wisdomtree Efficient Gold Pl | ETF-Commodities | 4.75% | -0.86% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | — | +1.07% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.21% | +0.02% | +1.22% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.75% | +0.09% | -0.73% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.58% | -0.11% | -9.38% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.43% | +0.27% | +188.93% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.10% | -0.46% | |
| 13 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.13% | -0.04% | -2.60% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.09% | -0.67% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.94% | -0.16% | +20.34% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.89% | +0.02% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.02% | -0.71% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.77% | -0.05% | — | |
| 19 | IDMO | Invesco S&p International De | ETF-Other | 0.75% | -0.20% | +33.69% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.74% | -0.04% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | — | -0.49% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.04% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.74% | -0.03% | +0.48% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | -0.03% | +0.24% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.04% | +5.88% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | -0.01% | -1.17% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.02% | -22.40% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.07% | -3.08% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.07% | -0.62% | |
| 30 | XVV | Ishares Esg Select Screened | ETF-Other | 0.51% | +0.03% | -9.11% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.01% | -1.87% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | +0.04% | -1.18% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.49% | +0.03% | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.04% | +0.59% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.05% | -0.95% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.07% | -3.35% | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.41% | +4.55% | -51.23% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.38% | — | -13.41% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.37% | — | -61.32% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | — | -1.77% | |
| 41 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.37% | -0.02% | -18.07% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | +0.02% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.15% | -6.80% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | -0.01% | — | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.05% | +0.55% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.31% | — | — | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.30% | -0.02% | — | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.30% | -0.04% | +2.86% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | -0.01% | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.26% | — | — |
According to official SEC Form 13F filings, Alpine Bank Wealth Management reported a total U.S. public equity portfolio value of $779.5M across 415 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPMO, USFR, VUSB) accounted for 41.7% of total reported equity market value during Q2 2025.
During Q2 2025, Alpine Bank Wealth Management's top holdings by market value included SPMO (13.6%)、USFR (11.3%)、VUSB (9.4%). The largest single position, SPMO, represented 13.6% of total portfolio value.
In Q2 2025, Alpine Bank Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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