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CIK: 0001974910
Total reported value
$773.3M
$773.3M
149 檔
46.5%
In Q4 2025, Alpine Bank Wealth Management's U.S. equity holdings reached a combined market value of $773.3M, distributed across 149 disclosed stock positions.
In Q4 2025, Alpine Bank Wealth Management adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 105 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, SPMO, USFR) accounted for 46.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
EFV
市值: $431.2K
Top Position Liquidated / Trimmed
MTBA
前期市值: $1.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 17.70% | -0.74% | +67.81% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 14.33% | -0.42% | -0.64% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.20% | +4.00% | -26.63% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 5.89% | -0.19% | +1.33% | |
| 5 | GDE | Wisdomtree Efficient Gold Pl | ETF-Commodities | 5.78% | +0.47% | -14.91% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.08% | +0.03% | -0.81% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.13% | +0.06% | -0.24% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.11% | -0.36% | -0.14% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.67% | -0.11% | -7.11% | |
| 10 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.57% | +3.75% | +28.53% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | -0.17% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.23% | -0.68% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | -0.04% | -0.42% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.14% | -0.52% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.83% | — | -6.49% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.02% | -0.30% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.07% | -1.48% | |
| 18 | IDMO | Invesco S&p International De | ETF-Other | 0.76% | — | -0.65% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.19% | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.12% | — | |
| 21 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.75% | -0.06% | -18.77% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -0.11% | -1.13% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | -0.01% | -0.21% | |
| 24 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.66% | +0.11% | +133.54% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.64% | -0.10% | -14.29% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | — | -3.09% | |
| 27 | XVV | Ishares Esg Select Screened | ETF-Other | 0.59% | +0.01% | -2.52% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.03% | -0.13% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.06% | -1.33% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | — | -0.13% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | — | -1.05% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.51% | +0.02% | -86.13% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.50% | -0.03% | — | |
| 35 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.48% | +0.08% | -3.79% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | -0.04% | +0.41% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.05% | -0.81% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.01% | +0.87% | |
| 39 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.39% | -0.11% | +89.62% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.01% | +6.50% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.10% | -3.09% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.38% | -0.02% | — | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.38% | -0.09% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.37% | EXIT | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.02% | -1.93% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.34% | -0.19% | — | |
| 48 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.33% | — | — | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.30% | — | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.29% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +7.2% | +67.81% | Add |
| 2 | XBIL | F/m US Treasury 6 Month Bill | +0.4% | +133.54% | Add |
| 3 | TBIL | F/m US Treasury 3 Month Bill | +0.4% | +28.53% | Add |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +1.33% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -0.42% | Trim |
| 6 | EAGG | Ishares Esg Aware US Aggrega | +0.2% | +89.62% | Add |
| 7 | SIVR | Abrdn Physical Silver Shares | +0.1% | — | Unchanged |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.24% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.1% | +25.55% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.93% | Trim |
| 11 | VUG | Vanguard Growth ETF | +0.1% | -0.81% | Trim |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +338.60% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -0.52% | Trim |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +0.41% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +0.94% | Add |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.14% | Trim |
| 17 | JNJ | Johnson & Johnson | 0% | +9.65% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +6.50% | Add |
| 19 | CAT | Caterpillar Inc | 0% | +20.52% | Add |
| 20 | AXP | American Express Co | 0% | — | Unchanged |
| 21 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 22 | IBM | Intl Business Machines CORP | 0% | +10.58% | Add |
| 23 | TSLA | Tesla Inc | 0% | +11.85% | Add |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 25 | AVGO | Broadcom Inc | 0% | -1.13% | Trim |
| 26 | GE | General Electric | 0% | +19.67% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | -0.08% | Trim |
| 28 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 29 | IDMO | Invesco S&p International De | 0% | -0.65% | Trim |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | -1.05% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -0.30% | Trim |
| 32 | MLPA | Global X Mlp ETF | 0% | +12.84% | Add |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -0.96% | Trim |
| 34 | VOE | Vanguard Mid-cap Value ETF | 0% | — | Unchanged |
| 35 | SGOL | Abrdn Physical Gold Shares | 0% | — | Unchanged |
| 36 | AMD | Advanced Micro Devices | 0% | +15.58% | Add |
| 37 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 38 | DOV | Dover CORP | 0% | — | Unchanged |
| 39 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 40 | RTX | Rtx CORP | 0% | — | Unchanged |
| 41 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | Unchanged |
| 42 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 43 | ISPY | Proshares S&p High Incom ETF | 0% | +3.87% | Add |
| 44 | CMI | Cummins Inc | 0% | — | Unchanged |
| 45 | COST | Costco Wholesale CORP | 0% | +12.30% | Add |
| 46 | PFLD | Aam Low Dur Pref & Inc Sec | 0% | +6.27% | Add |
| 47 | BUCK | Simplify Treasury Option Inc | 0% | +5.78% | Add |
| 48 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 49 | INTC | Intel CORP | 0% | — | Unchanged |
| 50 | MCD | Mcdonald's CORP | 0% | +1.54% | Add |
According to official SEC Form 13F filings, Alpine Bank Wealth Management reported a total U.S. public equity portfolio value of $773.3M across 149 disclosed positions in Q4 2025.
During Q4 2025, Alpine Bank Wealth Management's top holdings by market value included JCPB (17.7%)、SPMO (14.3%)、USFR (7.2%). The largest single position, JCPB, represented 17.7% of total portfolio value.
In Q4 2025, Alpine Bank Wealth Management made 176 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 43 holdings, and fully liquidating 105 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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