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CIK: 0001974910
Total reported value
$773.3M
$773.3M
404 檔
30.4%
At the close of Q2 2026, Alpine Bank Wealth Management disclosed equity holdings valued at approximately $773.3M, spread across 404 reported holdings.
In Q2 2026, Alpine Bank Wealth Management displayed an active expansion posture, initiating 91 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 404 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 10.18% | -0.42% | -37.98% | |
| 2 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 5.39% | -0.19% | -12.95% | |
| 3 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 4.97% | +0.38% | — | |
| 4 | GDE | Wisdomtree Efficient Gold Pl | ETF-Commodities | 4.82% | +0.47% | -0.89% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.76% | +0.58% | +2442.35% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.46% | -3.60% | — | |
| 7 | ISHG | Ishares -3 Year Internationa | ETF-Other | 4.16% | -4.16% | EXIT | |
| 8 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 4.16% | -3.00% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.04% | +0.06% | -1.23% | |
| 10 | NTSD | Wisdomtree Eff Us+intl Eq Fd | ETF-Other | 3.43% | +0.11% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.29% | -0.36% | -0.09% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.46% | +4.00% | +44.12% | |
| 13 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.87% | +3.75% | +32.80% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.67% | -0.74% | -85.56% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.64% | -0.11% | -1.20% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.55% | +0.03% | +435.42% | |
| 17 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 1.44% | -0.66% | -87.01% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.42% | -0.17% | — | |
| 19 | IDMO | Invesco S&p International De | ETF-Other | 0.99% | — | -14.48% | |
| 20 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.95% | +0.11% | -3.77% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | -0.04% | +0.20% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.14% | -3.03% | |
| 23 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.79% | -0.06% | — | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.74% | -0.19% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.07% | -1.23% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.12% | -0.10% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.02% | -1.40% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | -0.11% | -1.42% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.23% | -1.05% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.01% | +288.26% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.61% | +3.91% | — | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | — | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.03% | -1.27% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | — | +11.35% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.58% | -0.10% | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.06% | -5.96% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.54% | -0.03% | — | |
| 38 | XVV | Ishares Esg Select Screened | ETF-Other | 0.53% | +0.01% | +3.24% | |
| 39 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.49% | +0.08% | +7.49% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | — | -4.46% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | -0.04% | — | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.42% | — | -20.39% | |
| 43 | ZNOV | Invtr Equ De Pr ETF - 1 Yr N | ETF-Other | 0.40% | +0.01% | — | |
| 44 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.39% | +0.01% | — | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.39% | -0.09% | -2.83% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.39% | -0.11% | -0.92% | |
| 47 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.38% | +0.01% | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.38% | -0.02% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | — | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.37% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUS | Invesco Rafi Strategic US Et | +5% | NEW | New buy |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +4.6% | +2442.35% | Add |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +4.5% | NEW | New buy |
| 4 | ISHG | Ishares -3 Year Internationa | +4.2% | NEW | New buy |
| 5 | HYS | Pimco 0-5 Year H/y CORP Bond | +4.2% | NEW | New buy |
| 6 | NTSD | Wisdomtree Eff Us+intl Eq Fd | +3.4% | NEW | New buy |
| 7 | FLOT | Ishares Floating Rate Bond E | +0.6% | NEW | New buy |
| 8 | USFR | Wisdomtree Floating Rate Tre | +0.5% | +44.12% | Add |
| 9 | TBIL | F/m US Treasury 3 Month Bill | +0.3% | +32.80% | Add |
| 10 | INTC | Intel CORP | +0.1% | -0.04% | Trim |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | Unchanged |
| 13 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.20% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.20% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | -14.85% | Trim |
| 16 | TXN | Texas Instruments Inc | +0.1% | +1.20% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +32.12% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | -0.06% | Trim |
| 19 | EMBX | Vaneck Em Bond ETF | +0.1% | NEW | New buy |
| 20 | AVGO | Broadcom Inc | 0% | -1.42% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | 0% | +11.35% | Add |
| 22 | ISPY | Proshares S&p High Incom ETF | 0% | +31.32% | Add |
| 23 | GLW | Corning Inc | 0% | — | Unchanged |
| 24 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | Unchanged |
| 25 | XVV | Ishares Esg Select Screened | 0% | +3.24% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | +2.74% | Add |
| 27 | GE | General Electric | 0% | +2.34% | Add |
| 28 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 29 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 30 | LIN | Linde plc | 0% | NEW | New buy |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 32 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | 0% | NEW | New buy |
| 34 | MS | Morgan Stanley | 0% | NEW | New buy |
| 35 | TKR | Timken Co | 0% | NEW | New buy |
| 36 | EXE | Expand Energy CORP | 0% | NEW | New buy |
| 37 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 38 | SYY | Sysco CORP | 0% | NEW | New buy |
| 39 | KMB | Kimberly-clark CORP | 0% | NEW | New buy |
| 40 | ECL | Ecolab Inc | 0% | NEW | New buy |
| 41 | EFG | Ishares Msci Eafe Growth ETF | 0% | NEW | New buy |
| 42 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.09% | Trim |
| 43 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 44 | TLTW | Ishares 20+ Bond Buywrite | 0% | +25.76% | Add |
| 45 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +21.11% | Add |
| 46 | ALL | Allstate CORP | 0% | NEW | New buy |
| 47 | EQIX | Equinix Inc | 0% | NEW | New buy |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 49 | CBRE | Cbre Group Inc - A | 0% | NEW | New buy |
| 50 | ZSEP | Innovator Edp ETF - 1 Yr Sep | 0% | NEW | New buy |
According to official SEC Form 13F filings, Alpine Bank Wealth Management reported a total U.S. public equity portfolio value of $773.3M across 404 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPMO, SPHQ, IUS) accounted for 30.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
IUS
市值: $38.7M
Top Position Liquidated / Trimmed
XOVR
前期市值: $168.9K
During Q2 2026, Alpine Bank Wealth Management's top holdings by market value included SPMO (10.2%)、SPHQ (5.4%)、IUS (5.0%). The largest single position, SPMO, represented 10.2% of total portfolio value.
In Q2 2026, Alpine Bank Wealth Management made 166 total portfolio adjustments, initiating 91 new buys, adding to 24 positions, trimming 50 holdings, and fully liquidating 1 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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