Institutions / Alpine Bank Wealth Management
Alpine Bank Wealth Management
CIK 1974910 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$779.45M
Positions
404
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$779.45M+10.3%Positions
404+171.1%Top holdings
Jun 30, 2026View all 404 โ
| Company | Value | % of portfolio |
|---|---|---|
| Invesco S&P 500 Momentum ETF | $79.31M | 10.2% |
| Invesco S&P 500 Quality ETF | $42.00M | 5.4% |
| Invesco RAFI Strategic US ETF | $38.73M | 5.0% |
| WisdomTree U.S. Equity Gold | $37.57M | 4.8% |
| Janus Henderson AAA CLO | $37.08M | 4.8% |
| iShares MSCI UAE ETF | $34.73M | 4.5% |
| iShares 1-3 Yr International T | $32.40M | 4.2% |
| PIMCO 0-5 Year HY Corporate Bo | $32.40M | 4.2% |
| iShares SP 500 ETF | $31.46M | 4.0% |
| WisdomTree U.S. Internationa | $26.76M | 3.4% |
| iShares Core S&P Mid-Cap | $25.63M | 3.3% |
| WisdomTree Floating Rate Treas | $19.21M | 2.5% |
| US Treasury 3 Month Bill ETF | $14.58M | 1.9% |
| J P Morgan CORE Plus Bond ETF | $13.04M | 1.7% |
| iShares Russell 2000 | $12.80M | 1.6% |
| Vanguard Growth ETF | $12.06M | 1.5% |
| iShares Systematic Bond ETF | $11.23M | 1.4% |
| iShares SP 500 Growth ETF | $11.04M | 1.4% |
| Invesco S&P Intl Developed Mom | $7.69M | 1.0% |
| US Treasury 6 Month Bill ETF | $7.39M | 0.9% |
| Alphabet Inc. | $7.36M | 0.9% |
| Apple Inc. | $6.66M | 0.9% |
| Colgate Palmolive Co | $6.16M | 0.8% |
| Vanguard Mid-Cap Value Index E | $5.78M | 0.7% |
| NVIDIA Corp | $5.69M | 0.7% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 46641Q670 Common stock | $-111.00M | -2.4M -89.49% | 277,752 1.67% of portfolio | high |
| Q2 2026 as of | Trim | 46138E339 Common stock | $-57.83M | -358K -42.17% | 490,988 10.18% of portfolio | high |
| Q2 2026 as of | New | 46138J742 Common stock | $38.73M | +591K | 590,590 4.97% of portfolio | medium |
| Q2 2026 as of | Add | 47103U845 Common stock | $35.55M | +704K +2309.73% | 734,486 4.76% of portfolio | medium |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $34.73M | +340K | 339,975 4.46% of portfolio | medium |
| Q2 2026 as of | New | 464288125 Common stock | $32.40M | +436K | 436,406 4.16% of portfolio | medium |
| Q2 2026 as of | New | 72201R783 Common stock | $32.40M | +346K | 346,430 4.16% of portfolio | medium |
| Q2 2026 as of | Trim | 97717Y527 Common stock | $-31.72M | -630K -62.29% | 381,503 2.46% of portfolio | medium |
| Q2 2026 as of | New | 97717Y246 Common stock | $26.76M | +580K | 580,267 3.43% of portfolio | medium |
| Q2 2026 as of | New | 46435U796 Common stock | $11.23M | +127K | 126,530 1.44% of portfolio | medium |