EdgeMarket › What Alpine Bank Wealth Management reported owning
What Alpine Bank Wealth Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
687.8MPositions
161Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| JCPB JPMorgan Core Plus Bond ETF | 90.6M | 13.2% | 1.9M | 46.16 | -1.8% |
| SPMO Invesco S&P 500 Momentum ETF | 88.8M | 12.9% | 791.7K | 148.73 | +28.7% |
| SYSB iShares Systematic Bond ETF | 86.7M | 12.6% | 974.4K | 87.19 | -1.8% |
| SPHQ Invesco S&P 500 Quality ETF | 40.3M | 5.9% | 535.5K | 85.95 | +18.7% |
| GDE WisdomTree Efficient Gold Plus Equity Strategy | 39.0M | 5.7% | 620.6K | 70.58 | +45.7% |
| IVV iShares Core S&P 500 ETF | 27.8M | 4.0% | 42.5K | 769.31 | +20.0% |
| IJH iShares Core S&P Mid-Cap ETF | 22.5M | 3.3% | 332.6K | 76.77 | +20.8% |
| USFR WisdomTree Floating Rate Treasury Fund | 13.3M | 1.9% | 264.7K | 50.49 | +0.1% |
| VUG Vanguard Morningstar Growth ETF | 11.4M | 1.7% | 26.2K | 87.50 | +15.9% |
| TBIL F/m US Treasury 3 Month Bill Fund | 11.0M | 1.6% | 220.2K | 49.99 | +0.1% |
| IWM iShares Russell 2000 ETF | 10.7M | 1.6% | 43.1K | 299.96 | +33.1% |
| IVW iShares S&P 500 Growth ETF | 9.1M | 1.3% | 80.3K | 138.83 | +22.2% |
| IDMO Invesco S&P International Developed Momentum E | 8.2M | 1.2% | 149.1K | 62.88 | +18.8% |
| XBIL US Treasury 6 Month Bill ETF | 7.7M | 1.1% | 153.7K | 50.15 | +0.1% |
| AAPL Apple Inc. | 6.0M | 0.9% | 23.7K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 6.0M | 0.9% | 20.8K | 341.75 | +70.7% |
| CL COLGATE PALMOLIVE CO | 5.7M | 0.8% | 67.2K | 91.08 | +5.8% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 5.4M | 0.8% | 29.2K | 208.64 | +21.9% |
| WTPI WisdomTree Equity Premium Income Fund | 5.3M | 0.8% | 165.3K | 33.32 | +1.9% |
| IVE iShares S&P 500 Value ETF | 5.3M | 0.8% | 24.9K | 237.24 | +17.6% |
| MSFT MICROSOFT CORP | 5.2M | 0.8% | 14.1K | 483.24 | -4.4% |
| JPM JPMORGAN CHASE & CO | 5.1M | 0.7% | 17.4K | 351.58 | +20.3% |
| NVDA NVIDIA CORP | 5.0M | 0.7% | 28.8K | 214.72 | +22.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 4.5M | 0.7% | 15.8K | 82.97 | +15.9% |
| AVGO Broadcom Inc. | 4.5M | 0.6% | 14.4K | 368.45 | +26.5% |
| unmapped CUSIP 084670108 | 4.3M | 0.6% | 6 | — | — |
| VEU Vanguard FTSE All World Ex US ETF | 4.2M | 0.6% | 55.7K | 85.69 | +23.3% |
| ABBV AbbVie Inc. | 4.1M | 0.6% | 18.7K | 264.96 | +26.7% |
| USMV iShares MSCI USA Min Vol Factor ETF | 4.0M | 0.6% | 42.7K | 101.23 | +7.0% |
| VB Vanguard Morningstar Small-Cap ETF | 3.9M | 0.6% | 15.0K | 304.76 | +24.4% |
| VEA Vanguard FTSE Developed Markets ETF | 3.7M | 0.5% | 57.5K | 73.42 | +24.7% |
| unmapped CUSIP 084670702 | 3.6M | 0.5% | 7.6K | — | — |
| XOM ExxonMobil Holdings Corp | 3.5M | 0.5% | 20.9K | 165.11 | +52.1% |
| OBIL US Treasury 12 Month Bill ETF | 3.5M | 0.5% | 70.6K | 50.12 | -0.0% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 3.5M | 0.5% | 11.6K | 358.65 | +26.5% |
| XVV iShares ESG Select Screened S&P 500 ETF | 3.5M | 0.5% | 70.3K | 58.61 | +19.0% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 3.0M | 0.4% | 64.0K | 46.63 | -1.8% |
| ZNOV Innovator Equity Defined Protection ETF - 1 Yr | 3.0M | 0.4% | 113.0K | 27.75 | +6.2% |
| ZDEK Innovator Equity Defined Protection ETF - 1 Yr | 3.0M | 0.4% | 116.0K | 26.72 | +7.4% |
| ZFEB Innovator Equity Defined Protection ETF - 1 Yr | 2.9M | 0.4% | 115.0K | 26.25 | +6.4% |
| GS GOLDMAN SACHS GROUP INC | 2.9M | 0.4% | 3.4K | 1,039.28 | +44.2% |
| LOW LOWES COMPANIES INC | 2.8M | 0.4% | 12.0K | 216.09 | -16.0% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 2.7M | 0.4% | 26.4K | 115.45 | +24.2% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 2.6M | 0.4% | 12.2K | 249.18 | +22.7% |
| VTV Vanguard Morningstar Value ETF | 2.6M | 0.4% | 13.2K | 226.40 | +24.6% |
| AMZN AMAZON COM INC | 2.5M | 0.4% | 11.8K | 258.63 | +15.6% |
| SIVR abrdn Silver ETF Trust | 2.4M | 0.4% | 34.0K | 65.90 | +82.4% |
| META Meta Platforms, Inc. | 2.4M | 0.4% | 4.3K | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 2.2M | 0.3% | 7.6K | 344.82 | +73.0% |
| ORCL ORACLE CORP | 2.2M | 0.3% | 14.9K | 146.47 | -37.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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