Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alpine Bank Wealth Management (CIK 1974910) reported $779.5M across 404 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPMO ($79.3M, 10.18%), SPHQ ($42.0M, 5.39%), IUS ($38.7M, 4.97%), GDE ($37.6M, 4.82%), JAAA ($37.1M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&P 500 Momentum ETF | $79.3M | 10.18% | 490,988 | Trimmed |
| 2 | SPHQ | Invesco S&P 500 Quality ETF | $42.0M | 5.39% | 466,176 | Trimmed |
| 3 | IUS | Invesco RAFI Strategic US ETF | $38.7M | 4.97% | 590,590 | New |
| 4 | GDE | WisdomTree U.S. Equity Gold | $37.6M | 4.82% | 615,018 | Trimmed |
| 5 | JAAA | Janus Henderson AAA CLO | $37.1M | 4.76% | 734,486 | Added |
| 6 | STIP | Ishares Short-Term TIPs | $34.7M | 4.46% | 339,975 | New |
| 7 | HYS | PIMCO 0-5 Year HY Corporate Bo | $32.4M | 4.16% | 346,430 | New |
| 8 | ISHG | iShares 1-3 Yr International T | $32.4M | 4.16% | 436,406 | New |
| 9 | IVV | iShares SP 500 ETF | $31.5M | 4.04% | 42,013 | Trimmed |
| 10 | NTSD | WisdomTree U.S. Internationa | $26.8M | 3.43% | 580,267 | New |
| 11 | IJH | iShares Core S&P Mid-Cap | $25.6M | 3.29% | 332,360 | Trimmed |
| 12 | USFR | WisdomTree Floating Rate Treas | $19.2M | 2.46% | 381,503 | Added |
| 13 | TBIL | US Treasury 3 Month Bill ETF | $14.6M | 1.87% | 292,448 | Added |
| 14 | JCPB | J P Morgan CORE Plus Bond ETF | $13.0M | 1.67% | 277,752 | Trimmed |
| 15 | IWM | iShares Russell 2000 | $12.8M | 1.64% | 42,603 | Trimmed |
| 16 | VUG | Vanguard Growth ETF | $12.1M | 1.55% | 140,045 | Added |
| 17 | SYSB | iShares Systematic Bond ETF | $11.2M | 1.44% | 126,530 | Trimmed |
| 18 | IVW | iShares SP 500 Growth ETF | $11.0M | 1.42% | 80,275 | Hold |
| 19 | IDMO | Invesco S&P Intl Developed Mom | $7.7M | 0.99% | 127,504 | Trimmed |
| 20 | XBIL | US Treasury 6 Month Bill ETF | $7.4M | 0.95% | 147,870 | Trimmed |
| 21 | GOOG | Alphabet Inc Class C | $7.4M | 0.94% | 20,836 | Added |
| 22 | AAPL | Apple Inc | $6.7M | 0.85% | 23,011 | Trimmed |
| 23 | CL | Colgate Palmolive Co | $6.2M | 0.79% | 67,165 | Hold |
| 24 | VOE | Vanguard Mid-Cap Value Index E | $5.8M | 0.74% | 29,233 | Hold |
| 25 | NVDA | NVIDIA Corp | $5.7M | 0.73% | 28,430 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30