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 $687.8M across 161 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($90.6M, 13.17%), SPMO ($88.8M, 12.91%), FIBR ($86.7M, 12.61%), SPHQ ($40.3M, 5.85%), GDE ($39.0M, 5.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P Morgan CORE Plus Bond ETF | $90.6M | 13.17% | 1.9M | Trimmed |
| 2 | SPMO | Invesco S&P 500 Momentum ETF | $88.8M | 12.91% | 791,714 | Trimmed |
| 3 | FIBR | iShares Systematic Bond ETF | $86.7M | 12.61% | 974,400 | New |
| 4 | SPHQ | Invesco S&P 500 Quality ETF | $40.3M | 5.85% | 535,503 | Trimmed |
| 5 | GDE | WisdomTree ETF Equity Gold S | $39.0M | 5.68% | 620,565 | Trimmed |
| 6 | IVV | iShares SP 500 ETF | $27.8M | 4.04% | 42,537 | Trimmed |
| 7 | IJH | iShares Core S&P Mid-Cap | $22.5M | 3.27% | 332,644 | Trimmed |
| 8 | USFR | Wisdomtree Floating Rate Treas | $13.3M | 1.94% | 264,707 | Trimmed |
| 9 | VUG | Vanguard Growth ETF | $11.4M | 1.66% | 26,156 | Trimmed |
| 10 | TBIL | US Treasury 3 Month Bill ETF | $11.0M | 1.60% | 220,212 | Trimmed |
| 11 | IWM | iShares Russell 2000 | $10.7M | 1.55% | 43,121 | Trimmed |
| 12 | IVW | iShares SP 500 Growth ETF | $9.1M | 1.32% | 80,275 | Trimmed |
| 13 | IDMO | Invesco S&P Intl Developed Mom | $8.2M | 1.19% | 149,097 | Added |
| 14 | XBIL | US Treasury 6 Month Bill ETF | $7.7M | 1.12% | 153,667 | Added |
| 15 | AAPL | Apple Inc | $6.0M | 0.88% | 23,730 | Added |
| 16 | GOOG | Alphabet Inc Class C | $6.0M | 0.87% | 20,795 | Added |
| 17 | CL | Colgate Palmolive Co | $5.7M | 0.83% | 67,165 | Added |
| 18 | VOE | Vanguard Mid-Cap Value Index E | $5.4M | 0.78% | 29,233 | Trimmed |
| 19 | WTPI | WisdomTree Equity Premium Inco | $5.3M | 0.77% | 165,323 | New |
| 20 | IVE | iShares SP 500 Value ETF | $5.3M | 0.76% | 24,899 | Trimmed |
| 21 | MSFT | Microsoft Corp | $5.2M | 0.76% | 14,096 | Trimmed |
| 22 | JPM | JPMorgan Chase & Co | $5.1M | 0.74% | 17,417 | Trimmed |
| 23 | NVDA | NVIDIA Corp | $5.0M | 0.73% | 28,783 | Trimmed |
| 24 | VO | Vanguard Mid-Cap ETF | $4.5M | 0.66% | 15,758 | Trimmed |
| 25 | AVGO | Broadcom Inc | $4.5M | 0.65% | 14,417 | Added |
Source: SEC Form 13F filings · as of 2026-03-31