Alpine Bank Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Alpine Bank Wealth Management 13F Holdings
CIK 0001974910 · Grand Junction, CO
As of Sep 30, 2025, Alpine Bank Wealth Management reported
632 positions worth $690.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 854,512 |
|
03.4M14.98% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 1,574,742 | $74.9M | 10.84% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 1,378,741 | $69.3M | 10.04% |
| WISDOMTREE TR | GDE | — | 775,291 | $44.5M | 6.45% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 547,754 | $40.1M | 5.81% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 74,226 | $35.6M | 5.16% |
| ISHARES CORE S&P 500 ETF | IVV | — | 42,678 | $28.6M | 4.14% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 518,045 | $25.9M | 3.75% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 333,677 | $21.8M | 3.15% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 51,525 |
2.5M | 1.81% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 80,475 | $9.7M | 1.41% |
| F/M US TREASURY 3 MONTH BILL ETF | TBIL | — | 173,461 | $8.7M | 1.26% |
| MICROSOFT CORP | MSFT | Technology | 14,321 | $7.4M | 1.07% |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 82,176 | $6.6M | 0.95% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 108,062 | $6.2M | 0.89% |
| APPLE INC | AAPL | Technology | 23,595 | $6.0M | 0.87% |
| NVIDIA CORP | NVDA | Technology | 30,839 | $5.8M | 0.83% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 17,679 | $5.6M | 0.81% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 7 | $5.3M | 0.76% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | IDMO | — | 97,132 | $5.2M | 0.76% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 29,895 | $5.2M | 0.76% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 24,944 | $5.2M | 0.75% |
| ALPHABET INC | GOOG | Equity | 20,844 | $5.1M | 0.74% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 16,367 | $4.8M | 0.70% |
| BROADCOM INC | AVGO | Technology | 14,558 | $4.8M | 0.70% |