Q3 2026 13F · SEC CIK 1974910

Alpine Bank Wealth Management

Bank & trustFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $773.3M
Reported positions: 430
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.4 yrs

Alpine Bank Wealth Management is a bank & trust that reported 430 positions worth $773.3M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Invesco Exch Traded Fd Tr II (SPMO, 9.8%), Wisdomtree Tr (USFR, 6.5%), Rbb Fd Inc (TBIL, 5.6%).

Alpine Bank Wealth Management holdings largest 50 of 430 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Alpine Bank Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPMOInvesco Exch Traded Fd Tr II	9.8%	10.2%	498,031	+1.4%	$75.5M
USFRWisdomtree Tr	6.5%	2.5%	991,953	+160.0%	$50.0M
TBILRbb Fd Inc	5.6%	1.9%	872,100	+198.2%	$43.5M
IUSInvesco Exch Trd Slf Idx Fd	5.3%	5.0%	609,925	+3.3%	$41.4M
JAAAJanus Detroit Str Tr	5.3%	4.8%	818,865	+11.5%	$41.3M
GDEWisdomtree Tr	5.3%	4.8%	642,122	+4.4%	$40.9M
SPHQInvesco Exchange Traded Fd T	5.2%	5.4%	478,017	+2.5%	$40.2M
FLOTIshares Tr	4.5%	0.6%	684,450	+631.2%	$34.9M
IVVIshares Tr	4.1%	4.0%	41,404	-1.4%	$31.7M
NTSDWisdomTree U.S. Internationa	3.5%	3.4%	583,494	+0.6%	$27.4M
IJHIshares Tr	2.9%	3.3%	315,075	-5.2%	$22.7M
VUGVanguard Index Fds	1.6%	1.5%	135,884	-3.0%	$12.2M
IWMIshares Tr	1.5%	1.6%	42,603	+0.0%	$11.8M
IVWIshares Tr	1.3%	1.4%	67,975	-15.3%	$9.7M
HYSPimco 0-5 Year High Yield Corporate Bond	1.2%	4.2%	99,027	-71.4%	$9.0M
XBILU S Treasury	1.1%	0.9%	163,512	+10.6%	$8.2M
AAPLApple Inc	1.0%	0.9%	23,098	+0.4%	$7.7M
IDMOInvesco Exch Traded Fd Tr II	1.0%	1.0%	124,862	-2.1%	$7.6M
JCPBJ P Morgan Exchange Traded F	0.9%	1.7%	161,218	-42.0%	$7.2M
MSFTMicrosoft Corp	0.9%	0.7%	13,637	-2.2%	$7.0M
GOOGAlphabet Inc	0.9%	0.9%	20,417	-2.0%	$7.0M
STIPIshares Tr	0.9%	4.5%	67,039	-80.3%	$6.7M
NVDANvidia Corporation	0.8%	0.7%	27,101	-4.7%	$6.2M
FIBRIshares Tr	0.8%	1.4%	71,968	-43.1%	$6.1M
JPMJpmorgan Chase & Co	0.7%	0.7%	17,333	+0.9%	$5.7M
CLColgate Palmolive Co	0.7%	0.8%	65,744	-2.1%	$5.6M
ABBVAbbvie Inc	0.6%	0.6%	18,763	+1.7%	$4.9M
VOVanguard Index Fds	0.6%	0.6%	61,244	+0.1%	$4.8M
VEUVanguard Intl Equity Index F	0.6%	0.6%	55,746	+0.1%	$4.6M
IVEIshares Tr	0.6%	0.7%	20,216	-18.7%	$4.6M
AVGOBroadcom Inc	0.6%	0.7%	12,851	-9.6%	$4.5M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	63,774	-0.3%	$4.5M
OBILU S Treasury	0.6%	0.5%	87,971	+15.9%	$4.4M
VOEVanguard Index Fds	0.6%	0.7%	21,947	-24.9%	$4.3M
JPIBJ P Morgan Exchange Traded F	0.5%	—	90,433	—	$4.2M
XVVIshares Tr	0.5%	0.5%	71,764	-1.2%	$4.2M
VBKVanguard Index Fds	0.5%	0.5%	11,614	+0.0%	$3.9M
VBVanguard Index Fds	0.5%	0.5%	13,400	-4.8%	$3.8M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.6%	5	-16.7%	$3.7M
MUBIshares Tr	0.5%	—	36,255	—	$3.7M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	7,195	-0.3%	$3.6M
XOMExxonmobil Holdings Corp	0.5%	—	21,599	—	$3.5M
USMVIshares Tr	0.4%	0.4%	33,341	-1.8%	$3.2M
ZNOVInnovator Etfs Trust	0.4%	0.4%	113,000	+0.0%	$3.2M
ZDEKInnovator Etfs Trust	0.4%	0.4%	116,000	+0.0%	$3.1M
GSGoldman Sachs Group Inc	0.4%	0.4%	3,423	+0.0%	$3.1M
METAMeta Platforms Inc	0.4%	—	4,242	—	$3.1M
ZFEBInnovator Etfs Trust	0.4%	0.4%	115,000	+0.0%	$3.0M
VTVVanguard Index Fds	0.4%	0.4%	13,220	+0.0%	$2.9M
VBRVanguard Index Fds	0.4%	0.4%	12,154	+0.0%	$2.8M

What Alpine Bank Wealth Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$773.3M	430
Q2 2026	$779.5M	404
Q1 2026	$687.8M	161
Q4 2025	$706.8M	149
Q3 2025	$710.5M	420
Q2 2025	$661.7M	415
Q1 2025	$623.1M	406
Q3 2024	$625.9M	427

Questions about Alpine Bank Wealth Management's portfolio

What stocks does Alpine Bank Wealth Management own?

Alpine Bank Wealth Management's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 430 positions worth $773.3M. The largest are Invesco Exch Traded Fd Tr II (SPMO) at 9.8%, Wisdomtree Tr (USFR) at 6.5%, Rbb Fd Inc (TBIL) at 5.6%, Invesco Exch Trd Slf Idx Fd (IUS) at 5.3% and Janus Detroit Str Tr (JAAA) at 5.3%.

What did Alpine Bank Wealth Management buy last quarter?

In Q3 2026, Alpine Bank Wealth Management added Ishares Tr (FLOT) (+631.2% shares), Rbb Fd Inc (TBIL) (+198.2% shares) and Wisdomtree Tr (USFR) (+160.0% shares), compared with its Q2 2026 filing.

What did Alpine Bank Wealth Management sell last quarter?

In Q3 2026, Alpine Bank Wealth Management cut from its top 50 Ishares Tr (ISHG), cut from its top 50 Ishares S&p Mid Cap 400 Growth (IJK), cut from its top 50 Ishares Tr (EAGG), cut from its top 50 Exxon Mobil Corp (XOM), Ishares Tr (STIP) (-80.3% shares), Pimco 0-5 Year High Yield Corporate Bond (HYS) (-71.4% shares) and Ishares Tr (FIBR) (-43.1% shares), compared with its Q2 2026 filing.

When is Alpine Bank Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Alpine Bank Wealth Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.