StockDriftsStockDriftsTop 50 Alpine Bank Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | Invesco S&P 500 Momentum ETF | 10.18% | 491.0K | $79.3M | -37.98%(-300.73K) | $94.55(+57.78%) | 2026-06-30 | |
| SPHQ | Invesco S&P 500 Quality ETF | 5.39% | 466.2K | $42.0M | -12.95%(-69.33K) | $65.85(+31.12%) | 2026-06-30 | |
| IUS | Invesco RAFI Strategic US ETF | 4.97% | 590.6K | $38.7M | new | $61.17(+14.22%) | 2026-06-30 | |
| GDE | WisdomTree U.S. Equity Gold | 4.82% | 615.0K | $37.6M | -0.89%(-5.55K) | $44.97(+50.98%) | 2026-06-30 | |
| JAAA | Janus Henderson AAA CLO | 4.76% | 734.5K | $37.1M | +2442.35%(+705.60K) | $50.51(+0.12%) | 2026-06-30 | |
| STIP | Ishares Short-Term TIPs | 4.46% | 340.0K | $34.7M | new | $102.77(-2.01%) | 2026-06-30 | |
| ISHG | iShares 1-3 Yr International T | 4.16% | 436.4K | $32.4M | new | $73.90(+2.04%) | 2026-06-30 | |
| HYS | PIMCO 0-5 Year HY Corporate Bo | 4.16% | 346.4K | $32.4M | new | $93.07(-0.31%) | 2026-06-30 | |
| IVV | iShares SP 500 ETF | 4.04% | 42.0K | $31.5M | -1.23%(-524) | $562.32(+38.24%) | 2026-06-30 | |
| IJH | iShares Core S&P Mid-Cap | 3.29% | 332.4K | $25.6M | -0.09%(-284) | $60.42(+28.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.10% |
Alpine Bank Wealth Management reports $779.45M in US-listed equity holdings across 404 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (10.2%), SPHQ (5.4%) and IUS (5.0%). The top 20 holdings account for 65.16% of reported assets. Its disclosed equity book has returned +23.10% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Alpine Bank Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Alpine Bank Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1974910). View Alpine Bank Wealth Management’s 13F filings on SEC