StockDriftsStockDriftsTop 50 Alpine Bank Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | Invesco S&P 500 Momentum ETF | 9.76% | 498.0K | $75.5M | +1.43%(+7.04K) | $95.42(+48.80%) | 2026-09-30 | |
| USFR | WisdomTree Floating Rate Treas | 6.46% | 992.0K | $50.0M | +160.01%(+610.45K) | $50.34(+0.31%) | 2026-09-30 | |
| TBIL | US Treasury 3 Month Bill ETF | 5.62% | 872.1K | $43.5M | +198.21%(+579.65K) | $49.89(+0.12%) | 2026-09-30 | |
| IUS | Invesco RAFI Strategic US ETF | 5.35% | 609.9K | $41.4M | +3.27%(+19.34K) | $61.34(+14.48%) | 2026-09-30 | |
| JAAA | Janus Henderson AAA CLO | 5.34% | 818.9K | $41.3M | +11.49%(+84.38K) | $50.51(+0.16%) | 2026-09-30 | |
| GDE | WisdomTree U.S. Equity Gold | 5.29% | 642.1K | $40.9M | +4.41%(+27.10K) | $45.71(+38.92%) | 2026-09-30 | |
| SPHQ | Invesco S&P 500 Quality ETF | 5.2% | 478.0K | $40.2M | +2.54%(+11.84K) | $66.39(+26.93%) | 2026-09-30 | |
| FLOT | iShares Floating Rate Bond ETF | 4.52% | 684.5K | $34.9M | +631.19%(+590.84K) | $51.03(-0.11%) | 2026-09-30 | |
| IVV | iShares SP 500 ETF | 4.1% | 41.4K | $31.7M | -1.45%(-609) | $562.32(+36.94%) | 2026-09-30 | |
| IJH | iShares Core S&P Mid-Cap | 2.93% | 315.1K | $22.7M | -5.20%(-17.29K) | $60.42(+19.80%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.48% |
Alpine Bank Wealth Management reports $773.29M in US-listed equity holdings across 430 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (9.8%), USFR (6.5%) and TBIL (5.6%). The top 20 holdings account for 65.86% of reported assets. Its disclosed equity book has returned +20.90% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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