Alpine Bank Wealth Management
Alpine Bank Wealth Management reported 404 positions worth $779.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPMO (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPMO | SH | $79.3M | 10.18% | 490,988 | — | — | |
| ▸ 2 | SPHQ | SH | $42.0M | 5.39% | 466,176 | — | — | |
| ▸ 3 | IUS | SH | $38.7M | 4.97% | 590,590 | — | — | |
| ▸ 4 | GDE | SH | $37.6M | 4.82% | 615,018 | — | — | |
| ▸ 5 | JAAA | SH | $37.1M | 4.76% | 734,486 | — | — | |
| ▸ 6 | STIP | SH | $34.7M | 4.46% | 339,975 | — | — | |
| ▸ 7 | ISHG | SH | $32.4M | 4.16% | 436,406 | — | — | |
| ▸ 8 | HYS | SH | $32.4M | 4.16% | 346,430 | — | — | |
| ▸ 9 | IVV | SH | $31.5M | 4.04% | 42,013 | — | — | |
| ▸ 10 | NTSD | SH | $26.8M | 3.43% | 580,267 | — | — |
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Frequently Asked Questions
What stocks does Alpine Bank Wealth Management hold as of Q2 2026?
Alpine Bank Wealth Management reported 404 positions worth $779.5M in its Q2 2026 13F filing. Largest positions: SPMO (10.2%), SPHQ (5.4%), IUS (5.0%), GDE (4.8%) and JAAA (4.8%).
What did Alpine Bank Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alpine Bank Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.