Alpine Bank Wealth Management
CIK 0001974910 · GRAND JUNCTION, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$779.5M
2026 Q2
Positions
404
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPMO
Invesco S&P 500 Momentum ETF
10.2%
SPHQ
Invesco S&P 500 Quality ETF
5.4%
IUS
Invesco RAFI Strategic US ETF
5.0%
GDE
WisdomTree U.S. Equity Gold
4.8%
JAAA
Janus Henderson AAA CLO
4.8%
STIP
Ishares Short-Term TIPs
4.5%
ISHG
iShares 1-3 Yr International T
4.2%
HYS
PIMCO 0-5 Year HY Corporate Bo
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.