🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 774.83 +0.7% NASDAQ 100: 756.20 +0.9% Dow Jones: 534.08 -0.5%

Alpine Bank Wealth Management - Q2 2026 13F Filings

AL

Alpine Bank Wealth Management

CIK: 0001974910
Address: Colorado Grand Junction Po Box 1150
$779.45 M
Portfolio Value
404
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IUS Invesco Rafi Strategic Us Etf
+$38.73 M
2. JAAA Janus Henderson Aaa Clo Etf
+$35.63 M
3. STIP Ishares 0-5 Year Tips Bond Etf
+$34.73 M
4. ISHG Ishares 1-3 Year International Treasury Bond Etf
+$32.4 M
5. HYS Pimco 0-5 Year H/Y Corp Bond
+$32.4 M

Top Sells

Q2 2026
1. JCPB Jpmorgan Core Plus Bond Etf
−$77.26 M
2. SYSB Ishares Systematic Bond Etf
−$75.22 M
3. SPMO Invesco S&P 500 Momentum Etf
−$48.58 M
4. SPHQ Invesco S&P 500 Quality Etf
−$6.25 M
5. WTPI Wisdomtree Equity Premium Income Fund
−$4.26 M

Asset Allocation

Stocks/ETFs
+13.33%
$779.45 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Alpine Bank Wealth Management Q2 2026 Filing Summary

Alpine Bank Wealth Management filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 779.45 M reflecting a +13.33% change from the prior quarter, spanning 404 assets. The top 10 holdings comprised 50.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 244 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Alpine Bank Wealth Management’s Q2 2026 Filing

Alpine Bank Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Alpine Bank Wealth Management reported a managed portfolio value of 779.45 M, consisting of 565 individual positions.

This page displays the raw filing documents. To see which stocks Alpine Bank Wealth Management bought or sold during Q2 2026, please visit Alpine Bank Wealth Management's Portfolio Analysis page.