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Alpine Bank Wealth Management - Q4 2025 13F Filings

AL

Alpine Bank Wealth Management

CIK: 0001974910
Address: Colorado Grand Junction Po Box 1150
$706.77 M
Portfolio Value
149
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. JCPB Jpmorgan Core Plus Bond Etf
+$50.56 M
2. XBIL Us Treasury 6 Month Bill Etf
+$2.66 M
3. TBIL Us Treasury 3 Month Bill Etf
+$2.47 M
4. EAGG Ishares Esg Aware Us Aggregate Bond Etf
+$1.31 M
5. SPHQ Invesco S&P 500 Quality Etf
+$547,564.79

Top Sells

Q4 2025
1. VUSB Vanguard Ultra-Short Bond Etf
−$22.24 M
2. USFR Wisdomtree Floating Rate Treasury Fund
−$18.48 M
3. GDE Wisdomtree Efficient Gold Pl
−$7.15 M
4. CL Colgate-Palmolive Company
−$1.22 M
5. JAAA Janus Henderson Aaa Clo Etf
−$1.1 M

Asset Allocation

Stocks/ETFs
-0.53%
$706.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Alpine Bank Wealth Management Q4 2025 Filing Summary

Alpine Bank Wealth Management filed its 13F report for Q4 2025 on January 15, 2026. The portfolio totaled 706.77 M reflecting a -0.53% change from the prior quarter, spanning 149 assets. The top 10 holdings comprised 66.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 272 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Alpine Bank Wealth Management’s Q4 2025 Filing

Alpine Bank Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/15/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Alpine Bank Wealth Management reported a managed portfolio value of 706.77 M, consisting of 252 individual positions.

This page displays the raw filing documents. To see which stocks Alpine Bank Wealth Management bought or sold during Q4 2025, please visit Alpine Bank Wealth Management's Portfolio Analysis page.