§ 13F · FUND PROFILE
Alpine Bank Wealth Management.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $711M (13F)Positions · 632Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$97M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P Morgan CORE Plus Bond ETF | 1.84M | $87M | 12.6% | −27% |
| 2 | SPMO | Invesco S&P 500 Momentum ETF | 774K | $87M | 12.6% | −7% |
| 3 | SYSB | iShares Systematic Bond ETF | 937K | $83M | 12.1% | NEW |
| 4 | GDE | WisdomTree ETF Equity Gold S | 614K | $39M | 5.6% | −6% |
| 5 | SPHQ | Invesco S&P 500 Quality ETF | 500K | $38M | 5.5% | −4% |
| 6 | IVV | iShares SP 500 ETF | 37K | $24M | 3.5% | ±0% |
| 7 | IJH | iShares Core S&P Mid-Cap | 286K | $19M | 2.8% | ±0% |
| 8 | USFR | Wisdomtree Floating Rate Treas | 243K | $12M | 1.8% | −74% |
| 9 | IWM | iShares Russell 2000 | 40K | $10M | 1.4% | −10% |
| 10 | VUG | Vanguard Growth ETF | 21K | $9M | 1.3% | −64% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPINE SIGNAL
AC read
Alpine Bank Wealth Management is a Dealer / Bank fund managing $711 million in assets. The fund runs a broad portfolio of 632 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed