§ 13F · FUND PROFILE
Alpine Bank Wealth Management.
AUM · $779M (13F)Positions · 565Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$181M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&P 500 Momentum ETF | 475K | $77M | 9.9% | −38% |
| 2 | SPHQ | Invesco S&P 500 Quality ETF | 432K | $39M | 5.0% | −13% |
| 3 | IUS | Invesco RAFI Strategic US ETF | 586K | $38M | 4.9% | NEW |
| 4 | GDE | WisdomTree U.S. Equity Gold | 608K | $37M | 4.8% | −1% |
| 5 | JAAA | Janus Henderson AAA CLO | 712K | $36M | 4.6% | +2442% |
| 6 | STIP | Ishares Short-Term TIPs | 333K | $34M | 4.4% | NEW |
| 7 | ISHG | iShares 1-3 Yr International T | 433K | $32M | 4.1% | NEW |
| 8 | HYS | PIMCO 0-5 Year HY Corporate Bo | 344K | $32M | 4.1% | NEW |
| 9 | IVV | iShares SP 500 ETF | 36K | $27M | 3.5% | −1% |
| 10 | NTSD | WisdomTree U.S. Internationa | 575K | $27M | 3.4% | NEW |
§ 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 $779 million in assets. The fund runs a broad portfolio of 565 positions.
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