§ 13F · FUND PROFILE
Alpine Bank Wealth Management.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $661.7T (13F)Positions · 628Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$431.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P Morgan CORE Plus Bond ETF | 2.55M | $120.7T | 17.1% | +65% |
| 2 | SPMO | Invesco S&P 500 Momentum ETF | 831K | $99.2T | 14.0% | −1% |
| 3 | USFR | Wisdomtree Floating Rate Treas | 962K | $48.4T | 6.8% | −27% |
| 4 | GDE | WisdomTree ETF Equity Gold S | 659K | $40.6T | 5.7% | −15% |
| 5 | SPHQ | Invesco S&P 500 Quality ETF | 520K | $39.0T | 5.5% | +1% |
| 6 | VUG | Vanguard Growth ETF | 68K | $33.2T | 4.7% | — |
| 7 | IVV | iShares SP 500 ETF | 37K | $25.0T | 3.5% | ±0% |
| 8 | IJH | iShares Core S&P Mid-Cap | 287K | $18.9T | 2.7% | +367% |
| 9 | IWM | iShares Russell 2000 | 45K | $11.0T | 1.6% | −8% |
| 10 | TBIL | US Treasury 3 Month Bill ETF | 148K | $7.4T | 1.0% | +97% |
§ 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 $661731.8 trillion in assets. The fund runs a broad portfolio of 628 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed