Alpine Bank Wealth Management Top Holdings and 13F Report (2026) About Alpine Bank Wealth ManagementInvestment ActivityAlpine Bank Wealth Management has $687.78 million in total holdings as of March 31, 2026.Alpine Bank Wealth Management owns shares of 161 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 16.53% of the portfolio was purchased this quarter.About 17.12% of the portfolio was sold this quarter.This quarter, Alpine Bank Wealth Management has purchased 149 new stocks and bought additional shares in 49 stocks.Alpine Bank Wealth Management sold shares of 60 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $90,566,195Invesco S&P 500 Momentum ETF $88,759,056iShares U.S. Fixed Income Balanced Risk Systematic ETF $86,721,600Invesco S&P 500 Quality ETF $40,264,471WisdomTree Efficient Gold Plus Equity Strategy Fund $39,033,539 Largest New Holdings this Quarter 46435U796 - iShares U.S. Fixed Income Balanced Risk Systematic ETF $86,721,600 Holding97717X560 - WisdomTree PutWrite Strategy Fund $5,275,457 Holding45784N809 - Innovator Etfs Trust $3,000,150 Holding45784N858 - Innovator Etfs Trust $2,972,500 Holding46138G870 - Invesco Variable Rate Preferred ETF $797,695 Holding Largest Purchases this Quarter iShares U.S. Fixed Income Balanced Risk Systematic ETF 974,400 shares (about $86.72M)WisdomTree PutWrite Strategy Fund 165,323 shares (about $5.28M)US Treasury 6 Month Bill ETF 60,602 shares (about $3.03M)Innovator Etfs Trust 113,000 shares (about $3.00M)Innovator Etfs Trust 116,000 shares (about $2.97M) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 746,848 shares (about $37.60M)JPMorgan Core Plus Bond ETF 718,882 shares (about $33.84M)Vanguard Growth ETF 47,471 shares (about $20.73M)Invesco S&P 500 Momentum ETF 57,287 shares (about $6.42M)WisdomTree Efficient Gold Plus Equity Strategy Fund 42,187 shares (about $2.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpine Bank Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$90,566,195$33,844,964 â–¼-27.2%1,923,66613.2%ETFSPMOInvesco S&P 500 Momentum ETF$88,759,056$6,422,446 â–¼-6.7%791,71412.9%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$86,721,600$86,721,600 â–²New Holding974,40012.6%ETFSPHQInvesco S&P 500 Quality ETF$40,264,471$1,469,739 â–¼-3.5%535,5035.9%ETFGDEWisdomTree Efficient Gold Plus Equity Strategy Fund$39,033,539$2,653,562 â–¼-6.4%620,5655.7%ETFIVViShares Core S&P 500 ETF$27,785,594$24,169 â–¼-0.1%42,5374.0%ETFIJHiShares Core S&P Mid-Cap ETF$22,463,449$38,492 â–¼-0.2%332,6443.3%ETFUSFRWisdomTree Floating Rate Treasury Fund$13,325,351$37,596,330 â–¼-73.8%264,7071.9%FinanceVUGVanguard Growth ETF$11,424,679$20,734,858 â–¼-64.5%26,1561.7%ETFTBILUS Treasury 3 Month Bill ETF$10,979,770$136,766 â–¼-1.2%220,2121.6%ETFIWMiShares Russell 2000 ETF$10,694,008$1,175,520 â–¼-9.9%43,1211.6%FinanceIVWiShares S&P 500 Growth ETF$9,079,905$22,622 â–¼-0.2%80,2751.3%ETFIDMOInvesco S&P International Developed Momentum ETF$8,176,479$2,884,200 â–²54.5%149,0971.2%ETFXBILUS Treasury 6 Month Bill ETF$7,687,960$3,031,918 â–²65.1%153,6671.1%ETFAAPLApple$6,022,437$65,224 â–²1.1%23,7300.9%Computer and TechnologyGOOGAlphabet$5,965,254$10,901 â–²0.2%20,7950.9%Computer and TechnologyCLColgate-Palmolive$5,724,473$34,944 â–²0.6%67,1650.8%Consumer StaplesVOEVanguard Mid-Cap Value ETF$5,387,057$121,993 â–¼-2.2%29,2330.8%ETFPUTWWisdomTree PutWrite Strategy Fund$5,275,457$5,275,457 â–²New Holding165,3230.8%FinanceIVEiShares S&P 500 Value ETF$5,257,424$9,502 â–¼-0.2%24,8990.8%ETFMSFTMicrosoft$5,217,916$47,012 â–¼-0.9%14,0960.8%Computer and TechnologyJPMJPMorgan Chase & Co.$5,123,385$61,479 â–¼-1.2%17,4170.7%FinanceNVDANVIDIA$5,019,755$278,866 â–¼-5.3%28,7830.7%Computer and TechnologyVOVanguard Mid-Cap ETF$4,525,382$164,841 â–¼-3.5%15,7580.7%ETFAVGOBroadcom$4,462,205$7,428 â–²0.2%14,4170.6%Computer and TechnologyBRK.ABerkshire Hathaway$4,308,8400.0%60.6%FinanceVEUVanguard FTSE All-World ex-US ETF$4,183,4460.0%55,7050.6%ETFABBVAbbVie$4,064,018$115,270 â–²2.9%18,6860.6%MedicalUSMViShares MSCI USA Min Vol Factor ETF$3,956,010$436,620 â–¼-9.9%42,6570.6%ETFVBVanguard Small-Cap ETF$3,920,680$96,910 â–¼-2.4%14,9690.6%ETFVEAVanguard FTSE Developed Markets ETF$3,682,742$27,747 â–¼-0.7%57,4710.5%ETFBRK.BBerkshire Hathaway$3,618,919$9,584 â–²0.3%7,5520.5%FinanceXOMExxonMobil$3,544,876$172,714 â–¼-4.6%20,8940.5%EnergyOBILUS Treasury 12 Month Bill ETF$3,537,198$187,080 â–²5.6%70,6380.5%ETFVBKVanguard Small-Cap Growth ETF$3,510,3320.0%11,6140.5%ETFXVViShares ESG Select Screened S&P 500 ETF$3,462,233$439,190 â–¼-11.3%70,3420.5%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,042,772$279,642 â–²10.1%63,9910.4%ETFInnovator Etfs Trust$3,000,150$3,000,150 â–²New Holding113,0000.4%ComInnovator Etfs Trust$2,972,500$2,972,500 â–²New Holding116,0000.4%ComInnovator Etfs Trust$2,919,850$2,443,788 â–²513.3%115,0000.4%ComGSThe Goldman Sachs Group$2,895,824$846 â–¼0.0%3,4230.4%FinanceLOWLowe's Companies$2,829,926$68,285 â–¼-2.4%11,9770.4%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$2,651,338$110,682 â–¼-4.0%26,3500.4%ETFVBRVanguard Small-Cap Value ETF$2,640,457$115,360 â–¼-4.2%12,1540.4%ETFVTVVanguard Value ETF$2,593,7640.0%13,2200.4%ETFAMZNAmazon.com$2,468,000$34,781 â–¼-1.4%11,8500.4%Retail/WholesaleSIVRabrdn Physical Silver Shares ETF$2,434,7400.0%34,0000.4%ETFMETAMeta Platforms$2,432,124$47,487 â–²2.0%4,2510.4%Computer and TechnologyGOOGLAlphabet$2,194,658$24,730 â–¼-1.1%7,6320.3%Computer and TechnologyORCLOracle$2,194,587$16,035 â–¼-0.7%14,9180.3%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$2,185,3720.0%14,9950.3%ETFCVXChevron$2,076,448$414 â–²0.0%10,0360.3%EnergyJNJJohnson & Johnson$1,965,298$21,755 â–²1.1%8,0400.3%MedicalIJSiShares S&P Small-Cap 600 Value ETF$1,958,334$517,271 â–¼-20.9%16,5330.3%ETFIJRiShares Core S&P Small-Cap ETF$1,912,509$48,108 â–¼-2.5%15,3850.3%ETFMCDMcDonald's$1,847,646$126,181 â–²7.3%5,9450.3%Retail/WholesalePEPPepsiCo$1,731,483$55,283 â–¼-3.1%11,1500.3%Consumer StaplesSGOLabrdn Physical Gold Shares ETF$1,695,560$446,200 â–²35.7%38,0000.2%ETFAXPAmerican Express$1,647,0040.0%5,4450.2%FinanceEFAiShares MSCI EAFE ETF$1,640,7200.0%16,8920.2%FinanceSBUXStarbucks$1,635,018$90 â–²0.0%18,2500.2%Retail/WholesaleMRKMerck & Co., Inc.$1,609,480$34,162 â–²2.2%13,3800.2%MedicalVNQVanguard Real Estate ETF$1,593,584$28,029 â–²1.8%17,9660.2%ETFABTAbbott Laboratories$1,592,515$2,259 â–¼-0.1%15,5110.2%MedicalIQLTiShares MSCI Intl Quality Factor ETF$1,478,343$2,589 â–²0.2%31,9780.2%ETFNSCNorfolk Southern$1,461,4040.0%5,0920.2%TransportationJAAAJanus Henderson AAA CLO ETF$1,455,189$80,088 â–¼-5.2%28,8900.2%ETFVUSBVanguard Ultra-Short Bond ETF$1,412,152$2,164,553 â–¼-60.5%28,3650.2%ETFBUCKSimplify Treasury Option Income ETF$1,369,824$563,744 â–²69.9%58,2780.2%ETFTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$1,357,924$502,820 â–²58.8%60,0320.2%ETFTSLATesla$1,284,397$10,781 â–²0.8%3,4550.2%Auto/Tires/TrucksLLYEli Lilly and Company$1,242,609$13,797 â–¼-1.1%1,3510.2%MedicalADPAutomatic Data Processing$1,206,483$7,111 â–¼-0.6%5,9380.2%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,160,649$24,191 â–¼-2.0%4,5100.2%ETFCATCaterpillar$1,119,367$4,251 â–¼-0.4%1,5800.2%IndustrialsTXNTexas Instruments$1,119,217$27,374 â–²2.5%5,7650.2%Computer and TechnologyCOSTCostco Wholesale$1,091,090$36,868 â–¼-3.3%1,0950.2%Retail/WholesaleSYKStryker$1,070,5460.0%3,2580.2%MedicalIBMInternational Business Machines$1,055,608$33,450 â–¼-3.1%4,3550.2%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$1,048,075$53,000 â–¼-4.8%7,9100.2%ETFAPDAir Products and Chemicals$1,018,1680.0%3,5050.1%Basic MaterialsHDHome Depot$989,630$92,089 â–²10.3%3,0090.1%Retail/WholesaleDIVOAmplify CWP Enhanced Dividend Income ETF$985,265$78,308 â–²8.6%21,9680.1%ETFHONHoneywell International$979,162$48,370 â–²5.2%4,3320.1%Multi-Sector ConglomeratesIWPiShares Russell Mid-Cap Growth ETF$978,8370.0%7,6400.1%ETFIEFAiShares Core MSCI EAFE ETF$943,7750.0%10,4250.1%ETFGEGE Aerospace$908,632$45,403 â–²5.3%3,2020.1%AerospacePFEPfizer$901,087$33,949 â–¼-3.6%32,0900.1%MedicalMAMastercard$897,389$29,980 â–²3.5%1,7960.1%Business ServicesMLPAGlobal X MLP ETF$860,358$21,494 â–²2.6%15,9710.1%ETFProShares S&P 500 High Income$854,905$26,574 â–¼-3.0%19,7210.1%ComPGProcter & Gamble$819,842$44,632 â–¼-5.2%5,6760.1%Consumer StaplesUNPUnion Pacific$802,1020.0%3,3060.1%TransportationVRPInvesco Variable Rate Preferred ETF$797,695$797,695 â–²New Holding33,2650.1%ETFSPYSPDR S&P 500 ETF Trust$795,366$193,801 â–²32.2%1,2230.1%FinanceIWFiShares Russell 1000 Growth ETF$748,3320.0%1,7550.1%ETFRTXRTX$706,207$193 â–²0.0%3,6610.1%AerospaceGLDXUSCF Gold Strategy Plus Income Fund$696,516$99,523 â–²16.7%18,8540.1%ETFVYMVanguard High Dividend Yield ETF$671,4850.0%4,5340.1%Financial ServicesAFLAflac$669,341$110 â–²0.0%6,1010.1%FinanceShowing largest 100 holdings. 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