Alpine Bank Wealth Management
CIK 1974910
13F filing for Q2 2026・No. 3,009
- Holdings
- US$779.45M
- Quarter change
- +US$91.67M
- Entries
- 565
- Net bought (estimate)
- +US$15.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 244
- Sold out 1
- Cut 82
- Added 24
- Corporate actions 0
- Unchanged 54
Largest holdings
404 stocks worth US$779.45M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Invesco S&P 500 Momentum ETFCom | Cut | 490,988 | US$79.31M | 10.18% |
| Invesco S&P 500 Quality ETFCom | Cut | 466,176 | US$42M | 5.39% |
| Invesco RAFI Strategic US ETFCom | New | 590,590 | US$38.73M | 4.97% |
| WisdomTree U.S. Equity GoldCom | Cut | 615,018 | US$37.57M | 4.82% |
| Janus Henderson AAA CLOCom | Added | 734,486 | US$37.08M | 4.76% |
| Ishares Short-Term TIPsCom | New | 339,975 | US$34.73M | 4.46% |
| iShares 1-3 Yr International TCom | New | 436,406 | US$32.4M | 4.16% |
| PIMCO 0-5 Year HY Corporate BoCom | New | 346,430 | US$32.4M | 4.16% |
| IVViShares SP 500 ETFCom | Cut | 42,013 | US$31.46M | 4.04% |
| WisdomTree U.S. InternationaCom | New | 580,267 | US$26.76M | 3.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.