1y return+15.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $124 against $133 in the S&P 500.2
Alpine Bank Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPMOInvesco S&P 500 Momentum ETF | $79.3M | 10.2% | −38.0% |
| SPHQInvesco S&P 500 Quality ETF | $42.0M | 5.4% | −12.9% |
| IUSInvesco RAFI Strategic US ETF | $38.7M | 5.0% | New |
| GDEWisdomTree U.S. Equity Gold | $37.6M | 4.8% | |
| JAAAJanus Henderson AAA CLO | $37.1M | 4.8% | +2442.4% |
| STIPIshares Short-Term TIPs | $34.7M | 4.5% | New |
| ISHGiShares 1-3 Yr International T | $32.4M | 4.2% | New |
| HYSPIMCO 0-5 Year HY Corporate Bo | $32.4M | 4.2% | New |
| IVViShares SP 500 ETF | $31.5M | 4.0% | −1.2% |
| NTSDWisdomTree U.S. Internationa | $26.8M | 3.4% | New |
| IJHiShares Core S&P Mid-Cap | $25.6M | 3.3% | |
| USFRWisdomTree Floating Rate Treas | $19.2M | 2.5% | +44.1% |
| TBILUS Treasury 3 Month Bill ETF | $14.6M | 1.9% | +32.8% |
| JCPBJ P Morgan CORE Plus Bond ETF | $13.0M | 1.7% | −85.6% |
| IWMiShares Russell 2000 | $12.8M | 1.6% | −1.2% |
| VUGVanguard Growth ETF | $12.1M | 1.5% | −10.8% |
| SYSBiShares Systematic Bond ETF | $11.2M | 1.4% | −87.0% |
| IVWiShares SP 500 Growth ETF | $11.0M | 1.4% | |
| IDMOInvesco S&P Intl Developed Mom | $7.7M | 1.0% | −14.5% |
| XBILUS Treasury 6 Month Bill ETF | $7.4M | 0.9% | −3.8% |
| GOOGAlphabet Inc Class C | $7.4M | 0.9% | |
| AAPLApple Inc | $6.7M | 0.9% | −3.0% |
| CLColgate Palmolive Co | $6.2M | 0.8% | |
| VOEVanguard Mid-Cap Value Index E | $5.8M | 0.7% | |
| NVDANVIDIA Corp | $5.7M | 0.7% | −1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc Class C | March 31, 2025 | +126.2% | $7.4M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $5.4M |
| NVDANVIDIA Corp | March 31, 2025 | +84.6% | $5.7M |
| SPMOInvesco S&P 500 Momentum ETF | March 31, 2025 | +74.6% | $79.3M |
| IWMiShares Russell 2000 | March 31, 2025 | +50.6% | $12.8M |
| IVWiShares SP 500 Growth ETF | March 31, 2025 | +48.2% | $11.0M |
| VBKVanguard Small -Cap Growth ETF | March 31, 2025 | +45.3% | $4.2M |
| VEAVanguard FTSE Developed Market | March 31, 2025 | +40.2% | $4.6M |
| VUGVanguard Growth ETF | March 31, 2025 | +39.4% | $12.1M |
| VEUVanguard FTSE All-Wld ex-US ET | March 31, 2025 | +38.1% | $4.7M |
Sold off last quarter
- XOVREntrepreneurshares Series Trus was $169K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| December 31, 2024 | +0.0% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alpine Bank Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1974910&type=13F-HR&dateb=&owner=include&count=40CIK 1974910
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1974910/000114036126031791/Filed August 7, 2026 · accession 0001140361-26-031791