Alpine Bank Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Alpine Bank Wealth Management held in its portfolio 149 assets valued at $706,770,368 (i.e. $706.77M).
The most valuable assets in the portfolio included: J P Morgan CORE Plus Bond ETF ($125.13M), Invesco S&P 500 Momentum ETF ($101.30M), and Wisdomtree Floating Rate Treas ($50.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alpine Bank Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P Morgan CORE Plus Bond ETF | 2642548 | 125124648 | Com |
| Invesco S&P 500 Momentum ETF | 849001 | 101302800 | Com |
| Wisdomtree Floating Rate Treas | 1011555 | 50901448 | Com |
| Invesco S&P 500 Quality ETF | 555050 | 41656502 | Com |
| WisdomTree ETF Equity Gold S | 662752 | 40838778 | Com |
| Vanguard Growth ETF | 73627 | 35919668 | Com |
| iShares SP 500 ETF | 42574 | 29160636 | Com |
| iShares Core S&P Mid-Cap | 333214 | 21992124 | Com |
| iShares Russell 2000 | 47861 | 11781464 | Com |
| US Treasury 3 Month Bill ETF | 222955 | 11120995 | Com |
| iShares SP 500 Growth ETF | 80475 | 9919348 | Com |
| Microsoft Corp | 14223 | 6878527 | Com |
| Alphabet Inc Class C | 20757 | 6513546 | Com |
| Apple Inc | 23473 | 6381370 | Com |
| JPMorgan Equity Premium Income | 102110 | 5844777 | Com |
| JPMorgan Chase & Co | 17626 | 5679450 | Com |
| NVIDIA Corp | 30382 | 5666244 | Com |
| Invesco S&P Intl Developed Mom | 96504 | 5362728 | Com |
| Vanguard Mid-Cap Value Index E | 29895 | 5302477 | Com |
| iShares SP 500 Value ETF | 24944 | 5289874 | Com |
| Colgate Palmolive Co | 66755 | 5274981 | Com |
| Broadcom Inc | 14393 | 4981418 | Com |
| Vanguard Mid-Cap ETF | 16332 | 4739873 | Com |
| US Treasury 6 Month Bill ETF | 93065 | 4659765 | Com |
| Berkshire Hathaway Inc Class A | 6 | 4528800 | Com |
| iShares Edge MSCI Min Vol USA | 47365 | 4459888 | Com |
| Ishares ESG Screened S&P 500 E | 79265 | 4177266 | Com |
| AbbVie Inc. | 18156 | 4148465 | Com |
| Vanguard FTSE All-Wld ex-US ET | 55705 | 4097660 | Com |
| Vanguard Small-Cap ETF | 15339 | 3956695 | Com |
| Berkshire Hathaway Inc Class B | 7532 | 3785960 | Com |
| Vanguard FTSE Developed Market | 57904 | 3617263 | Com |
| Vanguard Ultra-Short Bond ETF | 71843 | 3580655 | Com |
| Vanguard Small -Cap Growth ETF | 11614 | 3508706 | Com |
| US Treasury 12 Month Bill ETF | 66902 | 3358146 | Com |
| Goldman Sachs Group Inc | 3424 | 3009696 | Com |
| Lowes Companies Inc | 12266 | 2958068 | Com |
| Oracle Corp | 15027 | 2928912 | Com |
| iShares ESG Aware US Aggregate | 58110 | 2780564 | Com |
| Amazon.com Inc | 12017 | 2773764 | Com |
| Meta Platforms Inc | 4168 | 2751256 | Com |
| Vanguard Small- Cap Value ETF | 12685 | 2686556 | Com |
| iShares S&P Mid-Cap 400 Growth | 27450 | 2659356 | Com |
| Exxon Mobil Corp | 21912 | 2636890 | Com |
| Vanguard Value ETF | 13220 | 2524888 | Com |
| Alphabet Inc Class A | 7718 | 2415734 | Com |
| iShares SP Small Cap 600 Value | 20900 | 2376748 | Com |
| Abrdn Silver Shares ETF | 34000 | 2299760 | Com |
| iShares Russell Mid-Cap Value | 14995 | 2115045 | Com |
| American Express Co | 5445 | 2014377 | Com |
| Abbott Laboratories | 15533 | 1946130 | Com |
| iShares Core S&P Small-Cap ETF | 15772 | 1895479 | Com |
| McDonald's Corp | 5539 | 1692885 | Com |
| PepsiCo Inc | 11506 | 1651341 | Com |
| Johnson & Johnson | 7951 | 1645460 | Com |
| iShares MSCI EAFE ETF | 16892 | 1622139 | Com |
| Vanguard Real Estate ETF | 17650 | 1561849 | Com |
| Janus Henderson AAA CLO | 30480 | 1541679 | Com |
| Tesla, Inc | 3426 | 1540740 | Com |
| Starbucks Corp | 18249 | 1536749 | Com |
| Automatic Data Processing Inc | 5973 | 1536434 | Com |
| Chevron Corp | 10034 | 1529282 | Com |
| Norfork Southern Corp | 5092 | 1470162 | Com |
| Eli Lilly and Co | 1366 | 1468013 | Com |
| Ishares MSCI Intl Quality Fact | 31922 | 1450855 | Com |
| Merck & Co Inc | 13096 | 1378485 | Com |
| International Business Machine | 4493 | 1330871 | Com |
| Vanguard Mid-Cap Growth ETF | 4604 | 1285161 | Com |
| Etfs Gold Tr | 28000 | 1150240 | Com |
| Stryker Corp | 3258 | 1145089 | Com |
| iShares S&P Mid-Cap 400 Value | 8310 | 1093513 | Com |
| Ishares Interest Rate Hedged C | 11465 | 1070258 | Com |
| iShares Russell Mid-Cap Growth | 7640 | 1046222 | Com |
| Mastercard Inc A | 1736 | 991047 | Com |
| Costco Wholesale Corp | 1132 | 976168 | Com |
| Texas Instruments Inc | 5624 | 975708 | Com |
| The Home Depot Inc | 2729 | 939049 | Com |
| General Electric Co | 3042 | 937028 | Com |
| iShares Core MSCI EAFE ETF | 10425 | 932621 | Com |
| ProShares S&P 500 High Income | 20334 | 927840 | Com |
| Caterpillar Inc | 1586 | 908572 | Com |
| Amplify CWP Enhanced Dividend | 20222 | 899879 | Com |
| Air Products & Chemicals Inc | 3505 | 865805 | Com |
| Procter & Gamble Co | 5985 | 857710 | Com |
| iShares 20 Year Treasury Bond | 37803 | 856994 | Com |
| iShares Russell 1000 Growth ET | 1755 | 830642 | Com |
| Pfizer Inc | 33299 | 829145 | Com |
| AAM Low Dur Preferred Income E | 41599 | 813884 | Com |
| Simplify Treasury Option Incom | 34294 | 812939 | Com |
| Honeywell International Inc | 4118 | 803381 | Com |
| Union Pacific Corp | 3306 | 764744 | Com |
| Global X MLP ETF | 15572 | 753841 | Com |
| Visa Inc Class A | 2030 | 711941 | Com |
| Aflac Inc | 6100 | 672647 | Com |
| RTX CORP | 3660 | 671244 | Com |
| Vanguard High Dividend Yield E | 4534 | 650720 | Com |
| SPDR SP 500 ETF | 925 | 630776 | Com |
| Philip Morris International In | 3640 | 583856 | Com |
| Ishares TR Russell 1000 Value | 2745 | 577383 | Com |
| Bank of America Corporation | 10440 | 574200 | Com |
| USCF Gold Strategy Plus Income | 16160 | 561549 | Com |
| Coca-Cola Co | 7969 | 557113 | Com |
| Bristol-Myers Squibb Company | 9982 | 538429 | Com |
| Vanguard Dividend Appreciation | 2443 | 536923 | Com |
| Netflix Inc | 5644 | 529182 | Com |
| General Mills Inc | 11193 | 520475 | Com |
| Lockheed Martin Corp | 1056 | 510755 | Com |
| AutoZone Inc | 143 | 484985 | Com |
| Innovator Etfs Trust | 18750 | 475875 | Com |
| iShares MSCI EAFE Value ETF | 6039 | 431245 | Com |
| iShares Russell Top 200 ETF | 2500 | 426575 | Com |
| Emerson Electric Co | 3205 | 425368 | Com |
| Cigna Corp | 1544 | 424955 | Com |
| iShares Russell 2000 Growth ET | 1310 | 423143 | Com |
| Dover Corp | 2128 | 415471 | Com |
| Intel Corp | 11200 | 413280 | Com |
| Nike Inc Class B | 6415 | 408700 | Com |
| The Travelers Companies Inc | 1390 | 403184 | Com |
| iShares Select Dividend ETF | 2750 | 388135 | Com |
| Vanguard Mega Cap Index Fund E | 1541 | 387053 | Com |
| Parker Hannifin Corp | 397 | 348947 | Com |
| Duke Energy Corp | 2822 | 330767 | Com |
| Ge Vernova Inc | 485 | 316982 | Com |
| iShares Russell Mid-Cap ETF | 3285 | 316247 | Com |
| Advanced Micro Devices Inc | 1447 | 309890 | Com |
| iShares Russell 3000 ETF | 800 | 309480 | Com |
| Blackrock Inc | 281 | 300766 | Com |
| Amgen Inc | 896 | 293270 | Com |
| W. W. Grainger Inc | 285 | 287579 | Com |
| Badger Meter Inc | 1623 | 283067 | Com |
| iShares Gold Trust | 3461 | 280929 | Com |
| Ishares Interest Rate Hedged U | 10545 | 276174 | Com |
| Clorox Co | 2670 | 269216 | Com |
| Palo Alto Networks Inc | 1428 | 263038 | Com |
| Corning Inc | 3000 | 262680 | Com |
| Altria Group Inc | 4467 | 257567 | Com |
| Aon Plc | 725 | 255838 | Com |
| Cummins Inc | 500 | 255225 | Com |
| Eaton Corp PLC | 796 | 253534 | Com |
| Taiwan Semiconductor MFG Co Lt | 820 | 249189 | Com |
| Sherwin-Williams Co | 750 | 243023 | Com |
| BHP Billiton Ltd | 4000 | 241480 | Com |
| The Walt Disney Co | 2039 | 231977 | Com |
| AT&T Inc | 9112 | 226342 | Com |
| Walmart Inc | 2021 | 225159 | Com |
| Southern Co | 2460 | 214512 | Com |
| TJX Companies Inc | 1389 | 213364 | Com |
| ConocoPhillips | 2211 | 206972 | Com |
| Entrepreneurshares Series Trus | 10000 | 201400 | Com |
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