Alpine Bank Wealth Management ETF holdings
Grand Junction, CO
Reported $639.5M in 104 ETFs in its Form 13F for June 30, 2026.
ETF value
$639.5M
ETFs held
104
Change from prior quarter
+12.3%
With price moves
ETFs as a share of its 13F
82.0%
of $779.5M
Top 10 of 104 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPMO | Invesco S&P 500 Momentum ETF | $79.3M | 490,988 | −300,726 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $42.0M | 466,176 | −69,327 shares |
| IUS | Invesco RAFI Strategic US ETF | $38.7M | 590,590 | New position |
| GDE | WisdomTree Efficient Gold Plus Equity Strategy Fund | $37.6M | 615,018 | −5,547 shares |
| JAAA | Janus Henderson AAA CLO ETF | $37.1M | 734,486 | +705,596 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $34.7M | 339,975 | New position |
| ISHG | iShares 1-3 Year International Treasury Bond ETF | $32.4M | 436,406 | New position |
| HYS | PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded ETF | $32.4M | 346,430 | New position |
| IVV | iShares Core S&P 500 ETF | $31.5M | 42,013 | −524 shares |
| NTSD | Wisdomtree Efficient U.S. Plus International Equity Fund | $26.8M | 580,267 | New position |
94 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001974910. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Alpine Bank Wealth Management own?
Alpine Bank Wealth Management reported 104 ETF positions worth $639.5M in its Form 13F for June 30, 2026. The largest was SPMO, at $79.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.