ETF Holders

Alpine Woods Capital Investors, LLC ETF holdings

Purchase, NY

Reported $8.0M in 15 ETFs in its Form 13F for June 30, 2026.

ETF value
$8.0M
ETFs held
15
Change from prior quarter
+12.2%
With price moves
ETFs as a share of its 13F
1.8%
of $443.5M

Top 10 of 15 ETF holdings

TickerFundValueSharesChange
XLKState Street Technology Select Sector SPDR ETF$953K5,000No change
VUGVanguard Morningstar Growth ETF$827K9,600+8,000 shares
IXUSiShares Core MSCI Total International Stock ETF$764K8,000No change
VGTVanguard Information Technology ETF$679K5,680+4,970 shares
DGRWWisdomTree U.S. Quality Dividend Growth Fund$574K6,000No change
XLCState Street Communication Services Select Sector SPDR ETF$536K5,000No change
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$526K3,000No change
VYMVanguard High Dividend Yield ETF$506K3,200No change
SKYYFirst Trust Cloud Computing ETF$471K3,500No change
XLYState Street Consumer Discretionary Select Sector SPDR ETF$446K3,800No change
5 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001226886. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Alpine Woods Capital Investors, LLC own?

Alpine Woods Capital Investors, LLC reported 15 ETF positions worth $8.0M in its Form 13F for June 30, 2026. The largest was XLK, at $953K.

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.