account_balance

Investment manager · 13F filer · SEC CIK 1974910

Alpine Bank Wealth Management

Reported value$773Mas of Sep 30, 2026

Positions430 46 new, 20 sold out

Top 10 weight55.2%SPMO alone is 10%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPMOInvesco S&P 500 Momentum ETF

9.8%

USFRWisdomTree Floating Rate Treas

6.5%Added +160%

TBILUS Treasury 3 Month Bill ETF

5.6%Added +198%

IUSInvesco RAFI Strategic US ETF

5.3%Added +3%

JAAAJanus Henderson AAA CLO

5.3%Added +11%

GDEWisdomTree U.S. Equity Gold

5.3%Added +4%

SPHQInvesco S&P 500 Quality ETF

5.2%Added +3%

FLOTiShares Floating Rate Bond ETF

4.5%Added +631%

IVViShares SP 500 ETF

4.1%

NTSDWisdomTree U.S. Internationa

3.5%

IJHiShares Core S&P Mid-Cap

2.9%−5%

VUG1.6%

SPMOInvesco S&P 500 Momentum ETF

9.8%

USFRWisdomTree Floating Rate Treas

6.5%+160%

TBILUS Treasury 3 Month Bill ETF

5.6%+198%

IUSInvesco RAFI Strategic US ETF

5.3%+3%

JAAAJanus Henderson AAA CLO

5.3%+11%

GDEWisdomTree U.S. Equity Gold

5.3%

SPHQInvesco S&P 500 Quality ETF

5.2%

FLOTiShares Floating Rate Bond ETF

4.5%

IVViShares SP 500 ETF

4.1%

NTSDWisdomTree U.S. Internationa

3.5%

IJH2.9%

VUG

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPMO Invesco S&P 500 Momentum ETF 9.8% Held

USFR WisdomTree Floating Rate Treas 6.5% Added +160%

TBIL US Treasury 3 Month Bill ETF 5.6% Added +198%

IUS Invesco RAFI Strategic US ETF 5.3% Added +3%

JAAA Janus Henderson AAA CLO 5.3% Added +11%

GDE WisdomTree U.S. Equity Gold 5.3% Added +4%

SPHQ Invesco S&P 500 Quality ETF 5.2% Added +3%

FLOT iShares Floating Rate Bond ETF 4.5% Added +631%

IVV iShares SP 500 ETF 4.1% Held

NTSD WisdomTree U.S. Internationa 3.5% Held

IJH iShares Core S&P Mid-Cap 2.9% Trimmed −5%

VUG Vanguard Growth ETF 1.6% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Aug 7, 2026 filing

add_circleNew

JPIB $4.22M
MUB $3.67M
AGG $427K
MU $313K

arrow_upwardAdded

FLOT +631%
TBIL +198%
USFR +160%
OBIL +16%

arrow_downwardTrimmed

STIP −80%
HYS −71%
SYSB −43%
JCPB −42%

remove_circleSold out

ISHG $32.4M
EMBX $501K
AGRH $295K
ADI $63.1K

Alpine Bank Wealth Management

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email