Alpine Bank Wealth Management holds a focused book of 404 stocks worth $779.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Invesco Rafi Strategic US Et and trimmed Invesco S&P 500 Momentum ETF. Their largest long position is Invesco S&P 500 Momentum ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Alpine Bank Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco S&P 500 Momentum ETF Com | $79.3M | 491.0K | 10.2% | ▼−38% Reduced · −301K sh | |
| 2 | Invesco S&P 500 Quality ETF Com | $42.0M | 466.2K | 5.4% | ▼−13% Reduced · −69K sh | |
| 3 | Invesco RAFI Strategic US ETF Com | $38.7M | 590.6K | 5.0% | ▲New New position | |
| 4 | WisdomTree U.S. Equity Gold Com | $37.6M | 615.0K | 4.8% | ▼−0.9% Reduced · −6K sh | |
| 5 | Janus Henderson AAA CLO Com | $37.1M | 734.5K | 4.8% | ▲25× Added · +706K sh | |
| 6 | Ishares Short-Term TIPs Com | $34.7M | 340.0K | 4.5% | ▲New New position | |
| 7 | iShares 1-3 Yr International T Com | $32.4M | 436.4K | 4.2% | ▲New New position | |
| 8 | PIMCO 0-5 Year HY Corporate Bo Com | $32.4M | 346.4K | 4.2% | ▲New New position | |
| 9 | iShares SP 500 ETF Com | $31.5M | 42.0K | 4.0% | ▼−1.2% Reduced · −524 sh | |
| 10 | WisdomTree U.S. Internationa Com | $26.8M | 580.3K | 3.4% | ▲New New position | |
| 11 | iShares Core S&P Mid-Cap Com | $25.6M | 332.4K | 3.3% | ▼−0.1% Reduced · −284 sh | |
| 12 | WisdomTree Floating Rate Treas Com | $19.2M | 381.5K | 2.5% | ▲+44% Added · +117K sh | |
| 13 | US Treasury 3 Month Bill ETF Com | $14.6M | 292.4K | 1.9% | ▲+33% Added · +72K sh | |
| 14 | J P Morgan CORE Plus Bond ETF Com | $13.0M | 277.8K | 1.7% | ▼−86% Reduced · −1.6M sh | |
| 15 | iShares Russell 2000 Com | $12.8M | 42.6K | 1.6% | ▼−1.2% Reduced · −518 sh | |
| 16 | Vanguard Growth ETF Com | $12.1M | 140.0K | 1.5% | ▲+435% Added · +114K sh | |
| 17 | iShares Systematic Bond ETF Com | $11.2M | 126.5K | 1.4% | ▼−87% Reduced · −848K sh | |
| 18 | iShares SP 500 Growth ETF Com | $11.0M | 80.3K | 1.4% | —Held | |
| 19 | Invesco S&P Intl Developed Mom Com | $7.7M | 127.5K | 1.0% | ▼−14% Reduced · −22K sh | |
| 20 | US Treasury 6 Month Bill ETF Com | $7.4M | 147.9K | 0.9% | ▼−3.8% Reduced · −6K sh | |
| 21 | Alphabet Inc Class C Com | $7.4M | 20.8K | 0.9% | ▲+0.2% Added · +41 sh | |
| 22 | Apple Inc Com | $6.7M | 23.0K | 0.9% | ▼−3.0% Reduced · −719 sh | |
| 23 | Colgate Palmolive Co Com | $6.2M | 67.2K | 0.8% | —Held | |
| 24 | Vanguard Mid-Cap Value Index E Com | $5.8M | 29.2K | 0.7% | —Held | |
| 25 | Nvidia Corp Com | $5.7M | 28.4K | 0.7% | ▼−1.2% Reduced · −353 sh | |
| 26 | iShares SP 500 Value ETF Com | $5.6M | 24.9K | 0.7% | ▼−0.1% Reduced · −25 sh | |
| 27 | JPMorgan Chase & Co Com | $5.6M | 17.2K | 0.7% | ▼−1.4% Reduced · −244 sh | |
| 28 | Broadcom Inc Com | $5.4M | 14.2K | 0.7% | ▼−1.4% Reduced · −205 sh | |
| 29 | Microsoft Corp Com | $5.2M | 13.9K | 0.7% | ▼−1.0% Reduced · −148 sh | |
| 30 | Vanguard Mid-Cap ETF Com | $4.9M | 61.2K | 0.6% | ▲+288% Added · +45K sh | |
| 31 | iShares Floating Rate Bond ETF Com | $4.8M | 93.6K | 0.6% | ▲New New position | |
| 32 | Vanguard FTSE All-Wld ex-US ET Com | $4.7M | 55.7K | 0.6% | —Held | |
| 33 | AbbVie Inc. Com | $4.6M | 18.4K | 0.6% | ▼−1.3% Reduced · −237 sh | |
| 34 | Vanguard FTSE Developed Market Com | $4.6M | 64.0K | 0.6% | ▲+11% Added · +7K sh | |
| 35 | Berkshire Hathaway Inc Class A Com | $4.5M | 6 | 0.6% | —Held | |
| 36 | Vanguard Small-Cap ETF Com | $4.3M | 14.1K | 0.5% | ▼−6.0% Reduced · −892 sh | |
| 37 | Vanguard Small -Cap Growth ETF Com | $4.2M | 11.6K | 0.5% | —Held | |
| 38 | Ishares ESG Screened S&P 500 E Com | $4.1M | 72.6K | 0.5% | ▲+3.2% Added · +2K sh | |
| 39 | US Treasury 12 Month Bill ETF Com | $3.8M | 75.9K | 0.5% | ▲+7.5% Added · +5K sh | |
| 40 | Berkshire Hathaway Inc Class B Com | $3.6M | 7.2K | 0.5% | ▼−4.5% Reduced · −337 sh | |
| 41 | Goldman Sachs Group Inc Com | $3.5M | 3.4K | 0.4% | —Held | |
| 42 | iShares Edge MSCI Min Vol USA Com | $3.3M | 34.0K | 0.4% | ▼−20% Reduced · −9K sh | |
| 43 | Innovator Etfs Trust Com | $3.1M | 113.0K | 0.4% | —Held | |
| 44 | Innovator Etfs Trust Com | $3.1M | 116.0K | 0.4% | —Held | |
| 45 | iShares S&P Mid-Cap 400 Growth Com | $3.0M | 25.6K | 0.4% | ▼−2.8% Reduced · −745 sh | |
| 46 | iShares ESG Aware US Aggregate Com | $3.0M | 63.4K | 0.4% | ▼−0.9% Reduced · −590 sh | |
| 47 | Innovator Etfs Trust Com | $3.0M | 115.0K | 0.4% | —Held | |
| 48 | Vanguard Small- Cap Value ETF Com | $3.0M | 12.2K | 0.4% | —Held | |
| 49 | Vanguard Value ETF Com | $2.9M | 13.2K | 0.4% | —Held | |
| 50 | Exxon Mobil Corp Com | $2.9M | 20.9K | 0.4% | ▼~0% Reduced · −5 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1974910/holdings"
Use Arkolith to show Alpine Bank Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 565 | $779.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 272 | $687.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 252 | $706.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 632 | $710.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 628 | $661.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 626 | $623.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 627 | $625.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.