Alpine Bank Wealth Management: 13F holdings
CIK 19749102026Q2
| Positions | 404 |
|---|---|
| Reported value | $779.5m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPMO Invesco S&P 500 Momentum ETF | 490,988 | $79.3m | 10.2% |
| SPHQ Invesco S&P 500 Quality ETF | 466,176 | $42.0m | 5.4% |
| Invesco RAFI Strategic US ETF | 590,590 | $38.7m | 5.0% |
| WisdomTree U.S. Equity Gold | 615,018 | $37.6m | 4.8% |
| JAAA Janus Henderson AAA CLO | 734,486 | $37.1m | 4.8% |
| STIP Ishares Short-Term TIPs | 339,975 | $34.7m | 4.5% |
| iShares 1-3 Yr International T | 436,406 | $32.4m | 4.2% |
| HYS PIMCO 0-5 Year HY Corporate Bo | 346,430 | $32.4m | 4.2% |
| IVV iShares SP 500 ETF | 42,013 | $31.5m | 4.0% |
| WisdomTree U.S. Internationa | 580,267 | $26.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1974910")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.