Alpine Bank Wealth Management has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $707 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $125B, Invesco ETF Tr Ii S&P 500 Mome with a value of $101B, Wisdomtree Floating Rate Treas with a value of $50.9B, Invesco Exchange Traded Fd Tr with a value of $41.7B, and Wisdomtree Tr Efficient Gold P with a value of $40.8B.

Examining the 13F form we can see an decrease of $3.77B in the current position value, from $711B to 707B.

Alpine Bank Wealth Management is based out at Grand Junction, CO

Below you can find more details about Alpine Bank Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $707 Billion
ETFs: $560 Billion
Technology: $30.9 Billion
Financial Services: $22.6 Billion
Healthcare: $13.8 Billion
Communication Services: $12.7 Billion
Consumer Cyclical: $12.5 Billion
Consumer Defensive: $11.2 Billion
Industrials: $9.59 Billion
Other: $6.27 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $707 Billion
  • Prior Value $711 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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