Institutional Fund
Alpine Bank Wealth Management
Grand Junction, COCIK 19749105 filings on record
Portfolio Value
$687.78M
Q1 2026
Holdings
161
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-2.7%
from $706.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F13.2%
- Invesco Exch Traded Fd Tr II12.9%
- Ishares Tr12.6%
- Invesco Exchange Traded Fd T5.9%
- Wisdomtree Tr5.7%
- Ishares Tr4.0%
- Other45.7%
Portfolio Holdings
161 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 1.92M | $90.57M | 13.2% | −718.9K | Reduced |
| 2 | Invesco Exch Traded Fd Tr II | 791.7K | $88.76M | 12.9% | −57.3K | Reduced |
| 3 | Ishares Tr | 974.4K | $86.72M | 12.6% | +974.4K | New |
| 4 | Invesco Exchange Traded Fd T | 535.5K | $40.26M | 5.9% | −19.5K | Reduced |
| 5 | Wisdomtree Tr | 620.6K | $39.03M | 5.7% | −42.2K | Reduced |
| 6 | Ishares Tr | 42.5K | $27.79M | 4.0% | −37 | Reduced |
| 7 | Ishares Tr | 332.6K | $22.46M | 3.3% | −570 | Reduced |
| 8 | Wisdomtree Tr | 264.7K | $13.33M | 1.9% | −746.8K | Reduced |
| 9 | Vanguard Index Fds | 26.2K | $11.42M | 1.7% | −47.5K | Reduced |
| 10 | Rbb Fd Inc | 220.2K | $10.98M | 1.6% | −2.7K | Reduced |
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