Managers / Q3 2025 · view latest →
Alpine Bank Wealth Management
CIK 0001974910 · 225 N 5TH ST, GRAND JUNCTION, CO, 81501 · 9702455627
Reported Value
$711M
Q3 2025
Positions
632
Filings on Record
6
2019–present window
Filed
Oct 22, 2025
original filing
Summary
Alpine Bank Wealth Management reported $711M in U.S.-listed holdings across 632 positions for Q3 2025.
Its largest position, Invesco S P 500 Momentum Etf, represents 14.3% of the portfolio.
Compared with Q2 2025, the fund opened 31 new positions and exited 26.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 81.3% · $578M
- Common Stock · 18.3% · $130M
- Other · 0.2% · $1M
- ADR · 0.1% · $1M
- REIT · 0.1% · $584,687
- Other · 0.0% · $28,143
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $688M | 272 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $707M | 252 | Jan 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $711M | 632 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $662M | 628 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $623M | 626 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $626M | 627 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Alpine Bank
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.