Alpine Bank Wealth Management has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $711 Billion distributed in 632 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Mome with a value of $103B, J P Morgan Exchange Traded Fd with a value of $74.9B, Wisdomtree Floating Rate Treas with a value of $69.3B, Wisdomtree Tr Efficient Gold P with a value of $44.7B, and Invesco Exchange Traded Fd Tr with a value of $40.1B.

Examining the 13F form we can see an increase of $48.8B in the current position value, from $662B to 711B.

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 $711 Billion
ETFs: $532 Billion
Technology: $34.3 Billion
Financial Services: $24.7 Billion
Healthcare: $14.1 Billion
Consumer Cyclical: $13.4 Billion
Consumer Defensive: $13.3 Billion
Communication Services: $11.8 Billion
Industrials: $11 Billion
Other: $9.09 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 632
  • Current Value $711 Billion
  • Prior Value $662 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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