Alpine Bank Wealth Management has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $662 Billion distributed in 628 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 $90.3B, Wisdomtree Floating Rate Treas with a value of $74.9B, Vanguard Bd Index Fds with a value of $62.5B, Invesco Exchange Traded Fd Tr with a value of $57.2B, and J P Morgan Exchange Traded Fd with a value of $40.2B.

Examining the 13F form we can see an increase of $38.6B in the current position value, from $623B to 662B.

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 $662 Billion
ETFs: $459 Billion
Technology: $30 Billion
Financial Services: $23.5 Billion
Consumer Defensive: $14.3 Billion
Healthcare: $13.4 Billion
Consumer Cyclical: $12.5 Billion
Industrials: $10.6 Billion
Communication Services: $9.97 Billion
Other: $8.75 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 628
  • Current Value $662 Billion
  • Prior Value $623 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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