Alpine Bank Wealth Management

Est. AUM

$687.8M

13F long equity, this entity only

Positions

272

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	US Treasury 6 Month Bill ETF	Com	$7.7M	153667	1.12%	SOLE
2	Colgate Palmolive Co	Com	$5.1M	59820	0.74%	OTR
3	Berkshire Hathaway Inc Class A	Com	$4.3M	6	0.63%	OTR
4	iShares SP 500 ETF	Com	$3.9M	6020	0.57%	OTR
5	J P Morgan CORE Plus Bond ETF	Com	$3.7M	79556	0.54%	OTR
6	US Treasury 12 Month Bill ETF	Com	$3.5M	70638	0.51%	SOLE
7	Vanguard Small -Cap Growth ETF	Com	$3.5M	11614	0.51%	OTR
8	US Treasury 3 Month Bill ETF	Com	$3.5M	70000	0.51%	OTR
9	Ishares ESG Screened S&P 500 E	Com	$3.5M	70342	0.50%	SOLE
10	Microsoft Corp	Com	$3.4M	9061	0.49%	OTR
11	iShares Systematic Bond ETF	Com	$3.3M	37367	0.48%	OTR
12	iShares SP 500 Growth ETF	Com	$3.2M	27886	0.46%	OTR
13	iShares Core S&P Mid-Cap	Com	$3.1M	46433	0.46%	OTR
14	iShares ESG Aware US Aggregate	Com	$3.0M	63991	0.44%	SOLE
15	Innovator Etfs Trust	Com	$3.0M	113000	0.44%	SOLE
16	AbbVie Inc.	Com	$3.0M	13718	0.43%	OTR
17	Innovator Etfs Trust	Com	$3.0M	116000	0.43%	SOLE
18	Innovator Etfs Trust	Com	$2.9M	115000	0.42%	SOLE
19	Vanguard Mid-Cap ETF	Com	$2.9M	10156	0.42%	OTR
20	Exxon Mobil Corp	Com	$2.9M	16798	0.41%	OTR
21	Alphabet Inc Class C	Com	$2.8M	9637	0.40%	OTR
22	Lowes Companies Inc	Com	$2.8M	11677	0.40%	OTR
23	JPMorgan Chase & Co	Com	$2.7M	9045	0.39%	OTR
24	Invesco S&P 500 Quality ETF	Com	$2.6M	35029	0.38%	OTR
25	Vanguard FTSE All-Wld ex-US ET	Com	$2.6M	34585	0.38%	OTR
26	iShares SP 500 Value ETF	Com	$2.6M	12190	0.37%	OTR
27	Abrdn Silver Shares ETF	Com	$2.4M	34000	0.35%	SOLE
28	Vanguard Growth ETF	Com	$2.3M	5279	0.34%	OTR
29	Vanguard FTSE Developed Market	Com	$2.2M	34058	0.32%	OTR
30	Invesco S&P 500 Momentum ETF	Com	$2.0M	17920	0.29%	OTR
31	NVIDIA Corp	Com	$2.0M	11345	0.29%	OTR
32	iShares Core S&P Small-Cap ETF	Com	$1.9M	15385	0.28%	SOLE
33	Berkshire Hathaway Inc Class B	Com	$1.7M	3588	0.25%	OTR
34	Etfs Gold Tr	Com	$1.7M	38000	0.25%	SOLE
35	Vanguard Small- Cap Value ETF	Com	$1.6M	7363	0.23%	OTR
36	Vanguard Real Estate ETF	Com	$1.6M	17966	0.23%	SOLE
37	Chevron Corp	Com	$1.5M	7340	0.22%	OTR
38	Vanguard Small-Cap ETF	Com	$1.5M	5723	0.22%	OTR
39	Merck & Co Inc	Com	$1.4M	12011	0.21%	OTR
40	Oracle Corp	Com	$1.4M	9471	0.20%	OTR
41	Simplify Treasury Option Incom	Com	$1.4M	58278	0.20%	SOLE
42	iShares 20 Year Treasury Bond	Com	$1.4M	60032	0.20%	SOLE
43	Abbott Laboratories	Com	$1.3M	12919	0.19%	OTR
44	Norfork Southern Corp	Com	$1.3M	4532	0.19%	OTR
45	Automatic Data Processing Inc	Com	$1.1M	5528	0.16%	OTR
46	Caterpillar Inc	Com	$1.1M	1580	0.16%	SOLE
47	iShares S&P Mid-Cap 400 Growth	Com	$1.1M	11025	0.16%	OTR
48	Wisdomtree Floating Rate Treas	Com	$1.1M	21475	0.16%	OTR
49	iShares Edge MSCI Min Vol USA	Com	$1.1M	11415	0.15%	OTR
50	Apple Inc	Com	$1.0M	4001	0.15%	OTR

1–50 of 161

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.