Alpine Bank Wealth Management - Portfolio overview

Alpine Bank Wealth Management has 427 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JCPB - J P Morgan CORE Plus Bond ETF, 20.70%
2. SPMO - Invesco S&P 500 Momentum ETF, 20.68%
3. GDE - WisdomTree ETF Equity Gold S, 9.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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