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Alpine Bank Wealth Management
hedge fundUpdated 3 days agoManaged by Alpine Bank Wealth Management • Latest filing Q3 2026
Portfolio value
$773.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $710.5M |
| Q4 2025 | $706.8M |
| Q1 2026 | $687.8M |
| Q2 2026 | $779.5M |
| Q3 2026 | $773.3M |
Top holdings
593 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $73.3M | 483.3K | 9.47% | — | |
| 2 | $47.8M | 948.1K | 6.18% | — | |
| 3 | ? N/A Invesco RAFI Strategic US ETF | $41M | 605.3K | 5.31% | — |
| 4 | $40.5M | 634.9K | 5.23% | — | |
| 5 | $39.7M | 796.8K | 5.14% | — | |
| 6 | $39.5M | 783.6K | 5.11% | — | |
| 7 | $37.3M | 444.0K | 4.83% | — | |
| 8 | $34.2M | 669.0K | 4.42% | — | |
| 9 | $27.2M | 35.5K | 3.51% | — | |
| 10 | ? N/A WisdomTree U.S. Internationa | $27.1M | 578.5K | 3.51% | — |
| 11 | $19.3M | 268.9K | 2.50% | — | |
| 12 | $11M | 39.5K | 1.42% | — | |
| 13 | $9.5M | 105.8K | 1.23% | — | |
| 14 | ? N/A US Treasury 6 Month Bill ETF | $8.2M | 163.5K | 1.06% | — |
| 15 | $7.6M | 84.1K | 0.98% | — | |
| 16 | ? N/A Invesco S&P Intl Developed Mom | $6.9M | 112.5K | 0.89% | — |
| 17 | $6.4M | 19.1K | 0.82% | — | |
| 18 | $6.2M | 62.0K | 0.80% | — | |
| 19 | $5.8M | 129.2K | 0.75% | — | |
| 20 | $5.7M | 40.1K | 0.74% | — |