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Alpine Bank Wealth Management
Alpine Bank Wealth Management is an institution, managing $707.6M across 414 long positions as of Q3 2025 with 81% ETF concentration, 65% concentrated in top 10 holdings, and minimal technology exposure.
- Portfolio Value
- $707.6M
- Positions
- 414
- Top Holding
- SPMO at 14.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Alpine Bank Wealth Management's portfolio (64.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $103.4M | 14.62% | +$6.3M Bought | — 854.5K shares | |
ETF ETF | $74.9M | 10.58% | +$34.3M Bought | — 1.6M shares | |
ETF ETF | $69.3M | 9.80% | -$5.5M Sold | — 1.4M shares | |
ETF ETF | $44.7M | 6.32% | +$6.4M Bought | — 778.9K shares | |
ETF ETF | $40.1M | 5.67% | -$18.7M Sold | — 547.8K shares | |
ETF ETF | $35.6M | 5.03% | +$24.2M Bought | — 74.2K shares | |
ETF ETF | $28.6M | 4.04% | -$135.9K Sold | — 42.7K shares | |
ETF ETF | $25.9M | 3.66% | -$36.8M Sold | — 518.0K shares | |
ETF ETF | $21.8M | 3.08% | -$562.9K Sold | — 333.7K shares | |
ETF ETF | $12.5M | 1.76% | -$483.9K Sold | — 51.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Alpine Bank Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Alpine Bank Wealth Management
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