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Alpine Bank Wealth Management
Alpine Bank Wealth Management is the investment management division of Alpine Bank, headquartered in Grand Junction, Colorado. The firm specializes in providing wealth management, investment advisory, and fiduciary services to individual and institutional clients, primarily within Colorado. Operating as part of a regional bank founded in 1973, Alpine Bank Wealth Management has assets under management exceeding $150 million and leverages the bank’s community-focused approach to deliver individualized financial solutions.
Investment Strategy
Alpine Bank Wealth Management employs a diversified, client-centric approach emphasizing long-term growth, preservation of capital, and risk management. The firm constructs portfolios across asset classes, including equities, fixed income, and alternative investments, tailored to clients’ financial goals, risk tolerance, and time horizons. The team prioritizes active portfolio management and fiduciary responsibility, seeking broad diversification and prudent allocation strategies to help clients achieve financial security and generational wealth preservation.
Latest 13F Filing Activity
Alpine Bank Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 414 equity positions with a total 13F market value of $711M. The fund increased holdings in J P Morgan Core Plus Bond Etf, Vanguard Growth Etf, Wisdomtree Etf Equity Gold S among other positions. Alpine Bank Wealth Management reduced exposure to Vanguard Ultra-short Bond Etf, Invesco S&P 500 Quality Etf, Wisdomtree Floating Rate Treas among others.
Top Holdings
Equity Positions (414)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPMO | Invesco S&P 500 Momentum ETF | 14.56% | $103.4M | 854,512 | $98.78 | $121.06 | +$13.2M |
J JCPB | J P Morgan CORE Plus Bond ETF | 10.54% | $74.9M | 1,574,742 | $47.28 | $47.55 | +$34.7M |
U USFR | Wisdomtree Floating Rate Treas | 9.75% | $69.3M | 1,378,741 | $50.32 | $50.27 | -$5.6M |
G GDE | WisdomTree ETF Equity Gold S | 6.29% | $44.7M | 778,858 | $48.63 | $57.41 | +$13.3M |
S SPHQ | Invesco S&P 500 Quality ETF | 5.65% | $40.1M | 547,754 | $66.34 | $73.29 | -$17.1M |
Industry Allocation
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