Alpine Bank Wealth Management

Q1 2026 13F-HR Holdings

Location
Grand Junction, CO
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
161
Total value ($000)
$687,776
Net value change ($000)
-18,994 (-2.7%)
New positions
16
Sold out positions
4
Turnover %
15.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SYSB 86,722 NEW
WTPI 5,275 NEW
XBIL 3,028 65.0%
ZNOV 3,000 NEW
ZDEK 2,973 NEW
IDMO 2,813 52.5%
ZFEB 2,444 513.4%
XOM 908 34.4%
VRP 798 NEW
BUCK 557 68.5%
Top Reduces (Value $000, Stocks/ETFs)
USFR -37,576 -73.8%
JCPB -34,559 -27.6%
VUG -24,495 -68.2%
SPMO -12,544 -12.4%
JEPI -5,845 -100.0%
VUSB -2,169 -60.6%
GDE -1,805 -4.4%
MSFT -1,661 -24.1%
SPHQ -1,393 -3.3%
IVV -1,375 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type