Alpine Bank Wealth Management

Q2 2026 13F-HR Holdings

Location
Grand Junction, CO
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
404
Total value ($000)
$779,450
Net value change ($000)
+91,674 (13.3%)
New positions
244
Sold out positions
1
Turnover %
23.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IUS 38,731 NEW
JAAA 35,629 2448.7%
STIP 34,732 NEW
ISHG 32,401 NEW
HYS 32,398 NEW
NTSD 26,758 NEW
USFR 5,884 44.2%
FLOT 4,779 NEW
IVV 3,677 13.2%
TBIL 3,601 32.8%
Top Reduces (Value $000, Stocks/ETFs)
JCPB -77,528 -85.6%
SYSB -75,497 -87.1%
SPMO -9,445 -10.6%
WTPI -4,115 -78.0%
GDE -1,459 -3.7%
XOM -689 -19.4%
USMV -680 -17.2%
SIVR -524 -21.5%
IDMO -489 -6.0%
XBIL -294 -3.8%
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