DOSSIER · 13F-HR · Q1 2026

Alpine Bank Wealth Management

Alpine Bank Wealth's pension fund based in New York, NY — $688M in tracked AUM across 272 positions as of Q1 2026.

AB

Alpine Bank Wealth·New York, NY·Pension Fund

CIK 0001974910 · last filed Mar 31, 2026

Total AUM

$688M

▼ 10.4%

vs prior

Holdings

272

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

Top sector

Tech

18% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Alpine Bank Wealth Management SEC 13F Filing

1. Portfolio Overview

Alpine Bank Wealth Management has reported a significant expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 101.9%, growing from $350.04M to $706.77M. This doubling of assets under management (AUM) indicates substantial capital inflows, likely driven by client acquisitions or seasonal investment patterns, rather than solely mark...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

J P Morgan CORE Plus Bond ETF

$91M1.9M13.2%

02

Invesco S&P 500 Momentum ETF

$89M792K12.9%

03

iShares Systematic Bond ETF

$87M974K12.6%

04

Invesco S&P 500 Quality ETF

$40M536K5.9%

05

WisdomTree ETF Equity Gold S

$39M621K5.7%

06

iShares SP 500 ETF

$28M43K4.0%

07

iShares Core S&P Mid-Cap

$22M333K3.3%

08

Wisdomtree Floating Rate Treas

$13M265K1.9%

09

Vanguard Growth ETF

$11M26K1.7%

10

US Treasury 3 Month Bill ETF

$11M220K1.6%

Filing history

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