Long-term investor
Alpine Bank Wealth Management @alpinebankwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001974910).
Record
- Tracked since 2025-06-30 (441 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year +15.7% · all +15.7%
- Max drawdown n/a · win rate 53% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPMO · 10.2% · long · since 2025-06-30
- SPHQ · 5.4% · long · since 2025-06-30
- IUS · 5.0% · long · since 2026-06-30
- GDE · 4.8% · long · since 2025-06-30
- JAAA · 4.8% · long · since 2025-06-30
- STIP · 4.5% · long · since 2026-06-30
- ISHG · 4.2% · long · since 2026-06-30
- HYS · 4.2% · long · since 2026-06-30
- IVV · 4.0% · long · since 2025-06-30
- NTSD · 3.4% · long · since 2026-06-30
- IJH · 3.3% · long · since 2025-06-30
- USFR · 2.5% · long · since 2025-06-30