Alpine Bank Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 1,593 distinct positions held by the firm, managed by Vice President of Investments Jacob Going.
The portfolio includes a mix of large-cap technology, healthcare, and consumer staples companies. The largest individual stock holding is Apple Inc., with 6,363,013 shares. Other major technology positions include Broadcom Inc. with 3,801,281 shares and Meta Platforms Inc. with 2,250,234 shares. In the healthcare sector, AbbVie Inc. is held with 3,659,383 shares, and Bristol-Myers Squibb Company holds 615,701 shares.
The filing also reveals significant investments in energy and industrial sectors. Chevron Corp is held with 1,530,758 shares, and Exxonmobil Holdings Corp holds 2,733,875 shares. In the industrial space, Deere & Co is held with 134,310 shares, and Honeywell International Inc holds 99,669 shares.
The report indicates that the firm holds 5,100 shares of Aflac Inc. and 7,755 shares of Amazon.com Inc. Additionally, the portfolio includes various exchange-traded funds, such as the Amplify CWP Enhanced Dividend ETF, which is held in 2,663,947 shares.
