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Jacob Going

Alpine Bank Wealth Management

Assets Managed
$687.776M
Holdings
161
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-2.68%(2Q avg: -1.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Alpine Bank Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Alpine Bank Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 687.776M in assets, with a quarterly growth rate of -2.68% and a 2-quarter average growth rate of -1.6%. The portfolio is managed by Jacob Going, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Decreased -27.2%
13.17%
$90.566M
1.924M shares@ $47.08 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -6.74%
12.91%
$88.759M
791,714 shares@ $112.11 avg price
FIBR
Ishares U.s. Fixed Income Ba
Recent Activity
New Position
12.61%
$86.722M
974,400 shares@ $89.0 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -3.52%
5.86%
$40.264M
535,503 shares@ $75.2 avg price
GDE
Wisdomtree Efficient Gold Pl
Recent Activity
Decreased -6.36%
5.68%
$39.034M
620,565 shares@ $62.91 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.08%
4.04%
$27.786M
42,537 shares@ $653.22 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.17%
3.27%
$22.463M
332,644 shares@ $67.53 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -73.83%
1.94%
$13.325M
264,707 shares@ $50.35 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -64.47%
1.67%
$11.425M
26,156 shares@ $436.79 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Decreased -1.23%
1.6%
$10.98M
220,212 shares@ $49.86 avg price

1-10 of 161