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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alpine Bank Wealth Management

Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001140361-26-001313

Total Value
$706.8M
Positions
252
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P Morgan CORE Plus Bond ETF46641Q6702,548,410$120.7M17.07%
2Invesco S&P 500 Momentum ETFIVZ830,961$99.2M14.03%
3Wisdomtree Floating Rate TreasWT961,868$48.4M6.85%
4WisdomTree ETF Equity Gold SWT658,857$40.6M5.74%
5Invesco S&P 500 Quality ETFIVZ520,082$39.0M5.52%
6Vanguard Growth ETF92290873668,101$33.2M4.70%
7iShares SP 500 ETF46428720036,554$25.0M3.54%
8iShares Core S&P Mid-Cap464287507286,781$18.9M2.68%
9iShares Russell 200046428765544,511$11.0M1.55%
10US Treasury 3 Month Bill ETF74933W452147,955$7.4M1.04%
11iShares SP 500 Growth ETF46428730952,589$6.5M0.92%
12JPMorgan Equity Premium Income46641Q33299,903$5.7M0.81%
13Apple IncAAPL19,524$5.3M0.75%
14Colgate Palmolive CoCL61,080$4.8M0.68%
15US Treasury 6 Month Bill ETF74933W46093,065$4.7M0.66%
16Invesco S&P Intl Developed MomIVZ83,824$4.7M0.66%
17Berkshire Hathaway Inc Class ABRK-A6$4.5M0.64%
18J P Morgan CORE Plus Bond ETF46641Q67094,138$4.5M0.63%
19Vanguard Mid-Cap Value Index E92290851224,872$4.4M0.62%
20Microsoft CorpMSFT9,032$4.4M0.62%
21Broadcom IncAVGO12,226$4.2M0.60%
22Ishares ESG Screened S&P 500 E46436E56979,265$4.2M0.59%
23iShares SP 500 ETF4642872006,020$4.1M0.58%
24US Treasury 3 Month Bill ETF74933W45275,000$3.7M0.53%
25NVIDIA CorpNVDA18,935$3.5M0.50%
26Vanguard Small -Cap Growth ETF92290859511,614$3.5M0.50%
27Alphabet Inc Class CGOOG11,158$3.5M0.50%
28iShares SP 500 Growth ETF46428730927,886$3.4M0.49%
29iShares Edge MSCI Min Vol USA46429B69735,950$3.4M0.48%
30US Treasury 12 Month Bill ETF74933W47866,902$3.4M0.48%
31Vanguard Ultra-Short Bond ETF92203C30366,688$3.3M0.47%
32AbbVie Inc.ABBV13,718$3.1M0.44%
33Vanguard Mid-Cap ETF92290862910,730$3.1M0.44%
34iShares Core S&P Mid-Cap46428750746,433$3.1M0.43%
35Alphabet Inc Class CGOOG9,599$3.0M0.43%
36JPMorgan Chase & CoVYLD9,045$2.9M0.41%
37Lowes Companies Inc54866110711,952$2.9M0.41%
38iShares ESG Aware US Aggregate46435U54958,110$2.8M0.39%
39JPMorgan Chase & CoVYLD8,581$2.8M0.39%
40iShares SP 500 Value ETF46428740812,754$2.7M0.38%
41Vanguard Growth ETF9229087365,526$2.7M0.38%
42Invesco S&P 500 Quality ETFIVZ34,968$2.6M0.37%
43iShares SP 500 Value ETF46428740812,190$2.6M0.37%
44Vanguard FTSE All-Wld ex-US ET92204277534,585$2.5M0.36%
45Microsoft CorpMSFT5,191$2.5M0.36%
46Wisdomtree Floating Rate TreasWT49,687$2.5M0.35%
47Vanguard Small-Cap ETF9229087519,336$2.4M0.34%
48Goldman Sachs Group IncGSCE2,679$2.4M0.33%
49Abrdn Silver Shares ETFSIVR34,000$2.3M0.33%
50Invesco S&P 500 Momentum ETFIVZ18,040$2.2M0.30%
51NVIDIA CorpNVDA11,447$2.1M0.30%
52Vanguard FTSE Developed Market92194385834,058$2.1M0.30%
53Meta Platforms IncMETA3,073$2.0M0.29%
54Exxon Mobil CorpXOM16,856$2.0M0.29%
55Berkshire Hathaway Inc Class BBRK-A3,969$2.0M0.28%
56iShares Core S&P Small-Cap ETF46428780415,772$1.9M0.27%
57Amazon.com IncAMZN8,185$1.9M0.27%
58Oracle CorpORCL-PD9,565$1.9M0.26%
59Berkshire Hathaway Inc Class BBRK-A3,563$1.8M0.25%
60iShares SP Small Cap 600 Value46428787915,400$1.8M0.25%
61Vanguard Value ETF9229087449,147$1.7M0.25%
62American Express CoAXP4,672$1.7M0.24%
63Vanguard Mid-Cap ETF9229086295,602$1.6M0.23%
64Abbott LaboratoriesABLZF12,919$1.6M0.23%
65iShares S&P Mid-Cap 400 Growth46428760616,425$1.6M0.23%
66Vanguard Real Estate ETF92290855317,650$1.6M0.22%
67Vanguard Small- Cap Value ETF9229086117,363$1.6M0.22%
68Alphabet Inc Class AGOOG4,973$1.6M0.22%
69Vanguard FTSE All-Wld ex-US ET92204277521,120$1.6M0.22%
70Vanguard Small-Cap ETF9229087516,003$1.5M0.22%
71Vanguard FTSE Developed Market92194385823,846$1.5M0.21%
72Automatic Data Processing IncADP5,528$1.4M0.20%
73iShares Russell Mid-Cap Value4642874739,925$1.4M0.20%
74iShares MSCI EAFE ETF46428746514,500$1.4M0.20%
75Norfork Southern Corp6558441084,532$1.3M0.19%
76Tesla, IncTSLA2,820$1.3M0.18%
77Merck & Co IncMRK11,740$1.2M0.17%
78Vanguard Mid-Cap Growth ETF9229085384,313$1.2M0.17%
79Ishares MSCI Intl Quality Fact46434V45625,312$1.2M0.16%
80Etfs Gold Tr00326A10428,000$1.2M0.16%
81Vanguard Small- Cap Value ETF9229086115,322$1.1M0.16%
82Chevron CorpCVX7,340$1.1M0.16%
83International Business MachineINTR3,696$1.1M0.15%
84McDonald's CorpMCD3,555$1.1M0.15%
85iShares Edge MSCI Min Vol USA46429B69711,415$1.1M0.15%
86Apple IncAAPL3,949$1.1M0.15%
87iShares S&P Mid-Cap 400 Growth46428760611,025$1.1M0.15%
88Oracle CorpORCL-PD5,462$1.1M0.15%
89iShares Russell Mid-Cap Growth4642874817,640$1.0M0.15%
90AbbVie Inc.ABBV4,438$1.0M0.14%
91Janus Henderson AAA CLO47103U84518,775$949,6400.13%
92iShares Core MSCI EAFE ETF46432F84210,425$932,6210.13%
93ProShares S&P 500 High Income74347G24220,334$927,8400.13%
94Caterpillar IncCAT1,586$908,5720.13%
95Amplify CWP Enhanced Dividend03210840920,222$899,8790.13%
96Vanguard Mid-Cap Value Index E9229085125,023$890,9300.13%
97Amazon.com IncAMZN3,832$884,5020.13%
98Starbucks CorpSBUX10,470$881,6790.12%
99Texas Instruments Inc8825081045,047$875,6040.12%
100PepsiCo IncPEP6,042$867,1480.12%
101Alphabet Inc Class AGOOG2,745$859,1850.12%
102iShares 20 Year Treasury Bond46436E33837,803$856,9940.12%
103Mastercard Inc AMA1,489$850,0400.12%
104Johnson & JohnsonJNJ4,107$849,9440.12%
105iShares Russell 1000 Growth ET4642876141,755$830,6420.12%
106iShares Russell 20004642876553,350$824,6360.12%
107AAM Low Dur Preferred Income E26922A19841,599$813,8840.12%
108Simplify Treasury Option Incom82889N64034,294$812,9390.12%
109iShares S&P Mid-Cap 400 Value4642877056,100$802,6990.11%
110Johnson & JohnsonJNJ3,844$795,5160.11%
111Eli Lilly and CoLLY735$789,8900.11%
112PepsiCo IncPEP5,464$784,1930.11%
113Vanguard Value ETF9229087444,073$777,9020.11%
114The Home Depot IncHD2,222$764,5900.11%
115Global X MLP ETF37954Y34315,572$753,8410.11%
116Broadcom IncAVGO2,167$749,9990.11%
117Ishares Interest Rate Hedged C46431W7058,005$747,2670.11%
118Costco Wholesale Corp22160K105866$746,7860.11%
119Meta Platforms IncMETA1,095$722,7990.10%
120iShares Russell Mid-Cap Value4642874735,070$715,1240.10%
121Invesco S&P Intl Developed MomIVZ12,680$704,6280.10%
122Stryker CorpSYK2,000$702,9400.10%
123Eli Lilly and CoLLY631$678,1230.10%
124Honeywell International Inc4385161063,445$672,0850.10%
125Starbucks CorpSBUX7,779$655,0700.09%
126Goldman Sachs Group IncGSCE745$654,8550.09%
127Vanguard High Dividend Yield E9219464064,534$650,7200.09%
128Pfizer IncPFE25,987$647,0760.09%
129iShares SP Small Cap 600 Value4642878795,500$625,4600.09%
130Exxon Mobil CorpXOM5,056$608,4390.09%
131McDonald's CorpMCD1,984$606,3700.09%
132Air Products & Chemicals IncAIIR2,440$602,7290.09%
133Janus Henderson AAA CLO47103U84511,705$592,0390.08%
134SPDR SP 500 ETFSPY857$584,4050.08%
135General Electric Co3696043011,884$580,3290.08%
136Ishares TR Russell 1000 Value4642875982,745$577,3830.08%
137Bank of America Corporation06050510410,363$569,9650.08%
138Aflac IncAFL5,100$562,3770.08%
139USCF Gold Strategy Plus Income90290T86616,160$561,5490.08%
140Procter & Gamble Co7427181093,827$548,4470.08%
141Bristol-Myers Squibb CompanyCELG-RI9,893$533,6280.08%
142Visa Inc Class AV1,476$517,6480.07%
143Vanguard Dividend Appreciation9219088442,296$504,6150.07%
144AutoZone IncAZO143$484,9850.07%
145Innovator Etfs TrustINHD18,750$475,8750.07%
146Philip Morris International In7181721092,909$466,6040.07%
147Colgate Palmolive CoCL5,675$448,4390.06%
148Stryker CorpSYK1,258$442,1490.06%
149iShares MSCI EAFE Value ETF4642888776,039$431,2450.06%
150iShares Russell Top 200 ETF4642894462,500$426,5750.06%
151iShares Russell 2000 Growth ET4642876481,310$423,1430.06%
152Intel CorpINTC11,200$413,2800.06%
153Chevron CorpCVX2,694$410,5930.06%
154Nike Inc Class BNKE6,415$408,7000.06%
155Union Pacific CorpUNP1,700$393,2440.06%
156Vanguard Mega Cap Index Fund E9219108731,541$387,0530.05%
157Netflix IncNFLX4,064$381,0410.05%
158Union Pacific CorpUNP1,606$371,5000.05%
159General Mills Inc3703341047,827$363,9560.05%
160General Electric Co3696043011,158$356,6990.05%
161Coca-Cola CoKO5,055$353,3950.05%
162RTX CORPRTX1,867$342,4080.05%
163Dover CorpDOV1,728$337,3750.05%
164Parker Hannifin CorpPH380$334,0050.05%
165RTX CORPRTX1,793$328,8360.05%
166Abbott LaboratoriesABLZF2,614$327,5080.05%
167Ishares Interest Rate Hedged C46431W7053,460$322,9910.05%
168iShares Russell Mid-Cap ETF4642874993,285$316,2470.04%
169iShares Russell 3000 ETF464287689800$309,4800.04%
170Procter & Gamble Co7427181092,158$309,2630.04%
171The Travelers Companies IncTRV1,046$303,4030.04%
172Blackrock IncBLK281$300,7660.04%
173Ishares MSCI Intl Quality Fact46434V4566,610$300,4250.04%
174iShares S&P Mid-Cap 400 Value4642877052,210$290,8140.04%
175American Express CoAXP773$285,9710.04%
176Badger Meter IncBMI1,623$283,0670.04%
177iShares Select Dividend ETF4642871682,000$282,2800.04%
178iShares Gold TrustIAU3,461$280,9290.04%
179Ishares Interest Rate Hedged U46431W53110,545$276,1740.04%
180Tesla, IncTSLA606$272,5300.04%
181Clorox CoCLX2,670$269,2160.04%
182Air Products & Chemicals IncAIIR1,065$263,0760.04%
183Palo Alto Networks IncPANW1,428$263,0380.04%
184Corning IncGLW3,000$262,6800.04%
185Lockheed Martin CorpLMT542$262,1490.04%
186Vanguard Ultra-Short Bond ETF92203C3035,155$256,9250.04%
187Aon PlcAON725$255,8380.04%
188Cigna Corp125523100927$255,1380.04%
189Eaton Corp PLCETN796$253,5340.04%
190Lockheed Martin CorpLMT514$248,6060.04%
191Sherwin-Williams CoSHW750$243,0230.03%
192BHP Billiton LtdBHPLF4,000$241,4800.03%
193Amgen IncAMGN734$240,2460.03%
194WisdomTree ETF Equity Gold SWT3,895$240,0100.03%
195Duke Energy CorpDUKB2,037$238,7570.03%
196International Business MachineINTR797$236,0790.03%
197Emerson Electric CoEMR1,765$234,2510.03%
198iShares MSCI EAFE ETF4642874652,392$229,7040.03%
199Costco Wholesale Corp22160K105266$229,3820.03%
200W. W. Grainger Inc384802104220$221,9910.03%
201Altria Group IncMO3,844$221,6450.03%
202Cummins IncCMI434$221,5350.03%
203Ge Vernova IncGEV336$219,6000.03%
204Advanced Micro Devices IncAMD975$208,8060.03%
205ConocoPhillipsCOP2,211$206,9720.03%
206Coca-Cola CoKO2,914$203,7180.03%
207Entrepreneurshares Series Trus29382887710,000$201,4000.03%
208Visa Inc Class AV554$194,2930.03%
209AT&T IncT-PC7,789$193,4790.03%
210TJX Companies Inc8725401091,258$193,2410.03%
211Emerson Electric CoEMR1,440$191,1170.03%
212Pfizer IncPFE7,312$182,0690.03%
213The Home Depot IncHD507$174,4590.02%
214Cigna Corp125523100617$169,8170.02%
215Norfork Southern Corp655844108560$161,6830.02%
216General Mills Inc3703341043,366$156,5190.02%
217Southern CoSOMN1,760$153,4720.02%
218Netflix IncNFLX1,580$148,1410.02%
219Merck & Co IncMRK1,356$142,7330.02%
220Mastercard Inc AMA247$141,0070.02%
221Taiwan Semiconductor MFG Co Lt874039100442$134,3190.02%
222The Walt Disney Co2546871061,156$131,5180.02%
223Honeywell International Inc438516106673$131,2960.02%
224JPMorgan Equity Premium Income46641Q3322,207$126,3290.02%
225Philip Morris International In718172109731$117,2520.02%
226Taiwan Semiconductor MFG Co Lt874039100378$114,8700.02%
227Walmart IncWMT1,030$114,7520.02%
228Automatic Data Processing IncADP445$114,4670.02%
229Walmart IncWMT991$110,4070.02%
230Aflac IncAFL1,000$110,2700.02%
231iShares Select Dividend ETF464287168750$105,8550.01%
232Advanced Micro Devices IncAMD472$101,0840.01%
233The Walt Disney Co254687106883$100,4590.01%
234Texas Instruments Inc882508104577$100,1040.01%
235The Travelers Companies IncTRV344$99,7810.01%
236Ge Vernova IncGEV149$97,3820.01%
237Duke Energy CorpDUKB785$92,0100.01%
238Vanguard Mid-Cap Growth ETF922908538291$81,2300.01%
239Dover CorpDOV400$78,0960.01%
240Lowes Companies Inc548661107314$75,7240.01%
241W. W. Grainger Inc38480210465$65,5880.01%
242Southern CoSOMN700$61,0400.01%
243Amgen IncAMGN162$53,0240.01%
244SPDR SP 500 ETFSPY68$46,3710.01%
245Altria Group IncMO623$35,9220.01%
246Cummins IncCMI66$33,6900.00%
247AT&T IncT-PC1,323$32,8630.00%
248Vanguard Dividend Appreciation921908844147$32,3080.00%
249TJX Companies Inc872540109131$20,1230.00%
250Parker Hannifin CorpPH17$14,9420.00%
251Bristol-Myers Squibb CompanyCELG-RI89$4,8010.00%
252Bank of America Corporation06050510477$4,2350.00%