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Filers›Asset Manager›Stockman Wealth Management, Inc.
DOSSIER · 13F-HR · Q1 2026

Stockman Wealth Management, Inc.

Stockman Wealth's asset manager based in San Francisco, CA — $906M in tracked AUM across 178 positions as of Q1 2026.

SW
Stockman Wealth·San Francisco, CA·Asset Manager
CIK 0001389400 · last filed Mar 31, 2026
Total AUM
$906M
▲ 1.2%
vs prior
Holdings
178
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stockman Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
IJR
ISHARES TR
$47M379K5.2%
02
IGSB
ISHARES TR
$39M736K4.3%
03
MBB
ISHARES TR
$38M398K4.2%
04
IDEV
ISHARES TR
$37M447K4.1%
05
IJH
ISHARES TR
$35M513K3.8%
06
AAPL
APPLE INC
$28M109K3.0%
07
EMXC
ISHARES INC
$26M325K2.8%
08
CAT
CATERPILLAR INC
$24M34K2.6%
09
USHY
ISHARES TR
$24M650K2.6%
10
N07059210
ASML HLDG NV
$24M18K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Stockman
haiku-4-5 · 178 positions indexed
Sector mix
  • Tech5%
  • Financials6%
  • Health Care19%
  • Cons. Disc.37%
  • Industrials14%
  • Energy11%
  • Other8%
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