account_balance

Investment manager · 13F filer · SEC CIK 1389400

Stockman Wealth Management, Inc.

Reported value$960Mas of Sep 30, 2026
Positions178 4 new, 4 sold out
Top 10 weight36.8%IJR alone is 5%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IJR iShares Tr 5.2% Held
IGSB iShares Tr 4.3% Added +8%
IDEV iShares Tr 4.1% Held
IJH iShares Tr 3.9% Added +3%
SCHP Schwab Strategic Tr 3.8% Added +3584%
AAPL Apple Inc. 3.5% Trimmed −3%MSFT Microsoft Corp 3.2% Held
EMXC iShares Inc 3.0% Trimmed −2%
USHY iShares Tr 2.9% Added +12%
ASML ASML Holding NV 2.9% Trimmed −6%AMZN Amazon.com Inc 2.5% HeldJPM JPMorgan Chase & Co 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • SCHP +3584%
  • IBTO +110%
  • HON +86%
  • XLY +15%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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