§ 13F · FUND PROFILE
Stockman Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $736M (13F)Positions · 173Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 379K | $47M | 5.2% | −47% |
| 2 | IGSB | ISHARES TR | 736K | $39M | 4.3% | −44% |
| 3 | MBB | ISHARES TR | 398K | $38M | 4.2% | −62% |
| 4 | IDEV | ISHARES TR | 447K | $37M | 4.1% | −47% |
| 5 | IJH | ISHARES TR | 513K | $35M | 3.8% | −44% |
| 6 | AAPL | APPLE INC | 109K | $28M | 3.0% | −49% |
| 7 | EMXC | ISHARES INC | 325K | $26M | 2.8% | −49% |
| 8 | CAT | CATERPILLAR INC | 34K | $24M | 2.6% | −55% |
| 9 | USHY | ISHARES TR | 650K | $24M | 2.6% | NEW |
| 10 | ASML | ASML HLDG NV | 18K | $24M | 2.6% | −55% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOCKMAN SIGNAL
AC read
Stockman Wealth Management, Inc. is a Other fund managing $736 million in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed