§ 13F · FUND PROFILE
Stockman Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $735.9T (13F)Positions · 173Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1664.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MBB | ISHARES TR | 550K | $52.3T | 3.1% | NEW |
| 2 | MBB | ISHARES TR | 494K | $47.0T | 2.8% | NEW |
| 3 | IJR | ISHARES TR | 364K | $43.7T | 2.6% | NEW |
| 4 | IJR | ISHARES TR | 351K | $41.7T | 2.5% | NEW |
| 5 | IGSB | ISHARES TR | 674K | $35.6T | 2.1% | NEW |
| 6 | IDEV | ISHARES TR | 431K | $35.5T | 2.1% | NEW |
| 7 | IGSB | ISHARES TR | 637K | $33.8T | 2.0% | NEW |
| 8 | IDEV | ISHARES TR | 414K | $33.2T | 2.0% | NEW |
| 9 | IJH | ISHARES TR | 472K | $31.1T | 1.9% | NEW |
| 10 | AAPL | APPLE INC | 106K | $28.7T | 1.7% | NEW |
§ 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 $735872.9 trillion in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed