Stockman Wealth Management, Inc. 13F Holdings
CIK 0001389400 · BILLINGS, MT
As of Sep 30, 2025, Stockman Wealth Management, Inc. reported 175 positions worth $805.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MBS ETF | MBB | — | 493,525 | $47.0M | 5.83% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 350,608 | $41.7M | 5.17% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 636,954 | $33.8M | 4.19% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 414,108 | $33.2M | 4.12% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 438,357 | $28.6M | 3.55% |
| APPLE INC | AAPL | Technology | 107,156 | $27.3M | 3.39% |
| MICROSOFT CORP | MSFT | Technology | 51,574 | $26.7M | 3.32% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 71,268 | $22.5M | 2.79% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 313,924 | $21.2M | 2.63% |
| AMAZON.COM INC | AMZN | Equity | 92,379 | $20.3M | 2.52% |
| ASML HOLDING NV | ASML | Technology | 20,498 |