Arkolith/Funds/Stockman Wealth Management, Inc.

Stockman Wealth Management, Inc.

CIK 1389400Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Stockman Wealth Management, Inc. holds a diversified book of 178 stocks worth $967.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ishares Core S&P Small-Cap E at 6% of the equity book. Cloning the disclosed picks since 2025 would be +27% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
42
bought for the first time
Added to
59
already held, bought more
Trimmed
77
sold some, still holds it
Sold out
13
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.8%
+16.2%/yr · since Jan '25
Their reported book
+27.4%
held from quarter-end
S&P 500
+28.5%
same window
$8K$10K$11K$12K$13KJan '25May '25Sep '25Jan '26May '26Aug '26
Stockman Wealth Management, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Stockman Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
37%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

59% mapped to company sectors

ETF / fund or unclassified
41%
Information Technology
17%
Industrials
9%
Financials
8%
Health Care
7%
Consumer Discretionary
5%
Energy
4%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Stockman Wealth Management, Inc.

Manager / fundShared namesTheir $ in those
Kestra Advisory Services, LLC80 / 80$7.2B
NewEdge Advisors, LLC79 / 80$9.4B
Integrated Wealth Concepts LLC79 / 80$3.8B
IFP Advisors, Inc79 / 80$1.2B
MORGAN STANLEY78 / 80$514.3B
BANK OF AMERICA CORP /DE/78 / 80$376.9B
WELLS FARGO & COMPANY/MN78 / 80$159.7B
ROYAL BANK OF CANADA78 / 80$158.6B

Ranked by how many of Stockman Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

178 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P SCP ETF
$54.4M366.6K
5.6%
−3.3%
Reduced · −13K sh
2Ishares TR
ISHS 1-5YR INVS
$39.3M749.5K
4.1%
+1.9%
Added · +14K sh
3Ishares TR
CORE MSCI INTL
$39.1M439.0K
4.0%
−1.8%
Reduced · −8K sh
4Ishares TR
CORE S&P MCP ETF
$39.0M505.8K
4.0%
−1.3%
Reduced · −7K sh
5Ishares TR
MBS ETF
$36.3M383.8K
3.7%
−3.5%
Reduced · −14K sh
6ASML Hldg NV
N Y REGISTRY SHS
$32.0M16.1K
3.3%
−9.7%
Reduced · −2K sh
7Caterpillar Inc
COM
$31.6M29.7K
3.3%
−12%
Reduced · −4K sh
8Ishares Inc
MSCI EMRG CHN
$30.6M298.9K
3.2%
−8.1%
Reduced · −26K sh
9Apple Inc
COM
$30.2M104.3K
3.1%
−4.2%
Reduced · −5K sh
10Cisco Sys Inc
COM
$26.7M227.7K
2.8%
−13%
Reduced · −34K sh
11Ishares TR
BROAD USD HIGH
$25.7M694.2K
2.7%
+6.8%
Added · +44K sh
12JPMorgan Chase & Co
COM
$23.7M72.4K
2.4%
−2.2%
Reduced · −2K sh
13Amazon Com Inc
COM
$23.2M97.3K
2.4%
−5.0%
Reduced · −5K sh
14Microsoft Corp
COM
$22.5M60.2K
2.3%
−2.6%
Reduced · −2K sh
15Merck & Co Inc
COM
$21.8M169.7K
2.3%
−4.2%
Reduced · −7K sh
16Alphabet Inc
CAP STK CL A
$20.7M58.0K
2.1%
−7.6%
Reduced · −5K sh
17Nvidia Corporation
COM
$19.2M95.7K
2.0%
−4.4%
Reduced · −4K sh
18US Bancorp
COM NEW
$18.0M298.4K
1.9%
−2.7%
Reduced · −8K sh
19American Express Co
COM
$16.4M48.6K
1.7%
+2.2%
Added · +1K sh
20Bank Of Amer Corp
COM
$15.3M268.6K
1.6%
−1.8%
Reduced · −5K sh
21Qualcomm Inc
COM
$14.9M80.4K
1.5%
−5.0%
Reduced · −4K sh
22United Parcel Svcs Inc
CL B
$14.8M137.4K
1.5%
+0.1%
Added · +130 sh
23Exxon Mobil Corp
COM
$14.7M107.7K
1.5%
−4.5%
Reduced · −5K sh
24CRH PLC
ORD
$14.1M131.7K
1.5%
−0.1%
Reduced · −110 sh
25Select Sector SPDR TR
ST STR TECHN ETF
$13.9M72.8K
1.4%
−4.6%
Reduced · −3K sh
26GSK PLC
SPONSORED ADR
$13.9M264.7K
1.4%
−2.0%
Reduced · −5K sh
27Pepsico Inc
COM
$13.7M101.1K
1.4%
+0.4%
Added · +375 sh
28Chevron Corporation
COM
$13.5M81.4K
1.4%
−3.1%
Reduced · −3K sh
29Procter & Gamble Co
COM
$13.4M91.1K
1.4%
+0.9%
Added · +854 sh
30McDonalds Corp
COM
$13.2M48.9K
1.4%
23×
Added · +47K sh
31SLB Limited
COM STK
$12.4M267.7K
1.3%
−6.6%
Reduced · −19K sh
32Lockheed Martin Corp
COM
$11.8M23.2K
1.2%
+0.8%
Added · +189 sh
33Medtronic PLC
SHS
$11.6M147.8K
1.2%
+9.5%
Added · +13K sh
34Sysco Corp
COM
$11.4M136.0K
1.2%
+2.4%
Added · +3K sh
35Pfizer Inc
COM
$11.2M465.6K
1.2%
+0.9%
Added · +4K sh
36Home Depot Inc
COM
$9.4M26.8K
1.0%
+1.8%
Added · +475 sh
37Verizon Communications Inc
COM
$8.6M202.8K
0.9%
−0.9%
Reduced · −2K sh
38Lennar Corp
CL A
$7.4M81.3K
0.8%
+14%
Added · +10K sh
39Select Sector SPDR TR
ST STR FINL ETF
$7.0M130.8K
0.7%
+6.0%
Added · +7K sh
40Select Sector SPDR TR
ST STR INDL ETF
$7.0M37.7K
0.7%
+0.4%
Added · +139 sh
41Ishares TR
CORE S&P500 ETF
$6.9M9.2K
0.7%
+2.9%
Added · +257 sh
42Honeywell Intl Inc
COM
$6.8M30.2K
0.7%
New
New position
43Select Sector SPDR TR
ST STR CARE ETF
$6.6M41.7K
0.7%
+5.5%
Added · +2K sh
44Honeywell Aerospace Inc
COM
$6.6M29.9K
0.7%
New
New position
45Ishares TR
IBONDS 29 TRM TS
$5.5M255.9K
0.6%
+3.2%
Added · +8K sh
46Ishares TR
IBOND DEC 2030
$5.4M276.8K
0.6%
+4.1%
Added · +11K sh
47Select Sector SPDR TR
ST STR DISCR ETF
$5.4M45.9K
0.6%
+6.3%
Added · +3K sh
48Ishares TR
IBONDS DEC 2031
$5.3M264.8K
0.6%
+5.0%
Added · +13K sh
49Ishares TR
IBONDS 27 TRM TS
$5.2M234.5K
0.5%
+2.8%
Added · +6K sh
50Ishares TR
IBONDS 28 TRM TS
$5.1M230.1K
0.5%
+3.1%
Added · +7K sh
Showing 50 of 178 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026178$967.7M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026178$906.2M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026178$858.6M13F-HR/A
Q3 2025Sep 30, 2025Oct 16, 2025175$805.8M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025173$735.9M13F-HR
Q1 2025Mar 31, 2025Apr 17, 2025166$675.4M13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025165$638.7M13F-HR
Amended / restated
  • Q4 2025 · filed Jan 15, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.