Watchman Group, Inc. holds a focused book of 73 stocks worth $447.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Servicenow Inc and trimmed Dimensional Emrg MRKT Core. Their largest long position is Simplify MBS ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +15% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Watchman Group, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +17.6%, a 2.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Watchman Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Watchman Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 73 | $490.3B |
| UBS Group AG | 79 / 73 | $116.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 73 | $88.3B |
| LPL Financial LLC | 79 / 73 | $73.4B |
| OSAIC HOLDINGS, INC. | 79 / 73 | $14.9B |
| ROYAL BANK OF CANADA | 78 / 73 | $140.5B |
| WELLS FARGO & COMPANY/MN | 78 / 73 | $139.1B |
| RAYMOND JAMES FINANCIAL INC | 78 / 73 | $95.6B |
Ranked by how many of Watchman Group, Inc.'s top 73 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Exchange Traded Fun MBS ETF | $44.3M | 902.3K | 9.9% | ▲+2.8% Added · +24K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $40.7M | 916.4K | 9.1% | ▲+1.1% Added · +10K sh | |
| 3 | T Rowe Price Exchange-Traded SMALL MID CAP | $35.7M | 813.7K | 8.0% | ▲+0.3% Added · +2K sh | |
| 4 | ETF Opportunities Trust APPLIED FINA VAL | $34.6M | 748.1K | 7.7% | ▲+4.0% Added · +29K sh | |
| 5 | Dimensional ETF Trust US TARGETED VLU | $30.2M | 431.7K | 6.7% | ▲+0.3% Added · +1K sh | |
| 6 | Ishares TR 10-20 YR TRS ETF | $27.6M | 275.0K | 6.2% | ▲+1.5% Added · +4K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $21.0M | 460.9K | 4.7% | ▲+4.2% Added · +18K sh | |
| 8 | Dimensional ETF Trust INTL CORE EQUITY | $16.1M | 433.3K | 3.6% | ▲+0.1% Added · +535 sh | |
| 9 | Dimensional ETF Trust EMERGING MKTS CO | $12.0M | 295.1K | 2.7% | ▼−11% Reduced · −35K sh | |
| 10 | American Centy ETF TR INTL EQT ETF | $10.2M | 114.7K | 2.3% | ▲+7.2% Added · +8K sh | |
| 11 | Ea Series Trust FREEDOM 100 EM | $9.1M | 125.4K | 2.0% | ▼−27% Reduced · −46K sh | |
| 12 | Alphabet Inc CAP STK CL C | $8.9M | 25.3K | 2.0% | ▼−1.6% Reduced · −406 sh | |
| 13 | Ishares TR 0-3 MTH TREASURY | $7.9M | 78.1K | 1.8% | ▲+17% Added · +11K sh | |
| 14 | Amphenol Corp CL A | $7.8M | 44.1K | 1.7% | ▼−2.8% Reduced · −1K sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $7.5M | 15.1K | 1.7% | ▲+0.8% Added · +128 sh | |
| 16 | Alphabet Inc CAP STK CL A | $6.9M | 19.3K | 1.5% | ▼−2.1% Reduced · −425 sh | |
| 17 | Tesla Inc COM | $6.7M | 16.0K | 1.5% | ▼−0.3% Reduced · −57 sh | |
| 18 | Visa Inc COM CL A | $5.1M | 15.0K | 1.1% | ▲+2.3% Added · +343 sh | |
| 19 | Microsoft Corp COM | $5.1M | 13.5K | 1.1% | ▲+0.1% Added · +20 sh | |
| 20 | Wabtec COM | $5.0M | 18.6K | 1.1% | ▼−6.7% Reduced · −1K sh | |
| 21 | Amazon Com Inc COM | $4.8M | 20.3K | 1.1% | ▲+1.8% Added · +358 sh | |
| 22 | Cavco Inds Inc Del COM | $4.8M | 7.8K | 1.1% | ▲+1.4% Added · +108 sh | |
| 23 | Carlisle Cos Inc COM | $4.8M | 13.1K | 1.1% | ▼−0.2% Reduced · −23 sh | |
| 24 | Stryker Corporation COM | $4.7M | 15.0K | 1.1% | ▼−0.9% Reduced · −131 sh | |
| 25 | D R Horton Inc COM | $4.4M | 27.1K | 1.0% | ▼−0.1% Reduced · −30 sh | |
| 26 | Markel Group Inc COM | $4.3M | 2.2K | 1.0% | ▲+0.1% Added · +3 sh | |
| 27 | Paccar Inc COM | $4.3M | 35.8K | 1.0% | ▼−0.8% Reduced · −298 sh | |
| 28 | General Dynamics Corp COM | $4.2M | 12.0K | 0.9% | ▼−8.2% Reduced · −1K sh | |
| 29 | Texas Pacific Land Corporati COM | $4.2M | 9.6K | 0.9% | ▲+1.5% Added · +140 sh | |
| 30 | Cava Group Inc COM | $4.0M | 51.4K | 0.9% | ▼−4.9% Reduced · −3K sh | |
| 31 | NXP Semiconductors N V COM | $4.0M | 14.1K | 0.9% | ▼−9.7% Reduced · −2K sh | |
| 32 | Ufp Industries Inc COM | $3.7M | 40.8K | 0.8% | ▲+7.6% Added · +3K sh | |
| 33 | Cummins Inc COM | $3.6M | 5.1K | 0.8% | ▼−4.2% Reduced · −223 sh | |
| 34 | Uber Technologies Inc COM | $3.6M | 49.5K | 0.8% | ▲+0.2% Added · +99 sh | |
| 35 | Agilent Technologies Inc COM | $3.5M | 26.6K | 0.8% | ▲+2.6% Added · +687 sh | |
| 36 | First Finl Bankshares Inc COM | $3.3M | 95.3K | 0.7% | ▼−0.3% Reduced · −288 sh | |
| 37 | Lowes Cos Inc COM | $3.2M | 14.6K | 0.7% | ▼−1.0% Reduced · −150 sh | |
| 38 | Servisfirst Bancshares Inc COM | $3.0M | 34.9K | 0.7% | ▲+6.1% Added · +2K sh | |
| 39 | Ssga Active TR ST STR MARKE ETF | $2.9M | 68.0K | 0.6% | ▲+2.2% Added · +1K sh | |
| 40 | Servicenow Inc COM | $2.9M | 28.8K | 0.6% | ▲New New position | |
| 41 | Ishares TR CORE S&P US GWT | $2.8M | 15.1K | 0.6% | ▼−1.5% Reduced · −237 sh | |
| 42 | Accenture PLC Ireland SHS CLASS A | $2.8M | 22.7K | 0.6% | ▲+50% Added · +8K sh | |
| 43 | Meta Platforms Inc CL A | $2.4M | 4.3K | 0.5% | ▼−16% Reduced · −798 sh | |
| 44 | NVR Inc COM | $1.9M | 274 | 0.4% | ▼−27% Reduced · −101 sh | |
| 45 | Intuit COM | $1.8M | 6.9K | 0.4% | ▼−4.1% Reduced · −296 sh | |
| 46 | Ishares TR S&P MC 400GR ETF | $1.5M | 12.4K | 0.3% | ▼−0.9% Reduced · −111 sh | |
| 47 | Wisdomtree TR FLOATNG RAT TREA | $1.2M | 23.3K | 0.3% | ▼−16% Reduced · −4K sh | |
| 48 | Ishares TR CORE S&P MCP ETF | $1.1M | 14.7K | 0.3% | ▼−51% Reduced · −16K sh | |
| 49 | Vanguard Index FDS S&P 500 ETF SHS | $941K | 1.4K | 0.2% | ▼−1.5% Reduced · −21 sh | |
| 50 | Walmart Inc COM | $893K | 7.9K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 73 | $447.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 73 | $413.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 77 | $418.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 78 | $413.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 77 | $383.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 80 | $356.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 84 | $380.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 81 | $383.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.