Stockman Wealth Management, Inc. - Portfolio overview

Stockman Wealth Management, Inc. has 191 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJR - ISHARES TR, 5.16%
2. IGSB - ISHARES TR, 4.23%
3. MBB - ISHARES TR, 4.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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