Stockman Wealth Management, Inc.
All 13F Filings
- Location
- Billings, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 967,730
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 178 | 967,730 | 13F-HR | Stockman Wealth Management, Inc. |
| Q1 2026 | 4/13/2026 | 178 | 906,186 | 13F-HR | Stockman Wealth Management, Inc. |
| Q4 2025 | 1/29/2026 | 178 | 858,615 | 13F-HR/A - RESTATEMENT | Stockman Wealth Management, Inc. |
| Q4 2025 | 1/15/2026 | 175 | 805,817 | 13F-HR | Stockman Wealth Management, Inc. |
| Q3 2025 | 10/16/2025 | 175 | 805,817 | 13F-HR | Stockman Wealth Management, Inc. |
| Q2 2025 | 7/17/2025 | 173 | 735,873 | 13F-HR | Stockman Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 583.1 K | 60.3% | 37.26 K | 0 | 37.26 K |
| ETFs | 346.9 K | 35.8% | 25.72 K | 0 | 25.72 K |
| Debt | 37.7 K | 3.9% | 1.689 K | 0 | 1.689 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
967,730
Holdings
178
QoQ value change ($000)
61,544
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.