UMB Private Wealth Management, LLC
All 13F Filings
- Location
- Kansas City, MO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 103,317
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 1,410 | 103,317 | 13F-HR | UMB Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.43 K | 53.7% | 55.43 K | 0 | 55.43 K |
| ETFs | 47.82 K | 46.3% | 47.82 K | 0 | 47.82 K |
| Other | 8 | 0.0% | 8 | 0 | 8 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
103,317
Holdings
1410
QoQ value change ($000)
—
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.