Stockman Wealth Management, Inc. has disclosed its latest investment holdings in a recent filing, revealing a total value of approximately $960 million as of September 30, 2026. This update is significant for the company as it showcases its investment strategies and positions within the financial advisory sector.

The filing, which is a 13F-HR report, highlights a diverse portfolio that includes significant stakes in major companies such as Apple, Amazon, and Alphabet Inc. This broad range of investments indicates Stockman's commitment to maintaining a well-rounded portfolio, which is essential for navigating the complexities of today's financial markets.

Background

Stockman Wealth Management, Inc. is a financial advisory firm based in Billings, Montana. The company focuses on wealth management and investment strategies for its clients. According to its recent filings, Stockman has been active in the market, with the latest 13F-HR report filed on October 27, 2026, and covering the period ending September 30, 2026. The firm operates under the Central Index Key (CIK) 0001389400.

What the Filing Says

The filing states, "The total value of the holdings reported is approximately $960,419,373, with a total of 178 entries listed." This figure represents the firm's investment discretion over various companies, showcasing its strategic approach to asset management.

Impact

This update may affect clients and investors looking to understand Stockman's investment strategies and market positioning. The detailed holdings offer insights into the firm's approach to wealth management, which could influence client decisions and expectations in the financial advisory sector.

What's Next

The filing does not say what happens next, leaving stakeholders to anticipate future updates or changes in investment strategy from Stockman Wealth Management.