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Disclosed positions
Stockman Wealth Management, Inc.: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IJR
- Class
- CORE S&P SCP ETF
- Reported value
- $54,376,162
- Reported amount
- 366,639
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001389400-26-000010Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| ISHARES TR | IJR | CORE S&P SCP ETF | $54,376,162 | 366,639 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $39,283,122 | 749,535 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $39,075,133 | 438,997 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $39,001,236 | 505,787 | SH | None |
| ISHARES TR | MBB | MBS ETF | $36,273,468 | 383,765 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $32,043,911 | 16,107 | SH | None |
| CATERPILLAR INC | CAT | COM | $31,612,760 | 29,686 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $30,581,358 | 298,938 | SH | None |
| APPLE INC | AAPL | COM | $30,176,764 | 104,288 | SH | None |
| CISCO SYS INC | CSCO | COM | $26,743,538 | 227,682 | SH | None |
| ISHARES TR | USHY | BROAD USD HIGH | $25,697,814 | 694,160 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $23,696,445 | 72,393 | SH | None |
| AMAZON COM INC | AMZN | COM | $23,178,565 | 97,250 | SH | None |
| MICROSOFT CORP | MSFT | COM | $22,459,412 | 60,210 | SH | None |
| MERCK & CO INC | MRK | COM | $21,801,471 | 169,661 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $20,740,991 | 58,038 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $19,157,300 | 95,743 | SH | None |
| US BANCORP | USB | COM NEW | $18,021,756 | 298,373 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $16,431,509 | 48,578 | SH | None |
| BANK OF AMER CORP | BAC | COM | $15,307,088 | 268,640 | SH | None |
| QUALCOMM INC | QCOM | COM | $14,863,677 | 80,436 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $14,765,448 | 137,353 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $14,730,881 | 107,745 | SH | None |
| CRH PLC | CRH | ORD | $14,094,468 | 131,724 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $13,876,063 | 72,833 | SH | None |
| GSK PLC | GSK | SPONSORED ADR | $13,874,991 | 264,689 | SH | None |
| PEPSICO INC | PEP | COM | $13,686,764 | 101,084 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $13,485,038 | 81,353 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $13,364,562 | 91,139 | SH | None |
| MCDONALDS CORP | MCD | COM | $13,210,591 | 48,872 | SH | None |
| SLB LIMITED | SLB | COM STK | $12,446,951 | 267,734 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $11,825,270 | 23,211 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $11,563,490 | 147,814 | SH | None |
| SYSCO CORP | SYY | COM | $11,366,856 | 136,000 | SH | None |
| PFIZER INC | PFE | COM | $11,211,980 | 465,614 | SH | None |
| HOME DEPOT INC | HD | COM | $9,443,392 | 26,776 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $8,588,495 | 202,846 | SH | None |
| LENNAR CORP | LEN | CL A | $7,357,561 | 81,308 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $7,011,868 | 130,794 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $6,974,879 | 37,655 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,895,031 | 9,207 | SH | None |
| HONEYWELL INTL INC | HON | COM | $6,768,673 | 30,231 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $6,615,677 | 41,697 | SH | None |
| HONEYWELL AEROSPACE INC | HONA | COM | $6,610,624 | 29,902 | SH | None |
| ISHARES TR | IBTJ | IBONDS 29 TRM TS | $5,541,066 | 255,938 | SH | None |
| ISHARES TR | IBTK | IBOND DEC 2030 | $5,408,407 | 276,786 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $5,385,901 | 45,923 | SH | None |
| ISHARES TR | IBTL | IBONDS DEC 2031 | $5,345,635 | 264,766 | SH | None |
| ISHARES TR | IBTH | IBONDS 27 TRM TS | $5,245,170 | 234,473 | SH | None |
| ISHARES TR | IBTI | IBONDS 28 TRM TS | $5,093,604 | 230,063 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.