AiSiWhale

AI & tech investing

Watchman Group, Inc.

CIK 1748726

13F filing for Q2 2026・No. 4,188

Holdings
US$447.41M
Quarter change
+US$34.17M
Entries
73
Net bought (estimate)
−US$1.54M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 5
  • Sold out 5
  • Cut 30
  • Added 28
  • Corporate actions 0
  • Unchanged 10

Largest holdings

73 stocks worth US$447.41M, options and bonds left out.

StockThis quarterValueWeight
SIMPLIFY EXCHANGE TRADED FUNMBS ETFAddedUS$44.27M9.90%
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETFAddedUS$40.65M9.09%
T ROWE PRICE EXCHANGE-TRADEDSMALL MID CAPAddedUS$35.68M7.97%
ETF OPPORTUNITIES TRUSTAPPLIED FINA VALAddedUS$34.6M7.73%
DIMENSIONAL ETF TRUSTUS TARGETED VLUAddedUS$30.17M6.74%
ISHARES TR10-20 YR TRS ETFAddedUS$27.6M6.17%
FIDELITY MERRIMACK STR TRTOTAL BD ETFAddedUS$20.96M4.69%
DIMENSIONAL ETF TRUSTINTL CORE EQUITYAddedUS$16.14M3.61%
DIMENSIONAL ETF TRUSTEMERGING MKTS COCutUS$11.99M2.68%
AMERICAN CENTY ETF TRINTL EQT ETFAddedUS$10.23M2.29%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.