Stockman Wealth Management, Inc. has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing reports that the firm holds 178 separate equity positions.
The largest holding in the portfolio is NVIDIA Corporation, with 9,428,000 shares valued at approximately $9.34 billion. Other significant individual stock positions include Microsoft Corporation with 59,111,000 shares, Johnson & Johnson with 4,105,000 shares, and Meta Platforms Inc. with 384,000 shares.
The portfolio also features substantial allocations to exchange-traded funds (ETFs). The iShares Core S&P 500 ETF is held with 8,518,000 shares, while the ISHARES TR CORE S&P 500 ETF is held with 5,139,280 shares. The firm also holds significant positions in various iShares bond ETFs, including the iShares Core U.S. Aggregate Bond ETF with 759,784,000 shares.
The filing lists Larry Johns as the President and Chief Compliance Officer of the firm, with the address located in Billings, Montana.
