UMB Private Wealth Management, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, Kristine Starkman, as the authorized representative.
The report details a portfolio of over 1,400 individual equity positions. The largest holding disclosed is Apple Inc., with a position size of 2,927,026 shares. Other significant positions include Amazon.com Inc. with 1,790,392 shares, Alphabet Inc. Class A with 2,040,096 shares, Broadcom Inc. with 1,310,803 shares, and Applied Materials Inc. with 114,553 shares.
The filing also lists substantial positions in financial and healthcare sectors. Bank of America Corp is reported with 432,927 shares, while Amgen Inc. holds 54,796 shares. The portfolio includes a diverse mix of technology, consumer staples, and industrial companies, such as Adobe Inc., Visa Inc., and 3M Company.
The filing indicates that all positions are held in common stock and that the firm does not hold any derivative securities.
