Watchman Group, Inc. — 13F Holdings & Portfolio
CIK 1748726 · latest 13F-HR filed 2026-04-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$413.2M
Long-equity book
Holdings
73
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+0 / −4 / ↑12 / ↓34
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$8.4M +1176.2%
- ISHARES TR$2.4M +55.9%
- TEXAS PACIFIC LAND CORPORATI$2.0M +82.7%
- FIDELITY MERRIMACK STR TR$1.2M +6.5%
- CAVA GROUP INC$1.2M +38.7%
Top Trims
- ISHARES TR-$4.3M -68.0%
- CUMMINS INC-$1.8M -38.8%
- INTUIT-$1.3M -29.9%
- MICROSOFT CORP-$1.3M -20.8%
- TESLA INC-$1.2M -17.2%
Exited Positions
- RESMED INC$2.8M
- VANGUARD MUN BD FDS$813.1K
- RING ENERGY INC$435.0K
- BNY MELLON ETF TRUST$216.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SIMPLIFY EXCHANGE TRADED FUN | MTBA | 82889N525 | $43.4M | 10.51% | 877,875 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $35.2M | 8.52% | 906,387 | SH |
| 3 | ETF OPPORTUNITIES TRUST | VSLU | 26923N405 | $30.1M | 7.28% | 719,058 | SH |
| 4 | T ROWE PRICE ETF INC | TMSL | 87283Q826 | $29.7M | 7.20% | 811,272 | SH |
| 5 | ISHARES TR | TLH | 464288653 | $27.3M | 6.61% | 271,037 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $26.9M | 6.51% | 430,509 | SH |
| 7 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $20.2M | 4.88% | 442,443 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $15.4M | 3.72% | 432,729 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $11.4M | 2.76% | 330,236 | SH |
| 10 | EA SERIES TRUST | FRDM | 02072L607 | $9.4M | 2.26% | 171,193 | SH |
| 11 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $9.1M | 2.20% | 106,968 | SH |
| 12 | ALPHABET INC | GOOG | 02079K107 | $7.4M | 1.79% | 25,735 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $7.2M | 1.73% | 14,930 | SH |
| 14 | ISHARES TR | SGOV | 46436E718 | $6.7M | 1.63% | 66,836 | SH |
| 15 | TESLA INC | TSLA | 88160R101 | $6.0M | 1.45% | 16,102 | SH |
| 16 | AMPHENOL CORP | APH | 032095101 | $5.7M | 1.39% | 45,353 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $5.7M | 1.37% | 19,744 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $5.0M | 1.21% | 13,527 | SH |
| 19 | STRYKER CORPORATION | SYK | 863667101 | $5.0M | 1.21% | 15,158 | SH |
| 20 | WABTEC | WAB | 929740108 | $5.0M | 1.20% | 19,888 | SH |
| 21 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $4.5M | 1.09% | 9,494 | SH |
| 22 | GENERAL DYNAMICS CORP | GD | 369550108 | $4.5M | 1.08% | 13,063 | SH |
| 23 | VISA INC | V | 92826C839 | $4.4M | 1.07% | 14,625 | SH |
| 24 | CARLISLE COS INC | CSL | 142339100 | $4.4M | 1.06% | 13,137 | SH |
| 25 | CAVA GROUP INC | CAVA | 148929102 | $4.4M | 1.06% | 54,060 | SH |
| 26 | MARKEL GROUP INC | MKL | 570535104 | $4.2M | 1.03% | 2,213 | SH |
| 27 | PACCAR INC | PCAR | 693718108 | $4.2M | 1.01% | 36,118 | SH |
| 28 | AMAZON COM INC | AMZN | 023135106 | $4.2M | 1.01% | 19,950 | SH |
| 29 | D R HORTON INC | DHI | 23331A109 | $3.7M | 0.90% | 27,140 | SH |
| 30 | CAVCO INDS INC DEL | CVCO | 149568107 | $3.7M | 0.90% | 7,680 | SH |
| 31 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $3.6M | 0.86% | 49,391 | SH |
| 32 | LOWES COS INC | LOW | 548661107 | $3.5M | 0.85% | 14,794 | SH |
| 33 | UFP INDUSTRIES INC | UFPI | 90278Q108 | $3.5M | 0.85% | 37,944 | SH |
| 34 | INTUIT | INTU | 461202103 | $3.1M | 0.76% | 7,220 | SH |
| 35 | NXP SEMICONDUCTORS N V | NXPI | N6596X109 | $3.1M | 0.74% | 15,594 | SH |
| 36 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $3.0M | 0.72% | 15,103 | SH |
| 37 | AGILENT TECHNOLOGIES INC | A | 00846U101 | $2.9M | 0.71% | 25,875 | SH |
| 38 | META PLATFORMS INC | META | 30303M102 | $2.9M | 0.70% | 5,091 | SH |
| 39 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.9M | 0.69% | 14,062 | SH |
| 40 | CUMMINS INC | CMI | 231021106 | $2.9M | 0.69% | 5,315 | SH |
| 41 | SSGA ACTIVE TR | EMTL | 78470P309 | $2.8M | 0.69% | 66,523 | SH |
| 42 | FIRST FINL BANKSHARES INC | FFIN | 32020R109 | $2.8M | 0.68% | 95,544 | SH |
| 43 | NVR INC | NVR | 62944T105 | $2.5M | 0.60% | 375 | SH |
| 44 | SERVISFIRST BANCSHARES INC | SFBS | 81768T108 | $2.4M | 0.58% | 32,941 | SH |
| 45 | ISHARES TR | IUSG | 464287671 | $2.4M | 0.57% | 15,306 | SH |
| 46 | ISHARES TR | IJH | 464287507 | $2.0M | 0.49% | 30,200 | SH |
| 47 | WISDOMTREE TR | USFR | 97717Y527 | $1.4M | 0.34% | 27,825 | SH |
| 48 | ISHARES TR | IJK | 464287606 | $1.3M | 0.31% | 12,537 | SH |
| 49 | WALMART INC | WMT | 931142103 | $979.7K | 0.24% | 7,883 | SH |
| 50 | VANGUARD INDEX FDS | VOO | 922908363 | $831.2K | 0.20% | 1,391 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $413.2M | 73 | 0002085853-26-000424 |
| 2025-12-31 | 2026-02-06 | $418.9M | 77 | 0002085853-26-000210 |