UMB Private Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2154233 · latest 13F-HR filed 2026-10-19
UMB Private Wealth Management, LLC manages $103.3M in 13F-reported U.S. long-equity assets across 1,410 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IVV (13.63%), BOXX (8.82%), GVI (3.86%).
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.
Long-equity book
Distinct positions
Filed 2026-10-19
no prior filing cached
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
1 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 45.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Sep 18, 2026.
OVERLAND PARK, KS 66213
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| JONES, CHRISTOPHER, SCOTT Control | PRESIDENT since Sep 2026 | Less than 5% | Individual |
| Starkman, Kristine, Alane Control | CHIEF COMPLIANCE OFFICER since Mar 2025 | Less than 5% | Individual |
| UMB FINANCIAL CORP Control | STOCK HOLDER since Nov 2019 | 75% or more | Domestic Entity |
Ownership & leadership changes · 8 filings with changes since Nov 5, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedCAREW, THOMAS, E · DIRECTOR FOR PRIVATE INVESTMENTS · Less than 5% · control person · listed since Jul 2024
- No longer listedSKILLING, BENJAMIN, JOSEPH · DIRECTOR, SALES AND DELIVERY · Less than 5% · control person · listed since May 2026
- AddedJONES, CHRISTOPHER, SCOTT · PRESIDENT · Less than 5% · control person
- AddedSKILLING, BENJAMIN, JOSEPH · DIRECTOR, SALES AND DELIVERY · Less than 5% · control person
- No longer listedSMITH, JEFFREY, ANDREW · CCO · Less than 5% · listed since Mar 2023
- AddedCAREW, THOMAS, E · DIRECTOR FOR PRIVATE INVESTMENTS · Less than 5% · control person
- AddedStarkman, Kristine, Alane · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- No longer listedWard, Jacquelyn, Elise · DIRECTOR-PRIVATE INVESTMENTS · Less than 5% · listed since Jul 2023
- AddedWard, Jacquelyn, Elise · DIRECTOR-PRIVATE INVESTMENTS · Less than 5%
- No longer listedNEWTON, NIKKI, FARENTINO · PRESIDENT · Less than 5% · control person · listed since Nov 2019
- No longer listedMCGEORGE, DANNY, SCOTT · CCO · Less than 5% · listed since Nov 2022
- AddedSMITH, JEFFREY, ANDREW · CCO · Less than 5%
- No longer listedWEEKS, DANIEL, WILLIAM · MANAGING DIRECTOR & CCO · Less than 5% · control person · listed since Nov 2019
- AddedMCGEORGE, DANNY, SCOTT · CCO · Less than 5%
- ListedNEWTON, NIKKI, FARENTINO · PRESIDENT · Less than 5% · control person
- ListedUMB FINANCIAL CORP · STOCK HOLDER · 75% or more · control person
- ListedWEEKS, DANIEL, WILLIAM · MANAGING DIRECTOR & CCO · Less than 5% · control person
UMB Private Wealth Management, LLC Holdings (2026-09-30)
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 | ISHARES TR | IVV | 464287200 | $14.1M | 13.63% | 18,388 | SH |
| 2 | EA SERIES TRUST | BOXX | 02072L565 | $9.1M | 8.82% | 77,011 | SH |
| 3 | ISHARES TR | GVI | 464288612 | $4.0M | 3.86% | 38,668 | SH |
| 4 | ISHARES TR | IEFA | 46432F842 | $3.4M | 3.33% | 35,531 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.3M | 3.18% | 14,366 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.1M | 3.01% | 4,080 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $2.9M | 2.83% | 8,789 | SH |
| 8 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $2.8M | 2.67% | 37,320 | SH |
| 9 | ISHARES TR | IWR | 464287499 | $2.4M | 2.31% | 22,388 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $2.3M | 2.20% | 4,439 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $2.0M | 1.97% | 5,929 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 1.73% | 7,186 | SH |
| 13 | ISHARES TR | IJH | 464287507 | $1.7M | 1.64% | 23,540 | SH |
| 14 | BROADCOM INC | AVGO | 11135F101 | $1.3M | 1.27% | 3,732 | SH |
| 15 | ISHARES INC | IEMG | 46434G103 | $1.3M | 1.25% | 15,945 | SH |
| 16 | ISHARES TR | IWM | 464287655 | $1.2M | 1.20% | 4,464 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $937.7K | 0.91% | 1,293 | SH |
| 18 | JPMORGAN CHASE &CO | JPM | 46625H100 | $933.0K | 0.90% | 2,820 | SH |
| 19 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $884.0K | 0.86% | 7,918 | SH |
| 20 | JOHNSON &JOHNSON | JNJ | 478160104 | $824.1K | 0.80% | 3,113 | SH |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $777.5K | 0.75% | 1,271 | SH |
| 22 | ELI LILLY &CO | LLY | 532457108 | $754.5K | 0.73% | 652 | SH |
| 23 | ISHARES TR | IJR | 464287804 | $715.0K | 0.69% | 5,256 | SH |
| 24 | ISHARES TR | USHY | 46435U853 | $710.5K | 0.69% | 19,891 | SH |
| 25 | AMPHENOL CORP | APH | 032095101 | $654.4K | 0.63% | 7,763 | SH |
| 26 | MICRON TECHNOLOGY INC | MU | 595112103 | $647.6K | 0.63% | 608 | SH |
| 27 | FIDELITY COVINGTON TRUST | FVAL | 316092782 | $646.7K | 0.63% | 8,008 | SH |
| 28 | PALMER SQUARE CAPITAL BDC IN | PSBD | 69702V107 | $638.1K | 0.62% | 64,522 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $624.8K | 0.60% | 1,761 | SH |
| 30 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $588.0K | 0.57% | 3,613 | SH |
| 31 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $579.9K | 0.56% | 637 | SH |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $554.8K | 0.54% | 2,966 | SH |
| 33 | GE VERNOVA INC | GEV | 36828A101 | $537.0K | 0.52% | 565 | SH |
| 34 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $530.9K | 0.51% | 7,519 | SH |
| 35 | ISHARES TR | ACWI | 464288257 | $523.9K | 0.51% | 3,300 | SH |
| 36 | VISA INC | V | 92826C839 | $516.0K | 0.50% | 1,436 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $508.9K | 0.49% | 1,022 | SH |
| 38 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $502.2K | 0.49% | 4,264 | SH |
| 39 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $477.9K | 0.46% | 5,083 | SH |
| 40 | WALMART INC | WMT | 931142103 | $461.6K | 0.45% | 4,441 | SH |
| 41 | PALO ALTO NETWORKS INC | PANW | 697435105 | $453.3K | 0.44% | 1,141 | SH |
| 42 | LINDE PLC | LIN | G54950103 | $445.8K | 0.43% | 939 | SH |
| 43 | WELLTOWER INC | WELL | 95040Q104 | $436.6K | 0.42% | 1,896 | SH |
| 44 | BANK OF AMER CORP | BAC | 060505104 | $432.9K | 0.42% | 7,954 | SH |
| 45 | CHEVRON CORPORATION | CVX | 166764100 | $423.7K | 0.41% | 2,075 | SH |
| 46 | VANECK ETF TRUST | ITM | 92189H201 | $400.5K | 0.39% | 9,102 | SH |
| 47 | FIDELITY COVINGTON TRUST | FENI | 31609A404 | $388.8K | 0.38% | 9,743 | SH |
| 48 | MASTERCARD INCORPORATED | MA | 57636Q104 | $387.1K | 0.37% | 702 | SH |
| 49 | BLACKROCK INC | BLK | 09290D101 | $383.2K | 0.37% | 362 | SH |
| 50 | EATON CORP PLC | ETN | G29183103 | $364.0K | 0.35% | 847 | SH |
KANSAS CITY, MO 64106