Institutional Fund
Watchman Group, Inc.
Plano, TXCIK 17487265 filings on record
Portfolio Value
$413.24M
Q1 2026
Holdings
73
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.4%
from $418.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Simplify Exchange Traded Fun10.5%
- Dimensional ETF Trust8.5%
- ETF Opportunities Trust7.3%
- T Rowe Price ETF Inc7.2%
- Ishares Tr6.6%
- Dimensional ETF Trust6.5%
- Other53.4%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Simplify Exchange Traded Fun | 877.9K | $43.42M | 10.5% | +46.7K | Added |
| 2 | Dimensional ETF Trust | 906.4K | $35.22M | 8.5% | −24.1K | Reduced |
| 3 | ETF Opportunities Trust | 719.1K | $30.06M | 7.3% | +50.8K | Added |
| 4 | T Rowe Price ETF Inc | 811.3K | $29.75M | 7.2% | −809 | Reduced |
| 5 | Ishares Tr | 271.0K | $27.30M | 6.6% | +12.1K | Added |
| 6 | Dimensional ETF Trust | 430.5K | $26.89M | 6.5% | −2.2K | Reduced |
| 7 | Fidelity Merrimack Str Tr | 442.4K | $20.18M | 4.9% | +30.9K | Added |
| 8 | Dimensional ETF Trust | 432.7K | $15.37M | 3.7% | +9.1K | Added |
| 9 | Dimensional ETF Trust | 330.2K | $11.41M | 2.8% | −7.6K | Reduced |
| 10 | Ea Series Trust | 171.2K | $9.36M | 2.3% | −15.1K | Reduced |
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