Institutional Manager · CIK 0001748726
Watchman Group, Inc.
PLANO, TX · File #028-19900
Latest AUM
$418.9M
Positions
77
Top-10 Concentration
59.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202577 pos · $418.9M
- 13F HOLDINGS REPORTQ/E Sep 202579 pos · $413.1M
- 13F HOLDINGS REPORTQ/E Jun 202577 pos · $383.6M
- 13F HOLDINGS REPORTQ/E Mar 202580 pos · $356.8M
- 13F HOLDINGS REPORTQ/E Dec 202484 pos · $380.8M
- 13F HOLDINGS REPORTQ/E Sep 202481 pos · $383.6M
- 13F HOLDINGS REPORTQ/E Jun 202479 pos · $313.2M
- 13F HOLDINGS REPORTQ/E Mar 202483 pos · $330.9M
- 13F HOLDINGS REPORTQ/E Dec 202372 pos · $235.4M
- 13F HOLDINGS REPORTQ/E Sep 202365 pos · $201.8M
- 13F HOLDINGS REPORTQ/E Jun 202366 pos · $191.7M
- 13F HOLDINGS REPORTQ/E Mar 202367 pos · $181.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | 831,220 | $41.9M | 10.30% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 930,471 | $36.8M | 9.05% |
| 3 | ETF OPPORTUNITIES TRUST | 26923N405 | 668,263 | $29.6M | 7.27% |
| 4 | T ROWE PRICE ETF INC | 87283Q826 | 812,081 | $29.2M | 7.16% |
| 5 | ISHARES TR | 464288653 | 258,903 | $26.3M | 6.47% |
| 6 | DIMENSIONAL ETF TRUST | 25434V609 | 432,662 | $25.8M | 6.33% |
| 7 | FIDELITY MERRIMACK STR TR | 316188309 | 411,541 | $18.9M | 4.66% |
| 8 | DIMENSIONAL ETF TRUST | 25434V799 | 423,675 | $14.6M | 3.59% |
| 9 | DIMENSIONAL ETF TRUST | 25434V732 | 337,858 | $11.2M | 2.75% |
| 10 | EA SERIES TRUST | 02072L607 | 186,331 | $9.6M | 2.35% |
| 11 | ALPHABET INC | GOOG | 25,431 | $8.0M | 1.96% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,932 | $7.5M | 1.84% |
| 13 | TESLA INC | TSLA | 16,077 | $7.2M | 1.78% |
| 14 | AMPHENOL CORP NEW | 032095101 | 50,348 | $6.8M | 1.67% |
| 15 | ISHARES TR | 464287507 | 96,563 | $6.4M | 1.57% |
| 16 | MICROSOFT CORP | MSFT | 13,067 | $6.3M | 1.55% |
| 17 | ALPHABET INC | GOOG | 20,013 | $6.3M | 1.54% |
| 18 | STRYKER CORPORATION | SYK | 15,088 | $5.3M | 1.30% |
| 19 | VISA INC | V | 14,504 | $5.1M | 1.25% |
| 20 | MARKEL GROUP INC | MKL | 2,280 | $4.9M | 1.20% |