Watchman Group, Inc. Portfolio Stock Holdings

Watchman Group, Inc. disclosed 73 stock positions valued at approximately $447.4 million in its latest SEC 13F filing. The largest holdings include SIMPLIFY EXCHANGE TRADED FUN, DIMENSIONAL ETF TRUST, and T ROWE PRICE EXCHANGE-TRADED. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
73
Portfolio Value
$447.4M
Holdings by Sector
Watchman Group, Inc. Portfolio Holdings in Q2 2026

73 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SIMPLIFY EXCHANGE TRADED FUNMTBAOther9.90%902,254+24,379+2.78%$44,273,604
DIMENSIONAL ETF TRUSTDFACOther9.09%916,418+10,031+1.11%$40,652,311
T ROWE PRICE EXCHANGE-TRADEDTMSLOther7.97%813,692+2,420+0.30%$35,680,395
ETF OPPORTUNITIES TRUSTVSLUOther7.73%748,065+29,007+4.03%$34,595,239
DIMENSIONAL ETF TRUSTDFATOther6.74%431,658+1,149+0.27%$30,172,905
ISHARES TRTLHOther6.17%275,011+3,974+1.47%$27,597,354
FIDELITY MERRIMACK STR TRFBNDOther4.69%460,856+18,413+4.16%$20,964,340
DIMENSIONAL ETF TRUSTDFICOther3.61%433,264+535+0.12%$16,143,402
DIMENSIONAL ETF TRUSTDFEMOther2.68%295,106-35,130-10.64%$11,993,091
AMERICAN CENTY ETF TRAVDEOther2.29%114,677+7,709+7.21%$10,229,189
EA SERIES TRUSTFRDMOther2.04%125,414-45,779-26.74%$9,142,667
ALPHABET INCGOOGCommunication Services2.00%25,329-406-1.58%$8,949,496
ISHARES TRSGOVOther1.76%78,114+11,278+16.87%$7,863,737
AMPHENOL CORPAPHTechnology1.74%44,073-1,280-2.82%$7,770,952
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.68%15,058+128+0.86%$7,534,623
ALPHABET INCGOOGLCommunication Services1.54%19,319-425-2.15%$6,904,071
TESLA INCTSLAConsumer Cyclical1.51%16,045-57-0.35%$6,748,527
VISA INCVFinancial Services1.15%14,968+343+2.35%$5,135,372
MICROSOFT CORPMSFTTechnology1.13%13,547+20+0.15%$5,053,214
WABTECWABIndustrials1.12%18,552-1,336-6.72%$5,001,620
AMAZON COM INCAMZNConsumer Cyclical1.08%20,308+358+1.79%$4,840,209
CAVCO INDS INC DELCVCOConsumer Cyclical1.07%7,788+108+1.41%$4,784,792
CARLISLE COS INCCSLIndustrials1.06%13,114-23-0.18%$4,757,104
STRYKER CORPORATIONSYKHealthcare1.06%15,027-131-0.86%$4,731,101
D R HORTON INCDHIConsumer Cyclical0.99%27,110-30-0.11%$4,415,677
MARKEL GROUP INCMKLFinancial Services0.97%2,216+3+0.14%$4,327,871
PACCAR INCPCARIndustrials0.96%35,820-298-0.83%$4,302,699
GENERAL DYNAMICS CORPGDIndustrials0.95%11,986-1,077-8.24%$4,245,812
TEXAS PACIFIC LAND CORPORATITPLEnergy0.94%9,634+140+1.47%$4,216,224
CAVA GROUP INCCAVAConsumer Cyclical0.90%51,413-2,647-4.90%$4,034,893
NXP SEMICONDUCTORS N VN6596X109Other0.88%14,089-1,505-9.65%$3,959,432
UFP INDUSTRIES INCUFPIBasic Materials0.83%40,846+2,902+7.65%$3,706,367
CUMMINS INCCMIIndustrials0.81%5,092-223-4.20%$3,631,666
UBER TECHNOLOGIES INCUBERTechnology0.80%49,490+99+0.20%$3,571,199
AGILENT TECHNOLOGIES INCAHealthcare0.79%26,562+687+2.66%$3,528,231
FIRST FINL BANKSHARES INCFFINFinancial Services0.74%95,256-288-0.30%$3,295,858
LOWES COS INCLOWConsumer Cyclical0.72%14,644-150-1.01%$3,228,856
SERVISFIRST BANCSHARES INCSFBSFinancial Services0.68%34,939+1,998+6.07%$3,030,959
SSGA ACTIVE TREMTLOther0.65%67,996+1,473+2.21%$2,903,681
SERVICENOW INCNOWTechnology0.64%28,809+28,809+100.00%$2,860,158
ISHARES TRIUSGOther0.63%15,069-237-1.55%$2,834,329
ACCENTURE PLC IRELANDACNTechnology0.63%22,684+7,581+50.20%$2,822,797
META PLATFORMS INCMETACommunication Services0.54%4,293-798-15.67%$2,418,377
NVR INCNVRConsumer Cyclical0.42%274-101-26.93%$1,866,872
INTUITINTUTechnology0.40%6,924-296-4.10%$1,807,164
ISHARES TRIJKOther0.33%12,426-111-0.89%$1,460,055
WISDOMTREE TRUSFROther0.26%23,339-4,486-16.12%$1,175,119
ISHARES TRIJHOther0.25%14,664-15,536-51.44%$1,130,754
VANGUARD INDEX FDSVOOOther0.21%1,370-21-1.51%$940,930
WALMART INCWMTConsumer Defensive0.20%7,883--$892,870
APPLE INCAAPLTechnology0.16%2,428-64-2.57%$702,648
STATE STR SPDR DOW JONES INDDIAOther0.15%1,250--$652,988
CISCO SYS INCCSCOTechnology0.14%5,254+149+2.92%$617,135
RAVE RESTAURANT GROUP INCRAVEConsumer Cyclical0.13%182,800--$597,756
ISHARES TRIHIOther0.13%11,380--$562,286
VANGUARD TAX-MANAGED FDSVEAOther0.12%7,458--$531,383
AFLAC INCAFLFinancial Services0.11%4,385--$514,142
JOHNSON & JOHNSONJNJHealthcare0.11%1,968+30+1.55%$499,813
ISHARES TRIVVOther0.11%653--$489,026
VERISK ANALYTICS INCVRSKIndustrials0.09%2,155--$386,888
NVIDIA CORPORATIONNVDATechnology0.08%1,897-13-0.68%$379,528
SIMPLIFY EXCHANGE TRADED FUNCTAOther0.08%14,589+14,589+100.00%$378,439
COCA COLA COKOConsumer Defensive0.07%4,056-252-5.85%$329,653
ISHARES TRIWDOther0.07%1,357-40-2.86%$328,978
EXXON MOBIL CORPXOMEnergy0.07%2,293--$313,499
VANGUARD BD INDEX FDSBSVOther0.07%3,802+270+7.64%$296,214
YUM BRANDS INCYUMConsumer Cyclical0.06%1,776+20+1.14%$283,912
ISHARES BITCOIN TRUST ETFIBITOther0.06%7,427+7,427+100.00%$247,245
ISHARES TREFGOther0.06%1,983-64-3.13%$246,725
BNY MELLON ETF TRUSTBKLCOther0.05%1,653--$237,024
MCDONALDS CORPMCDConsumer Cyclical0.05%875+19+2.22%$236,609
ISHARES TRIUSVOther0.05%2,138--$235,501
INVESCO QQQ TRQQQOther0.05%288+288+100.00%$212,047