Watchman Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Watchman Group, Inc. disclosed 73 stock positions valued at approximately $447.41M as of quarter-end June 30, 2026. The largest holdings include SIMPLIFY EXCHANGE TRADED FUN, DIMENSIONAL ETF TRUST, and T ROWE PRICE EXCHANGE-TRADED.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $447.41M
Holdings by Sector
Watchman Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 9.90% | 902,254 | +24,379 | +2.78% | $44,273,604 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 9.09% | 916,418 | +10,031 | +1.11% | $40,652,311 |
| T ROWE PRICE EXCHANGE-TRADED | TMSL | Other | 7.97% | 813,692 | +2,420 | +0.30% | $35,680,395 |
| ETF OPPORTUNITIES TRUST | VSLU | Other | 7.73% | 748,065 | +29,007 | +4.03% | $34,595,239 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.74% | 431,658 | +1,149 | +0.27% | $30,172,905 |
| ISHARES TR | TLH | Other | 6.17% | 275,011 | +3,974 | +1.47% | $27,597,354 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.69% | 460,856 | +18,413 | +4.16% | $20,964,340 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 3.61% | 433,264 | +535 | +0.12% | $16,143,402 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.68% | 295,106 | -35,130 | -10.64% | $11,993,091 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.29% | 114,677 | +7,709 | +7.21% | $10,229,189 |
| EA SERIES TRUST | FRDM | Other | 2.04% | 125,414 | -45,779 | -26.74% | $9,142,667 |
| ALPHABET INC | GOOG | Communication Services | 2.00% | 25,329 | -406 | -1.58% | $8,949,496 |
| ISHARES TR | SGOV | Other | 1.76% | 78,114 | +11,278 | +16.87% | $7,863,737 |
| AMPHENOL CORP | APH | Technology | 1.74% | 44,073 | -1,280 | -2.82% | $7,770,952 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.68% | 15,058 | +128 | +0.86% | $7,534,623 |
| ALPHABET INC | GOOGL | Communication Services | 1.54% | 19,319 | -425 | -2.15% | $6,904,071 |
| TESLA INC | TSLA | Consumer Cyclical | 1.51% | 16,045 | -57 | -0.35% | $6,748,527 |
| VISA INC | V | Financial Services | 1.15% | 14,968 | +343 | +2.35% | $5,135,372 |
| MICROSOFT CORP | MSFT | Technology | 1.13% | 13,547 | +20 | +0.15% | $5,053,214 |
| WABTEC | WAB | Industrials | 1.12% | 18,552 | -1,336 | -6.72% | $5,001,620 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.08% | 20,308 | +358 | +1.79% | $4,840,209 |
| CAVCO INDS INC DEL | CVCO | Consumer Cyclical | 1.07% | 7,788 | +108 | +1.41% | $4,784,792 |
| CARLISLE COS INC | CSL | Industrials | 1.06% | 13,114 | -23 | -0.18% | $4,757,104 |
| STRYKER CORPORATION | SYK | Healthcare | 1.06% | 15,027 | -131 | -0.86% | $4,731,101 |
| D R HORTON INC | DHI | Consumer Cyclical | 0.99% | 27,110 | -30 | -0.11% | $4,415,677 |
| MARKEL GROUP INC | MKL | Financial Services | 0.97% | 2,216 | +3 | +0.14% | $4,327,871 |
| PACCAR INC | PCAR | Industrials | 0.96% | 35,820 | -298 | -0.83% | $4,302,699 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.95% | 11,986 | -1,077 | -8.24% | $4,245,812 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.94% | 9,634 | +140 | +1.47% | $4,216,224 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 0.90% | 51,413 | -2,647 | -4.90% | $4,034,893 |
Showing 30 of 73 holdings in the latest reporting period.