Loading…
CIK 0001748726 • 7 13F filings • May 13, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("watchman-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $4.1M | 1.2% | 13,296 SH | |
| AFLAC INC | COM | $486K | 0.1% | 4,375 SH | |
| ALPHABET INC | CAP STK CL A | $3.3M | 0.9% | 21,614 SH | |
| ALPHABET INC | CAP STK CL C | $4.0M | 1.1% | 25,517 SH | |
| AMAZON COM INC | COM | $3.7M | 1.0% | 19,635 SH | |
| AMPHENOL CORP NEW | COM | $4.1M | 1.2% | 63,024 SH | |
| APPLE INC | COM | $530K | 0.1% | 2,387 SH | |
| BANK OZK LITTLE ROCK ARK | COM | $2.6M | 0.7% | 59,833 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.2M | 2.3% | 15,415 SH | |
| CARLISLE COS INC | COM | $3.9M | 1.1% | 11,401 SH | |
| CASEYS GEN STORES INC | COM | $3.9M | 1.1% | 8,926 SH | |
| CAVCO INDS INC DEL | COM | $4.2M | 1.2% | 8,164 SH | |
| CISCO SYS INC | COM | $305K | 0.1% | 4,944 SH | |
| COCA COLA CO | COM | $309K | 0.1% | 4,308 SH | |
| CULLEN FROST BANKERS INC | COM | $3.3M | 0.9% | 26,658 SH | |
| CUMMINS INC | COM | $3.7M | 1.0% | 11,773 SH | |
| D R HORTON INC | COM | $3.3M | 0.9% | 26,347 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.3M | 2.6% | 350,030 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.9M | 3.3% | 429,692 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $29.1M | 8.2% | 881,758 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $22.1M | 6.2% | 429,147 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $6.7M | 1.9% | 191,711 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $243K | 0.1% | 7,125 SH | |
| ETF OPPORTUNITIES TRUST | APPLIED FINA VAL | $20.5M | 5.8% | 585,953 SH | |
| EXXON MOBIL CORP | COM | $302K | 0.1% | 2,541 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $11.7M | 3.3% | 255,783 SH | |
| GENERAC HLDGS INC | COM | $3.3M | 0.9% | 26,410 SH | |
| GENERAL DYNAMICS CORP | COM | $4.1M | 1.2% | 15,125 SH | |
| HOME DEPOT INC | COM | $320K | 0.1% | 873 SH | |
| INTUIT | COM | $4.2M | 1.2% | 6,836 SH | |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $240K | 0.1% | 2,278 SH | |
| INVESCO GALAXY BITCOIN ETF | COM SHS BEN INT | $312K | 0.1% | 3,800 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $6.0M | 1.7% | 59,524 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $10.8M | 3.0% | 130,195 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $17.0M | 4.8% | 143,492 SH | |
| ISHARES TR | CORE S&P MCP ETF | $6.7M | 1.9% | 114,376 SH | |
| ISHARES TR | CORE S&P US GWT | $2.2M | 0.6% | 17,044 SH | |
| ISHARES TR | CORE S&P US VLU | $275K | 0.1% | 2,975 SH | |
| ISHARES TR | EAFE GRWTH ETF | $900K | 0.3% | 9,003 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $293K | 0.1% | 1,558 SH | |
| ISHARES TR | S&P MC 400GR ETF | $1.4M | 0.4% | 16,552 SH | |
| ISHARES TR | U.S. MED DVC ETF | $694K | 0.2% | 11,530 SH | |
| JOHNSON & JOHNSON | COM | $316K | 0.1% | 1,907 SH | |
| LOWES COS INC | COM | $3.8M | 1.1% | 16,326 SH | |
| MARKEL GROUP INC | COM | $4.4M | 1.2% | 2,347 SH | |
| MCDONALDS CORP | COM | $342K | 0.1% | 1,095 SH | |
| META PLATFORMS INC | COM | $2.9M | 0.8% | 5,104 SH | |
| MICROSOFT CORP | COM | $5.2M | 1.4% | 13,731 SH | |
| NVIDIA CORPORATION | COM | $412K | 0.1% | 3,804 SH | |
| NVR INC | COM | $2.8M | 0.8% | 393 SH | |
| NXP SEMICONDUCTORS N V | COM | $2.8M | 0.8% | 14,483 SH | |
| PACCAR INC | COM | $3.9M | 1.1% | 40,173 SH | |
| PAYPAL HLDGS INC | COM | $2.9M | 0.8% | 44,810 SH | |
| PEPSICO INC | COM | $632K | 0.2% | 4,218 SH | |
| PIMCO ETF TR | SHTRM MUN BD ACT | $277K | 0.1% | 5,540 SH | |
| PROCTER AND GAMBLE CO | COM | $372K | 0.1% | 2,183 SH | |
| RAVE RESTAURANT GROUP INC | COM | $503K | 0.1% | 182,800 SH | |
| RESMED INC | COM | $2.9M | 0.8% | 13,011 SH | |
| RING ENERGY INC | COM | $575K | 0.2% | 500,000 SH | |
| SERVISFIRST BANCSHARES INC | COM | $2.5M | 0.7% | 30,526 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | ETF | $35.4M | 9.9% | 705,768 SH | |
| SSGA ACTIVE TR | SPDR DBLELN EMRG | $2.0M | 0.6% | 45,888 SH | |
| STRYKER CORPORATION | COM | $5.9M | 1.7% | 15,983 SH | |
| T ROWE PRICE ETF INC | SMALL MID CAP | $23.4M | 6.6% | 767,550 SH | |
| TESLA INC | COM | $4.3M | 1.2% | 16,552 SH | |
| TEXAS PACIFIC LAND CORPORATI | COM | $358K | 0.1% | 270 SH | |
| UBER TECHNOLOGIES INC | COM | $3.3M | 0.9% | 45,509 SH | |
| UFP INDUSTRIES INC | COM | $4.1M | 1.1% | 38,184 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $280K | 0.1% | 3,579 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $732K | 0.2% | 1,425 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $294K | 0.1% | 1,068 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.0M | 0.6% | 40,154 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $229K | 0.1% | 1,183 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $377K | 0.1% | 7,415 SH | |
| VERISK ANALYTICS INC | COM | $661K | 0.2% | 2,220 SH | |
| VISA INC | COM | $5.3M | 1.5% | 15,074 SH | |
| WABTEC | COM | $4.0M | 1.1% | 22,206 SH | |
| WALMART INC | COM | $697K | 0.2% | 7,937 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $925K | 0.3% | 18,379 SH | |
| YUM BRANDS INC | COM | $357K | 0.1% | 2,269 SH |
| 13F-HR |
| 0001748726-25-000005 |
| $413.1M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000859 | $447.4M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001748726-25-000003 | $383.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000424 | $413.2M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001748726-25-000002 | $356.8M | View |