Watchman Group, Inc.
CIK: 0001748726SEC EDGAR →
Portfolio Value
$418.9M
Holdings
77
As of
Q4 2025
New Positions
4
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SIMPLIFY EXCHANGE TRADED FUN | 831,220 | $41.9M | 10.00% |
| 2 | DIMENSIONAL ETF TRUST | 930,471 | $36.8M | 8.79% |
| 3 | ETF OPPORTUNITIES TRUST | 668,263 | $29.6M | 7.06% |
| 4 | T ROWE PRICE ETF INC | 812,081 | $29.2M | 6.96% |
| 5 | ISHARES TR | 258,903 | $26.3M | 6.28% |
| 6 | DIMENSIONAL ETF TRUST | 432,662 | $25.8M | 6.15% |
| 7 | FIDELITY MERRIMACK STR TR | 411,541 | $18.9M | 4.52% |
| 8 | DIMENSIONAL ETF TRUST | 423,675 | $14.6M | 3.49% |
| 9 | DIMENSIONAL ETF TRUST | 337,858 | $11.2M | 2.67% |
| 10 | EA SERIES TRUST | 186,331 | $9.6M | 2.28% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $287.2M | 68.6% |
| Technology | 10 | $32.7M | 7.8% |
| Consumer Cyclical | 11 | $31.4M | 7.5% |
| Industrials | 6 | $22.7M | 5.4% |
| Communication Services | 3 | $17.6M | 4.2% |
| Unknown | 4 | $14.4M | 3.4% |
| Healthcare | 2 | $5.7M | 1.4% |
| Basic Materials | 1 | $3.3M | 0.8% |
| Energy | 2 | $2.7M | 0.7% |
| Consumer Defensive | 2 | $1.2M | 0.3% |