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UMB Private Wealth Management, LLC
hedge fundUpdated 17 days agoManaged by Umb Private Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$103.3M
Q3 2026
Filings
1
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Top holdings
1,410 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $14.1M | 18.4K | 13.63% | — | |
| 2 | ? N/A EA SERIES TRUST | $9.1M | 77.0K | 8.82% | — |
| 3 | $4M | 38.7K | 3.86% | — | |
| 4 | $3.4M | 35.5K | 3.33% | — | |
| 5 | $3.3M | 14.4K | 3.18% | — | |
| 6 | $3.1M | 4.1K | 3.01% | — | |
| 7 | $2.9M | 8.8K | 2.83% | — | |
| 8 | $2.8M | 37.3K | 2.67% | — | |
| 9 | $2.4M | 22.4K | 2.31% | — | |
| 10 | $2.3M | 4.4K | 2.20% | — | |
| 11 | $2M | 5.9K | 1.97% | — | |
| 12 | $1.8M | 7.2K | 1.73% | — | |
| 13 | $1.7M | 23.5K | 1.64% | — | |
| 14 | $1.3M | 3.7K | 1.27% | — | |
| 15 | $1.3M | 15.9K | 1.25% | — | |
| 16 | $1.2M | 4.5K | 1.20% | — | |
| 17 | $938K | 1.3K | 0.91% | — | |
| 18 | $933K | 2.8K | 0.90% | — | |
| 19 | $884K | 7.9K | 0.86% | — | |
| 20 | $824K | 3.1K | 0.80% | — |