UMB Private Wealth Management, LLC
Q3 2026 13F filing
Updated 17 days ago1,410 disclosed positions worth $103.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $14.1M | 18.4K | 13.63% | — |
| 2 | ? N/A EA SERIES TRUST | $9.1M | 77.0K | 8.82% | — |
| 3 | E ISHARES TR | $4M | 38.7K | 3.86% | — |
| 4 | E ISHARES TR | $3.4M | 35.5K | 3.33% | — |
| 5 | N NVIDIA CORPORATION | $3.3M | 14.4K | 3.18% | — |
| 6 | S STATE STR SPDR S&P 500 ETF T | $3.1M | 4.1K | 3.01% | — |
| 7 | A APPLE INC | $2.9M | 8.8K | 2.83% | — |
| 8 | J J P MORGAN EXCHANGE TRADED F | $2.8M | 37.3K | 2.67% | — |
| 9 | E ISHARES TR | $2.4M | 22.4K | 2.31% | — |
| 10 | M MICROSOFT CORP | $2.3M | 4.4K | 2.20% | — |
| 11 | G ALPHABET INC | $2M | 5.9K | 1.97% | — |
| 12 | A AMAZON COM INC | $1.8M | 7.2K | 1.73% | — |
| 13 | E ISHARES TR | $1.7M | 23.5K | 1.64% | — |
| 14 | A BROADCOM INC | $1.3M | 3.7K | 1.27% | — |
| 15 | E ISHARES INC | $1.3M | 15.9K | 1.25% | — |
| 16 | E ISHARES TR | $1.2M | 4.5K | 1.20% | — |
| 17 | M META PLATFORMS INC | $938K | 1.3K | 0.91% | — |
| 18 | J JPMORGAN CHASE &CO | $933K | 2.8K | 0.90% | — |
| 19 | I INVESCO EXCHANGE TRADED FD T | $884K | 7.9K | 0.86% | — |
| 20 | J JOHNSON &JOHNSON | $824K | 3.1K | 0.80% | — |
| 21 | A ADVANCED MICRO DEVICES INC | $778K | 1.3K | 0.75% | — |
| 22 | L ELI LILLY &CO | $754K | 652 | 0.73% | — |
| 23 | E ISHARES TR | $715K | 5.3K | 0.69% | — |
| 24 | E ISHARES TR | $711K | 19.9K | 0.69% | — |
| 25 | A AMPHENOL CORP | $654K | 7.8K | 0.63% | — |
| 26 | M MICRON TECHNOLOGY INC | $648K | 608 | 0.63% | — |
| 27 | ? N/A FIDELITY COVINGTON TRUST | $647K | 8.0K | 0.63% | — |
| 28 | P PALMER SQUARE CAPITAL BDC IN | $638K | 64.5K | 0.62% | — |
| 29 | T TESLA INC | $625K | 1.8K | 0.60% | — |
| 30 | X EXXONMOBIL HOLDINGS CORP | $588K | 3.6K | 0.57% | — |
| 31 | C COSTCO WHOLESALE CORPORATION | $580K | 637 | 0.56% | — |
| 32 | P PALANTIR TECHNOLOGIES INC | $555K | 3.0K | 0.54% | — |
| 33 | G GE VERNOVA INC | $537K | 565 | 0.52% | — |
| 34 | V VANGUARD TAX-MANAGED FDS | $531K | 7.5K | 0.51% | — |
| 35 | B ISHARES TR | $524K | 3.3K | 0.51% | — |
| 36 | V VISA INC | $516K | 1.4K | 0.50% | — |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $509K | 1.0K | 0.49% | — |
| 38 | ? N/A AMERICAN CENTY ETF TR | $502K | 4.3K | 0.49% | — |
| 39 | ? N/A AMERICAN CENTY ETF TR | $478K | 5.1K | 0.46% | — |
| 40 | W WALMART INC | $462K | 4.4K | 0.45% | — |
| 41 | P PALO ALTO NETWORKS INC | $453K | 1.1K | 0.44% | — |
| 42 | L LINDE PLC | $446K | 939 | 0.43% | — |
| 43 | W WELLTOWER INC | $437K | 1.9K | 0.42% | — |
| 44 | B BANK OF AMER CORP | $433K | 8.0K | 0.42% | — |
| 45 | C CHEVRON CORPORATION | $424K | 2.1K | 0.41% | — |
| 46 | V VANECK ETF TRUST | $400K | 9.1K | 0.39% | — |
| 47 | F FIDELITY COVINGTON TRUST | $389K | 9.7K | 0.38% | — |
| 48 | M MASTERCARD INCORPORATED | $387K | 702 | 0.37% | — |
| 49 | B BLACKROCK INC | $383K | 362 | 0.37% | — |
| 50 | E EATON CORP PLC | $364K | 847 | 0.35% | — |