StockDriftsStockDriftsTop 50 Umb Private Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.63% | 18.4K | $14.1M | new | $757.37(+1.67%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 8.82% | 77.0K | $9.1M | new | $117.74(+0.77%) | 2026-09-30 | |
| GVI | ISHARES TR | 3.86% | 38.7K | $4.0M | new | $104.58(-1.07%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.33% | 35.5K | $3.4M | new | $96.73(-0.80%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.18% | 14.4K | $3.3M | new | $214.24(+1.33%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.01% | 4.1K | $3.1M | new | $754.70(+1.56%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.83% | 8.8K | $2.9M | new | $311.19(+10.20%) | 2026-09-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.67% | 37.3K | $2.8M | new | $73.04(+2.96%) | 2026-09-30 | |
| IWR | ISHARES TR | 2.31% | 22.4K | $2.4M | new | $108.51(-0.17%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.2% | 4.4K | $2.3M | new | $442.96(+20.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Umb Private Wealth Management LLC reports $103.32M in US-listed equity holdings across 1,410 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.6%), BOXX (8.8%) and GVI (3.9%). The top 20 holdings account for 58.37% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Umb Private Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2154233). View Umb Private Wealth Management LLC’s 13F filings on SEC