StockDriftsStockDriftsTop 50 Watchman Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 9.9% | 902.3K | $44.3M | +2.78%(+24.38K) | $50.41(-3.34%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.09% | 916.4K | $40.7M | +1.11%(+10.03K) | $27.64(+66.56%) | 2026-06-30 | |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | 7.97% | 813.7K | $35.7M | +0.30%(+2.42K) | $31.36(+41.87%) | 2026-06-30 | |
| VSLU | ETF OPPORTUNITIES TRUST | 7.73% | 748.1K | $34.6M | +4.03%(+29.01K) | $35.22(+39.94%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.74% | 431.7K | $30.2M | +0.27%(+1.15K) | $45.45(+59.20%) | 2026-06-30 | |
| TLH | ISHARES TR | 6.17% | 275.0K | $27.6M | +1.47%(+3.97K) | $103.17(-6.36%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.69% | 460.9K | $21.0M | +4.16%(+18.41K) | $45.30(-0.96%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.61% | 433.3K | $16.1M | +0.12%(+535) | $25.01(+57.19%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.68% | 295.1K | $12.0M | -10.64%(-35.13K) | $22.64(+78.50%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.29% | 114.7K | $10.2M | +7.21%(+7.71K) | $83.50(+12.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.69% | +35.64% | +4.26% | +23.20% |
| Top 20 Holdings Unweighted | +11.18% | +37.42% | +5.54% | +30.93% |
Watchman Group, Inc. reports $447.41M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are MTBA (9.9%), DFAC (9.1%) and TMSL (8.0%). The top 20 holdings account for 76.54% of reported assets. Its disclosed equity book has returned +35.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Watchman Group, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Watchman Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1748726). View Watchman Group, Inc.’s 13F filings on SEC