UMB Private Wealth Management
UMB Private Wealth Management reported 1,410 stocks worth $103M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IVV (13.6%), BOXX (8.8%) and GVI (3.9%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $14.1M | 13.6% | 18K | – | 1 of 1 | |
| 2 |  BOXX EA Series Trust | $9.1M | 8.8% | 77K | – | 1 of 1 | |
| 3 |  GVI Blackrock, Inc. | $4M | 3.9% | 39K | – | 1 of 1 | |
| 4 |  IEFA Ishares TR | $3.4M | 3.3% | 36K | – | 1 of 1 | |
| 5 |  NVDA Nvidia Corporation | $3.3M | 3.2% | 14K | – | 1 of 1 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $3.1M | 3.0% | 4,080 | – | 1 of 1 | |
| 7 |  AAPL Apple Inc | $2.9M | 2.8% | 8,789 | – | 1 of 1 | |
| 8 |  JQUA J P Morgan Exchange Traded F | $2.8M | 2.7% | 37K | – | 1 of 1 | |
| 9 |  IWR Ishares TR | $2.4M | 2.3% | 22K | – | 1 of 1 | |
| 10 |  MSFT Microsoft Corp | $2.3M | 2.2% | 4,439 | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →UMB Private Wealth Management 13F FAQ
What does UMB Private Wealth Management own?
UMB Private Wealth Management reported 1,410 stocks worth $103M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IVV (13.6%), BOXX (8.8%) and GVI (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did UMB Private Wealth Management buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will UMB Private Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is UMB Private Wealth Management's portfolio worth?
The Q3 2026 filing reports $103M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.