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Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. is a SEC Registered Investment Advisor (RIA) headquartered in Billings, Montana. Founded in 2002, though lineage traces back to the mid 1980s, the firm operates as an operationally independent unit of Stockman Financial Corp. They provide discretionary investment management and financial planning services primarily to private individuals, charities, non-profits, trusts, profit sharing plans, corporations, banks, and municipal governments. The company has approximately 30 employees with offices in several cities across Montana.
Investment Strategy
Stockman Wealth Management employs a fiduciary, fee-based discretionary investment management approach tailored for a diverse clientele, including individuals, institutions, and non-profit organizations. Their strategy focuses on preserving and growing clients' wealth with attention to multigenerational and complex financial planning solutions. The firm integrates thorough financial planning with investment management, aiming to create paths towards financial independence. They emphasize customization, risk management, and a long-term planning perspective.
Latest 13F Filing Activity
Stockman Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 175 equity positions with a total 13F market value of $806M. The fund increased holdings in Ishares TR, Apple Inc., Alphabet Inc. among other positions. Stockman Wealth Management, Inc. reduced exposure to Isharestr, United Parcel Service Inc., Honeywell Intl Inc. among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MBB | ISHARES TR | 5.83% | $47.0M | 493,525 | $94.00 | $95.15 | +$7.2M |
I IJR | ISHARES TR | 5.17% | $41.7M | 350,608 | $100.19 | $118.83 | +$3.7M |
I IGSB | ISHARES TR | 4.19% | $33.8M | 636,954 | $51.22 | $53.03 | +$790.1K |
I IDEV | ISHARES TR | 4.12% | $33.2M | 414,108 | $62.07 | $80.17 | +$2.5M |
I IJH | ISHARES TR | 3.55% | $28.6M | 438,357 | $58.74 | $65.26 | +$3.3M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Kalispell, MT , United States | |
J Jennifer Hemphill | Investment Officer | Billings, MT , United States | |
 | Portfolio Manager | Kalispell, MT , United States | |
 | Senior Analyst | Billings, MT , United States | |
 | Senior Portfolio Manager | Billings, MT , United States | |
 | Portfolio Manager | Missoula, MT , United States | |
 | Portfolio Manager | Billings, MT , United States | |
 | Portfolio Manager | Missoula, MT , United States | |
 | Portfolio Manager | Bozeman, MT , United States |
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