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Watchman Group, Inc.
The Watchman Group, Inc. is a Minneapolis, Minnesota-based independent registered investment adviser founded in 2004 by Mark Robinson. The firm specializes in integrating tax planning with investment management, providing conflict-free fiduciary guidance to clients nationwide. The Watchman Group's services focus on wealth management, tax efficiency, financial planning, and family office support. The team includes experienced professionals and fiduciaries, striving to educate and empower clients to make informed, financially sound decisions. The firm is led by partners Mark Robinson and Matt Fitzsimmons and employs a team of CPAs, CFPs, CFAs, and other finance professionals. The Watchman Group primarily serves high-net-worth individuals and families.
Investment Strategy
The Watchman Group's investment strategy emphasizes personalized portfolio management paired with integrated tax efficiency, aiming to maximize client outcomes. The firm acts as a fiduciary, delivering independent advice without internal product fees, commissions, or fee-sharing. Portfolios are structured to align with each client's unique goals and risk profile, drawing on diversified asset allocations, current market research, historical return data, and strategic rebalancing to seek long-term growth and downside protection. Tax optimization and financial planning are embedded in every investment decision, ensuring clients keep more of what they earn and plan effectively for their goals and legacy.
Latest 13F Filing Activity
Watchman Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 76 equity positions with a total 13F market value of $384M. The fund increased holdings in Ishares TR, Dimensional Etf Trust, Fidelity Merrimack STR TR among other positions. Watchman Group, Inc. reduced exposure to Ishares TR, Ishares TR, Caseys Gen Stores Inc. among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MTBA | SIMPLIFY EXCHANGE TRADED FUN | 9.70% | $37.2M | 742,514 | $50.22 | $50.09 | +$1.8M |
D DFAC | DIMENSIONAL ETF TRUST | 8.63% | $33.1M | 923,746 | $27.15 | $35.84 | +$4.0M |
T TMSL | T ROWE PRICE ETF INC | 6.89% | $26.4M | 805,178 | $32.29 | $32.80 | +$3.0M |
T TLH | ISHARES TR | 6.45% | $24.7M | 243,578 | $101.60 | $101.60 | +$24.7M |
V VSLU | ETF OPPORTUNITIES TRUST | 6.28% | $24.1M | 614,853 | $36.21 | $39.15 | +$3.6M |
Industry Allocation
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