Sign In
test

Michelle Spall

Watchman Group, Inc.

Assets Managed
$413.236M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-1.35%(2Q avg: 0.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Watchman Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Watchman Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 413.236M in assets, with a quarterly growth rate of -1.35% and a 2-quarter average growth rate of 0.03%. The portfolio is managed by Michelle Spall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MTBA
Simplify Mbs Etf
Recent Activity
Increased 5.62%
10.51%
$43.42M
877,875 shares@ $49.47 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -2.58%
8.53%
$35.222M
906,387 shares@ $38.87 avg price
VSLU
Applied Finance Valuation
Recent Activity
Increased 7.61%
7.28%
$30.064M
719,058 shares@ $41.82 avg price
TMSL
T.rowe Prc Small-mid Cap Etf
Recent Activity
Decreased -0.09%
7.2%
$29.749M
811,272 shares@ $36.68 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Increased 4.69%
6.61%
$27.299M
271,037 shares@ $100.73 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.49%
6.51%
$26.885M
430,509 shares@ $62.46 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 7.51%
4.89%
$20.184M
442,443 shares@ $45.63 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.14%
3.73%
$15.375M
432,729 shares@ $35.54 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -2.25%
2.77%
$11.41M
330,236 shares@ $34.56 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -8.12%
2.27%
$9.356M
171,193 shares@ $54.66 avg price

1-10 of 73