13F filer

UMB Private Wealth Management

As of Sep 30, 2026 Filed Oct 19, 2026 CIK 2154233 SEC filings ↗

13F Value

$103.3M

Positions

1,410

Top Position

IVV13.6%

Top 5

32.8%

Latest filing changes

1 IVV iShares Core S&P 500 ETF 13.6%

2 BOXX Alpha Architect 1-3 Month Box ETF 8.8%

3 GVI iShares Intermediate Government/Credit Bond ETF 3.9%

4 IEFA iShares Core MSCI EAFE ETF 3.3%

5 NVDA NVIDIA 3.2%

Holdings1,410

#
1	IVV iShares Core S&P 500 ETF	13.6%	$14.1M	—	18.4K	—	ETF
2	BOXX Alpha Architect 1-3 Month Box ETF	8.8%	$9.1M	—	77.0K	—	ETF
3	GVI iShares Intermediate Government/Credit Bond ETF	3.9%	$4.0M	—	38.7K	—	ETF
4	IEFA iShares Core MSCI EAFE ETF	3.3%	$3.4M	—	35.5K	—	ETF
5	NVDA NVIDIA	3.2%	$3.3M	—	14.4K	—	Common Stock
6	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.0%	$3.1M	—	4.1K	—	ETF
7	AAPL Apple	2.8%	$2.9M	—	8.8K	—	Common Stock
8	JQUA JPMorgan U.S. Quality Factor ETF	2.7%	$2.8M	—	37.3K	—	ETF
9	IWR iShares Russell Mid-Cap ETF	2.3%	$2.4M	—	22.4K	—	ETF
10	MSFT Microsoft	2.2%	$2.3M	—	4.4K	—	Common Stock
11	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 5,929 reported quantity $2,040,096 reported value	2.0%	$2.0M	—	5.9K	—	Common Stock
12	AMZN Amazon	1.7%	$1.8M	—	7.2K	—	Common Stock
13	IJH iShares Core S&P Mid-Cap ETF	1.6%	$1.7M	—	23.5K	—	ETF
14	AVGO Broadcom	1.3%	$1.3M	—	3.7K	—	Common Stock
15	IEMG iShares Core MSCI Emerging Markets ETF	1.3%	$1.3M	—	15.9K	—	ETF
16	IWM iShares Russell 2000 ETF	1.2%	$1.2M	—	4.5K	—	ETF
17	META Meta Platforms	0.9%	$938K	—	1.3K	—	Common Stock
18	JPM JPMorgan Chase	0.9%	$933K	—	2.8K	—	Common Stock
19	XMHQ Invesco S&P MidCap Quality ETF	0.9%	$884K	—	7.9K	—	ETF
20	JNJ Johnson & Johnson	0.8%	$824K	—	3.1K	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.