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UMB Private Wealth Management, LLC - Portfolio Stock Holdings

UMB Private Wealth Management, LLC disclosed 1410 stock positions in a recent SEC 13F filing. $103,329,554 of stock holdings were filed, with the largest holdings including IVV, BOXX, and GVI. This filing represented positions held on Sept. 30, 2026, and was filed today.

Report Period:

Sept. 30, 2026

No. of Stocks:

1410

Est. Stock Holding Value:

$103,329,554

Top Stock Holdings By Sector

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Portfolio Stock Holdings - UMB Private Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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