UMB Private Wealth Management, LLC reported 1,275 positions worth $44.20M for the quarter ended Sep 30, 2026. Its largest holding is Nvidia Corp at 7.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 14.4K | $3.28M | 7.42% | – | – | – | 0% |
| 2 | AAPL Apple Inc. | Technology | 8,789 | $2.93M | 6.62% | – | – | – | 0% |
| 3 | MSFT Microsoft Corp | Technology | 4,439 | $2.28M | 5.15% | – | – | – | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 5,929 | $2.04M | 4.62% | – | – | – | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 7,186 | $1.79M | 4.05% | – | – | – | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 3,732 | $1.31M | 2.97% | – | – | – | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 1,293 | $937.69K | 2.12% | – | – | – | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 2,820 | $933.04K | 2.11% | – | – | – | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 3,113 | $824.09K | 1.86% | – | – | – | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 1,271 | $777.55K | 1.76% | – | – | – | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 652 | $754.46K | 1.71% | – | – | – | 0% |
| 12 | APH Amphenol Corp | Industrials | 7,763 | $654.44K | 1.48% | – | – | – | 0% |
| 13 | MU Micron Technology Inc | Technology | 608 | $647.59K | 1.47% | – | – | – | 0% |
| 14 | PSBD Palmer Square Capital BDC Inc. | Financial Services | 64.5K | $638.12K | 1.44% | – | – | – | 0.21% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 1,761 | $624.82K | 1.41% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at UMB Private Wealth Management.
As of its Q3 2026 13F filing, UMB Private Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 7.4%, Apple Inc. (AAPL) at 6.6%, Microsoft Corp (MSFT) at 5.2%, Alphabet Inc. (GOOGL) at 4.6%, Amazon Com Inc (AMZN) at 4.1% of the reported portfolio.
UMB Private Wealth Management, LLC reported a 13F portfolio worth $44.20M across 1,275 positions for Q3 2026.
From the Form 13F-HR reports UMB Private Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.