Bowman & Co S.C. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Bowman & Co S.C. held in its portfolio 117 assets valued at $237,440,021 (i.e. $237.44M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($32.93M), AMERICAN CENTY ETF TR ($11.51M), and ISHARES TR ($8.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 117 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bowman & Co S.C. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 52501 | 32929460 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 112904 | 11514099 | US SML CP VALU |
| ISHARES TR | 87965 | 8786031 | CORE US AGGBD ET |
| JPMORGAN CHASE & CO. | 25650 | 8266610 | COM |
| APPLE INC | 29887 | 8125729 | COM |
| BROADCOM INC | 23311 | 8069266 | COM |
| MICROSOFT CORP | 15024 | 7269473 | COM |
| JANUS DETROIT STR TR | 141616 | 7162840 | HENDRSON AAA CL |
| ISHARES TR | 66135 | 5916224 | CORE MSCI EAFE |
| VANGUARD MUN BD FDS | 110795 | 5571938 | TAX EXEMPT BD |
| WALMART INC | 44582 | 4967035 | COM |
| ALPHABET INC | 14122 | 4422902 | CAP STK CL A |
| MOTOROLA SOLUTIONS INC | 9988 | 3830079 | COM NEW |
| EATON CORP PLC | 11332 | 3609425 | SHS |
| ISHARES TR | 53768 | 3548144 | CORE S&P MCP ETF |
| WISDOMTREE TR | 36054 | 3363798 | WISDOMTREE US VA |
| VANGUARD WHITEHALL FDS | 22743 | 3263905 | HIGH DIV YLD |
| HOME DEPOT INC | 9327 | 3211821 | COM |
| TRANE TECHNOLOGIES PLC | 7895 | 3073578 | SHS |
| ISHARES TR | 31020 | 2921649 | MSCI USA MIN VOL |
| ANALOG DEVICES INC | 10286 | 2792572 | COM |
| META PLATFORMS INC | 4077 | 2696100 | CL A |
| CHUBB LIMITED | 8558 | 2672285 | COM |
| VANGUARD INDEX FDS | 5477 | 2672055 | GROWTH ETF |
| CME GROUP INC | 9195 | 2512531 | COM |
| JOHNSON & JOHNSON | 11960 | 2475939 | COM |
| MARATHON PETE CORP | 15101 | 2455953 | COM |
| ABBVIE INC | 10647 | 2433858 | COM |
| JOHNSON CTLS INTL PLC | 19413 | 2324969 | SHS |
| VISA INC | 6580 | 2310046 | COM CL A |
| TJX COS INC NEW | 14605 | 2244113 | COM |
| VANGUARD WORLD FD | 4918 | 2029567 | MEGA GRWTH IND |
| ISHARES TR | 15995 | 1971566 | S&P 500 GRWT ETF |
| ADVANCED MICRO DEVICES INC | 8918 | 1909661 | COM |
| MEDTRONIC PLC | 18486 | 1775603 | SHS |
| DARDEN RESTAURANTS INC | 9461 | 1742073 | COM |
| AMAZON COM INC | 7413 | 1710846 | COM |
| GE VERNOVA INC | 2605 | 1703739 | COM |
| VANGUARD INDEX FDS | 5757 | 1671624 | MID CAP ETF |
| REALTY INCOME CORP | 29576 | 1666927 | COM |
| VANGUARD WORLD FD | 11788 | 1663928 | MEGA CAP VAL ETF |
| CUMMINS INC | 3071 | 1572977 | COM |
| SALESFORCE INC | 5839 | 1548492 | COM |
| AIR PRODS & CHEMS INC | 6223 | 1538107 | COM |
| S&P GLOBAL INC | 2865 | 1502026 | COM |
| UNITEDHEALTH GROUP INC | 4311 | 1429973 | COM |
| ALLSTATE CORP | 6798 | 1415423 | COM |
| FRANKLIN TEMPLETON ETF TR | 56819 | 1413095 | FRANKLIN DYN MUN |
| VANECK ETF TRUST | 79305 | 1390298 | LONG MUNI ETF |
| VERIZON COMMUNICATIONS INC | 34005 | 1384713 | COM |
| IQVIA HLDGS INC | 5905 | 1330820 | COM |
| NICOLET BANKSHARES INC | 10755 | 1304540 | COM |
| UNION PAC CORP | 5567 | 1288430 | COM |
| NXP SEMICONDUCTORS N V | 5908 | 1282726 | COM |
| ISHARES TR | 11090 | 1187910 | NATIONAL MUN ETF |
| STERIS PLC | 4613 | 1171780 | SHS USD |
| FIDELITY NATL INFORMATION SV | 17078 | 1135030 | COM |
| INVESCO EXCH TRADED FD TR II | 23197 | 1130169 | S&P SMALLCAP 600 |
| NEXTERA ENERGY INC | 13658 | 1096230 | COM |
| VANGUARD INDEX FDS | 5196 | 992312 | VALUE ETF |
| ENTERGY CORP NEW | 10381 | 960650 | COM |
| COMCAST CORP NEW | 31442 | 939662 | CL A |
| DIAMONDBACK ENERGY INC | 6195 | 931428 | COM |
| ISHARES TR | 7513 | 902826 | CORE S&P SCP ETF |
| BEST BUY INC | 12256 | 819960 | COM |
| AMPHENOL CORP NEW | 5616 | 760395 | CL A |
| ISHARES TR | 1074 | 735873 | CORE S&P500 ETF |
| EDWARDS LIFESCIENCES CORP | 8407 | 716627 | COM |
| WELLS FARGO CO NEW | 579 | 702331 | PERP PFD CNV A |
| SCHWAB STRATEGIC TR | 28422 | 683300 | INTL EQTY ETF |
| ISHARES TR | 2717 | 680048 | MSCI USA MMENTM |
| ISHARES TR | 6505 | 676717 | MORNINGSTAR GRWT |
| EXXON MOBIL CORP | 5605 | 674552 | COM |
| ISHARES INC | 9166 | 616150 | CORE MSCI EMKT |
| CHIPOTLE MEXICAN GRILL INC | 16621 | 614977 | COM |
| DEXCOM INC | 9257 | 614320 | COM |
| VANGUARD SCOTTSDALE FDS | 6171 | 614162 | VNG RUS2000IDX |
| VANGUARD SPECIALIZED FUNDS | 2792 | 613693 | DIV APP ETF |
| VANGUARD INDEX FDS | 2871 | 608122 | SM CP VAL ETF |
| CADENCE DESIGN SYSTEM INC | 1810 | 565769 | COM |
| ISHARES TR | 5817 | 559377 | 7-10 YR TRSY BD |
| VANGUARD STAR FDS | 7171 | 540960 | VG TL INTL STK F |
| WELLTOWER INC | 2665 | 494651 | COM |
| OSHKOSH CORP | 3862 | 485127 | COM |
| SYNOPSYS INC | 975 | 457968 | COM |
| SELECT SECTOR SPDR TR | 3498 | 417760 | STATE STREET CON |
| VANGUARD INDEX FDS | 1373 | 414924 | SML CP GRW ETF |
| VANGUARD WORLD FD | 547 | 412788 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 17396 | 406566 | US AGGREGATE B |
| VANGUARD SCOTTSDALE FDS | 1340 | 402262 | VNG RUS3000IDX |
| FISERV INC | 5717 | 384012 | COM |
| ORACLE CORP | 1952 | 380464 | COM |
| ALLIANT ENERGY CORP | 5741 | 373208 | COM |
| SELECT SECTOR SPDR TR | 2354 | 364491 | STATE STREET HEA |
| SCHWAB STRATEGIC TR | 12917 | 347609 | US LRG CAP ETF |
| SELECT SECTOR SPDR TR | 2917 | 343479 | STATE STREET COM |
| CHEVRON CORP NEW | 2203 | 335759 | COM |
| J P MORGAN EXCHANGE TRADED F | 6552 | 330892 | MUNICIPAL ETF |
| ISHARES TR | 664 | 314380 | RUS 1000 GRW ETF |
| FIRST TR EXCH TRADED FD III | 6068 | 310279 | MANAGD MUN ETF |
| INVESCO EXCH TRADED FD TR II | 2413 | 305111 | S&P MDCP 400 REV |
| KIMBERLY-CLARK CORP | 2934 | 296017 | COM |
| SELECT SECTOR SPDR TR | 2021 | 290977 | STATE STREET TEC |
| MICRON TECHNOLOGY INC | 1009 | 287979 | COM |
| BLACKROCK ETF TRUST II | 12950 | 287749 | SHORT DURATION H |
| SPDR S&P 500 ETF TR | 408 | 278538 | TR UNIT |
| WEC ENERGY GROUP INC | 2635 | 277968 | COM |
| CINCINNATI FINL CORP | 1647 | 268946 | COM |
| RTX CORPORATION | 1440 | 264096 | COM |
| ALPHABET INC | 816 | 256035 | CAP STK CL C |
| HARTFORD FDS EXCHANGE TRADED | 8525 | 233628 | HARTFORD QUALITY |
| SPDR SERIES TRUST | 9273 | 231282 | STATE STREET SPD |
| INTERCONTINENTAL EXCHANGE IN | 1400 | 226812 | COM |
| VANECK ETF TRUST | 627 | 225765 | SEMICONDUCTR ETF |
| ISHARES TR | 718 | 216157 | ISHARES SEMICDTR |
| HALLIBURTON CO | 7243 | 204681 | COM |
| ENOVIX CORPORATION | 10000 | 73100 | COM |
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