Stillwater Wealth Management Group

CIK 0002063941 · JUNO BEACH, FL · Quarter end: 2026-03-31 · Filed on: 2026-05-11 · Open the SEC source

Stillwater Wealth Management Group reported 77 positions worth $161.8M as of March 31, 2026 (13F filed May 11, 2026). Largest holding: AAPL (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$161.8M
2026 Q1
Positions
77
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.8%
Est. Net Flow (Q)
2026 Q1
10 / 77 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$6.7M4.15%26,441
2DIVOAMPLIFY ETF TRSH$6.2M3.86%139,138
3DGROISHARES TRSH$5.8M3.57%82,297
4QUALISHARES TRSH$5.7M3.51%29,610
5AVGOBROADCOM INCSH$5.2M3.23%16,891
6COSTCOSTCO WHOLESALE CORPORATIONSH$5.2M3.20%5,193
7QQQINVESCO QQQ TRSH$5.1M3.17%8,876
8QDPLPACER FDS TRSH$5.0M3.12%125,780
9NVDANVIDIA CORPORATIONSH$5.0M3.07%28,522
10LLYELI LILLY & COSH$4.8M2.95%5,189

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stillwater Wealth Management Group hold as of Q1 2026?

Stillwater Wealth Management Group reported 77 positions worth $161.8M in its Q1 2026 13F filing. Largest positions: AAPL (4.1%), DIVO (3.9%), DGRO (3.6%), QUAL (3.5%) and AVGO (3.2%).

What did Stillwater Wealth Management Group buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stillwater Wealth Management Group sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.