Stillwater Wealth Management Group
CIK 0002063941 · JUNO BEACH, FL · Quarter end: 2026-03-31 · Filed on: 2026-05-11 · Open the SEC source ↗
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
Top Holdings
AAPL
APPLE INC
4.1%
DIVO
AMPLIFY ETF TR
3.9%
DGRO
ISHARES TR
3.6%
QUAL
ISHARES TR
3.5%
AVGO
BROADCOM INC
3.2%
COST
COSTCO WHOLESALE CORPORATION
3.2%
QQQ
INVESCO QQQ TR
3.2%
QDPL
PACER FDS TR
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.