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Stillwater Private Wealth

Latest statistics and disclosures from Stillwater Private Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002137933

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Positions held by Stillwater Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stillwater Private Wealth

Stillwater Private Wealth holds 78 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ea Series Trust (BOXX)	12.0	$14M	122k	116.29	View chart
Schwab U S Broad Market ETF (SCHB)	6.5	$7.7M	308k	25.10	View chart
Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL)	5.4	$6.3M	142k	44.61	View chart
Schwab Strategic Tr us lrg cap etf (SCHX)	5.1	$6.0M	235k	25.64	View chart
Alpha Architect Etf Tr us quant etf (QVAL)	4.5	$5.3M	102k	52.13	View chart
SPDR DJ Wilshire Large Cap (SPYM)	4.2	$4.9M	64k	76.53	View chart
Ea Series Trust (HIDE)	3.6	$4.3M	179k	24.00	View chart
Schwab U S Large Cap Growth ETF (SCHG)	3.2	$3.8M	132k	29.13	View chart
Vaneck Vectors Etf Tr morningstar wide (MOAT)	2.9	$3.4M	36k	96.70	View chart
iShares Barclays TIPS Bond Fund (TIP)	2.9	$3.4M	31k	110.33	View chart
Schwab Strategic Tr cmn (SCHV)	2.6	$3.1M	102k	30.50	View chart
Invesco S&p 500 Equal Weight Etf (RSP)	2.5	$3.0M	15k	191.86	View chart
Ea Series Trust (MOOD)	2.5	$2.9M	72k	41.01	View chart
Ishares Tr cmn (STIP)	2.4	$2.8M	27k	103.41	View chart
Vanguard Total World Stock Idx (VT)	2.1	$2.5M	18k	138.30	View chart
Ea Series Trust (CAOS)	2.0	$2.3M	26k	90.74	View chart
Energy Select Sector SPDR (XLE)	1.9	$2.2M	37k	61.26	View chart
Invesco Exchange Traded Fd T rusel mdcp gwt (XMMO)	1.9	$2.2M	15k	145.00	View chart
Schwab Strategic Tr intrm trm (SCHR)	1.7	$2.0M	81k	24.91	View chart
Vanguard Europe Pacific ETF (VEA)	1.6	$1.8M	29k	64.06	View chart
First Tr Exch Traded Fund Ii lng/sht equity (FTLS)	1.6	$1.8M	26k	70.36	View chart
Apple (AAPL)	1.4	$1.6M	6.5k	253.79	View chart
Ishares 0-3 Month Treasury Bd Etf (SGOV)	1.3	$1.6M	16k	100.66	View chart
Ishares Tr msci int smlcp (ISCF)	1.2	$1.4M	34k	41.78	View chart
Alpha Architect Etf Tr mometumshs etf (QMOM)	1.2	$1.4M	21k	68.29	View chart
Ipath Dow Jones-aig Commodity (DJP)	1.0	$1.1M	24k	48.12	View chart
Freedom 100 Emerging Markets Etf etf (FRDM)	0.9	$1.1M	20k	54.78	View chart
Db-x Msci Eafe Currency-hedged (DBEF)	0.9	$1.1M	22k	49.36	View chart
Ishares Tr broad usd high (USHY)	0.9	$1.0M	28k	36.83	View chart
Amazon (AMZN)	0.9	$1.0M	5.0k	208.20	View chart
Vanguard Malvern Fds strm infproidx (VTIP)	0.8	$999k	20k	49.95	View chart
Schwab Strategic Tr sht tm us tres (SCHO)	0.8	$962k	40k	24.25	View chart
D Spdr Index Shs Fds (SPGM)	0.8	$891k	12k	75.69	View chart
Vanguard Short-Term Bond ETF (BSV)	0.7	$794k	10k	78.37	View chart
Microsoft Corporation (MSFT)	0.6	$762k	2.1k	369.72	View chart
Financial Select Sector SPDR (XLF)	0.6	$695k	14k	49.33	View chart
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC)	0.6	$685k	27k	25.10	View chart
Harbor Etf Trust All Weather Infl (HGER)	0.6	$676k	22k	30.98	View chart
McDonald's Corporation (MCD)	0.6	$668k	2.2k	310.55	View chart
iShares S&P SmallCap 600 Index (IJR)	0.5	$584k	4.7k	124.12	View chart
Legg Mason Etf Equity Tr int lw vty hgh (LVHI)	0.5	$577k	14k	40.54	View chart
Spdr S&p 500 Etf (SPY)	0.5	$546k	838.00	651.55	View chart
Litman Gregory Fds Tr (DBMF)	0.4	$524k	17k	30.14	View chart
iShares S&P 500 Index (IVV)	0.4	$517k	793.00	651.95	View chart
JPMorgan Chase & Co. (JPM)	0.4	$495k	1.7k	293.94	View chart
Eli Lilly & Co. (LLY)	0.4	$486k	529.00	918.71	View chart
Advanced Micro Devices (AMD)	0.4	$454k	2.2k	203.22	View chart
Vanguard Large-Cap ETF (VV)	0.4	$446k	1.5k	298.93	View chart
Oracle Corporation (ORCL)	0.4	$432k	2.9k	146.84	View chart
Schwab Emerging Markets Equity ETF (SCHE)	0.4	$425k	13k	32.94	View chart
Vanguard Emerging Markets ETF (VWO)	0.3	$385k	7.1k	53.92	View chart
Raytheon Technologies Corp (RTX)	0.3	$376k	2.0k	192.52	View chart
Johnson & Johnson (JNJ)	0.3	$365k	1.5k	243.82	View chart
WisdomTree Japan Total Dividend (DXJ)	0.3	$352k	2.2k	158.56	View chart
Amgen (AMGN)	0.3	$351k	1.0k	351.00	View chart
Spinnaker Etf Series (EUAD)	0.3	$335k	8.2k	40.69	View chart
iShares Lehman Short Treasury Bond (SHV)	0.3	$325k	3.0k	110.17	View chart
Blackrock (BLK)	0.3	$322k	335.00	961.19	View chart
NVIDIA Corporation (NVDA)	0.3	$321k	1.8k	174.27	View chart
iShares S&P MidCap 400 Index (IJH)	0.3	$319k	4.7k	67.51	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	0.3	$314k	6.2k	50.49	View chart
TJX Companies (TJX)	0.3	$313k	2.0k	159.53	View chart
Procter & Gamble Company (PG)	0.3	$302k	2.1k	144.15	View chart
Alphabet Inc Class A cs (GOOGL)	0.3	$296k	1.0k	286.82	View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA)	0.2	$285k	3.2k	90.39	View chart
Cisco Systems (CSCO)	0.2	$283k	3.7k	77.47	View chart
Lowe's Companies (LOW)	0.2	$280k	1.2k	235.69	View chart
MasterCard Incorporated (MA)	0.2	$278k	558.00	498.21	View chart
Dimensional Etf Trust (DFSD)	0.2	$277k	5.8k	47.73	View chart
WSFS Financial Corporation (WSFS)	0.2	$258k	4.0k	65.27	View chart
Global X Fds (CLIP)	0.2	$253k	2.5k	100.08	View chart
Tesla Motors (TSLA)	0.2	$244k	658.00	370.82	View chart
Vanguard Total Bond Market ETF (BND)	0.2	$240k	3.3k	73.35	View chart
Costco Wholesale Corporation (COST)	0.2	$225k	226.00	995.58	View chart
Mid Penn Ban (MPB)	0.2	$225k	7.0k	32.11	View chart
Schwab International Equity ETF (SCHF)	0.2	$213k	8.6k	24.71	View chart
Global X Mlp Etf etf (MLPA)	0.2	$200k	3.7k	53.60	View chart
Hive Blockchain Technologies (HIVE)	0.0	$38k	20k	1.90	View chart

Past Filings by Stillwater Private Wealth

SEC 13F filings are viewable for Stillwater Private Wealth going back to 2026

Stillwater Private Wealth 2026 Q1 filed June 3, 2026

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