Stillwater Wealth Management Group
Latest statistics and disclosures from Stillwater Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, DIVO, DGRO, QUAL, AVGO, and represent 18.32% of Stillwater Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: FNDX, META, DIVO, NEE, GS, GPIX, QUAL, COWZ, AMLP, RTX.
- Started 6 new stock positions in GPIQ, KMI, SPIB, GPIX, MRK, NEE.
- Reduced shares in these 10 stocks: , HD, , V, QDPL, OEF, USMC, MPLX, ET, PEP.
- Sold out of its positions in USMV, VPU.
- Stillwater Wealth Management Group was a net buyer of stock by $17M.
- Stillwater Wealth Management Group has $162M in assets under management (AUM), dropping by 9.71%.
- Central Index Key (CIK): 0002063941
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Portfolio Holdings for Stillwater Wealth Management Group
Stillwater Wealth Management Group holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.1 | $6.7M | 26k | 253.79 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 3.9 | $6.2M | +19% | 139k | 44.85 |
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| Ishares Tr Core Div Grwth (DGRO) | 3.6 | $5.8M | +10% | 82k | 70.18 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $5.7M | +15% | 30k | 191.81 |
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| Broadcom (AVGO) | 3.2 | $5.2M | +7% | 17k | 309.51 |
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| Costco Wholesale Corporation (COST) | 3.2 | $5.2M | +5% | 5.2k | 996.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $5.1M | +11% | 8.9k | 577.19 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 3.1 | $5.0M | -6% | 126k | 40.14 |
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| NVIDIA Corporation (NVDA) | 3.1 | $5.0M | +5% | 29k | 174.40 |
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| Eli Lilly & Co. (LLY) | 3.0 | $4.8M | 5.2k | 919.82 |
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| Wal-Mart Stores (WMT) | 2.9 | $4.7M | +2% | 38k | 124.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $4.6M | 16k | 286.87 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $4.6M | +2% | 16k | 294.15 |
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| Exxon Mobil Corporation (XOM) | 2.8 | $4.6M | +12% | 27k | 169.66 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.7 | $4.4M | +58% | 157k | 27.85 |
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| Abbvie (ABBV) | 2.6 | $4.2M | +3% | 19k | 217.49 |
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| Microsoft Corporation (MSFT) | 2.6 | $4.1M | +4% | 11k | 370.18 |
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| Amazon (AMZN) | 2.5 | $4.1M | +6% | 20k | 208.27 |
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| Waste Management (WM) | 2.4 | $3.8M | +2% | 17k | 229.79 |
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| TJX Companies (TJX) | 2.3 | $3.8M | +2% | 24k | 159.70 |
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| McDonald's Corporation (MCD) | 2.2 | $3.6M | +5% | 12k | 310.79 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.8 | $2.9M | +33% | 47k | 62.56 |
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| Lockheed Martin Corporation (LMT) | 1.8 | $2.9M | +8% | 4.8k | 604.42 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.7 | $2.7M | +11% | 49k | 55.52 |
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| Visa Com Cl A (V) | 1.7 | $2.7M | -11% | 9.0k | 302.23 |
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| Stryker Corporation (SYK) | 1.6 | $2.6M | +3% | 8.0k | 328.58 |
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| Amgen (AMGN) | 1.6 | $2.6M | +8% | 7.3k | 351.87 |
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| Coca-Cola Company (KO) | 1.5 | $2.4M | +3% | 32k | 76.05 |
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| Caterpillar (CAT) | 1.4 | $2.3M | +17% | 3.2k | 708.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $2.3M | +28% | 3.8k | 597.63 |
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| Goldman Sachs (GS) | 1.4 | $2.2M | +71% | 2.6k | 846.04 |
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| Chubb (CB) | 1.4 | $2.2M | +16% | 6.7k | 325.93 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $2.2M | +39% | 11k | 192.91 |
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| Home Depot (HD) | 1.3 | $2.2M | -23% | 6.5k | 328.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.1M | +6% | 4.5k | 479.20 |
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| Meta Platforms Cl A (META) | 1.0 | $1.7M | +217% | 2.9k | 572.13 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 1.0 | $1.6M | +25% | 38k | 43.35 |
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| Altria (MO) | 0.9 | $1.5M | +17% | 23k | 65.99 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.9 | $1.5M | +98% | 28k | 52.64 |
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| Verizon Communications (VZ) | 0.7 | $1.2M | +33% | 24k | 50.20 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.1M | +5% | 6.2k | 181.42 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.7 | $1.1M | 23k | 48.71 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.6 | $960k | +3% | 10k | 92.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $951k | +34% | 3.3k | 287.59 |
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| Nextera Energy (NEE) | 0.6 | $915k | NEW | 9.8k | 92.88 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $797k | +111% | 26k | 30.68 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.5 | $765k | NEW | 15k | 50.04 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $764k | 1.1k | 682.24 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $702k | +22% | 1.1k | 650.61 |
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| Pfizer (PFE) | 0.4 | $658k | +66% | 23k | 28.08 |
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| Chevron Corporation (CVX) | 0.4 | $653k | +34% | 3.2k | 206.90 |
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| Invesco Actively Managed Exc Qqq Income Advan (QQA) | 0.4 | $640k | +5% | 13k | 49.88 |
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| Omega Healthcare Investors (OHI) | 0.4 | $635k | +51% | 15k | 43.82 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $567k | -13% | 1.8k | 318.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $541k | +61% | 3.7k | 148.11 |
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| Abbott Laboratories (ABT) | 0.3 | $461k | 4.5k | 102.67 |
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| Johnson & Johnson (JNJ) | 0.3 | $448k | 1.8k | 244.44 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.3 | $437k | -7% | 6.8k | 64.31 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $423k | +13% | 1.8k | 237.67 |
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| Simon Property (SPG) | 0.2 | $394k | +34% | 2.1k | 186.49 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $384k | 3.2k | 120.81 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $383k | 11k | 35.44 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $375k | NEW | 11k | 33.54 |
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| Procter & Gamble Company (PG) | 0.2 | $352k | +4% | 2.4k | 144.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $335k | +22% | 1.6k | 215.09 |
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| Pepsi (PEP) | 0.2 | $314k | -2% | 2.0k | 155.29 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $306k | 1.7k | 179.84 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.2 | $297k | NEW | 6.0k | 49.49 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $283k | 2.6k | 108.98 |
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| International Business Machines (IBM) | 0.2 | $277k | +7% | 1.1k | 242.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $270k | -6% | 14k | 19.30 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $240k | -10% | 4.2k | 57.07 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $236k | +7% | 4.2k | 56.68 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $232k | 2.4k | 96.70 |
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| Merck & Co (MRK) | 0.1 | $232k | NEW | 1.9k | 120.27 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $228k | +4% | 456.00 | 499.66 |
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| Kinder Morgan (KMI) | 0.1 | $219k | NEW | 6.5k | 33.53 |
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Past Filings by Stillwater Wealth Management Group
SEC 13F filings are viewable for Stillwater Wealth Management Group going back to 2024
- Stillwater Wealth Management Group 2026 Q1 filed May 11, 2026
- Stillwater Wealth Management Group 2025 Q4 filed Jan. 27, 2026
- Stillwater Wealth Management Group 2025 Q3 filed Dec. 2, 2025
- Stillwater Wealth Management Group 2025 Q1 filed May 1, 2025
- Stillwater Wealth Management Group 2024 Q4 filed April 14, 2025