Stillwater Private Wealth

Stillwater Private Wealth as of March 31, 2026

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