Stillwater Private Wealth, LLC

DOSSIER · 13F-HR · Q1 2026

Stillwater Private Wealth, LLC

$118M in tracked AUM across 78 positions as of Q1 2026.

SP

CIK 0002137933 · last filed Mar 31, 2026

Total AUM

$118M

as of Q1 2026

Holdings

78

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Stillwater Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

$14M122K12.0%02

SCHB

SCHWAB U.S. BROAD MARKET ETF

$8M308K6.5%03

SGOL

ABRDN PHYSICAL GOLD SHARES ETF

$6M142K5.4%04

SCHX

SCHWAB U.S. LARGE-CAP ETF

$6M235K5.1%05

QVAL

ALPHA ARCHITECT US QUANTITATIVE VALUE ETF

$5M101K4.5%06

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$5M64K4.2%07

02072L631

ALPHA ARCHITECT HIGH INFLATION & DEFLATION ETF