DOSSIER · 13F-HR · Q1 2026

Stillwater Wealth Management Group

$162M in tracked AUM across 77 positions as of Q1 2026.

SW
CIK 0002063941 · last filed Mar 31, 2026
Total AUM
$162M
as of Q1 2026
Holdings
77
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Stillwater Wealth Management Group 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
AAPL
APPLE INC
$7M26K4.1%
02
DIVO
AMPLIFY ETF TR
$6M139K3.9%
03
DGRO
ISHARES TR
$6M82K3.6%
04
QUAL
ISHARES TR
$6M30K3.5%
05
AVGO
BROADCOM INC
$5M17K3.2%
06
COST
COSTCO WHOLESALE CORPORATION
$5M5K3.2%
07
QQQ
INVESCO QQQ TR
$5M9K3.2%
08
QDPL
PACER FDS TR
$5M126K3.1%
09
NVDA
NVIDIA CORPORATION
$5M29K3.1%
10
LLY
ELI LILLY & CO
$5M5K3.0%

Filing history

2026Q1Mar 31
$162M 9.7%
77 positionsView →
2025Q4Dec 31
$147M 90.0%
73 positionsView →
2025Q3Sep 30
$78M 27.2%
41 positionsView →
2025Q1Mar 31
$61M 4.5%
39 positionsLocked
2024Q4Dec 31
$58M
40 positionsLocked