DOSSIER · 13F-HR · Q3 2026

Stillwater Wealth Management Group

$187M in tracked AUM across 70 positions as of Q3 2026.

SW
CIK 0002063941 · last filed Sep 30, 2026
Total AUM
$187M
as of Q3 2026
Holdings
70
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Stillwater Wealth Management Group filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$10M14K5.5%
02
AAPL
APPLE INC
$9M27K4.8%
03
DIVO
AMPLIFY ETF TR
$9M189K4.7%
04
FNDX
SCHWAB STRATEGIC TR
$9M276K4.6%
05
QDPL
PACER FDS TR
$8M184K4.5%
06
DGRO
ISHARES TR
$8M100K4.1%
07
QUAL
ISHARES TR
$8M34K4.0%
08
NVDA
NVIDIA CORPORATION
$7M31K3.8%
09
GPIX
GOLDMAN SACHS ETF TR
$6M116K3.5%
10
VOO
VANGUARD INDEX FDS
$6M9K3.4%

Filing history

2026Q3Sep 30
$187M▲ 3.9%
70 positionsView →
2026Q2Jun 30
$180M— 0.0%
73 positionsView →
2026Q1Mar 31
$180M▲ 21.9%
73 positionsView →
2025Q4Dec 31
$147M▲ 90.0%
73 positionsView →
2025Q3Sep 30
$78M▲ 27.2%
41 positionsLocked
2025Q1Mar 31
$61M▲ 4.5%
39 positionsLocked
2024Q4Dec 31
$58M—
40 positionsLocked