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CIK: 0002063941
Total reported value
$161.8M
$161.8M
76 檔
17.4%
As reported in its official Q3 2025 Form 13F filing, Stillwater Wealth Management Group's tracked investment portfolio stood at $161.8M with 76 total positions.
In Q3 2025, Stillwater Wealth Management Group displayed an active expansion posture, initiating 11 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.70% | -0.69% | +4.38% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.06% | -0.45% | +4.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.96% | +3.94% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.58% | -0.13% | +40.82% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | -0.34% | +16.65% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.40% | +0.05% | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.38% | +0.07% | +4.98% | |
| 8 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 3.37% | -0.75% | +40.05% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.32% | -0.47% | +7.77% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.28% | +0.32% | +13.92% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 3.01% | -0.29% | +14.16% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.82% | — | +5.47% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | -0.35% | +4.65% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.77% | -0.52% | +7.94% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.75% | -0.76% | +36.52% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.64% | +0.12% | +6.01% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 2.58% | -0.05% | +16.36% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 2.45% | -0.65% | +13.25% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 2.43% | -0.75% | +10.57% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.40% | +0.34% | — | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.34% | -0.05% | +12.63% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.26% | -0.07% | +25.60% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 2.07% | -0.22% | +17.46% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 2.01% | +0.87% | -10.16% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.84% | -0.05% | +25.05% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.75% | +0.35% | -14.50% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.54% | +0.04% | +8.51% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.11% | -40.18% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | +0.10% | -25.23% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.21% | +0.38% | -53.92% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.15% | +481.61% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 1.12% | -0.04% | +16.67% | |
| 33 | CB | Chubb Limited | Stock-Financials | 1.12% | +0.13% | -14.54% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 1.07% | +0.17% | +106.97% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.92% | — | -56.84% | |
| 36 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.86% | -0.07% | -54.71% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | -0.10% | +0.17% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.67% | +0.25% | +133.43% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.07% | +4.23% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.57% | -0.13% | +4.82% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | +0.46% | +0.35% | |
| 42 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.48% | +0.04% | — | |
| 43 | AMLP | Alerian Mlp ETF | ETF-Other | 0.47% | +0.47% | +92.40% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.62% | -5.73% | |
| 45 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.46% | +0.08% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.10% | -1.23% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.42% | -0.25% | EXIT | |
| 48 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.42% | -0.07% | -33.82% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.02% | — | |
| 50 | QQA | Invesco Qqq Income Adv ETF | ETF-Other | 0.40% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | +4.78% | Add |
| 2 | NVDA | Nvidia CORP | +1.4% | +16.65% | Add |
| 3 | ORCL | Oracle CORP | +1.2% | +5.47% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | +40.82% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +1% | +481.61% | Add |
| 6 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.8% | +40.05% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.7% | +7.94% | Add |
| 8 | MSFT | Microsoft CORP | +0.5% | +3.94% | Add |
| 9 | MO | Altria Group Inc | +0.5% | +106.97% | Add |
| 10 | TJX | Tjx Companies Inc | +0.4% | +25.60% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | +7.77% | Add |
| 12 | VZ | Verizon Communications Inc | +0.3% | +133.43% | Add |
| 13 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +25.05% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.23% | Add |
| 15 | AMLP | Alerian Mlp ETF | +0.1% | +92.40% | Add |
| 16 | IYW | Ishares Ustechnology ETF | +0.1% | +0.17% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +14.16% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +36.52% | Add |
| 19 | HD | Home Depot Inc | 0% | +13.25% | Add |
| 20 | WMT | Walmart Inc | 0% | +6.01% | Add |
| 21 | FTCS | First Trust Capital Strength | 0% | +16.67% | Add |
| 22 | AMZN | Amazon.com Inc | -0.1% | +4.65% | Add |
| 23 | SYK | Stryker CORP | -0.1% | +17.46% | Add |
| 24 | AAPL | Apple Inc | -0.2% | +4.38% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | -0.2% | +4.98% | Add |
| 26 | WM | Waste Management Inc | -0.3% | +16.36% | Add |
| 27 | MCD | Mcdonald's CORP | -0.3% | +12.63% | Add |
| 28 | COST | Costco Wholesale CORP | -0.4% | +13.92% | Add |
| 29 | CB | Chubb Limited | -0.6% | -14.54% | Trim |
| 30 | XOM | Exxon Mobil CORP | -0.9% | -10.16% | Trim |
| 31 | AMGN | Amgen Inc | -1.2% | -25.23% | Trim |
| 32 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -1.6% | -54.71% | Trim |
| 33 | NOBL | Proshares S&p 500 Dividend A | -1.7% | -56.84% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -1.8% | -40.18% | Trim |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | -1.9% | -53.92% | Trim |
| 36 | PG | Procter & Gamble Co/the | -2.2% | -87.57% | Trim |
| 37 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 38 | DIVO | Amplify Cwp Enhan Divid ETF | — | NEW | New buy |
| 39 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 40 | ISPY | Proshares S&p High Incom ETF | — | NEW | New buy |
| 41 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 43 | QQA | Invesco Qqq Income Adv ETF | — | NEW | New buy |
| 44 | CAT | Caterpillar Inc | — | NEW | New buy |
| 45 | OHI | Omega Healthcare Investors | — | NEW | New buy |
| 46 | T | At&t Inc | — | EXIT | Sold out |
| 47 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 48 | PFE | Pfizer Inc | — | NEW | New buy |
| 49 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 50 | SPG | Simon Property Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Stillwater Wealth Management Group reported a total U.S. public equity portfolio value of $161.8M across 76 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, MSFT) accounted for 17.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
QUAL
市值: $4.9M
Top Position Liquidated / Trimmed
UNH
前期市值: $2.0M
During Q3 2025, Stillwater Wealth Management Group's top holdings by market value included AAPL (4.7%)、AVGO (4.1%)、MSFT (3.9%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q3 2025, Stillwater Wealth Management Group made 50 total portfolio adjustments, initiating 11 new buys, adding to 28 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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