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CIK: 0002063941
Total reported value
$186.8M
$186.8M
77 檔
15.9%
In Q1 2026, Stillwater Wealth Management Group's U.S. equity holdings reached a combined market value of $186.8M, distributed across 77 disclosed stock positions.
During Q1 2026, Stillwater Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.15% | +0.52% | +0.77% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 3.86% | +0.25% | +19.27% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.57% | -0.05% | +10.63% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.51% | +0.29% | +15.38% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.23% | -0.42% | +7.68% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.20% | -0.21% | +5.59% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.17% | +0.63% | +11.90% | |
| 8 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 3.12% | +0.56% | -6.40% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | +0.49% | +5.75% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.95% | -0.28% | +1.93% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.91% | -0.96% | +2.40% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.84% | -0.31% | +1.30% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.83% | +0.04% | +2.95% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.81% | — | +12.50% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.70% | +0.57% | +58.48% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.58% | -0.04% | +3.78% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | +0.76% | +4.19% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | +0.03% | +6.57% | |
| 19 | WM | Waste Management Inc | Stock-Industrials | 2.38% | -1.34% | +2.84% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.34% | -1.56% | +2.63% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.22% | -1.82% | EXIT | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.81% | +1.19% | +33.79% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.78% | -0.45% | +8.85% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.69% | -0.60% | +11.32% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | +0.04% | -11.76% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.62% | -1.14% | +3.34% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.59% | -0.18% | +8.45% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.50% | +0.07% | +3.91% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.40% | -0.56% | +17.73% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +1.06% | +28.63% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.36% | — | +71.36% | |
| 32 | CB | Chubb Limited | Stock-Financials | 1.35% | -0.07% | +16.77% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.35% | -0.86% | +39.96% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | — | -23.04% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | +0.02% | +6.33% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | +0.07% | +217.74% | |
| 37 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.01% | — | +25.31% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.92% | -0.27% | +17.05% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-Other | 0.92% | +0.14% | +98.17% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.36% | +33.77% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.69% | — | +5.64% | |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.68% | — | +0.33% | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.59% | — | +3.20% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -0.05% | +34.19% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.31% | EXIT | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | +0.33% | +111.55% | |
| 47 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.47% | +1.12% | — | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.47% | -0.03% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.61% | +22.89% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | +0.03% | +66.94% |
According to official SEC Form 13F filings, Stillwater Wealth Management Group reported a total U.S. public equity portfolio value of $186.8M across 77 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, DIVO, DGRO) accounted for 15.9% of total reported equity market value during Q1 2026.
During Q1 2026, Stillwater Wealth Management Group's top holdings by market value included AAPL (4.2%)、DIVO (3.9%)、DGRO (3.6%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q1 2026, Stillwater Wealth Management Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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