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CIK: 0002063941
Total reported value
$186.8M
$186.8M
73 檔
20.9%
During the Q2 2026 filing period, Stillwater Wealth Management Group (CIK: 0002063941) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $186.8M across 73 reported positions.
During Q2 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.87% | +0.63% | +33.86% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.46% | +0.25% | +25.95% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.25% | +0.52% | -0.08% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.10% | -0.05% | +18.13% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.07% | +0.57% | +50.04% | |
| 6 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 3.94% | +0.56% | +25.06% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.75% | +0.29% | +3.63% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.52% | -0.28% | +1.64% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.34% | -0.42% | -5.80% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | +0.49% | +2.78% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | +0.04% | +2.32% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.88% | -0.31% | -8.41% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.80% | -0.04% | +4.34% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.79% | -0.21% | +3.16% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | +0.03% | -0.49% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 2.41% | -0.96% | +1.04% | |
| 17 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.35% | +1.12% | +397.58% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | +1.06% | +59.10% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | +0.76% | -7.07% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.04% | -1.56% | +2.19% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 2.01% | -1.34% | -3.35% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.94% | -0.56% | +2.60% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.82% | -1.82% | EXIT | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.62% | — | +10.77% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.60% | -0.60% | -4.63% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.52% | +0.07% | +5.24% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | -0.18% | +0.07% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.44% | -0.86% | +20.51% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.40% | -0.45% | +3.70% | |
| 30 | CB | Chubb Limited | Stock-Financials | 1.33% | -0.07% | +4.71% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 1.32% | -1.14% | -5.50% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | +0.04% | -27.64% | |
| 33 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 1.18% | +0.61% | +498.17% | |
| 34 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.17% | — | +15.73% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | +0.02% | -14.56% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.97% | -0.27% | +6.99% | |
| 37 | AMLP | Alerian Mlp ETF | ETF-Other | 0.96% | +0.14% | +18.18% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.78% | — | -10.55% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | +0.33% | +63.25% | |
| 40 | MSTR | Strategy Inc | Stock-Tech | 0.68% | -0.68% | EXIT | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.05% | +0.42% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | +0.06% | +96.77% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.56% | +1.19% | -65.14% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | -0.36% | -4.88% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.61% | +4.08% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.44% | -0.01% | +46.91% | |
| 47 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.41% | -0.14% | +7.95% | |
| 48 | QQA | Invesco Qqq Income Adv ETF | ETF-Other | 0.38% | -0.06% | -7.28% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | +0.03% | +14.28% | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.31% | -0.03% | -2.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | — | -8.41% | Unchanged |
| 2 | AAPL | Apple Inc | — | -0.08% | Unchanged |
| 3 | DGRO | Ishares Core Dividend Growth | — | +18.13% | Unchanged |
| 4 | NOC | Northrop Grumman CORP | — | -2.68% | Unchanged |
| 5 | QDPL | Pacer Met US Lrg Cap Dvd 400 | — | +25.06% | Unchanged |
| 6 | CVX | Chevron CORP | — | -25.95% | Unchanged |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | — | -20.21% | Unchanged |
| 8 | NEE | Nextera Energy Inc | — | -35.77% | Unchanged |
| 9 | GPIX | Gldm SA S&p 500 Pr In Etf-us | — | +397.58% | Unchanged |
| 10 | ISPY | Proshares S&p High Incom ETF | — | +15.73% | Unchanged |
| 11 | DIVO | Amplify Cwp Enhan Divid ETF | — | +25.95% | Unchanged |
| 12 | ABT | Abbott Laboratories | — | -11.66% | Unchanged |
| 13 | MO | Altria Group Inc | — | +6.99% | Unchanged |
| 14 | QUAL | Ishares Msci USA Quality Fac | — | +3.63% | Unchanged |
| 15 | OHI | Omega Healthcare Investors | — | +7.95% | Unchanged |
| 16 | IBM | Intl Business Machines CORP | — | -19.81% | Unchanged |
| 17 | OEF | Ishares S&p 100 ETF | — | -68.31% | Unchanged |
| 18 | IYW | Ishares Ustechnology ETF | — | -10.55% | Unchanged |
| 19 | V | Visa Inc-class A Shares | — | -27.64% | Unchanged |
| 20 | AMZN | Amazon.com Inc | — | -0.49% | Unchanged |
| 21 | JEPQ | JPM Nasdaq Equity Premium | — | -4.63% | Unchanged |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | — | -65.14% | Unchanged |
| 23 | JPM | Jpmorgan Chase & Co | — | +2.32% | Unchanged |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | +50.04% | Unchanged |
| 25 | VOX | Vanguard Communication Servi | — | — | Unchanged |
| 26 | AVGO | Broadcom Inc | — | -5.80% | Unchanged |
| 27 | PG | Procter & Gamble Co/the | — | -12.26% | Unchanged |
| 28 | LLY | Eli Lilly & Co | — | +1.64% | Unchanged |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | — | -14.56% | Unchanged |
| 30 | SPG | Simon Property Group Inc | — | +15.63% | Unchanged |
| 31 | WM | Waste Management Inc | — | -3.35% | Unchanged |
| 32 | TSLA | Tesla Inc | — | — | Unchanged |
| 33 | AMGN | Amgen Inc | — | +0.07% | Unchanged |
| 34 | MSFT | Microsoft CORP | — | -7.07% | Unchanged |
| 35 | MA | Mastercard Inc - A | — | -7.89% | Unchanged |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +4.08% | Unchanged |
| 37 | COST | Costco Wholesale CORP | — | +3.16% | Unchanged |
| 38 | JNJ | Johnson & Johnson | — | -5.45% | Unchanged |
| 39 | SCHD | Schwab US Dvd Equity ETF | — | +63.25% | Unchanged |
| 40 | VFH | Vanguard Financials ETF | — | — | Unchanged |
| 41 | PFE | Pfizer Inc | — | +14.28% | Unchanged |
| 42 | QQQ | Invesco Qqq Trust Series 1 | — | +33.86% | Unchanged |
| 43 | RTX | Rtx CORP | — | +20.51% | Unchanged |
| 44 | MCD | Mcdonald's CORP | — | +4.65% | Unchanged |
| 45 | META | Meta Platforms Inc-class A | — | -68.12% | Unchanged |
| 46 | ET | Energy Transfer LP | — | -3.57% | Unchanged |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | -5.91% | Unchanged |
| 48 | XLY | Ss Consumer Disc Select Sect | — | — | Unchanged |
| 49 | LMT | Lockheed Martin CORP | — | +3.70% | Unchanged |
| 50 | VYM | Vanguard High Dvd Yield ETF | — | +96.77% | Unchanged |
According to official SEC Form 13F filings, Stillwater Wealth Management Group reported a total U.S. public equity portfolio value of $186.8M across 73 disclosed positions in Q2 2026.
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 QQQ, DIVO, AAPL) accounted for 20.9% of total reported equity market value during Q2 2026.
During Q2 2026, Stillwater Wealth Management Group's top holdings by market value included QQQ (4.9%)、DIVO (4.5%)、AAPL (4.3%). The largest single position, QQQ, represented 4.9% of total portfolio value.
In Q2 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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