Stillwater Wealth Management Group
Q3 2026 13F filing
Updated 15 days ago70 disclosed positions worth $186.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q INVESCO QQQ TR | $10.3M | 13.9K | 5.50% | Added(+16.8%) |
| 2 | A APPLE INC | $8.9M | 26.8K | 4.77% | Added(+1.4%) |
| 3 | A AMPLIFY ETF TR | $8.8M | 189.5K | 4.71% | Added(+8.1%) |
| 4 | S SCHWAB STRATEGIC TR | $8.7M | 275.7K | 4.64% | Added(+17.1%) |
| 5 | ? N/A PACER FDS TR | $8.4M | 183.7K | 4.50% | Added(+16.8%) |
| 6 | E ISHARES TR | $7.6M | 100.5K | 4.05% | Added(+3.3%) |
| 7 | E ISHARES TR | $7.5M | 34.0K | 4.04% | Added(+10.7%) |
| 8 | N NVIDIA CORPORATION | $7M | 30.7K | 3.75% | Added(+4.7%) |
| 9 | G GOLDMAN SACHS ETF TR | $6.5M | 116.2K | 3.47% | Added(+52.8%) |
| 10 | V VANGUARD INDEX FDS | $6.3M | 8.9K | 3.35% | Added(+49.2%) |
| 11 | L ELI LILLY & CO | $6.1M | 5.2K | 3.24% | Trimmed(-0.8%) |
| 12 | J JPMORGAN CHASE & CO | $5.5M | 16.6K | 2.94% | Added(+4.5%) |
| 13 | A BROADCOM INC | $5.4M | 15.5K | 2.92% | Trimmed(-2.5%) |
| 14 | M MICROSOFT CORP | $5.4M | 10.6K | 2.91% | Added(+2.2%) |
| 15 | A ABBVIE INC | $5.2M | 19.7K | 2.76% | Trimmed(-1.5%) |
| 16 | X EXXONMOBIL HOLDINGS CORP | $5.1M | 31.4K | 2.74% | — |
| 17 | A AMAZON COM INC | $4.9M | 19.7K | 2.62% | Added(+0.7%) |
| 18 | C COSTCO WHOLESALE CORPORATION | $4.8M | 5.3K | 2.58% | Trimmed(-1.0%) |
| 19 | G ALPHABET INC | $4.8M | 14.1K | 2.57% | Trimmed(-3.7%) |
| 20 | G GOLDMAN SACHS ETF TR | $3.3M | 57.6K | 1.79% | Added(+60.6%) |
| 21 | Q PACER FDS TR | $3.3M | 49.1K | 1.75% | Added(+201.0%) |
| 22 | G GOLDMAN SACHS GROUP INC | $3M | 3.4K | 1.62% | Added(+17.1%) |
| 23 | K COCA COLA CO | $3M | 34.5K | 1.59% | Added(+2.7%) |
| 24 | W WALMART INC | $2.7M | 26.1K | 1.45% | Trimmed(-31.8%) |
| 25 | C CATERPILLAR INC | $2.6M | 3.2K | 1.38% | Trimmed(-2.9%) |
| 26 | A AMGEN INC | $2.4M | 5.7K | 1.29% | Trimmed(-21.5%) |
| 27 | V VISA INC | $2.4M | 6.6K | 1.28% | Added(+1.8%) |
| 28 | C CHUBB LIMITED | $2.4M | 7.2K | 1.26% | Added(+3.3%) |
| 29 | K PROSHARES TR | $2.2M | 45.7K | 1.17% | Added(+4.5%) |
| 30 | A ALPS ETF TR | $2.1M | 39.6K | 1.10% | Added(+18.8%) |
| 31 | S STATE STR SPDR S&P 500 ETF T | $2M | 2.6K | 1.08% | Added(+135.6%) |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $2M | 4.0K | 1.08% | Added(+6.2%) |
| 33 | S SCHWAB STRATEGIC TR | $2M | 61.7K | 1.07% | Added(+45.7%) |
| 34 | J J P MORGAN EXCHANGE TRADED F | $1.9M | 30.4K | 1.00% | Trimmed(-35.2%) |
| 35 | L LOCKHEED MARTIN CORP | $1.8M | 3.5K | 0.95% | Trimmed(-29.2%) |
| 36 | E ISHARES TR | $1.5M | 5.5K | 0.78% | Unchanged |
| 37 | A ADVANCED MICRO DEVICES INC | $1.4M | 2.4K | 0.77% | — |
| 38 | M ALTRIA GROUP INC | $1.3M | 19.5K | 0.70% | Trimmed(-19.2%) |
| 39 | V VANGUARD WHITEHALL FDS | $1.3M | 8.3K | 0.69% | Added(+14.9%) |
| 40 | W WASTE MGMT INC DEL | $1.3M | 6.1K | 0.67% | Trimmed(-62.1%) |
| 41 | G ALPHABET INC | $1.1M | 3.3K | 0.61% | Trimmed(-0.7%) |
| 42 | R RTX CORPORATION | $1.1M | 5.9K | 0.58% | Trimmed(-56.9%) |
| 43 | T TJX COS INC NEW | $889K | 6.7K | 0.48% | Trimmed(-72.3%) |
| 44 | E INVESCO EXCH TRADED FD TR II | $801K | 2.6K | 0.43% | Added(+0.5%) |
| 45 | P PFIZER INC | $724K | 25.4K | 0.39% | Trimmed(-5.2%) |
| 46 | M META PLATFORMS INC | $669K | 922 | 0.36% | Trimmed(-1.0%) |
| 47 | Q INVESCO ACTIVELY MANAGED EXC | $605K | 10.6K | 0.32% | Trimmed(-10.9%) |
| 48 | P PIMCO ETF TR | $561K | 22.1K | 0.30% | Added(+68.7%) |
| 49 | N NORTHROP GRUMMAN CORP | $527K | 1.1K | 0.28% | Unchanged |
| 50 | O OMEGA HEALTHCARE INVS INC | $509K | 11.0K | 0.27% | Trimmed(-29.7%) |