§ 13F · FUND PROFILE
Stillwater Private Wealth, LLC.
AUM · $153K (13F)Positions · 83Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 | 239K | $22K | — | — |
| 2 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 124K | $15K | — | — |
| 3 | QVAL | ALPHA ARCHITECT US QUANTITATIVE VAL | 175K | $11K | — | — |
| 4 | XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | 48K | $8K | — | — |
| 5 | CAOS | ALPHA ARCHITECT TAIL RISK ETF | 80K | $7K | — | — |
| 6 | HIDE | ALPHA ARCHITECT HIGH INFLATION & DE | 288K | $7K | — | — |
| 7 | WTMF | WISDOMTREE MANAGED FUTURES STRATEGY | 169K | $7K | — | — |
| 8 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASUR | 281K | $7K | — | — |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 81K | $6K | — | — |
| 10 | SCHB | SCHWAB U.S. BROAD MARKET ETF | 167K | $5K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STILLWATER SIGNAL
AC read
Stillwater Private Wealth, LLC is a institutional fund managing $153 thousand in assets. The fund runs a portfolio of 83 positions.
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