§ 13F · FUND PROFILE
Stillwater Wealth Management Group.
AUM · $143M (13F)Positions · 76Turnover · n/a · Q1Filed · May 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 26K | $7M | 4.1% | +1% |
| 2 | DIVO | AMPLIFY ETF TR | 139K | $6M | 3.9% | +19% |
| 3 | DGRO | ISHARES TR | 82K | $6M | 3.6% | +11% |
| 4 | QUAL | ISHARES TR | 30K | $6M | 3.5% | +15% |
| 5 | AVGO | BROADCOM INC | 17K | $5M | 3.2% | +8% |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 5K | $5M | 3.2% | +6% |
| 7 | QQQ | INVESCO QQQ TR | 9K | $5M | 3.2% | +12% |
| 8 | QDPL | PACER FDS TR | 126K | $5M | 3.1% | −6% |
| 9 | NVDA | NVIDIA CORPORATION | 29K | $5M | 3.1% | +6% |
| 10 | LLY | ELI LILLY & CO | 5K | $5M | 3.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STILLWATER SIGNAL
AC read
Stillwater Wealth Management Group is a Other fund managing $143 million in assets. The fund runs a portfolio of 76 positions.
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