§ 13F · FUND PROFILE
Stillwater Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $142.9T (13F)Positions · 76Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 26K | $7.1T | 4.8% | ±0% |
| 2 | QDPL | PACER FDS TR | 134K | $5.7T | 3.9% | +17% |
| 3 | LLY | ELI LILLY & CO | 5K | $5.5T | 3.7% | −1% |
| 4 | AVGO | BROADCOM INC | 16K | $5.4T | 3.7% | −11% |
| 5 | DIVO | AMPLIFY ETF TR | 117K | $5.2T | 3.5% | +52% |
| 6 | MSFT | MICROSOFT CORP | 11K | $5.2T | 3.5% | +1% |
| 7 | DGRO | ISHARES TR | 74K | $5.2T | 3.5% | +5% |
| 8 | QUAL | ISHARES TR | 26K | $5.1T | 3.5% | +3% |
| 9 | NVDA | NVIDIA CORPORATION | 27K | $5.0T | 3.4% | ±0% |
| 10 | GOOG | ALPHABET INC | 16K | $5.0T | 3.4% | −3% |
§ 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 $142881.8 trillion in assets. The fund runs a portfolio of 76 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed