Stillwater Wealth Management Group Portfolio Stock Holdings
According to the SEC 13F filed on May 11, 2026, Stillwater Wealth Management Group disclosed 76 stock positions valued at approximately $161.78M as of quarter-end March 31, 2026. The largest holdings include APPLE INC, AMPLIFY ETF TR, and ISHARES TR.
- Report Period
- March 31, 2026
- No. of Stocks
- 76
- Portfolio Value
- $161.78M
Holdings by Sector
Stillwater Wealth Management Group Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.15% | 26,441 | +203 | +0.77% | $6,710,474 |
| AMPLIFY ETF TR | DIVO | Other | 3.86% | 139,138 | +22,478 | +19.27% | $6,240,349 |
| ISHARES TR | DGRO | Other | 3.57% | 82,297 | +7,906 | +10.63% | $5,775,569 |
| ISHARES TR | QUAL | Other | 3.51% | 29,610 | +3,946 | +15.38% | $5,679,405 |
| BROADCOM INC | AVGO | Technology | 3.23% | 16,891 | +1,205 | +7.68% | $5,227,981 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.20% | 5,193 | +275 | +5.59% | $5,174,709 |
| INVESCO QQQ TR | QQQ | Other | 3.17% | 8,876 | +944 | +11.90% | $5,123,136 |
| PACER FDS TR | QDPL | Other | 3.12% | 125,780 | -8,600 | -6.40% | $5,048,658 |
| NVIDIA CORPORATION | NVDA | Technology | 3.07% | 28,522 | +1,550 | +5.75% | $4,974,241 |
| ELI LILLY & CO | LLY | Healthcare | 2.95% | 5,189 | +98 | +1.92% | $4,772,971 |
| WALMART INC | WMT | Consumer Defensive | 2.91% | 37,865 | +889 | +2.40% | $4,705,816 |
| ALPHABET INC | GOOG | Communication Services | 2.84% | 16,002 | +206 | +1.30% | $4,590,442 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.83% | 15,547 | +446 | +2.95% | $4,573,172 |
| EXXON MOBIL CORP | XOM | Energy | 2.81% | 26,842 | +2,982 | +12.50% | $4,554,021 |
| SCHWAB STRATEGIC TR | FNDX | Other | 2.70% | 156,852 | +57,882 | +58.48% | $4,368,317 |
| ABBVIE INC | ABBV | Healthcare | 2.58% | 19,200 | +700 | +3.78% | $4,175,794 |
| MICROSOFT CORP | MSFT | Technology | 2.55% | 11,161 | +449 | +4.19% | $4,131,595 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.53% | 19,637 | +1,211 | +6.57% | $4,089,798 |
| WASTE MGMT INC DEL | WM | Industrials | 2.38% | 16,754 | +462 | +2.84% | $3,849,951 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 2.34% | 23,732 | +608 | +2.63% | $3,789,968 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 2.22% | 11,579 | +648 | +5.93% | $3,598,678 |
| PACER FDS TR | COWZ | Other | 1.81% | 46,752 | +11,808 | +33.79% | $2,924,832 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.78% | 4,760 | +387 | +8.85% | $2,877,062 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 1.69% | 49,206 | +5,005 | +11.32% | $2,731,895 |
| VISA INC | V | Financial Services | 1.68% | 9,012 | -1,201 | -11.76% | $2,723,730 |
| STRYKER CORPORATION | SYK | Healthcare | 1.62% | 7,986 | +258 | +3.34% | $2,624,051 |
| AMGEN INC | AMGN | Healthcare | 1.59% | 7,292 | +568 | +8.45% | $2,565,829 |
| COCA COLA CO | KO | Consumer Defensive | 1.50% | 31,939 | +1,203 | +3.91% | $2,428,938 |
| CATERPILLAR INC | CAT | Industrials | 1.40% | 3,194 | +481 | +17.73% | $2,262,600 |
| VANGUARD INDEX FDS | VOO | Other | 1.39% | 3,765 | +838 | +28.63% | $2,250,068 |
Showing 30 of 76 holdings in the latest reporting period.