Stillwater Private Wealth, LLC
CIK: 2137933SEC EDGAR →
Portfolio Value
$118.2M
Holdings
78
As of
Q1 2026
New Positions
78
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 121,786 | $14.2M | 11.98% |
| 2 | SCHWAB U.S. BROAD MARKET ETF | 307,962 | $7.7M | 6.54% |
| 3 | ABRDN PHYSICAL GOLD SHARES ETF | 141,751 | $6.3M | 5.35% |
| 4 | SCHWAB U.S. LARGE-CAP ETF | 234,769 | $6.0M | 5.09% |
| 5 | ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | 101,493 | $5.3M | 4.48% |
| 6 | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 64,433 | $4.9M | 4.17% |
| 7 | ALPHA ARCHITECT HIGH INFLATION & DEFLATION ETF | 178,743 | $4.3M | 3.63% |
| 8 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 131,601 | $3.8M | 3.24% |
| 9 | VANECK MORNINGSTAR WIDE MOAT ETF | 35,492 | $3.4M | 2.90% |
| 10 | ISHARES TIPS BOND ETF | 30,580 | $3.4M | 2.86% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $107.9M | 91.3% |
| Technology | 7 | $5.0M | 4.3% |
| Consumer Cyclical | 5 | $2.5M | 2.1% |
| Healthcare | 3 | $1.2M | 1.0% |
| Consumer Defensive | 2 | $527K | 0.4% |
| Industrials | 1 | $376K | 0.3% |
| Communication Services | 1 | $296K | 0.3% |
| Unknown | 1 | $285K | 0.2% |