Stillwater Wealth Management Group
CIK: 0002063941SEC EDGAR →
Portfolio Value
$147.5M
Holdings
73
As of
Q4 2025
New Positions
76
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 26,238 | $7.1M | 4.84% |
| 2 | PACER FDS TR | 134,380 | $5.7M | 3.87% |
| 3 | ELI LILLY & CO | 5,091 | $5.5M | 3.71% |
| 4 | BROADCOM INC | 15,686 | $5.4M | 3.68% |
| 5 | AMPLIFY ETF TR | 116,660 | $5.2M | 3.52% |
| 6 | MICROSOFT CORP | 10,712 | $5.2M | 3.51% |
| 7 | ISHARES TR | 74,391 | $5.2M | 3.50% |
| 8 | ISHARES TR | 25,664 | $5.1M | 3.46% |
| 9 | NVIDIA CORPORATION | 26,972 | $5.0M | 3.41% |
| 10 | ALPHABET INC | 15,796 | $5.0M | 3.36% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $54.6M | 37.1% |
| Technology | 5 | $23.1M | 15.7% |
| Healthcare | 7 | $15.9M | 10.8% |
| Consumer Cyclical | 4 | $14.1M | 9.5% |
| Consumer Defensive | 6 | $12.3M | 8.3% |
| Industrials | 5 | $9.4M | 6.4% |
| Unknown | 3 | $7.3M | 5.0% |
| Communication Services | 3 | $6.3M | 4.3% |
| Energy | 4 | $3.7M | 2.5% |
| Real Estate | 2 | $714K | 0.5% |