Stillwater Wealth Management Group 13F Holdings · Q1 2026
Stillwater Wealth Management Group reported 77 securities worth $161.78M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: AAPL (4.15%), DIVO (3.86%), DGRO (3.57%). Among its top 25 positions this quarter: 23 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $6.7M | 4.15% | 26,441 | Added |
| 2 | DIVO | AMPLIFY ETF TR | $6.2M | 3.86% | 139,138 | Added |
| 3 | DGRO | ISHARES TR | $5.8M | 3.57% | 82,297 | Added |
| 4 | QUAL | ISHARES TR | $5.7M | 3.51% | 29,610 | Added |
| 5 | AVGO | BROADCOM INC | $5.2M | 3.23% | 16,891 | Added |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $5.2M | 3.20% | 5,193 | Added |
| 7 | QQQ | INVESCO QQQ TR | $5.1M | 3.17% | 8,876 | Added |
| 8 | QDPL | PACER FDS TR | $5.0M | 3.12% | 125,780 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $5.0M | 3.07% | 28,522 | Added |
| 10 | LLY | ELI LILLY & CO | $4.8M | 2.95% | 5,189 | Added |
| 11 | WMT | WALMART INC | $4.7M | 2.91% | 37,865 | Added |
| 12 | GOOG | ALPHABET INC | $4.6M | 2.84% | 16,002 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $4.6M | 2.83% | 15,547 | Added |
| 14 | XOM | EXXON MOBIL CORP | $4.6M | 2.81% | 26,842 | Added |
| 15 | FNDX | SCHWAB STRATEGIC TR | $4.4M | 2.70% | 156,852 | Added |
| 16 | ABBV | ABBVIE INC | $4.2M | 2.58% | 19,200 | Added |
| 17 | MSFT | MICROSOFT CORP | $4.1M | 2.55% | 11,161 | Added |
| 18 | AMZN | AMAZON COM INC | $4.1M | 2.53% | 19,637 | Added |
| 19 | WM | WASTE MGMT INC DEL | $3.8M | 2.38% | 16,754 | Added |
| 20 | TJX | TJX COS INC NEW | $3.8M | 2.34% | 23,732 | Added |
| 21 | MCD | MCDONALDS CORP | $3.6M | 2.22% | 11,579 | Added |
| 22 | COWZ | PACER FDS TR | $2.9M | 1.81% | 46,752 | Added |
| 23 | LMT | LOCKHEED MARTIN CORP | $2.9M | 1.78% | 4,760 | Added |
| 24 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.69% | 49,206 | Added |
| 25 | V | VISA INC | $2.7M | 1.68% | 9,012 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR