Stillwater Wealth Management Group Portfolio Holdings

Stillwater Wealth Management Group

  • $143 Million
  • Q4 2025

Stillwater Wealth Management Group has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $143 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.02M, Pacer Fds Tr Metaurus Us Large with a value of $5.66M, Microsoft Corp with a value of $5.44M, Broadcom Inc. with a value of $5.37M, and Amplify ETF Tr Amplify Cwp Enh with a value of $5.26M.

Examining the 13F form we can see an increase of $2.06M in the current position value, from $141M to 143M.

Stillwater Wealth Management Group is based out at Juno Beach, FL

Below you can find more details about Stillwater Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $143 Million
ETFs: $38.9 Million
Technology: $23.2 Million
Healthcare: $15.9 Million
Consumer Cyclical: $14.1 Million
Financial Services: $13.4 Million
Consumer Defensive: $12.2 Million
Industrials: $9.01 Million
Communication Services: $6.49 Million
Other: $4.38 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$336,000 0.23% of portfolio
10,800
Q4 2025 Reduced 6.9%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $143 Million
  • Prior Value $141 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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