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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$7.02 Million 4.9% of portfolio
26,238
Q4 2025 Reduced 0.49%
$0
$5.66 Million 3.95% of portfolio
134,380
Q4 2025 Added 17.0%
$3.78T
$5.44 Million 3.8% of portfolio
10,712
Q4 2025 Added 0.89%
$139B
$5.37 Million 3.75% of portfolio
15,686
Q4 2025 Reduced 10.81%
$0
$5.26 Million 3.67% of portfolio
116,660
Q4 2025 Added 51.71%
$971B
$5.2 Million 3.63% of portfolio
5,091
Q4 2025 Reduced 1.11%
$0
$5.09 Million 3.55% of portfolio
74,391
Q4 2025 Added 4.86%
$465B
$5.03 Million 3.51% of portfolio
26,972
Q4 2025 Added 0.25%
$0
$4.99 Million 3.48% of portfolio
25,664
Q4 2025 Added 2.73%
$0
$4.79 Million 3.34% of portfolio
7,932
Q4 2025 Reduced 7.02%
$881B
$4.54 Million 3.17% of portfolio
15,101
Q4 2025 Added 0.51%
$1.74T
$4.51 Million 3.15% of portfolio
15,796
Q4 2025 Reduced 2.69%
$404B
$4.49 Million 3.13% of portfolio
4,918
Q4 2025 Reduced 2.75%
$2.39T
$4.32 Million 3.02% of portfolio
18,426
Q4 2025 Added 1.8%
$414B
$4.33 Million 3.02% of portfolio
18,500
Q4 2025 Reduced 0.28%
$279B
$3.81 Million 2.66% of portfolio
36,976
Q4 2025 Added 1.03%
$170B
$3.38 Million 2.36% of portfolio
23,124
Q4 2025 Added 3.3%
$224B
$3.33 Million 2.33% of portfolio
10,931
Q4 2025 Reduced 0.52%
$533B
$3.33 Million 2.32% of portfolio
10,213
Q4 2025 Added 0.56%
$367B
$3.04 Million 2.13% of portfolio
8,504
Q4 2025 Reduced 1.61%
$490B
$2.81 Million 1.96% of portfolio
23,860
Q4 2025 Reduced 6.28%
$136B
$2.78 Million 1.94% of portfolio
7,728
Q4 2025 Reduced 3.48%
$0
$2.63 Million 1.84% of portfolio
98,970
Q4 2025 New
$0
$2.56 Million 1.78% of portfolio
44,201
Q4 2025 Reduced 3.44%
$183B
$2.3 Million 1.6% of portfolio
6,724
Q4 2025 Reduced 6.77%
$306B
$2.17 Million 1.52% of portfolio
30,736
Q4 2025 Reduced 7.53%
$662B
$2.13 Million 1.49% of portfolio
4,185
Q4 2025 Reduced 3.01%
$123B
$2.06 Million 1.44% of portfolio
4,373
Q4 2025 Reduced 12.87%
$0
$2.05 Million 1.43% of portfolio
34,944
Q4 2025 Added 16.59%
$0
$1.81 Million 1.26% of portfolio
2,927
Q4 2025 Added 6.4%
$123B
$1.7 Million 1.18% of portfolio
5,741
Q4 2025 Added 1.57%
$291B
$1.5 Million 1.05% of portfolio
2,713
Q4 2025 Added 230.85%
$258B
$1.42 Million 0.99% of portfolio
8,081
Q4 2025 Added 396.07%
$265B
$1.17 Million 0.82% of portfolio
1,512
Q4 2025 Added 75.81%
$0
$1.17 Million 0.81% of portfolio
5,850
Q4 2025 Reduced 0.17%
$104B
$1.12 Million 0.78% of portfolio
19,295
Q4 2025 Reduced 16.35%
$0
$1.11 Million 0.77% of portfolio
22,625
Q4 2025 Reduced 9.23%
$0
$919,000 0.64% of portfolio
10,030
Q4 2025 Reduced 41.52%
$0
$832,000 0.58% of portfolio
4,326
Q4 2025 New
$172B
$737,000 0.51% of portfolio
17,990
Q4 2025 Reduced 17.59%
$0
$668,000 0.47% of portfolio
14,235
Q4 2025 Added 0.46%
$1.65T
$680,000 0.47% of portfolio
2,463
Q4 2025 Reduced 33.31%
$86.7B
$630,000 0.44% of portfolio
1,120
Q1 2025 Reduced 0.62%
$0
$600,000 0.42% of portfolio
2,600
Q4 2025 Added 100.0%
$228B
$583,000 0.41% of portfolio
4,486
Q3 2025 Reduced 1.23%
$0
$584,000 0.41% of portfolio
878
Q4 2025 Added 0.34%
$1.37T
$560,000 0.39% of portfolio
919
Q4 2025 Added 1.55%
$0
$548,000 0.38% of portfolio
2,061
Q4 2025 Reduced 16.08%
$0
$499,000 0.35% of portfolio
7,352
Q4 2025 Reduced 15.95%

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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