Stillwater Wealth Management Group Portfolio Holdings

Stillwater Wealth Management Group

  • $141 Million
  • Q3 2025

Stillwater Wealth Management Group has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.71M, Broadcom Inc. with a value of $5.8M, Microsoft Corp with a value of $5.5M, Invesco Qqq Trust, Series 1 with a value of $5.12M, and Nvidia Corp with a value of $5.02M.

Examining the 13F form we can see an decrease of $115B in the current position value, from $115B to 141M.

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 $141 Million
ETFs: $35.6 Million
Technology: $27.4 Million
Healthcare: $14.5 Million
Consumer Cyclical: $14.1 Million
Financial Services: $13.6 Million
Consumer Defensive: $12.8 Million
Industrials: $7.54 Million
Communication Services: $6.47 Million
Other: $4.42 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.12 Million 3.63% of portfolio
8,531
Q3 2025 Added 40.82%
$0
$4.86 Million 3.44% of portfolio
24,983
Q3 2025 New
$0
$4.83 Million 3.42% of portfolio
70,946
Q3 2025 Added 4.98%
$0
$4.81 Million 3.41% of portfolio
114,850
Q3 2025 Added 40.05%
$0
$3.43 Million 2.43% of portfolio
76,895
Q3 2025 New
$0
$2.63 Million 1.87% of portfolio
45,776
Q3 2025 Added 25.05%
$0
$1.72 Million 1.22% of portfolio
29,972
Q3 2025 Reduced 53.92%
$0
$1.68 Million 1.19% of portfolio
2,751
Q3 2025 Added 481.61%
$0
$1.61 Million 1.14% of portfolio
17,150
Q3 2025 Added 16.67%
$0
$1.31 Million 0.93% of portfolio
12,745
Q3 2025 Reduced 56.84%
$0
$1.23 Million 0.87% of portfolio
24,925
Q3 2025 Reduced 54.71%
$0
$1.15 Million 0.81% of portfolio
5,860
Q3 2025 Added 0.17%
$0
$664,000 0.47% of portfolio
14,170
Q3 2025 Added 92.4%
$0
$653,000 0.46% of portfolio
2,456
Q3 2025 Added 4.82%
$0
$596,000 0.42% of portfolio
8,747
Q3 2025 Reduced 33.82%
$0
$597,000 0.42% of portfolio
6,285
Q3 2025 New
$0
$479,000 0.34% of portfolio
1,941
Q3 2025 Added 5.66%
$0
$416,000 0.29% of portfolio
3,175
Q1 2025 Reduced 3.76%
$0
$319,000 0.23% of portfolio
1,700
Q1 2025 Reduced 6.8%
$0
$316,000 0.22% of portfolio
2,247
Q3 2025 Reduced 35.39%
$0
$311,000 0.22% of portfolio
1,300
Q1 2025 Reduced 13.62%
$0
$286,000 0.2% of portfolio
10,495
Q3 2025 Reduced 37.3%
$0
$222,000 0.16% of portfolio
463
Q3 2025 New
$0
$215,000 0.15% of portfolio
3,770
Q3 2025 New
$0
$213,000 0.15% of portfolio
2,485
Q3 2025 Reduced 54.28%
$0
$205,000 0.15% of portfolio
1,129
Q3 2025 Reduced 11.03%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $141 Million
  • Prior Value $115 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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