Stillwater Wealth Management Group

Est. AUM

$161.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$6.7M	26441	4.15%	SOLE
2	AMPLIFY ETF TR	CWP ENHANCED DIV	$6.2M	139138	3.86%	SOLE
3	ISHARES TR	CORE DIV GRWTH	$5.8M	82297	3.57%	SOLE
4	ISHARES TR	MSCI USA QLT FCT	$5.7M	29610	3.51%	SOLE
5	BROADCOM INC	COM	$5.2M	16891	3.23%	SOLE
6	COSTCO WHOLESALE CORPORATION	COM	$5.2M	5193	3.20%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$5.1M	8876	3.17%	SOLE
8	PACER FDS TR	METAURUS CAP 400	$5.0M	125780	3.12%	SOLE
9	NVIDIA CORPORATION	COM	$5.0M	28522	3.07%	SOLE
10	ELI LILLY & CO	COM	$4.8M	5189	2.95%	SOLE
11	WALMART INC	COM	$4.7M	37865	2.91%	SOLE
12	ALPHABET INC	CAP STK CL C	$4.6M	16002	2.84%	SOLE
13	JPMORGAN CHASE & CO	COM	$4.6M	15547	2.83%	SOLE
14	EXXON MOBIL CORP	COM	$4.6M	26842	2.81%	SOLE
15	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$4.4M	156852	2.70%	SOLE
16	ABBVIE INC	COM	$4.2M	19200	2.58%	SOLE
17	MICROSOFT CORP	COM	$4.1M	11161	2.55%	SOLE
18	AMAZON COM INC	COM	$4.1M	19637	2.53%	SOLE
19	WASTE MGMT INC DEL	COM	$3.9M	16754	2.38%	SOLE
20	TJX COS INC NEW	COM	$3.8M	23732	2.34%	SOLE
21	MCDONALDS CORP	COM	$3.6M	11579	2.22%	SOLE
22	PACER FDS TR	US CASH COWS 100	$2.9M	46752	1.81%	SOLE
23	LOCKHEED MARTIN CORP	COM	$2.9M	4760	1.78%	SOLE
24	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.7M	49206	1.69%	SOLE
25	VISA INC	COM CL A	$2.7M	9012	1.68%	SOLE
26	STRYKER CORPORATION	COM	$2.6M	7986	1.62%	SOLE
27	AMGEN INC	COM	$2.6M	7292	1.59%	SOLE
28	COCA COLA CO	COM	$2.4M	31939	1.50%	SOLE
29	CATERPILLAR INC	COM	$2.3M	3194	1.40%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	3765	1.39%	SOLE
31	GOLDMAN SACHS GROUP INC	COM	$2.2M	2591	1.35%	SOLE
32	CHUBB LTD SWITZ	COM	$2.2M	6704	1.35%	SOLE
33	RTX CORPORATION	COM	$2.2M	11310	1.35%	SOLE
34	HOME DEPOT INC	COM	$2.2M	6545	1.33%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4450	1.32%	SOLE
36	META PLATFORMS INC	CL A	$1.7M	2920	1.03%	SOLE
37	PROSHARES TR	S&P 500 HIGH INC	$1.6M	37750	1.01%	SOLE
38	ALTRIA GROUP INC	COM	$1.5M	22585	0.92%	SOLE
39	ALPS ETF TR	ALERIAN MLP	$1.5M	28210	0.92%	SOLE
40	VERIZON COMMUNICATIONS INC	COM	$1.2M	24065	0.75%	SOLE
41	ISHARES TR	U.S. TECH ETF	$1.1M	6180	0.69%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.1M	22700	0.68%	SOLE
43	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$960K	10351	0.59%	SOLE
44	ALPHABET INC	CAP STK CL A	$950K	3305	0.59%	SOLE
45	NEXTERA ENERGY INC	COM	$915K	9847	0.57%	SOLE
46	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$797K	25964	0.49%	SOLE
47	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$765K	15290	0.47%	SOLE
48	NORTHROP GRUMMAN CORP	COM	$764K	1120	0.47%	SOLE
49	STATE STR SPDR S&P 500 ETF T	TR UNIT	$702K	1079	0.43%	SOLE
50	PFIZER INC	COM	$658K	23430	0.41%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.