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Stillwater Private Wealth, LLC | Tormere

Stillwater Private Wealth, LLC

Est. AUM

$118.2M

13F long equity, this entity only

Positions

78

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHA ARCHITECT 1-3 MONTH BOX ETF	COM	$14.2M	121786	11.98%	SOLE
2	SCHWAB U.S. BROAD MARKET ETF	COM	$7.7M	307962	6.54%	SOLE
3	ABRDN PHYSICAL GOLD SHARES ETF	COM	$6.3M	141751	5.35%	SOLE
4	SCHWAB U.S. LARGE-CAP ETF	COM	$6.0M	234769	5.09%	SOLE
5	ALPHA ARCHITECT US QUANTITATIVE VALUE ETF	COM	$5.3M	101493	4.48%	SOLE
6	STATE STREET SPDR PORTFOLIO S&P 500 ETF	COM	$4.9M	64433	4.17%	SOLE
7	ALPHA ARCHITECT HIGH INFLATION & DEFLATION ETF	COM	$4.3M	178743	3.63%	SOLE
8	SCHWAB U.S. LARGE-CAP GROWTH ETF	COM	$3.8M	131601	3.24%	SOLE
9	VANECK MORNINGSTAR WIDE MOAT ETF	COM	$3.4M	35492	2.90%	SOLE
10	ISHARES TIPS BOND ETF	COM	$3.4M	30580	2.86%	SOLE
11	SCHWAB U.S. LARGE-CAP VALUE ETF	COM	$3.1M	102103	2.64%	SOLE
12	INVESCO S&P 500 EQUAL WEIGHT ETF	COM	$3.0M	15402	2.50%	SOLE
13	RELATIVE SENTIMENT TACTICAL ALLOCATION ETF	COM	$2.9M	71479	2.48%	SOLE
14	ISHARES 0-5 YEAR TIPS BOND ETF	COM	$2.8M	27173	2.38%	SOLE
15	VANGUARD TOTAL WORLD STOCK ETF	COM	$2.5M	17795	2.08%	SOLE
16	ALPHA ARCHITECT TAIL RISK ETF	COM	$2.3M	25534	1.96%	SOLE
17	STATE STREET ENERGY SELECT SECTOR SPDR ETF	COM	$2.2M	36648	1.90%	SOLE
18	INVESCO S&P MIDCAP MOMENTUM ETF	COM	$2.2M	15290	1.88%	SOLE
19	SCHWAB INTERMEDIATE-TERM US TREASURY ETF	COM	$2.0M	81385	1.72%	SOLE
20	VANGUARD FTSE DEVELOPED MARKETS ETF	COM	$1.8M	28863	1.56%	SOLE
21	FIRST TRUST LONG/SHORT EQUITY ETF	COM	$1.8M	26096	1.55%	SOLE
22	APPLE INC COM	COM	$1.6M	6470	1.39%	SOLE
23	ISHARES 0-3 MONTH TREASURY BOND ETF	COM	$1.6M	15697	1.34%	SOLE
24	ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF	COM	$1.4M	34347	1.21%	SOLE
25	ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF	COM	$1.4M	20793	1.20%	SOLE
26	IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN	COM	$1.1M	23589	0.96%	SOLE
27	FREEDOM 100 EMERGING MARKETS ETF	COM	$1.1M	19732	0.91%	SOLE
28	XTRACKERS MSCI EAFE HEDGED EQUITY ETF	COM	$1.1M	21676	0.91%	SOLE
29	ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	COM	$1.0M	28293	0.88%	SOLE
30	AMAZON COM INC COM	COM	$1.0M	4952	0.87%	SOLE
31	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	COM	$999K	20001	0.85%	SOLE
32	SCHWAB SHORT-TERM US TREASURY ETF	COM	$962K	39663	0.81%	SOLE
33	STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF	COM	$891K	11771	0.75%	SOLE
34	VANGUARD SHORT-TERM BOND ETF	COM	$794K	10131	0.67%	SOLE
35	MICROSOFT CORP COM	COM	$762K	2061	0.64%	SOLE
36	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	COM	$695K	14089	0.59%	SOLE
37	VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF	COM	$685K	27295	0.58%	SOLE
38	HARBOR COMMODITY ALL-WEATHER STRATEGY ETF	COM	$676K	21821	0.57%	SOLE
39	MCDONALDS CORP COM	COM	$668K	2151	0.57%	SOLE
40	ISHARES CORE S&P SMALL CAP ETF	COM	$584K	4705	0.49%	SOLE
41	FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF	COM	$577K	14233	0.49%	SOLE
42	STATE STREET SPDR S&P 500 ETF	COM	$546K	838	0.46%	SOLE
43	IMGP DBI MANAGED FUTURES STRATEGY ETF	COM	$524K	17383	0.44%	SOLE
44	ISHARES CORE S&P 500 ETF	COM	$517K	793	0.44%	SOLE
45	JPMORGAN CHASE & CO COM	COM	$495K	1684	0.42%	SOLE
46	ELI LILLY & CO COM	COM	$486K	529	0.41%	SOLE
47	ADVANCED MICRO DEVICES INC COM	COM	$454K	2234	0.38%	SOLE
48	VANGUARD LARGE-CAP ETF	COM	$446K	1492	0.38%	SOLE
49	ORACLE CORP COM	COM	$432K	2942	0.37%	SOLE
50	SCHWAB EMERGING MARKETS EQUITY ETF	COM	$425K	12903	0.36%	SOLE

1–50 of 78

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