account_balance

Investment manager · 13F filer · SEC CIK 2063941

Stillwater Wealth Management Group

Reported value$187Mas of Sep 30, 2026
Positions70 5 new, 8 sold out
Top 10 weight42.8%QQQ alone is 5%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 5.5% Added +17%
AAPL Apple Inc. 4.8% Held
DIVO Amplify ETF Tr 4.7% Added +8%
FNDX Schwab Strategic Tr 4.6% Added +17%
QDPL Pacer FDS Tr 4.5% Added +17%
DGRO iShares Tr 4.1% Added +3%
QUAL iShares Tr 4.0% Added +11%
NVDA NVIDIA Corp 3.8% Added +5%
GPIX Goldman Sachs ETF Tr 3.5% Added +53%
VOO Vanguard Index FDS 3.4% Added +49%
LLY ELI Lilly & Co 3.2% HeldJPM JPMorgan Chase & Co 2.9% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Oct 21, 2026 filing
add_circleNew
  • XOM $5.12M
  • AMD $1.44M
  • QDVO $471K
  • RDVY $267K
arrow_upwardAdded
  • COWZ +201%
  • SPY +136%
  • PYLD +69%
  • GPIQ +61%
arrow_downwardTrimmed
  • TJX −72%
  • WM −62%
  • RTX −57%
  • JEPQ −35%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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