account_balance

Investment manager · 13F filer · SEC CIK 2137933

Stillwater Private Wealth, LLC

Reported value$155Mas of Sep 30, 2026

Positions82 8 new, 9 sold out

Top 10 weight64.5%SPYM alone is 15%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYMState Street SPDR Portfolio S&P 500 ETF

15.0%Added +9%

BOXXAlpha Architect 1-3 Month Box ETF

8.8%Trimmed −6%

QVALAlpha Architect US Quantitative Value ETF

7.0%Added +7%

CAOSAlpha Architect Tail Risk ETF

5.6%Added +21%

WTMFWisdomtree Managed Futures Strategy Fund

5.3%Added +16%

HIDEAlpha Architect High Inflation & Deflation ETF

5.2%Added +14%

XMMOInvesco S&P Midcap Momentum ETF

5.1%Added +13%

SCHRSchwab Intermediate-Term US Treasury ETF

5.0%Added +17%

VEAVanguard Ftse Developed Markets ETF

4.5%Added +23%

SCHBSchwab U.S. Broad Market ETF

3.0%Trimmed −6%

FRDMFreedom 100 Emerging Markets ETF

2.5%Added +19%

SCHXSchwab U.S. Large-Cap ETF

2.2%Trimmed −6%

SPYMState Street SPDR Portfolio S&P 500 ETF

15.0%Added +9%

BOXXAlpha Architect 1-3 Month Box ETF

8.8%−6%

QVALAlpha Architect US Quantitative Value ETF

7.0%+7%

CAOSAlpha Architect Tail Risk ETF

5.6%+21%

WTMFWisdomtree Managed Futures Strategy Fund

5.3%+16%

HIDEAlpha Architect High Inflation & Deflation ETF

5.2%

XMMOInvesco S&P Midcap Momentum ETF

5.1%

SCHRSchwab Intermediate-Term US Treasury ETF

5.0%

VEAVanguard Ftse Developed Markets ETF

4.5%

SCHB3.0%

FRDM2.5%

SCHX2.2%

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

SPYM State Street SPDR Portfolio S&P 500 ETF 15.0% Added +9%

BOXX Alpha Architect 1-3 Month Box ETF 8.8% Trimmed −6%

QVAL Alpha Architect US Quantitative Value ETF 7.0% Added +7%

CAOS Alpha Architect Tail Risk ETF 5.6% Added +21%

WTMF Wisdomtree Managed Futures Strategy Fund 5.3% Added +16%

HIDE Alpha Architect High Inflation & Deflation ETF 5.2% Added +14%

XMMO Invesco S&P Midcap Momentum ETF 5.1% Added +13%

SCHR Schwab Intermediate-Term US Treasury ETF 5.0% Added +17%

VEA Vanguard Ftse Developed Markets ETF 4.5% Added +23%

SCHB Schwab U.S. Broad Market ETF 3.0% Trimmed −6%

FRDM Freedom 100 Emerging Markets ETF 2.5% Added +19%

SCHX Schwab U.S. Large-Cap ETF 2.2% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing

add_circleNew

MUNI $404K
VFMO $309K
MRK $223K
V $220K

arrow_upwardAdded

DFIV +48%
IDMO +42%
HGER +28%
VEA +23%

arrow_downwardTrimmed

TIP −67%
STIP −64%
FTLS −62%
SGOV −59%

remove_circleSold out

USHY $523K
BSV $398K
XLF $379K
EMLC $282K

Stillwater Private Wealth, LLC

Where the money is

Biggest moves since Jun 30, 2026

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