SEC Form 13F

Stillwater Wealth Management Group 13F Holdings

Inspect Stillwater Wealth Management Group's 2026-03-31 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-05-12T03:59:59.999Z

Report period
2026-03-31
Publicly available
2026-05-12
Reported value
$161,776,975
Positions
77

Read this manager's filing book

Step 1 of 3

Disclosed positions

Stillwater Wealth Management Group: source evidence dated 2026-05-12T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
COM
Reported value
$6,710,474
Reported amount
26,441
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002063941-26-000002
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
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Disclosed positions

See the complete disclosed positions
APPLE INCAAPLCOM$6,710,47426,441SHNone
AMPLIFY ETF TRDIVOCWP ENHANCED DIV$6,240,349139,138SHNone
ISHARES TRDGROCORE DIV GRWTH$5,775,56982,297SHNone
ISHARES TRQUALMSCI USA QLT FCT$5,679,40529,610SHNone
BROADCOM INCAVGOCOM$5,227,98116,891SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$5,174,7095,193SHNone
INVESCO QQQ TRQQQUNIT SER 1$5,123,1368,876SHNone
PACER FDS TRQDPLMETAURUS CAP 400$5,048,658125,780SHNone
NVIDIA CORPORATIONNVDACOM$4,974,24128,522SHNone
ELI LILLY & COLLYCOM$4,772,9715,189SHNone
WALMART INCWMTCOM$4,705,81637,865SHNone
ALPHABET INCGOOGCAP STK CL C$4,590,44216,002SHNone
JPMORGAN CHASE & COJPMCOM$4,573,17215,547SHNone
EXXON MOBIL CORPXOMCOM$4,554,02126,842SHNone
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$4,368,317156,852SHNone
ABBVIE INCABBVCOM$4,175,79419,200SHNone
MICROSOFT CORPMSFTCOM$4,131,59511,161SHNone
AMAZON COM INCAMZNCOM$4,089,79819,637SHNone
WASTE MGMT INC DELWMCOM$3,849,95116,754SHNone
TJX COS INC NEWTJXCOM$3,789,96823,732SHNone
MCDONALDS CORPMCDCOM$3,598,67811,579SHNone
PACER FDS TRCOWZUS CASH COWS 100$2,924,83246,752SHNone
LOCKHEED MARTIN CORPLMTCOM$2,877,0624,760SHNone
J P MORGAN EXCHANGE TRADED FJEPQNASDAQ EQT PREM$2,731,89549,206SHNone
VISA INCVCOM CL A$2,723,7309,012SHNone
STRYKER CORPORATIONSYKCOM$2,624,0517,986SHNone
AMGEN INCAMGNCOM$2,565,8297,292SHNone
COCA COLA COKOCOM$2,428,93831,939SHNone
CATERPILLAR INCCATCOM$2,262,6003,194SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$2,250,0683,765SHNone
GOLDMAN SACHS GROUP INCGSCOM$2,192,0812,591SHNone
CHUBB LTD SWITZCBCOM$2,185,0356,704SHNone
RTX CORPORATIONRTXCOM$2,181,78211,310SHNone
HOME DEPOT INCHDCOM$2,152,4816,545SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,132,4404,450SHNone
META PLATFORMS INCMETACL A$1,670,6202,920SHNone
PROSHARES TRISPYS&P 500 HIGH INC$1,636,46337,750SHNone
ALTRIA GROUP INCMOCOM$1,490,38422,585SHNone
ALPS ETF TRAMLPALERIAN MLP$1,484,97428,210SHNone
VERIZON COMMUNICATIONS INCVZCOM$1,208,06324,065SHNone
ISHARES TRIYWU.S. TECH ETF$1,121,1766,180SHNone
FIRST TR EXCHANGE-TRADED FDKNGFT VEST S&P 500$1,105,71722,700SHNone
FIRST TR EXCHANGE-TRADED FDFTCSCAP STRENGTH ETF$960,15910,351SHNone
ALPHABET INCGOOGLCAP STK CL A$950,4843,305SHNone
NEXTERA ENERGY INCNEECOM$914,5899,847SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$796,56625,964SHNone
GOLDMAN SACHS ETF TRGPIXS&P 500 PREMIUM$765,11215,290SHNone
NORTHROP GRUMMAN CORPNOCCOM$764,1091,120SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$702,0081,079SHNone
PFIZER INCPFECOM$657,91423,430SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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