StockDriftsStockDriftsTop 50 Stillwater Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 | 14.16% | 239.0K | $21.7M | +270.91%(+174.56K) | $80.39(+13.52%) | 2026-06-30 | |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 9.5% | 123.7K | $14.6M | +1.58%(+1.93K) | $115.71(+1.88%) | 2026-06-30 | |
| QVAL | ALPHA ARCHITECT US QUANTITATIVE VAL | 6.9% | 175.0K | $10.6M | +72.46%(+73.54K) | $51.62(+18.36%) | 2026-06-30 | |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | 5.11% | 48.0K | $7.8M | +213.66%(+32.67K) | $150.49(+8.34%) | 2026-06-30 | |
| CAOS | ALPHA ARCHITECT TAIL RISK ETF | 4.69% | 79.6K | $7.2M | +211.79%(+54.08K) | $90.45(+0.03%) | 2026-06-30 | |
| HIDE | ALPHA ARCHITECT HIGH INFLATION & DE | 4.59% | 287.7K | $7.0M | +60.95%(+108.95K) | $23.58(+3.96%) | 2026-06-30 | |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY | 4.56% | 168.6K | $7.0M | new | $40.07(+4.14%) | 2026-06-30 | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASUR | 4.47% | 280.8K | $6.9M | +244.98%(+199.38K) | $24.83(-1.56%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.85% | 80.6K | $5.9M | +179.15%(+51.71K) | $65.43(+13.10%) | 2026-06-30 | |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 3.26% | 167.3K | $5.0M | -45.66%(-140.63K) | $25.66(+16.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.86% |
Stillwater Private Wealth LLC reports $153.47M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (14.2%), BOXX (9.5%) and QVAL (6.9%). The top 20 holdings account for 77.27% of reported assets. Its disclosed equity book has returned +5.54% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stillwater Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2137933). View Stillwater Private Wealth LLC’s 13F filings on SEC