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Stillwater Wealth Management Group

Portfolio Manager
Stillwater Wealth Management Group
Performance
-4.75% (2026 Q1)
AUM (13F)
$161.78M
# of Holdings
77
Performance Rank
Allocation (Top 20)
60.3%

Stillwater Wealth Management Group Holdings Map

Top 50 Stillwater Wealth Management Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.15%26.4K$6.7M
+0.77%(+203)
2025-Q1: 25.3K shares2025-Q2: 0 shares2025-Q3: 26.4K shares2025-Q4: 26.2K shares2026-Q1: 26.4K shares
$232.67(+32.65%)
2026-03-31
DIVO
AMPLIFY ETF TR
3.86%139.1K$6.2M
+19.27%(+22.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 76.9K shares2025-Q4: 116.7K shares2026-Q1: 139.1K shares
$44.02(+5.48%)
2026-03-31
DGRO
ISHARES TR
3.57%82.3K$5.8M
+10.63%(+7.91K)
2025-Q1: 67.6K shares2025-Q2: 0 shares2025-Q3: 70.9K shares2025-Q4: 74.4K shares2026-Q1: 82.3K shares
$63.14(+22.37%)
2026-03-31
QUAL
ISHARES TR
3.51%29.6K$5.7M
+15.38%(+3.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 25.0K shares2025-Q4: 25.7K shares2026-Q1: 29.6K shares
$189.72(+15.14%)
2026-03-31
AVGO
BROADCOM INC
3.23%16.9K$5.2M
+7.68%(+1.21K)
2025-Q1: 16.8K shares2025-Q2: 0 shares2025-Q3: 17.6K shares2025-Q4: 15.7K shares2026-Q1: 16.9K shares
$215.68(+67.13%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.2%5.2K$5.2M
+5.59%(+275)
2025-Q1: 4.4K shares2025-Q2: 0 shares2025-Q3: 5.1K shares2025-Q4: 4.9K shares2026-Q1: 5.2K shares
$910.39(+4.53%)
2026-03-31
QQQ
INVESCO QQQ TR
3.17%8.9K$5.1M
+11.90%(+944)
2025-Q1: 6.1K shares2025-Q2: 0 shares2025-Q3: 8.5K shares2025-Q4: 7.9K shares2026-Q1: 8.9K shares
$529.65(+34.54%)
2026-03-31
QDPL
PACER FDS TR
3.12%125.8K$5.0M
-6.40%(-8.60K)
2025-Q1: 82.0K shares2025-Q2: 0 shares2025-Q3: 114.8K shares2025-Q4: 134.4K shares2026-Q1: 125.8K shares
$39.26(+15.54%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.07%28.5K$5.0M
+5.75%(+1.55K)
2025-Q1: 23.1K shares2025-Q2: 0 shares2025-Q3: 26.9K shares2025-Q4: 27.0K shares2026-Q1: 28.5K shares
$136.79(+42.44%)
2026-03-31
LLY
ELI LILLY & CO
2.95%5.2K$4.8M
+1.92%(+98)
2025-Q1: 3.8K shares2025-Q2: 0 shares2025-Q3: 5.1K shares2025-Q4: 5.1K shares2026-Q1: 5.2K shares
$816.78(+48.62%)
2026-03-31

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