StockDriftsStockDriftsTop 50 Stillwater Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.15% | 26.4K | $6.7M | +0.77%(+203) | $232.67(+32.65%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 3.86% | 139.1K | $6.2M | +19.27%(+22.48K) | $44.02(+5.48%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.57% | 82.3K | $5.8M | +10.63%(+7.91K) | $63.14(+22.37%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.51% | 29.6K | $5.7M | +15.38%(+3.95K) | $189.72(+15.14%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.23% | 16.9K | $5.2M | +7.68%(+1.21K) | $215.68(+67.13%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.2% | 5.2K | $5.2M | +5.59%(+275) | $910.39(+4.53%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.17% | 8.9K | $5.1M | +11.90%(+944) | $529.65(+34.54%) | 2026-03-31 | |
| QDPL | PACER FDS TR | 3.12% | 125.8K | $5.0M | -6.40%(-8.60K) | $39.26(+15.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 28.5K | $5.0M | +5.75%(+1.55K) | $136.79(+42.44%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.95% | 5.2K | $4.8M | +1.92%(+98) | $816.78(+48.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -6.04% |
| Top 20 Holdings Unweighted | — | — | — | — | -3.69% |
Stillwater Wealth Management Group reports $161.78M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.2%), DIVO (3.9%) and DGRO (3.6%). The top 20 holdings account for 60.3% of reported assets. Its disclosed equity book has returned -6.04% cumulatively over 4 quarters. Figures reflect the Q1 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 Wealth Management Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2063941). View Stillwater Wealth Management Group’s 13F filings on SEC