StockDriftsStockDriftsTop 50 Stillwater Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 5.5% | 13.9K | $10.3M | +16.83%(+2.00K) | $585.15(+23.43%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.77% | 26.8K | $8.9M | +1.36%(+360) | $233.73(+47.54%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 4.71% | 189.5K | $8.8M | +8.10%(+14.20K) | $44.33(+7.85%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 4.64% | 275.7K | $8.7M | +17.13%(+40.32K) | $28.28(+15.27%) | 2026-09-30 | |
| QDPL | PACER FDS TR | 4.5% | 183.7K | $8.4M | +16.79%(+26.40K) | $40.64(+13.75%) | 2026-09-30 | |
| DGRO | ISHARES TR | 4.05% | 100.5K | $7.6M | +3.34%(+3.25K) | $64.91(+23.12%) | 2026-09-30 | |
| QUAL | ISHARES TR | 4.04% | 34.0K | $7.5M | +10.69%(+3.28K) | $193.14(+15.35%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.75% | 30.7K | $7.0M | +4.67%(+1.37K) | $141.43(+52.12%) | 2026-09-30 | |
| GPIX | GOLDMAN SACHS ETF TR | 3.47% | 116.2K | $6.5M | +52.76%(+40.14K) | $53.27(+5.30%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.35% | 8.9K | $6.3M | +49.22%(+2.95K) | $634.57(+11.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.43% |
Stillwater Wealth Management Group reports $186.83M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (5.5%), AAPL (4.8%) and DIVO (4.7%). The top 20 holdings account for 68.86% of reported assets. Its disclosed equity book has returned +5.11% cumulatively over 6 quarters. Figures reflect the Q3 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