Stillwater Wealth Management Group

CIK 0002063941 • 8 13F filings • Apr 14, 2025 – Oct 21, 2026

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Filer information

Filed by: Stillwater Wealth Management Group, Owner
Address: 790 JUNO OCEAN WALK, SUITE 202, JUNO BEACH, FL, 33408
Phone: 9197413107
AUM: $147.5M

AUM over time

$186.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2026

Q3 2025

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $111.4M68 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$514K	0.5%	4,542 SH	New
ABBVIE INC	COM	$2.7M	2.5%Prev: 2.8%	15,439 SH	Decreased-4,302 SH
ALPHABET INC	CAP STK CL A	$685K	0.6%Prev: 0.6%	3,619 SH	Decreased+323 SH
ALPHABET INC	CAP STK CL C	$2.8M	2.5%Prev: 2.6%	14,663 SH	Decreased+548 SH
ALTRIA GROUP INC	COM	$458K	0.4%Prev: 0.7%	8,755 SH	Decreased-10,765 SH
AMAZON COM INC	COM	$3.7M	3.3%Prev: 2.6%	16,769 SH	Decreased-2,902 SH
AMGEN INC	COM	$2.3M	2.0%Prev: 1.3%	8,681 SH	Decreased+2,956 SH
APPLE INC	COM	$6.8M	6.1%Prev: 4.8%	27,236 SH	Decreased+457 SH
AT&T INC	COM	$252K	0.2%	11,083 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	2.5%Prev: 1.1%	6,200 SH	Increased+2,162 SH
BROADCOM INC	COM	$4.0M	3.6%Prev: 2.9%	17,157 SH	Decreased+1,645 SH
CHEVRON CORP NEW	COM	$420K	0.4%	2,903 SH	New
CHUBB LIMITED	COM	$1.1M	1.0%Prev: 1.3%	4,131 SH	Decreased-3,118 SH
COCA COLA CO	COM	$1.7M	1.5%Prev: 1.6%	26,914 SH	Decreased-7,593 SH
COSTCO WHSL CORP NEW	COM	$3.9M	3.5%	4,262 SH	New
CROWN CASTLE INC	COM	$257K	0.2%	2,835 SH	New
ELI LILLY & CO	COM	$2.9M	2.6%Prev: 3.2%	3,731 SH	Decreased-1,501 SH
EMX RTY CORP	COM	$17K	0.0%	10,000 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$498K	0.4%Prev: 0.1%	25,415 SH	Increased+15,315 SH
EXXON MOBIL CORP	COM	$2.8M	2.5%	26,299 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$475K	0.4%	5,404 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$2.3M	2.1%	45,594 SH	New
GENERAL DYNAMICS CORP	COM	$1.6M	1.4%	6,107 SH	New
GOLDMAN SACHS GROUP INC	COM	$491K	0.4%Prev: 1.6%	857 SH	Decreased-2,505 SH
HOME DEPOT INC	COM	$2.6M	2.3%	6,713 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$465K	0.4%Prev: 0.2%	2,115 SH	Increased+797 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$394K	0.4%Prev: 0.4%	1,871 SH	Decreased-758 SH
INVESCO QQQ TR	UNIT SER 1	$3.4M	3.1%Prev: 5.5%	6,742 SH	Decreased-7,138 SH
ISHARES TR	CORE DIV GRWTH	$3.4M	3.0%Prev: 4.1%	54,943 SH	Decreased-45,520 SH
ISHARES TR	U.S. TECH ETF	$1.1M	1.0%Prev: 0.8%	6,922 SH	Decreased+1,394 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.8M	1.6%Prev: 1.0%	31,231 SH	Decreased+806 SH
JOHNSON & JOHNSON	COM	$365K	0.3%Prev: 0.2%	2,526 SH	Decreased+787 SH
JPMORGAN CHASE & CO.	COM	$3.1M	2.8%	13,072 SH	New
LOCKHEED MARTIN CORP	COM	$2.6M	2.3%Prev: 1.0%	5,281 SH	Increased+1,787 SH
MASTERCARD INCORPORATED	CL A	$230K	0.2%Prev: 0.1%	436 SH	Decreased+15 SH
MCDONALDS CORP	COM	$2.6M	2.4%	9,124 SH	New
MERCK & CO INC	COM	$242K	0.2%	2,429 SH	New
META PLATFORMS INC	CL A	$630K	0.6%Prev: 0.4%	1,076 SH	Decreased+154 SH
MICROSOFT CORP	COM	$4.1M	3.7%Prev: 2.9%	9,843 SH	Decreased-756 SH
NEXTERA ENERGY INC	COM	$2.0M	1.8%	27,960 SH	New
NORTHROP GRUMMAN CORP	COM	$529K	0.5%Prev: 0.3%	1,127 SH	Increased+37 SH
NVIDIA CORPORATION	COM	$3.1M	2.8%Prev: 3.8%	22,831 SH	Decreased-7,855 SH
ORACLE CORP	COM	$2.1M	1.9%	12,720 SH	New
PACER FDS TR	METAURUS CAP 400	$2.3M	2.1%Prev: 4.5%	60,914 SH	Decreased-122,792 SH
PACER FDS TR	US CASH COWS 100	$2.8M	2.5%Prev: 1.8%	50,032 SH	Decreased+972 SH
PEPSICO INC	COM	$569K	0.5%Prev: 0.1%	3,740 SH	Increased+2,150 SH
PRINCIPAL EXCHANGE TRADED FD	US MEGA CP ETF	$1.1M	1.0%	18,423 SH	New
PROCTER AND GAMBLE CO	COM	$2.2M	2.0%	13,161 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.3M	2.1%	23,320 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$310K	0.3%Prev: 1.1%	11,330 SH	Decreased-50,414 SH
SELECT SECTOR SPDR TR	INDL	$236K	0.2%	1,792 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$338K	0.3%	1,505 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$298K	0.3%	14,800 SH	New
STRYKER CORPORATION	COM	$2.3M	2.1%Prev: 0.2%	6,519 SH	Increased+5,329 SH
TJX COS INC NEW	COM	$2.0M	1.8%Prev: 0.5%	16,238 SH	Increased+9,517 SH
UNION PAC CORP	COM	$1.2M	1.0%	5,117 SH	New
UNITEDHEALTH GROUP INC	COM	$2.2M	1.9%	4,252 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$500K	0.4%	5,395 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$247K	0.2%Prev: 3.4%	458 SH	Decreased-8,480 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$207K	0.2%Prev: 0.2%	1,055 SH	Decreased-605 SH
VANGUARD WORLD FD	COMM SRVC ETF	$283K	0.3%Prev: 0.2%	1,824 SH	Decreased+124 SH
VANGUARD WORLD FD	FINANCIALS ETF	$390K	0.3%Prev: 0.2%	3,299 SH	Decreased+124 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$295K	0.3%	1,162 SH	New
VERIZON COMMUNICATIONS INC	COM	$313K	0.3%Prev: 0.2%	7,839 SH	Decreased+415 SH
VISA INC	COM CL A	$2.8M	2.5%Prev: 1.3%	8,716 SH	Increased+2,077 SH
WALMART INC	COM	$3.0M	2.7%Prev: 1.5%	32,955 SH	Increased+6,850 SH
WASTE MGMT INC DEL	COM	$2.6M	2.4%Prev: 0.7%	13,055 SH	Increased+6,918 SH
ZIM INTEGRATED SHIPPING SERV	SHS	$284K	0.3%	13,250 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $376K
ADVANCED MICRO DEVICES INC — $1.4M
ALPS ETF TR — $2.1M
AMPLIFY ETF TR — $8.8M
AMPLIFY ETF TR — $471K
CATERPILLAR INC — $2.6M
CHEVRON CORPORATION — $456K
COSTCO WHOLESALE CORPORATION — $4.8M
EXXONMOBIL HOLDINGS CORP — $5.1M
FIRST TR EXCHANGE TRADED FD — $267K
GOLDMAN SACHS ETF TR — $3.3M
GOLDMAN SACHS ETF TR — $6.5M
INVESCO ACTIVELY MANAGED EXC — $605K
ISHARES TR — $7.5M
JPMORGAN CHASE & CO — $5.5M
MONRO INC — $162K
MPLX LP — $242K
OMEGA HEALTHCARE INVS INC — $509K
PFIZER INC — $724K
PIMCO ETF TR — $561K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0002063941-26-000001	$147.5M	View
Apr 14, 2025	Q4 2024	13F-HR	0002063941-25-000001	$111.4M	View
Oct 21, 2026	Q3 2026