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: $142.8M76 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$601K	0.4%	4,486 SH	New
ABBVIE INC	COM	$4.3M	3.0%Prev: 2.8%	18,552 SH	Decreased-1,482 SH
ALPHABET INC	CAP STK CL A	$898K	0.6%Prev: 0.7%	3,693 SH	Decreased+374 SH
ALPHABET INC	CAP STK CL C	$4.0M	2.8%Prev: 2.9%	16,232 SH	Decreased+1,575 SH
ALPS ETF TR	ALERIAN MLP	$665K	0.5%Prev: 1.0%	14,170 SH	Decreased-19,170 SH
ALTRIA GROUP INC	COM	$1.5M	1.1%Prev: 1.0%	23,065 SH	Decreased-1,098 SH
AMAZON COM INC	COM	$4.0M	2.8%Prev: 2.6%	18,101 SH	Decreased-1,439 SH
AMGEN INC	COM	$2.0M	1.4%Prev: 1.5%	7,212 SH	Decreased-85 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$3.4M	2.4%Prev: 4.5%	76,895 SH	Decreased-98,353 SH
APPLE INC	COM	$6.7M	4.7%Prev: 4.3%	26,368 SH	Decreased-51 SH
ARES CAPITAL CORP	COM	$306K	0.2%	14,975 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	1.5%Prev: 1.1%	4,315 SH	Increased+513 SH
BROADCOM INC	COM	$5.8M	4.1%Prev: 3.3%	17,587 SH	Decreased+1,675 SH
CATERPILLAR INC	COM	$391K	0.3%Prev: 1.9%	820 SH	Decreased-2,457 SH
CHEVRON CORP NEW	COM	$350K	0.2%	2,255 SH	New
CHUBB LIMITED	COM	$1.6M	1.1%Prev: 1.3%	5,652 SH	Decreased-1,368 SH
COCA COLA CO	COM	$2.2M	1.5%Prev: 1.5%	33,238 SH	Decreased-376 SH
COSTCO WHSL CORP NEW	COM	$4.7M	3.3%	5,057 SH	New
ELI LILLY & CO	COM	$3.9M	2.8%Prev: 3.5%	5,148 SH	Decreased-126 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$314K	0.2%Prev: 0.1%	18,300 SH	Increased+4,800 SH
EXXON MOBIL CORP	COM	$2.9M	2.0%	25,459 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.6M	1.1%	17,150 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.2M	0.9%	24,925 SH	New
GOLDMAN SACHS GROUP INC	COM	$685K	0.5%Prev: 1.6%	860 SH	Decreased-2,010 SH
HOME DEPOT INC	COM	$3.5M	2.5%	8,643 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$304K	0.2%Prev: 0.1%	1,076 SH	Increased+161 SH
INVESCO ACTIVELY MANAGED EXC	QQQ INCOME ADVAN	$566K	0.4%	10,750 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$480K	0.3%Prev: 0.4%	1,941 SH	Decreased-674 SH
INVESCO QQQ TR	UNIT SER 1	$5.1M	3.6%Prev: 4.9%	8,531 SH	Decreased-3,350 SH
ISHARES TR	CORE DIV GRWTH	$4.8M	3.4%Prev: 4.1%	70,946 SH	Decreased-26,271 SH
ISHARES TR	MSCI USA MIN VOL	$598K	0.4%	6,285 SH	New
ISHARES TR	MSCI USA QLT FCT	$4.9M	3.4%Prev: 3.7%	24,983 SH	Decreased-5,702 SH
ISHARES TR	S&P 100 ETF	$818K	0.6%Prev: 0.1%	2,456 SH	Increased+1,891 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.8%Prev: 0.8%	5,860 SH	Decreased+332 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$215K	0.2%	3,770 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.6M	1.8%Prev: 1.6%	45,776 SH	Decreased-1,154 SH
JOHNSON & JOHNSON	COM	$375K	0.3%Prev: 0.2%	2,024 SH	Decreased+290 SH
JPMORGAN CHASE & CO.	COM	$4.7M	3.3%	15,025 SH	New
LOCKHEED MARTIN CORP	COM	$2.5M	1.8%Prev: 1.4%	5,019 SH	Decreased+83 SH
MASTERCARD INCORPORATED	CL A	$248K	0.2%Prev: 0.1%	436 SH	Increased+16 SH
MCDONALDS CORP	COM	$3.3M	2.3%Prev: 1.8%	10,988 SH	Increased-1,129 SH
META PLATFORMS INC	CL A	$665K	0.5%Prev: 0.3%	905 SH	Increased-26 SH
MICROSOFT CORP	COM	$5.5M	3.9%Prev: 2.2%	10,617 SH	Increased+245 SH
MPLX LP	COM UNIT REP LTD	$245K	0.2%Prev: 0.1%	4,900 SH	Increased+700 SH
NORTHROP GRUMMAN CORP	COM	$682K	0.5%Prev: 0.3%	1,120 SH	Increased+30 SH
NVIDIA CORPORATION	COM	$5.0M	3.5%Prev: 3.3%	26,906 SH	Decreased-2,410 SH
OMEGA HEALTHCARE INVS INC	COM	$369K	0.3%Prev: 0.4%	8,740 SH	Decreased-6,900 SH
ORACLE CORP	COM	$4.0M	2.8%	14,303 SH	New
PACER FDS TR	METAURUS CAP 400	$4.8M	3.4%Prev: 3.9%	114,850 SH	Decreased-42,452 SH
PACER FDS TR	US CASH COWS 100	$1.7M	1.2%Prev: 0.6%	29,972 SH	Increased+13,674 SH
PACER FDS TR	US LRG CP CASH	$223K	0.2%	6,138 SH	New
PEPSICO INC	COM	$308K	0.2%Prev: 0.1%	2,190 SH	Increased+500 SH
PFIZER INC	COM	$337K	0.2%Prev: 0.4%	13,225 SH	Decreased-13,550 SH
PRINCIPAL EXCHANGE TRADED FD	US MEGA CP ETF	$596K	0.4%	8,747 SH	New
PROCTER AND GAMBLE CO	COM	$306K	0.2%	1,989 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.3M	0.9%	12,745 SH	New
PROSHARES TR	S&P 500 HIGH INC	$653K	0.5%	14,470 SH	New
RTX CORPORATION	COM	$273K	0.2%Prev: 1.4%	1,629 SH	Decreased-12,001 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$287K	0.2%Prev: 0.7%	10,495 SH	Decreased-31,892 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$312K	0.2%	1,300 SH	New
SIMON PPTY GROUP INC NEW	COM	$276K	0.2%Prev: 0.3%	1,471 SH	Decreased-971 SH
SPDR S&P 500 ETF TR	TR UNIT	$583K	0.4%	875 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$344K	0.2%Prev: 0.2%	11,600 SH	Increased+800 SH
STRYKER CORPORATION	COM	$3.0M	2.1%Prev: 1.3%	8,007 SH	Increased+460 SH
TJX COS INC NEW	COM	$3.2M	2.3%Prev: 2.0%	22,385 SH	Decreased-1,866 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$246K	0.2%	2,485 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$222K	0.2%	463 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	1.2%Prev: 2.3%	2,751 SH	Decreased-3,239 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$244K	0.2%Prev: 0.2%	1,129 SH	Decreased-336 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$317K	0.2%Prev: 0.6%	2,247 SH	Decreased-4,937 SH
VANGUARD WORLD FD	COMM SRVC ETF	$319K	0.2%Prev: 0.2%	1,700 SH	Increased
VANGUARD WORLD FD	FINANCIALS ETF	$417K	0.3%Prev: 0.2%	3,175 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$959K	0.7%Prev: 0.5%	21,830 SH	Decreased-1,060 SH
VISA INC	COM CL A	$3.5M	2.4%Prev: 1.2%	10,156 SH	Increased+3,635 SH
WALMART INC	COM	$3.8M	2.6%Prev: 2.4%	36,598 SH	Decreased-1,660 SH
WASTE MGMT INC DEL	COM	$3.7M	2.6%Prev: 2.0%	16,725 SH	Increased+533 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $360K
CHEVRON CORPORATION — $387K
COSTCO WHOLESALE CORPORATION — $5.0M
GOLDMAN SACHS ETF TR — $2.1M
GOLDMAN SACHS ETF TR — $4.2M
INVESCO ACTIVELY MANAGED EXC — $686K
JPMORGAN CHASE & CO — $5.2M
MERCK & CO INC — $222K
NEXTERA ENERGY INC — $555K
PIMCO ETF TR — $347K
PROCTER & GAMBLE CO — $314K
PROSHARES TR — $2.1M
SCHWAB STRATEGIC TR — $7.3M
SELECT SECTOR SPDR TR — $305K
SPDR SERIES TRUST — $299K
STATE STR SPDR S&P 500 ETF T — $838K
STRATEGY INC — $1.2M
TESLA INC — $220K
UNIFIED SER TR — $216K

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