Stillwater Wealth Management Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Stillwater Wealth Management Group held in its portfolio 73 assets valued at $147,460,074 (i.e. $147.46M).
The most valuable assets in the portfolio included: APPLE INC ($7.13M), PACER FDS TR ($5.71M), and ELI LILLY & CO ($5.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stillwater Wealth Management Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 26238 | 7133045 | COM |
| PACER FDS TR | 134380 | 5708462 | METAURUS CAP 400 |
| ELI LILLY & CO | 5091 | 5471485 | COM |
| BROADCOM INC | 15686 | 5428893 | COM |
| AMPLIFY ETF TR | 116660 | 5191370 | CWP ENHANCED DIV |
| MICROSOFT CORP | 10712 | 5180744 | COM |
| ISHARES TR | 74391 | 5164248 | CORE DIV GRWTH |
| ISHARES TR | 25664 | 5097401 | MSCI USA QLT FCT |
| NVIDIA CORPORATION | 26972 | 5030283 | COM |
| ALPHABET INC | 15796 | 4956896 | CAP STK CL C |
| INVESCO QQQ TR | 7932 | 4872730 | UNIT SER 1 |
| JPMORGAN CHASE & CO. | 15101 | 4865809 | COM |
| AMAZON COM INC | 18426 | 4253089 | COM |
| COSTCO WHSL CORP NEW | 4918 | 4241141 | COM |
| ABBVIE INC | 18500 | 4227149 | COM |
| WALMART INC | 36976 | 4119549 | COM |
| VISA INC | 10213 | 3581752 | COM CL A |
| WASTE MGMT INC DEL | 16292 | 3579481 | COM |
| TJX COS INC NEW | 23124 | 3552005 | COM |
| MCDONALDS CORP | 10931 | 3340724 | COM |
| HOME DEPOT INC | 8504 | 2926388 | COM |
| EXXON MOBIL CORP | 23860 | 2871304 | COM |
| STRYKER CORPORATION | 7728 | 2716050 | COM |
| SCHWAB STRATEGIC TR | 98970 | 2692983 | FUNDAMENTAL US L |
| J P MORGAN EXCHANGE TRADED F | 44201 | 2568939 | NASDAQ EQT PREM |
| AMGEN INC | 6724 | 2200945 | COM |
| COCA COLA CO | 30736 | 2148733 | COM |
| LOCKHEED MARTIN CORP | 4373 | 2115159 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4185 | 2103590 | CL B NEW |
| PACER FDS TR | 34944 | 2102586 | US CASH COWS 100 |
| VANGUARD INDEX FDS | 2927 | 1835429 | S&P 500 ETF SHS |
| CHUBB LIMITED | 5741 | 1791881 | COM |
| CATERPILLAR INC | 2713 | 1553963 | COM |
| RTX CORPORATION | 8081 | 1482121 | COM |
| PROSHARES TR | 30125 | 1374604 | S&P 500 HIGH INC |
| GOLDMAN SACHS GROUP INC | 1512 | 1329100 | COM |
| ISHARES TR | 5850 | 1168128 | U.S. TECH ETF |
| ALTRIA GROUP INC | 19295 | 1112550 | COM |
| FIRST TR EXCHANGE-TRADED FD | 22625 | 1112019 | FT VEST S&P 500 |
| FIRST TR EXCHANGE-TRADED FD | 10030 | 927891 | CAP STRENGTH ETF |
| VANGUARD WORLD FD | 4326 | 800483 | UTILITIES ETF |
| ALPHABET INC | 2463 | 770827 | CAP STK CL A |
| VERIZON COMMUNICATIONS INC | 17990 | 732733 | COM |
| ISHARES TR | 2061 | 706977 | S&P 100 ETF |
| ALPS ETF TR | 14235 | 669330 | ALERIAN MLP |
| INVESCO ACTIVELY MANAGED EXC | 12135 | 643398 | QQQ INCOME ADVAN |
| NORTHROP GRUMMAN CORP | 1120 | 638635 | COM |
| META PLATFORMS INC | 919 | 606623 | CL A |
| SPDR S&P 500 ETF TR | 878 | 599041 | TR UNIT |
| ABBOTT LABS | 4486 | 562051 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 7352 | 503263 | US MEGA CP ETF |
| VANGUARD WORLD FD | 3175 | 423831 | FINANCIALS ETF |
| OMEGA HEALTHCARE INVS INC | 9543 | 423137 | COM |
| INVESCO EXCH TRADED FD TR II | 1571 | 397365 | NASDAQ 100 ETF |
| JOHNSON & JOHNSON | 1839 | 380668 | COM |
| ISHARES TR | 3935 | 370520 | MSCI USA MIN VOL |
| CHEVRON CORP NEW | 2345 | 357401 | COM |
| SPROTT ASSET MANAGEMENT LP | 10800 | 356616 | PHYSICAL GOLD TR |
| PFIZER INC | 14035 | 349472 | COM |
| SCHWAB STRATEGIC TR | 12273 | 336652 | US DIVIDEND EQ |
| PROCTER AND GAMBLE CO | 2333 | 334316 | COM |
| VANGUARD WORLD FD | 1700 | 329171 | COMM SRVC ETF |
| VANGUARD WHITEHALL FDS | 2264 | 324929 | HIGH DIV YLD |
| INTERNATIONAL BUSINESS MACHS | 1066 | 315760 | COM |
| SELECT SECTOR SPDR TR | 2600 | 310466 | STATE STREET CON |
| PEPSICO INC | 2073 | 297517 | COM |
| SIMON PPTY GROUP INC NEW | 1576 | 291799 | COM |
| VANGUARD SPECIALIZED FUNDS | 1273 | 279836 | DIV APP ETF |
| MPLX LP | 4700 | 250839 | COM UNIT REP LTD |
| MASTERCARD INCORPORATED | 436 | 248904 | CL A |
| VANECK ETF TRUST | 2395 | 248026 | MRNGSTR WDE MOAT |
| ENERGY TRANSFER L P | 15000 | 247350 | COM UT LTD PTN |
| J P MORGAN EXCHANGE TRADED F | 3870 | 221519 | EQUITY PREMIUM |
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