Stillwater Private Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed June 3, 2026), Stillwater Private Wealth, LLC reported 78 stock positions worth $118.2 million. Its top holding was Alpha Architect 1-3 MNTH Box (BOXX) at 12.0% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.5%) and Abrdn Physical Gold Shares (SGOL, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- GLEN MILLS, PA
- CIK
- 0002137933
- Portfolio Value
- $118.2M (Q1 2026)
- SEC Filing
- 0002137933-26-000001 ↗ filed Jun 3, 2026
Holdings Value
Holdings 78 stocks · $118.2M
| BOXX Alpha Architect 1-3 MNTH Box | 11.98% | 121,786 | $14.2M | — |
| SCHB Schwab US Broad Market ETF | 6.54% | 307,962 | $7.7M | — |
| SGOL Abrdn Physical Gold Shares | 5.35% | 141,751 | $6.3M | — |
| SCHX Schwab US Large-Cap ETF | 5.09% | 234,769 | $6.0M | — |
| QVAL Alpha Arch US QNT Value ETF | 4.48% | 101,493 | $5.3M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.17% | 64,433 | $4.9M | — |
| HIDE Alpha Arc High Inf & Def ETF | 3.63% | 178,743 | $4.3M | — |
| SCHG Schwab US Large-Cap Growth | 3.24% | 131,601 | $3.8M | — |
| MOAT Vaneck Morningstar Wide Moat | 2.90% | 35,492 | $3.4M | — |
| TIP iShares Tips Bond ETF | 2.86% | 30,580 | $3.4M | — |
| SCHV Schwab US Large-Cap Value | 2.64% | 102,103 | $3.1M | — |
| RSP Invesco S&P 500 Equal Weight | 2.50% | 15,402 | $3.0M | — |
| MOOD Relative Sentiment Tact Allo | 2.48% | 71,479 | $2.9M | — |
| STIP iShares 0-5 Year Tips Bond E | 2.38% | 27,173 | $2.8M | — |
| VT Vanguard Tot World STK ETF | 2.08% | 17,795 | $2.5M | — |
| CAOS Alpha Architect Tail Risk | 1.96% | 25,534 | $2.3M | — |
| XLE SS Energy Select Sector | 1.90% | 36,648 | $2.2M | — |
| XMMO Invesco S&P Midcap Momentum | 1.88% | 15,290 | $2.2M | — |
| SCHR Schwab Intermediate-Term US | 1.72% | 81,385 | $2.0M | — |
| VEA Vanguard Ftse Developed ETF | 1.56% | 28,863 | $1.8M | — |
| FTLS First Trust Long/Short Eqty | 1.55% | 26,096 | $1.8M | — |
| AAPL Apple Inc. | 1.39% | 6,470 | $1.6M | — |
| SGOV iShares 0-3 Month Treasury B | 1.34% | 15,697 | $1.6M | — |
| ISCF iShares International Small | 1.21% | 34,347 | $1.4M | — |
| QMOM Alpha US Quant Mom ETF | 1.20% | 20,793 | $1.4M | — |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.96% | 23,589 | $1.1M | — |
| FRDM Freedom 100 Emeging MRKT ETF | 0.91% | 19,732 | $1.1M | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.91% | 21,676 | $1.1M | — |
| USHY iShares Broad Usd High Yield | 0.88% | 28,293 | $1.0M | — |
| AMZN Amazon.com Inc. | 0.87% | 4,952 | $1.0M | — |
| VTIP Vanguard Short-Term Tips | 0.85% | 20,001 | $999K | — |
| SCHO Schwab Short-Term US Treas | 0.81% | 39,663 | $962K | — |
| SPGM State Street SPDR Portfolio | 0.75% | 11,771 | $891K | — |
| BSV Vanguard Short-Term Bond ETF | 0.67% | 10,131 | $794K | — |
| MSFT Microsoft Corp. | 0.64% | 2,061 | $762K | — |
| XLF SS Financial Select Sector | 0.59% | 14,089 | $695K | — |
| EMLC Vaneck JPM Em Local Curr BND | 0.58% | 27,295 | $685K | — |
| HGER Harbor Commodity All Weather | 0.57% | 21,821 | $676K | — |
| MCD McDonald's Corp. | 0.57% | 2,151 | $668K | — |
| IJR iShares Core S&P Small-Cap E | 0.49% | 4,705 | $584K | — |
| LVHI Franklin International Low V | 0.49% | 14,233 | $577K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 838 | $546K | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.44% | 17,383 | $524K | — |
| IVV iShares Core S&P 500 ETF | 0.44% | 793 | $517K | — |
| JPM JPMorgan Chase & Co. | 0.42% | 1,684 | $495K | — |
| LLY Eli Lilly & Co. | 0.41% | 529 | $486K | — |
| AMD Advanced Micro Devices | 0.38% | 2,234 | $454K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.38% | 1,492 | $446K | — |
| ORCL Oracle Corp. | 0.37% | 2,942 | $432K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.36% | 12,903 | $425K | — |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 7,140 | $385K | — |
| RTX RTX Corp. | 0.32% | 1,953 | $376K | — |
| JNJ Johnson & Johnson | 0.31% | 1,497 | $365K | — |
| DXJ Wisdomtree Japan Hedged Eq | 0.30% | 2,220 | $352K | — |
| AMGN Amgen Inc. | 0.30% | 1,000 | $351K | — |
| EUAD Select Stoxx Eur Aer DE ETF | 0.28% | 8,232 | $335K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.28% | 2,950 | $325K | — |
| BLK BlackRock Inc. | 0.27% | 335 | $322K | — |
| NVDA Nvidia Corp. | 0.27% | 1,842 | $321K | — |
| IJH iShares Core S&P Midcap ETF | 0.27% | 4,725 | $319K | — |
| JPST JPMorgan Ultra-Short Income | 0.27% | 6,219 | $314K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 1,962 | $313K | — |
| PG The Procter & Gamble Co. | 0.26% | 2,095 | $302K | — |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,032 | $296K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 3,153 | $285K | — |
| CSCO Cisco Systems Inc. | 0.24% | 3,653 | $283K | — |
| LOW Lowe's Cos Inc. | 0.24% | 1,188 | $280K | — |
| MA Mastercard Inc. Class A | 0.24% | 558 | $278K | — |
| DFSD Dimensional Short Duration | 0.23% | 5,803 | $277K | — |
| WSFS WSFS Financial Corp. | 0.22% | 3,953 | $258K | — |
| CLIP Global X 1-3 Month T-Bill | 0.21% | 2,528 | $253K | — |
| TSLA Tesla Inc. | 0.21% | 658 | $244K | — |
| BND Vanguard Total Bond Market | 0.20% | 3,272 | $240K | — |
| COST Costco Wholesale Corp. | 0.19% | 226 | $225K | — |
| MPB Mid Penn Bancorp Inc. | 0.19% | 7,007 | $225K | — |
| SCHF Schwab Intl Equity ETF | 0.18% | 8,621 | $213K | — |
| MLPA Global X MLP ETF | 0.17% | 3,731 | $200K | — |
| HIVE Hive Digital Technologies LT | 0.03% | 20,000 | $38K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.