Stillwater Wealth Management Group
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 2, 2025), Stillwater Wealth Management Group reported 76 stock positions worth $142.9 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Broadcom (AVGO, 4.1%) and Microsoft (MSFT, 3.8%).
- Most Recent 13F
- Q1 2026
- Location
- JUNO BEACH, FL
- CIK
- 0002063941
- Portfolio Value
- $142.9M (Q3 2025)
- SEC Filing
- 0002063941-25-000005 ↗ filed Dec 2, 2025
Holdings Value
Holdings 76 stocks · $142.9M
| AAPL Apple Inc. | 4.70% | 26,368 | $6.7M | — |
| AVGO Broadcom Inc. | 4.06% | 17,587 | $5.8M | — |
| MSFT Microsoft Corp. | 3.85% | 10,617 | $5.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.58% | 8,531 | $5.1M | — |
| NVDA Nvidia Corp. | 3.51% | 26,906 | $5.0M | — |
| QUAL iShares MSCI USA Quality Fac | 3.40% | 24,983 | $4.9M | — |
| DGRO iShares Core Dividend Growth | 3.38% | 70,946 | $4.8M | — |
| QDPL Pacer Met US LRG Cap DVD 400 | 3.37% | 114,850 | $4.8M | — |
| JPM JPMorgan Chase & Co. | 3.32% | 15,025 | $4.7M | — |
| COST Costco Wholesale Corp. | 3.28% | 5,057 | $4.7M | — |
| ABBV Abbvie Inc. | 3.01% | 18,552 | $4.3M | — |
| ORCL Oracle Corp. | 2.82% | 14,303 | $4.0M | — |
| AMZN Amazon.com Inc. | 2.78% | 18,101 | $4.0M | — |
| GOOG Alphabet Inc. Class C | 2.77% | 16,232 | $4.0M | — |
| LLY Eli Lilly & Co. | 2.75% | 5,148 | $3.9M | — |
| WMT Walmart Inc. | 2.64% | 36,598 | $3.8M | — |
| WM Waste Management Inc. | 2.58% | 16,725 | $3.7M | — |
| HD Home Depot Inc. | 2.45% | 8,643 | $3.5M | — |
| V Visa Inc. Class A | 2.43% | 10,156 | $3.5M | — |
| DIVO Amplify CWP Enhan Divid ETF | 2.40% | 76,895 | $3.4M | — |
| MCD McDonald's Corp. | 2.34% | 10,988 | $3.3M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.26% | 22,385 | $3.2M | — |
| SYK Stryker Corp. | 2.07% | 8,007 | $3.0M | — |
| XOM Exxon Mobil Corp. | 2.01% | 25,459 | $2.9M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.84% | 45,776 | $2.6M | — |
| LMT Lockheed Martin Corp. | 1.75% | 5,019 | $2.5M | — |
| KO The Coca-Cola Co. | 1.54% | 33,238 | $2.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 4,315 | $2.2M | — |
| AMGN Amgen Inc. | 1.42% | 7,212 | $2.0M | — |
| COWZ Pacer US Cash Cows 100 ETF | 1.21% | 29,972 | $1.7M | — |
| VOO Vanguard S&P 500 ETF | 1.18% | 2,751 | $1.7M | — |
| FTCS First Trust Capital Strength | 1.12% | 17,150 | $1.6M | — |
| CB Chubb Ltd. | 1.12% | 5,652 | $1.6M | — |
| MO Altria Group Inc. | 1.07% | 23,065 | $1.5M | — |
| NOBL Proshares S&P 500 Dividend A | 0.92% | 12,745 | $1.3M | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.86% | 24,925 | $1.2M | — |
| IYW iShares Ustechnology ETF | 0.80% | 5,860 | $1.1M | — |
| VZ Verizon Communications Inc. | 0.67% | 21,830 | $959K | — |
| GOOGL Alphabet Inc. Class A | 0.63% | 3,693 | $898K | — |
| OEF iShares S&P 100 ETF | 0.57% | 2,456 | $818K | — |
| GS Goldman Sachs Group Inc. | 0.48% | 860 | $685K | — |
| NOC Northrop Grumman Corp. | 0.48% | 1,120 | $682K | — |
| AMLP Alerian MLP ETF | 0.47% | 14,170 | $665K | — |
| META Meta Platforms Inc. Class A | 0.47% | 905 | $665K | — |
| ISPY Proshares S&P High Incom ETF | 0.46% | 14,470 | $653K | — |
| ABT Abbott Laboratories | 0.42% | 4,486 | $601K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.42% | 6,285 | $598K | — |
| USMC Principal US Mega-Cap ETF | 0.42% | 8,747 | $596K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 875 | $583K | — |
| QQA Invesco QQQ Income Adv ETF | 0.40% | 10,750 | $566K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.34% | 1,941 | $480K | — |
| VFH Vanguard Financials ETF | 0.29% | 3,175 | $417K | — |
| CAT Caterpillar Inc. | 0.27% | 820 | $391K | — |
| JNJ Johnson & Johnson | 0.26% | 2,024 | $375K | — |
| OHI Omega Healthcare Investors | 0.26% | 8,740 | $369K | — |
| CVX Chevron Corp. | 0.25% | 2,255 | $350K | — |
| PHYS Sprott Physical Gold Trust | 0.24% | 11,600 | $344K | — |
| PFE Pfizer Inc. | 0.24% | 13,225 | $337K | — |
| VOX Vanguard Communication Servi | 0.22% | 1,700 | $319K | — |
| VYM Vanguard High DVD Yield ETF | 0.22% | 2,247 | $317K | — |
| ET Energy Transfer LP | 0.22% | 18,300 | $314K | — |
| XLY SS Consumer Disc Select Sect | 0.22% | 1,300 | $312K | — |
| PEP Pepsico Inc. | 0.22% | 2,190 | $308K | — |
| ARCC Ares Capital Corp. | 0.21% | 14,975 | $306K | — |
| PG The Procter & Gamble Co. | 0.21% | 1,989 | $306K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,076 | $304K | — |
| SCHD Schwab US DVD Equity ETF | 0.20% | 10,495 | $287K | — |
| SPG Simon Property Group Inc. | 0.19% | 1,471 | $276K | — |
| RTX RTX Corp. | 0.19% | 1,629 | $273K | — |
| MA Mastercard Inc. Class A | 0.17% | 436 | $248K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.17% | 2,485 | $246K | — |
| MPLX MPLX LP | 0.17% | 4,900 | $245K | — |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,129 | $244K | — |
| COWG Pacer US LRG Cap Cows GR LD | 0.16% | 6,138 | $223K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 463 | $222K | — |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 3,770 | $215K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.