Stillwater Wealth Management Group
CIK 2063941 · Holdings on Mar 31, 2026 · First reported May 11, 2026
Top ten holdings
Q1 2026- AAPL4.15%
- DIVO3.86%
- DGRO3.57%
- QUAL3.51%
- AVGO3.23%
- COST3.20%
- QQQ3.17%
- QDPL3.12%
- NVDA3.07%
- LLY2.95%
Share classes counted separately33.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -0.96 pp3.51% → 2.55%Shares +449 (+4.19%)
- FNDXWeight increased · +0.87 pp1.83% → 2.70%Shares +57.88K (+58.48%)
- EXMOCWeight increased · +0.86 pp1.95% → 2.81%Shares +2.98K (+12.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $6.71M | 4.15% | 26.44K shares | 4.84% → 4.15%-0.69 pp +203 (+0.77%) | Added | ▾ |
| 02 | DIVOAMPLIFY CWP ENHAN DIVID ETFCWP ENHANCED DIV View history and evidence | $6.24M | 3.86% | 139.14K shares | 3.52% → 3.86%+0.34 pp +22.48K (+19.27%) | Added | ▾ |
| 03 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $5.78M | 3.57% | 82.30K shares | 3.50% → 3.57%+0.07 pp +7.91K (+10.63%) | Added | ▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $5.68M | 3.51% | 29.61K shares | 3.46% → 3.51%+0.05 pp +3.95K (+15.38%) | Added | ▾ |
| 05 | AVGOBROADCOM INC View history and evidence | $5.23M | 3.23% | 16.89K shares | 3.68% → 3.23%-0.45 pp +1.21K (+7.68%) | Added | ▾ |
| 06 | COSTCOSTCO WHOLESALE CORP View history and evidence | $5.17M | 3.20% | 5.19K shares | 2.88% → 3.20%+0.32 pp +275 (+5.59%) | Added | ▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.12M | 3.17% | 8.88K shares | 3.30% → 3.17%-0.13 pp +944 (+11.90%) | Added | ▾ |
| 08 | QDPLPACER MET US LRG CAP DVD 400METAURUS CAP 400 View history and evidence | $5.05M | 3.12% | 125.78K shares | 3.87% → 3.12%-0.75 pp -8.60K (-6.40%) | Reduced | ▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $4.97M | 3.07% | 28.52K shares | 3.41% → 3.07%-0.34 pp +1.55K (+5.75%) | Added | ▾ |
| 10 | LLYELI LILLY & CO View history and evidence | $4.77M | 2.95% | 5.19K shares | 3.71% → 2.95%-0.76 pp +98 (+1.92%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VPU VANGUARD UTILITIES ETF | Non-derivative | -4,326 | -$800.48K | SEC filing ↗ | SEC filing ↗ |
| USMV ISHARES MSCI USA MIN VOL FAC | Non-derivative | -3,935 | -$370.52K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2063941 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 161776975
}Research all 77 reported holdings.
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