Stillwater Wealth Management Group
Filing Date
Global Rank
#5,683
/ 8,698
▲ 341
· as of Mar 2026
Top Industry
Drug Manufacturers - General
11.9%
3Y Alpha vs SPY
-1.9%
Period ended 5 months ago
Filed May 11, 2026 · 3mo
5 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+22.9%
SPY
+27.3%
Annualised alpha
-2.7%
Max drawdown
−14.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
49 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.9%
−0.8 pts
Top 5
24.3%
−2.9 pts
Top 10
45.0%
−4.2 pts
HHI
334
Diversified−38
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.7% | $21,320,663 |
| Healthcare | 14.0% | $15,936,774 |
| Consumer Defensive | 12.7% | $14,466,116 |
| Financial Services | 12.6% | $14,417,121 |
| Consumer Cyclical | 11.9% | $13,631,019 |
| Industrials | 10.5% | $11,935,425 |
| Communication Services | 7.4% | $8,419,400 |
| Unclassified | 5.4% | $6,159,613 |
| Energy | 5.2% | $5,936,102 |
| Real Estate | 0.9% | $1,028,815 |
| Utilities | 0.8% | $914,589 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +9,395 | 23,430 | $657,914 | |
| VZ | Verizon Communications Inc | +6,075 | 24,065 | $1,208,063 | |
| OHI | Omega Healthcare Investors Inc | +4,945 | 14,488 | $634,864 | |
| MO | Altria Group, Inc. | +3,290 | 22,585 | $1,490,384 | |
| RTX | RTX Corp | +3,229 | 11,310 | $2,181,699 | |
| XOM | ExxonMobil Holdings Corp | +2,982 | 26,842 | $4,554,013 | |
| META | Meta Platforms, Inc. | +2,001 | 2,920 | $1,670,619 | |
| NVDA | Nvidia Corp | +1,550 | 28,522 | $4,974,236 | |
| AMZN | Amazon Com Inc | +1,211 | 19,637 | $4,089,797 | |
| AVGO | Broadcom Inc. | +1,205 | 16,891 | $5,227,933 | |
| KO | Coca Cola Co | +1,203 | 31,939 | $2,428,960 | |
| GS | Goldman Sachs Group Inc | +1,079 | 2,591 | $2,191,960 | |
| GOOGL | Alphabet Inc. | +1,048 | 19,307 | $5,540,718 | |
| CB | Chubb Ltd | +963 | 6,704 | $2,185,034 | |
| QQQ | Invesco Qqq Trust, Series 1 | +944 | 8,876 | $5,123,049 | |
| WMT | Walmart Inc. | +889 | 37,865 | $4,705,862 | |
| CVX | Chevron Corp | +811 | 3,156 | $652,976 | |
| ABBV | AbbVie Inc. | +700 | 19,200 | $4,175,808 | |
| MCD | Mcdonalds Corp | +648 | 11,579 | $3,598,637 | |
| TJX | Tjx Companies Inc /De/ | +608 | 23,732 | $3,790,000 | |
| AMGN | Amgen Inc | +568 | 7,292 | $2,565,690 | |
| SPG | Simon Property Group Inc. | +536 | 2,112 | $393,951 | |
| CAT | Caterpillar Inc | +481 | 3,194 | $2,262,821 | |
| WM | Waste Management Inc | +462 | 16,754 | $3,849,901 | |
| MSFT | Microsoft Corp | +449 | 11,161 | $4,131,467 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HD | Home Depot, Inc. | −1,959 | 6,545 | $2,152,585 | |
| V | Visa Inc. | −1,201 | 9,012 | $2,723,786 | |
| ET | Energy Transfer LP | −1,000 | 14,000 | $270,200 | |
| MPLX | Mplx LP | −500 | 4,200 | $239,694 | |
| PEP | Pepsico Inc | −49 | 2,024 | $314,306 | |
| JNJ | Johnson & Johnson | −5 | 1,834 | $448,302 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
49 tracked positions ·
$114,165,637 total
· filing declares
78 positions · $161,776,975
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 26,441 | $6,710,461 | 5.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 19,307 | $5,540,718 | 4.85% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 16,891 | $5,227,933 | 4.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 5,193 | $5,174,460 | 4.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 8,876 | $5,123,049 | 4.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 28,522 | $4,974,236 | 4.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,189 | $4,772,686 | 4.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 37,865 | $4,705,862 | 4.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 15,547 | $4,573,305 | 4.01% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 26,842 | $4,554,013 | 3.99% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 19,200 | $4,175,808 | 3.66% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,161 | $4,131,467 | 3.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 19,637 | $4,089,797 | 3.58% | |
| WM |
Waste Management Inc
Industrials
|
Added | 16,754 | $3,849,901 | 3.37% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 23,732 | $3,790,000 | 3.32% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 11,579 | $3,598,637 | 3.15% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,760 | $2,876,896 | 2.52% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 9,012 | $2,723,786 | 2.39% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 7,986 | $2,624,119 | 2.30% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 7,292 | $2,565,690 | 2.25% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 31,939 | $2,428,960 | 2.13% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,194 | $2,262,821 | 1.98% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,591 | $2,191,960 | 1.92% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 6,704 | $2,185,034 | 1.91% | |
| RTX |
RTX Corp
Industrials
|
Added | 11,310 | $2,181,699 | 1.91% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,545 | $2,152,585 | 1.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,450 | $2,132,440 | 1.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,920 | $1,670,619 | 1.46% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 22,585 | $1,490,384 | 1.31% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 24,065 | $1,208,063 | 1.06% | |
| NEE |
Nextera Energy Inc
Utilities
|
NEW | 9,847 | $914,589 | 0.80% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 1,120 | $764,108 | 0.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,079 | $701,716 | 0.61% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 23,430 | $657,914 | 0.58% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,156 | $652,976 | 0.57% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Added | 14,488 | $634,864 | 0.56% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 4,486 | $460,577 | 0.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,834 | $448,302 | 0.39% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 2,112 | $393,951 | 0.35% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 10,800 | $382,752 | 0.34% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,438 | $352,144 | 0.31% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 1,557 | $334,848 | 0.29% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,024 | $314,306 | 0.28% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,141 | $276,566 | 0.24% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 14,000 | $270,200 | 0.24% | |
| MPLX |
Mplx LP
Energy
|
Reduced | 4,200 | $239,694 | 0.21% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,926 | $231,678 | 0.20% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 456 | $227,844 | 0.20% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 6,538 | $219,219 | 0.19% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.