Stillwater Wealth Management Group
Filing Date
Global Rank
#5,600
/ 8,603
▲ 306
· as of Mar 2026
Top Industry
Drug Manufacturers - General
13.0%
3Y Alpha vs SPY
-3.6%
Period ended 3 months ago
Filed May 11, 2026 · 59d
5 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.1%
SPY
+24.0%
Annualised alpha
-4.0%
Max drawdown
−14.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.4%
−0.9 pts
Top 5
26.0%
−2.8 pts
Top 10
47.4%
−4.3 pts
HHI
351
Diversified−43
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.4% | $21,320,663 |
| Healthcare | 15.2% | $15,936,774 |
| Consumer Defensive | 13.8% | $14,466,116 |
| Financial Services | 13.8% | $14,417,121 |
| Consumer Cyclical | 13.0% | $13,631,019 |
| Industrials | 11.4% | $11,935,425 |
| Unclassified | 5.6% | $5,824,765 |
| Communication Services | 3.7% | $3,829,067 |
| Energy | 1.3% | $1,382,089 |
| Real Estate | 1.0% | $1,028,815 |
| Utilities | 0.9% | $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 | |
| 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 | |
| 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 | |
| GOOGL | Alphabet Inc. | +842 | 3,305 | $950,385 | |
| 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 | |
| JPM | Jpmorgan Chase & Co | +446 | 15,547 | $4,573,305 | |
| 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.
47 positions ·
$104,686,443 total
· 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 | 6.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 16,891 | $5,227,933 | 4.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 5,193 | $5,174,460 | 4.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 8,876 | $5,123,049 | 4.89% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 28,522 | $4,974,236 | 4.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,189 | $4,772,686 | 4.56% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 37,865 | $4,705,862 | 4.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 15,547 | $4,573,305 | 4.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 19,200 | $4,175,808 | 3.99% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,161 | $4,131,467 | 3.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 19,637 | $4,089,797 | 3.91% | |
| WM |
Waste Management Inc
Industrials
|
Added | 16,754 | $3,849,901 | 3.68% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 23,732 | $3,790,000 | 3.62% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 11,579 | $3,598,637 | 3.44% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,760 | $2,876,896 | 2.75% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 9,012 | $2,723,786 | 2.60% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 7,986 | $2,624,119 | 2.51% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 7,292 | $2,565,690 | 2.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 31,939 | $2,428,960 | 2.32% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,194 | $2,262,821 | 2.16% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,591 | $2,191,960 | 2.09% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 6,704 | $2,185,034 | 2.09% | |
| RTX |
RTX Corp
Industrials
|
Added | 11,310 | $2,181,699 | 2.08% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,545 | $2,152,585 | 2.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,450 | $2,132,440 | 2.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,920 | $1,670,619 | 1.60% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 22,585 | $1,490,384 | 1.42% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 24,065 | $1,208,063 | 1.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,305 | $950,385 | 0.91% | |
| NEE |
Nextera Energy Inc
Utilities
|
NEW | 9,847 | $914,589 | 0.87% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 1,120 | $764,108 | 0.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,079 | $701,716 | 0.67% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 23,430 | $657,914 | 0.63% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,156 | $652,976 | 0.62% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Added | 14,488 | $634,864 | 0.61% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 4,486 | $460,577 | 0.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,834 | $448,302 | 0.43% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 2,112 | $393,951 | 0.38% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 10,800 | $382,752 | 0.37% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,438 | $352,144 | 0.34% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,024 | $314,306 | 0.30% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,141 | $276,566 | 0.26% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 14,000 | $270,200 | 0.26% | |
| MPLX |
Mplx LP
Energy
|
Reduced | 4,200 | $239,694 | 0.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,926 | $231,678 | 0.22% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 456 | $227,844 | 0.22% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 6,538 | $219,219 | 0.21% |