Stillwater Wealth Management Group

CIK

2063941

Location

JUNO BEACH, FL

Portfolio Value

Micro $21,320,663

Diversification

Diversified

Filing Date

Global Rank

#5,518 / 8,586 ▲ 342

Top Industry

Drug Manufacturers - General 12.4%

3Y Alpha vs SPY

-6.1%

Period ended 3 months ago

Filed May 11, 2026 · 36d

5 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.4%

SPY

+25.8%

Annualised alpha

-6.0%

Max drawdown

−13.9%

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

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.1%

−0.9 pts

Top 5

24.9%

−3.1 pts

Top 10

45.8%

−4.4 pts

HHI

340

Diversified−40

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.5%	$21,320,663	5
Healthcare	14.6%	$15,936,774	8
Consumer Defensive	13.2%	$14,466,116	6
Financial Services	13.2%	$14,417,121	7
Consumer Cyclical	12.5%	$13,631,019	4
Industrials	10.9%	$11,935,425	5
Energy	5.4%	$5,936,102	5
Unclassified	5.3%	$5,824,765	2
Communication Services	3.5%	$3,829,067	3
Real Estate	0.9%	$1,028,815	2
Utilities	0.8%	$914,589	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	Exxon Mobil 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
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
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
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.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	9,847	$914,589
MRK	Merck & Co., Inc.	1,926	$231,678
KMI	Kinder Morgan, Inc.	6,538	$219,219
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $21,320,663 total · Technology only · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBM	International Business Machines Corp Technology	Added	1,141	+75	$276,566	−12.4%	1.30%
MSFT	Microsoft Corp Technology	Added	11,161	+449	$4,131,467	−20.3%	19.38%
NVDA	Nvidia Corp Technology	Added	28,522	+1,550	$4,974,236	−1.1%	23.33%
AVGO	Broadcom Inc. Technology	Added	16,891	+1,205	$5,227,933	−3.7%	24.52%
AAPL	Apple Inc. Technology	Added	26,441	+203	$6,710,461	−5.9%	31.47%