Stillwater Private Wealth, LLC

CIK

2137933

Location

GLEN MILLS, PA

Portfolio Value

Micro $17,329,374

Diversification

Moderately concentrated

Filing Date

Mar 31, 2026

Global Rank

#7,853 / 8,623 · as of Mar 2026

Top Industry

Consumer Electronics 15.7%

Period ended 4 months ago

Filed Jun 3, 2026 · 57d

Clone Performance

May 2026–Jul 2026 · vs SPY

Hypothetical 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

-3.1%

SPY

-1.5%

Annualised alpha

—

Max drawdown

−7.9%

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. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Mar 31, 2026

Top Position

36.5%

of portfolio value

Top 5

60.2%

of portfolio value

Top 10

74.1%

of portfolio value

HHI

1,576

Moderately concentrated

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	39.6%	$6,869,913	2
Technology	22.5%	$3,896,880	6
Consumer Cyclical	14.6%	$2,538,504	5
Financial Services	9.3%	$1,618,455	6
Healthcare	6.9%	$1,204,334	3
Consumer Defensive	3.0%	$527,794	2
Industrials	2.2%	$376,733	1
Communication Services	1.7%	$296,761	1

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $17,329,374 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGOL	abrdn Gold ETF Trust	First	141,751	—	$6,324,929	—	36.50%
AAPL	Apple Inc. Technology	First	6,470	—	$1,642,021	—	9.48%
AMZN	Amazon Com Inc Consumer Cyclical	First	4,952	—	$1,031,353	—	5.95%
MSFT	Microsoft Corp Technology	First	2,061	—	$762,920	—	4.40%
MCD	Mcdonalds Corp Consumer Cyclical	First	2,151	—	$668,509	—	3.86%
SPY	Spdr S&P 500 ETF Trust	First	838	—	$544,984	—	3.14%
JPM	Jpmorgan Chase & Co Financial Services	First	1,684	—	$495,365	—	2.86%
LLY	ELI LILLY & Co Healthcare	First	529	—	$486,558	—	2.81%
AMD	Advanced Micro Devices Inc Technology	First	2,234	—	$454,462	—	2.62%
ORCL	Oracle Corp Technology	First	2,942	—	$432,797	—	2.50%
RTX	RTX Corp Industrials	First	1,953	—	$376,733	—	2.17%
JNJ	Johnson & Johnson Healthcare	First	1,497	—	$365,926	—	2.11%
AMGN	Amgen Inc Healthcare	First	1,000	—	$351,850	—	2.03%
BLK	BlackRock, Inc. Financial Services	First	335	—	$322,172	—	1.86%
NVDA	Nvidia Corp Technology	First	1,842	—	$321,244	—	1.85%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	First	1,962	—	$313,331	—	1.81%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	2,095	—	$302,601	—	1.75%
GOOGL	Alphabet Inc. Communication Services	First	1,032	—	$296,761	—	1.71%
CSCO	Cisco Systems, Inc. Technology	First	3,653	—	$283,436	—	1.64%
LOW	Lowes Companies Inc Consumer Cyclical	First	1,188	—	$280,700	—	1.62%
MA	Mastercard Inc Financial Services	First	558	—	$278,810	—	1.61%
WSFS	Wsfs Financial Corp Financial Services	First	3,953	—	$258,763	—	1.49%
TSLA	Tesla, Inc. Consumer Cyclical	First	658	—	$244,611	—	1.41%
MPB	Mid Penn Bancorp Inc Financial Services	First	7,007	—	$225,345	—	1.30%
COST	Costco Wholesale Corp /New Consumer Defensive	First	226	—	$225,193	—	1.30%
HIVE	HIVE Digital Technologies Ltd. Financial Services	First	20,000	—	$38,000	—	0.22%

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.