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
#7,826
/ 8,603
· as of Mar 2026
Top Industry
Consumer Electronics
15.7%
Period ended 3 months ago
Filed Jun 3, 2026 · 36d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-2.7%
SPY
+0.7%
Annualised alpha
—
Max drawdown
−7.9%
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
26 positions · as of Mar 31, 2026Top 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 |
|---|---|---|
| Unclassified | 39.6% | $6,869,913 |
| Technology | 22.5% | $3,896,880 |
| Consumer Cyclical | 14.6% | $2,538,504 |
| Financial Services | 9.3% | $1,618,455 |
| Healthcare | 6.9% | $1,204,334 |
| Consumer Defensive | 3.0% | $527,794 |
| Industrials | 2.2% | $376,733 |
| Communication Services | 1.7% | $296,761 |
26 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| 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% |