Stillwater Private Wealth
Stillwater Private Wealth reported 83 stocks worth $153K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPYM (14.2%), BOXX (9.5%) and QVAL (6.9%). Compared with Q1 2026, the fund opened new positions in WTMF, IDMO and DFIV, added to SPYM, BOXX and QVAL, trimmed SCHB, SCHX and SGOL and sold out of SCHO, LVHI and DBMF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $22K | 14.2% | 239K | +175K (+271%) | 2 of 2 | |
| 2 |  BOXX EA Series Trust | $15K | 9.5% | 124K | +1,928 (+2%) | 2 of 2 | |
| 3 |  QVAL EA Series Trust | $11K | 6.9% | 175K | +74K (+72%) | 2 of 2 | |
| 4 |  XMMO Invesco S & P Midcap | $8K | 5.1% | 48K | +33K (+214%) | 2 of 2 | |
| 5 |  CAOS EA Series Trust | $7K | 4.7% | 80K | +54K (+212%) | 2 of 2 | |
| 6 |  HIDE EA Series Trust | $7K | 4.6% | 288K | +109K (+61%) | 2 of 2 | |
| 7 |  WTMF Wisdomtree TR | $7K | 4.6% | 169K | New position | 1 of 2 | |
| 8 |  SCHR Schwab Strategic TR | $7K | 4.5% | 281K | +199K (+245%) | 2 of 2 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $6K | 3.9% | 81K | +52K (+179%) | 2 of 2 | |
| 10 |  SCHB Schwab US Broad Market ETF | $5K | 3.3% | 167K | −141K (−46%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHO Schwab Short-Term US Treasury ETF | $962 | 40K |
 LVHI Legg Mason ETF Invt | $577 | 14K |
 DBMF Litman Gregory Fds TR | $524 | 17K |
 SCHE Schwab Emerging Markets | $425 | 13K |
 SHV Ishares TR | $325 | 2,950 |
🔒 Free account: see all 10.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stillwater Private Wealth 13F FAQ
What does Stillwater Private Wealth own?
Stillwater Private Wealth reported 83 stocks worth $153K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPYM (14.2%), BOXX (9.5%) and QVAL (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Stillwater Private Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 23 added to, 38 trimmed and 10 sold out. New positions include WTMF, IDMO and DFIV. It sold all of SCHO, LVHI and DBMF.
When will Stillwater Private Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stillwater Private Wealth's portfolio worth?
The Q2 2026 filing reports $153K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.