Stillwater Wealth Management Group
Stillwater Wealth Management Group reported 70 stocks worth $187M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are QQQ (5.5%), AAPL (4.8%) and DIVO (4.7%). Compared with Q2 2026, the fund opened new positions in XOM, AMD and QDVO, added to QQQ, AAPL and DIVO, trimmed LLY, AVGO and ABBV and sold out of MCD, MSTR and NEE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $10.3M | 5.5% | 14K | +1,999 (+17%) | 7 of 7 | |
| 2 |  AAPL Apple Inc | $8.9M | 4.8% | 27K | +360 (+1%) | 7 of 7 | |
| 3 |  DIVO Amplify ETF TR | $8.8M | 4.7% | 189K | +14K (+8%) | 5 of 7 | |
| 4 |  FNDX Schwab Fundamental U.s. Large Company ETF | $8.7M | 4.6% | 276K | +40K (+17%) | 4 of 7 | |
| 5 |  QDPL Pacer Fds TR | $8.4M | 4.5% | 184K | +26K (+17%) | 7 of 7 | |
| 6 |  DGRO Ishares TR | $7.6M | 4.0% | 100K | +3,246 (+3%) | 7 of 7 | |
| 7 |  QUAL Ishares TR | $7.5M | 4.0% | 34K | +3,279 (+11%) | 5 of 7 | |
| 8 |  NVDA Nvidia Corporation | $7M | 3.8% | 31K | +1,370 (+5%) | 7 of 7 | |
| 9 |  GPIX Goldman Sachs S&P 500 Premium Income ETF | $6.5M | 3.5% | 116K | +40K (+53%) | 3 of 7 | |
| 10 |  VOO Vanguard S&P 500 ETF | $6.3M | 3.4% | 8,938 | +2,948 (+49%) | 7 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MCD Mcdonalds Corp | $3.3M | 12K |
 MSTR Strategy Inc | $1.2M | 14K |
 NEE Nextera Energy Inc | $555K | 6,325 |
 PG Procter & Gamble Co | $314K | 2,139 |
 SPIB Spdr Series Trust | $299K | 8,924 |
🔒 Free account: see all 8.
Reported value
last 7 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stillwater Wealth Management Group 13F FAQ
What does Stillwater Wealth Management Group own?
Stillwater Wealth Management Group reported 70 stocks worth $187M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are QQQ (5.5%), AAPL (4.8%) and DIVO (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Stillwater Wealth Management Group buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 32 added to, 27 trimmed and 8 sold out. New positions include XOM, AMD and QDVO. It sold all of MCD, MSTR and NEE.
When will Stillwater Wealth Management Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Stillwater Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $187M 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.