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Disclosery

13F-HR filed by Stillwater Wealth Management Group

Stillwater Wealth Management Group filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-27, with 73 holding rows worth $147,460,074.

Accession
0002063941-26-000001
Filer
CIK 2063941
Filed
2026-01-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 74 entries on the cover page, a total value of $147,460,074 stated on the cover page (in dollars after the unit check, H1), rows summing to $147,460,074 with VALUE read as dollars as filed, 13F file number 028-25492. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM26,238$7,133,045dollars as filed
PACER FDS TR69374H436METAURUS CAP 400134,380$5,708,462dollars as filed
Eli Lilly and Company532457108COM5,091$5,471,485dollars as filed
Broadcom Inc.11135F101COM15,686$5,428,893dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV116,660$5,191,370dollars as filed
Microsoft Corp594918104COM10,712$5,180,744dollars as filed
iShares Core Dividend Growth ETF46434V621SHS74,391$5,164,248dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF25,664$5,097,401dollars as filed
NVIDIA Corp67066G104COM26,972$5,030,283dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM15,796$4,956,896dollars as filed
INVESCO QQQ TR46090E103COM7,932$4,872,730dollars as filed
JPMorgan Chase & Co46625H100COM15,101$4,865,809dollars as filed
Amazon.com, Inc023135106COM18,426$4,253,089dollars as filed
Costco Wholesale Corporation22160K105COM4,918$4,241,141dollars as filed
AbbVie,Inc.00287Y109COM18,500$4,227,149dollars as filed
Walmart Inc.931142103COM36,976$4,119,549dollars as filed
Visa Inc92826C839COM10,213$3,581,752dollars as filed
Waste Management, Inc.94106L109COM16,292$3,579,481dollars as filed
TJX Companies Inc872540109COM23,124$3,552,005dollars as filed
McDonalds Corporation580135101COM10,931$3,340,724dollars as filed
Home Depot, Inc437076102COM8,504$2,926,388dollars as filed
EXXON MOBIL CORP30231G102COM23,860$2,871,304dollars as filed
Stryker Corporation863667101COM7,728$2,716,050dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L98,970$2,692,983dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM44,201$2,568,939dollars as filed
Amgen Inc.031162100COM6,724$2,200,945dollars as filed
Coca-Cola Company191216100COM30,736$2,148,733dollars as filed
Lockheed Martin Corporation539830109COM4,373$2,115,159dollars as filed
Berkshire Hathaway Inc084670702COM4,185$2,103,590dollars as filed
PACER FDS TR69374H881US CASH COWS 10034,944$2,102,586dollars as filed
Vanguard S&P 500 ETF922908363COM2,927$1,835,429dollars as filed
Chubb LimitedH1467J104COM5,741$1,791,881dollars as filed
Caterpillar Inc.149123101COM2,713$1,553,963dollars as filed
Raytheon Technologies Corporation75513E101COM8,081$1,482,121dollars as filed
PROSHARES TR74347G242S&P 500 HIGH INC30,125$1,374,604dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,512$1,329,100dollars as filed
iShares U.S. Technology ETF464287721SHS5,850$1,168,128dollars as filed
Altria Group Inc02209S103COM19,295$1,112,550dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 50022,625$1,112,019dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF10,030$927,891dollars as filed
Vanguard Utilities ETF92204A876SHS4,326$800,483dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,463$770,827dollars as filed
Verizon Communications Inc92343V104COM17,990$732,733dollars as filed
ISHARES TR464287101S&P 100 ETF2,061$706,977dollars as filed
ALPS ETF TR00162Q452ALERIAN MLP14,235$669,330dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A689QQQ INC ADV ETF12,135$643,398dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,120$638,635dollars as filed
META PLATFORMS INC CL A30303M102COM919$606,623dollars as filed
SPY78462F103SHS878$599,041dollars as filed
Abbott Laboratories002824100COM4,486$562,051dollars as filed
PRINCIPAL EXCHANGE-TRA74255Y870USMC7,352$503,263dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF3,175$423,831dollars as filed
OMEGA HEALTHCARE INVS INC COM681936100REIT9,543$423,137dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM1,571$397,365dollars as filed
Johnson & Johnson478160104COM1,839$380,668dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS3,935$370,520dollars as filed
Chevron Corporation166764100COM2,345$357,401dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT10,800$356,616dollars as filed
Pfizer Inc.717081103COM14,035$349,472dollars as filed
SCHD808524797COM12,273$336,652dollars as filed
Procter & Gamble Co742718109COM2,333$334,316dollars as filed
Vanguard Communication Services ETF92204A884SHS1,700$329,171dollars as filed
Vanguard High Dividend Yield ETF921946406SHS2,264$324,929dollars as filed
International Business Machines Corporation459200101COM1,066$315,760dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,600$310,466dollars as filed
PepsiCo,Inc.713448108COM2,073$297,517dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,576$291,799dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,273$279,836dollars as filed
MPLX LP55336V100COM UNIT REP LTD4,700$250,839dollars as filed
MasterCard, Inc57636Q104COM436$248,904dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT2,395$248,026dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN15,000$247,350dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF3,870$221,519dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002063941-26-000001this filing2026-01-27acceptance time not in the bulk data set