13F-HR filed by Stillwater Wealth Management Group
Stillwater Wealth Management Group filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 77 holding rows worth $161,776,975.
- Accession
- 0002063941-26-000002
- Filer
- CIK 2063941
- Filed
- 2026-05-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 78 entries on the cover page, a total value of $161,776,975 stated on the cover page (in dollars after the unit check, H1), rows summing to $161,776,975 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 26,441 | $6,710,474 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 139,138 | $6,240,349 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 82,297 | $5,775,569 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 29,610 | $5,679,405 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 16,891 | $5,227,981 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 5,193 | $5,174,709 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 8,876 | $5,123,136 | dollars as filed | |
| PACER FDS TR | 69374H436 | METAURUS CAP 400 | 125,780 | $5,048,658 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 28,522 | $4,974,241 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 5,189 | $4,772,971 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 37,865 | $4,705,816 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 16,002 | $4,590,442 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,547 | $4,573,172 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 26,842 | $4,554,021 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 156,852 | $4,368,317 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 19,200 | $4,175,794 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,161 | $4,131,595 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 19,637 | $4,089,798 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 16,754 | $3,849,951 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 23,732 | $3,789,968 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 11,579 | $3,598,678 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 46,752 | $2,924,832 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 4,760 | $2,877,062 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 49,206 | $2,731,895 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 9,012 | $2,723,730 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 7,986 | $2,624,051 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 7,292 | $2,565,829 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 31,939 | $2,428,938 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,194 | $2,262,600 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,765 | $2,250,068 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 2,591 | $2,192,081 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 6,704 | $2,185,035 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 11,310 | $2,181,782 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 6,545 | $2,152,481 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,450 | $2,132,440 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,920 | $1,670,620 | dollars as filed | |
| PROSHARES TR | 74347G242 | S&P 500 HIGH INC | 37,750 | $1,636,463 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 22,585 | $1,490,384 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 28,210 | $1,484,974 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 24,065 | $1,208,063 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 6,180 | $1,121,176 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 22,700 | $1,105,717 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 10,351 | $960,159 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,305 | $950,484 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 9,847 | $914,589 | dollars as filed | |
| SCHD | 808524797 | COM | 25,964 | $796,566 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 15,290 | $765,112 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,120 | $764,109 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,079 | $702,008 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 23,430 | $657,914 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,156 | $652,976 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A689 | QQQ INC ADV ETF | 12,835 | $640,178 | dollars as filed | |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 14,488 | $634,864 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 1,783 | $567,264 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 3,651 | $540,757 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,486 | $460,578 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,834 | $448,303 | dollars as filed | |
| PRINCIPAL EXCHANGE-TRA | 74255Y870 | USMC | 6,788 | $436,568 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,780 | $423,050 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 2,112 | $393,868 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 3,175 | $383,572 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 10,800 | $382,752 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 11,184 | $375,111 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,438 | $352,118 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,557 | $334,890 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,024 | $314,307 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 1,700 | $305,728 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W630 | NASDA 100 ETF | 6,000 | $296,940 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 2,600 | $283,348 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,141 | $276,567 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 14,000 | $270,200 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 4,200 | $239,694 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 4,170 | $236,356 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 2,400 | $232,080 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,926 | $231,635 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 456 | $227,845 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 6,538 | $219,219 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002063941-26-000002 | this filing | 2026-05-11 | acceptance time not in the bulk data set |