Stillwater Wealth Management Group Portfolio Holdings

Stillwater Wealth Management Group

  • $141 Million
  • Q3 2025

Stillwater Wealth Management Group has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.71M, Broadcom Inc. with a value of $5.8M, Microsoft Corp with a value of $5.5M, Invesco Qqq Trust, Series 1 with a value of $5.12M, and Nvidia Corp with a value of $5.02M.

Examining the 13F form we can see an decrease of $115B in the current position value, from $115B to 141M.

Stillwater Wealth Management Group is based out at Juno Beach, FL

Below you can find more details about Stillwater Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $35.6 Million
Technology: $27.4 Million
Healthcare: $14.5 Million
Consumer Cyclical: $14.1 Million
Financial Services: $13.6 Million
Consumer Defensive: $12.8 Million
Industrials: $7.54 Million
Communication Services: $6.47 Million
Other: $4.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.71 Million 4.76% of portfolio
26,368
Q3 2025 Added 4.38%
$139B
$5.8 Million 4.11% of portfolio
17,587
Q3 2025 Added 4.78%
$3.78T
$5.5 Million 3.9% of portfolio
10,617
Q3 2025 Added 3.94%
$0
$5.12 Million 3.63% of portfolio
8,531
Q3 2025 Added 40.82%
$465B
$5.02 Million 3.56% of portfolio
26,906
Q3 2025 Added 16.65%
$0
$4.86 Million 3.44% of portfolio
24,983
Q3 2025 New
$0
$4.83 Million 3.42% of portfolio
70,946
Q3 2025 Added 4.98%
$0
$4.81 Million 3.41% of portfolio
114,850
Q3 2025 Added 40.05%
$881B
$4.74 Million 3.36% of portfolio
15,025
Q3 2025 Added 7.77%
$404B
$4.68 Million 3.32% of portfolio
5,057
Q3 2025 Added 13.92%
$414B
$4.3 Million 3.04% of portfolio
18,552
Q3 2025 Added 14.16%
$593B
$4.02 Million 2.85% of portfolio
14,303
Q3 2025 Added 5.47%
$2.39T
$3.97 Million 2.82% of portfolio
18,101
Q3 2025 Added 4.65%
$1.74T
$3.95 Million 2.8% of portfolio
16,232
Q3 2025 Added 7.94%
$971B
$3.93 Million 2.78% of portfolio
5,148
Q3 2025 Added 36.52%
$279B
$3.77 Million 2.67% of portfolio
36,598
Q3 2025 Added 6.01%
$367B
$3.5 Million 2.48% of portfolio
8,643
Q3 2025 Added 13.25%
$533B
$3.47 Million 2.46% of portfolio
10,156
Q3 2025 Added 10.57%
$0
$3.43 Million 2.43% of portfolio
76,895
Q3 2025 New
$224B
$3.34 Million 2.37% of portfolio
10,988
Q3 2025 Added 12.63%
$170B
$3.24 Million 2.29% of portfolio
22,385
Q3 2025 Added 25.6%
$136B
$2.96 Million 2.1% of portfolio
8,007
Q3 2025 Added 17.46%
$490B
$2.87 Million 2.03% of portfolio
25,459
Q3 2025 Reduced 10.16%
$0
$2.63 Million 1.87% of portfolio
45,776
Q3 2025 Added 25.05%
$123B
$2.51 Million 1.77% of portfolio
5,019
Q3 2025 Reduced 14.5%
$306B
$2.2 Million 1.56% of portfolio
33,238
Q3 2025 Added 8.51%
$662B
$2.17 Million 1.54% of portfolio
4,315
Q3 2025 Reduced 40.18%
$183B
$2.04 Million 1.44% of portfolio
7,212
Q3 2025 Reduced 25.23%
$0
$1.72 Million 1.22% of portfolio
29,972
Q3 2025 Reduced 53.92%
$0
$1.68 Million 1.19% of portfolio
2,751
Q3 2025 Added 481.61%
$0
$1.61 Million 1.14% of portfolio
17,150
Q3 2025 Added 16.67%
$123B
$1.6 Million 1.13% of portfolio
5,652
Q3 2025 Reduced 14.54%
$104B
$1.52 Million 1.08% of portfolio
23,065
Q3 2025 Added 106.97%
$0
$1.31 Million 0.93% of portfolio
12,745
Q3 2025 Reduced 56.84%
$0
$1.23 Million 0.87% of portfolio
24,925
Q3 2025 Reduced 54.71%
$0
$1.15 Million 0.81% of portfolio
5,860
Q3 2025 Added 0.17%
$172B
$959,000 0.68% of portfolio
21,830
Q3 2025 Added 133.43%
$1.65T
$897,000 0.64% of portfolio
3,693
Q3 2025 Added 4.23%
$86.7B
$682,000 0.48% of portfolio
1,120
Q1 2025 Reduced 0.62%
$265B
$684,000 0.48% of portfolio
860
Q3 2025 Added 0.35%
$0
$664,000 0.47% of portfolio
14,170
Q3 2025 Added 92.4%
$1.37T
$664,000 0.47% of portfolio
905
Q3 2025 Reduced 5.73%
$0
$653,000 0.46% of portfolio
2,456
Q3 2025 Added 4.82%
$228B
$600,000 0.43% of portfolio
4,486
Q3 2025 Reduced 1.23%
$0
$596,000 0.42% of portfolio
8,747
Q3 2025 Reduced 33.82%
$0
$597,000 0.42% of portfolio
6,285
Q3 2025 New
$0
$582,000 0.41% of portfolio
875
Q3 2025 New
$0
$479,000 0.34% of portfolio
1,941
Q3 2025 Added 5.66%
$0
$416,000 0.29% of portfolio
3,175
Q1 2025 Reduced 3.76%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $141 Million
  • Prior Value $115 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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