Institutional Fund
Stillwater Wealth Management Group
Juno Beach, FLCIK 20639415 filings on record
Portfolio Value
$161.78M
Q1 2026
Holdings
77
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+9.7%
from $147.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.1%
- Amplify ETF Tr3.9%
- Ishares Tr3.6%
- Ishares Tr3.5%
- Broadcom Inc3.2%
- Costco Whsl Corp New3.2%
- Other78.5%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 26.4K | $6.71M | 4.1% | +203 | Added |
| 2 | Amplify ETF Tr | 139.1K | $6.24M | 3.9% | +22.5K | Added |
| 3 | Ishares Tr | 82.3K | $5.78M | 3.6% | +7.9K | Added |
| 4 | Ishares Tr | 29.6K | $5.68M | 3.5% | +3.9K | Added |
| 5 | Broadcom Inc | 16.9K | $5.23M | 3.2% | +1.2K | Added |
| 6 | Costco Whsl Corp New | 5.2K | $5.17M | 3.2% | +275 | Added |
| 7 | Invesco Qqq Tr | 8.9K | $5.12M | 3.2% | +944 | Added |
| 8 | Pacer Fds Tr | 125.8K | $5.05M | 3.1% | −8.6K | Reduced |
| 9 | Nvidia Corporation | 28.5K | $4.97M | 3.1% | +1.6K | Added |
| 10 | Eli Lilly & Co | 5.2K | $4.77M | 3.0% | +98 | Added |
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