Stillwater Wealth Management Group
All 13F Filings
- Location
- Juno Beach, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 161,777
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 77 | 161,777 | 13F-HR | Stillwater Wealth Management Group |
| Q4 2025 | 1/27/2026 | 73 | 147,460 | 13F-HR | Stillwater Wealth Management Group |
| Q3 2025 | 12/2/2025 | 76 | 142,882 | 13F-HR | Stillwater Wealth Management Group |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.1 K | 72.4% | 0 | 23 K | -23 K |
| ETFs | 44.69 K | 27.6% | 37.32 K | 0 | 37.32 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
161,777
Holdings
77
QoQ value change ($000)
14,317
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.