Stillwater Wealth Management Group
All 13F Filings
- Location
- Juno Beach, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 186,834
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 70 | 186,834 | 13F-HR | Stillwater Wealth Management Group |
| Q2 2026 | 10/21/2026 | 73 | 179,738 | 13F-HR | Stillwater Wealth Management Group |
| Q1 2026 | 10/21/2026 | 73 | 179,738 | 13F-HR | Stillwater Wealth Management Group |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.9 K | 59.3% | 0 | 5.066 K | -5.066 K |
| ETFs | 75.95 K | 40.7% | 12.16 K | 0 | 12.16 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
186,834
Holdings
70
QoQ value change ($000)
7,096
(3.9%)
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.