Stillwater Wealth Management Group
All 13F Filings
- Location
- Juno Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 147,460
- 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 |
|---|---|---|---|---|---|
| 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 | 140.1 K | 95.0% | 4.739 K | 0 | 4.739 K |
| ETFs | 7.371 K | 5.0% | 0 | 164 | -164 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
147,460
Holdings
73
QoQ value change ($000)
4,578
(3.2%)
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.