Stillwater Private Wealth, LLC
All 13F Filings
- Location
- Glen Mills, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 155,480
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/12/2026 | 82 | 155,480 | 13F-HR | Stillwater Private Wealth, LLC |
| Q2 2026 | 8/13/2026 | 83 | 153,468 | 13F-HR | Stillwater Private Wealth, LLC |
| Q1 2026 | 6/3/2026 | 78 | 118,176 | 13F-HR | Stillwater Private Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.69 K | 8.8% | 137 | 0 | 137 |
| ETFs | 141.8 K | 91.2% | 1.875 K | 0 | 1.875 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/12/2026
Total value ($000)
155,480
Holdings
82
QoQ value change ($000)
2,012
(1.3%)
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.