Stillwater Private Wealth, LLC
All 13F Filings
- Location
- Glen Mills, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 153,468
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.55 K | 8.8% | 2.754 K | 0 | 2.754 K |
| ETFs | 139.9 K | 91.2% | 32.54 K | 0 | 32.54 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
153,468
Holdings
83
QoQ value change ($000)
35,292
(29.9%)
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.