Institutional Manager · CIK 0002063941
Stillwater Wealth Management Group
JUNO BEACH, FL · File #028-25492
Latest AUM
$147.5M
Positions
74
Top-10 Concentration
38.9%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 26,238 | $7.1M | 5.10% |
| 2 | PACER FDS TR | 69374H436 | 134,380 | $5.7M | 4.08% |
| 3 | ELI LILLY & CO | LLY | 5,091 | $5.5M | 3.91% |
| 4 | BROADCOM INC | AVGO | 15,686 | $5.4M | 3.88% |
| 5 | AMPLIFY ETF TR | 032108409 | 116,660 | $5.2M | 3.71% |
| 6 | MICROSOFT CORP | MSFT | 10,712 | $5.2M | 3.70% |
| 7 | ISHARES TR | 46434V621 | 74,391 | $5.2M | 3.69% |
| 8 | ISHARES TR | 46432F339 | 25,664 | $5.1M | 3.64% |
| 9 | NVIDIA CORPORATION | NVDA | 26,972 | $5.0M | 3.60% |
| 10 | ALPHABET INC | GOOG | 15,796 | $5.0M | 3.54% |
| 11 | INVESCO QQQ TR | IVZ | 7,932 | $4.9M | 3.48% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 15,101 | $4.9M | 3.48% |
| 13 | AMAZON COM INC | AMZN | 18,426 | $4.3M | 3.04% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 4,918 | $4.2M | 3.03% |
| 15 | ABBVIE INC | ABBV | 18,500 | $4.2M | 3.02% |
| 16 | WALMART INC | WMT | 36,976 | $4.1M | 2.95% |
| 17 | VISA INC | V | 10,213 | $3.6M | 2.56% |
| 18 | WASTE MGMT INC DEL | 94106L109 | 16,292 | $3.6M | 2.56% |
| 19 | TJX COS INC NEW | 872540109 | 23,124 | $3.6M | 2.54% |
| 20 | MCDONALDS CORP | MCD | 10,931 | $3.3M | 2.39% |