Stillwater Private Wealth, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$118K
Q ending 2026-03-31
Prior quarter
Q ending 2025-12-31
Change
QoQ
Positions
78
reported holdings

Largest positions

All 78 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Alpha Architect 1-3 Month Box EtfBOXXShares$14K122K
Schwab U.S. Broad Market EtfSCHBShares$8K308K
Abrdn Physical Gold Shares EtfSGOLShares$6K142K
Schwab U.S. Large-Cap EtfSCHXShares$6K235K
Alpha Architect Us Quantitative VaQVALShares$5K101K
State Street Spdr Portfolio S&P 50SPYMShares$5K64K
Alpha Architect High Inflation & DHIDEShares$4K179K
Schwab U.S. Large-Cap Growth EtfSCHGShares$4K132K
Vaneck Morningstar Wide Moat EtfMOATShares$3K35K
Ishares Tips Bond EtfTIPShares$3K31K
Schwab U.S. Large-Cap Value EtfSCHVShares$3K102K
Invesco S&P 500 Equal Weight EtfRSPShares$3K15K
Relative Sentiment Tactical AllocaMOODShares$3K71K
Ishares 0-5 Year Tips Bond EtfSTIPShares$3K27K
Vanguard Total World Stock EtfVTShares$2K18K
Alpha Architect Tail Risk EtfCAOSShares$2K26K
State Street Energy Select Sector XLEShares$2K37K
Invesco S&P Midcap Momentum EtfXMMOShares$2K15K
Schwab Intermediate-Term Us TreasuSCHRShares$2K81K
Vanguard Ftse Developed Markets EtVEAShares$2K29K
First Trust Long/Short Equity EtfFTLSShares$2K26K
Apple Inc ComAAPLShares$2K6K
Ishares 0-3 Month Treasury Bond EtSGOVShares$2K16K
Ishares International Smallcap EquISCFShares$1K34K
Alpha Architect U.S. Quantitative QMOMShares$1K21K
Ipath Bloomberg Commodity Index ToDJPShares$1K24K
Freedom 100 Emerging Markets EtfFRDMShares$1K20K
Xtrackers Msci Eafe Hedged Equity DBEFShares$1K22K
Ishares Broad Usd High Yield CorpoUSHYShares$1K28K
Amazon Com Inc ComAMZNShares$1K5K
Vanguard Short-Term Inflation-ProtVTIPShares$99920K
Schwab Short-Term Us Treasury EtfSCHOShares$96240K
State Street Spdr Portfolio Msci GSPGMShares$89112K
Vanguard Short-Term Bond EtfBSVShares$79410K
Microsoft Corp ComMSFTShares$7622K
State Street Financial Select SectXLFShares$69514K
Vaneck J. P. Morgan Em Local CurreEMLCShares$68527K
Harbor Commodity All-Weather StratHGERShares$67622K
Mcdonalds Corp ComMCDShares$6682K
Ishares Core S&P Small Cap EtfIJRShares$5845K
Franklin International Low VolatilLVHIShares$57714K
State Street Spdr S&P 500 EtfSPYShares$546838
Imgp Dbi Managed Futures Strategy DBMFShares$52417K
Ishares Core S&P 500 EtfIVVShares$517793
Jpmorgan Chase & Co ComJPMShares$4952K
Eli Lilly & Co ComLLYShares$486529
Advanced Micro Devices Inc ComAMDShares$4542K
Vanguard Large-Cap EtfVVShares$4461K
Oracle Corp ComORCLShares$4323K
Schwab Emerging Markets Equity EtfSCHEShares$42513K
Vanguard Ftse Emerging Markets EtfVWOShares$3857K
Rtx Corporation ComRTXShares$3762K
Johnson & Johnson ComJNJShares$3651K
Wisdomtree Japan Hedged Equity FunDXJShares$3522K
Amgen Inc ComAMGNShares$3511K
Select Stoxx Europe Aerospace & DeEUADShares$3358K
Ishares Trust Ishares 0-1 Year TreSHVShares$3253K
Blackrock Inc ComBLKShares$322335
Nvidia Corporation ComNVDAShares$3212K
Ishares Core S&P Mid-Cap EtfIJHShares$3195K
Jpmorgan Ultra-Short Income EtfJPSTShares$3146K
Tjx Cos Inc New ComTJXShares$3132K
Procter & Gamble Co ComPGShares$3022K
Alphabet Inc Cap Stk Cl AGOOGLShares$2961K
Ishares Core Msci Eafe EtfIEFAShares$2853K
Cisco Sys Inc ComCSCOShares$2834K
Lowes Cos Inc ComLOWShares$2801K
Mastercard Incorporated Cl AMAShares$278558
Dimensional Short-Duration Fixed IDFSDShares$2776K
Wsfs Finl Corp ComWSFSShares$2584K
Global X 1-3 Month T-Bill EtfCLIPShares$2533K
Tesla Inc ComTSLAShares$244658
Vanguard Total Bond Market EtfBNDShares$2403K
Costco Wholesale Corporation ComCOSTShares$225226
Mid Penn Bancorp Inc ComMPBShares$2257K
Schwab International Equity EtfSCHFShares$2139K
Global X Mlp EtfMLPAShares$2004K
Hive Digital Technologies Ltd Com HIVEShares$3820K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.