Stillwater Private Wealth, LLC
Long book
$118.2M
Q1 2026
Positions
78
Top-10 weight
50%
concentration
Last quarter
+7.1%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsStillwater Private Wealth, LLC is a wealth-management firm allocating client money, running a $118.2M US long book across 78 positions.
The portfolio is concentrated: the top 10 names carry 50% of the portfolio. Current anchor positions: ALPHA ARCHITECT 1-3 MNTH BOX, SCHWAB US BROAD MARKET ETF, ABRDN PHYSICAL GOLD SHARES, SCHWAB US LARGE-CAP ETF, ALPHA ARCH US QNT VALUE ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 40%
Consumer discretionary 24%
Financials 13%
Healthcare 12%
Industrials 6%
Other 3%
Services media 3%
Long book by quarter
What does Stillwater Private own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 6.5K | $1.6M | 1.4% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.0K | $1.0M | 0.9% | Held |
| MSFT MICROSOFT CORP | Technology | 2.1K | $762K | 0.6% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.2K | $668K | 0.6% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 1.7K | $495K | 0.4% | Held |
| LLY ELI LILLY & CO | Healthcare | 529 | $486K | 0.4% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 2.2K | $454K | 0.4% | Held |
| ORCL ORACLE CORP | Technology | 2.9K | $432K | 0.4% | Held |
| RTX RTX CORP | Industrials | 2.0K | $376K | 0.3% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.5K | $365K | 0.3% | Held |
| AMGN AMGEN INC | Healthcare | 1.0K | $351K | 0.3% | Held |
| BLK BLACKROCK INC | Financials | 335 | $322K | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 1.8K | $321K | 0.3% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 2.0K | $313K | 0.3% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 2.1K | $302K | 0.3% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.0K | $296K | 0.3% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 3.7K | $283K | 0.2% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 1.2K | $280K | 0.2% | Held |
| MA MASTERCARD INC - A | Services media | 558 | $278K | 0.2% | Held |
| WSFS WSFS FINANCIAL CORP | Financials | 4.0K | $258K | 0.2% | Held |
| TSLA TESLA INC | Industrials | 658 | $244K | 0.2% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 226 | $225K | 0.2% | Held |
| MPB MID PENN BANCORP INC | Financials | 7.0K | $225K | 0.2% | Held |
| HIVE HIVE DIGITAL TECHNOLOGIES LT | Financials | 20.0K | $38K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Jun 3, 2026 | 78 | $118.2M | $K fixed canonical | SEC ↗ |