Stillwater Wealth Management Group

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002063941

Type: FundHoldings: 69Value: $115.5MLatest: 2025Q1

Stillwater Wealth Management Group is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 69 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MPLX",
  "ABT",
  "ABBV",
  "GOOGL",
  "T",
  "AVGO",
  null,
  "HD",
  null,
  "MCD",
  "UNP",
  "META",
  "MA",
  "MSFT",
  "ORCL",
  "NOC",
  "VHT",
  null,
  "PEP",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "RTX",
  "IBM",
  "SYK",
  "TJX",
  "VIG",
  null,
  null,
  "VYM",
  null,
  "WM",
  "AMZN",
  null,
  null,
  "VFH",
  "VOO",
  "V",
  "WMT",
  "SCHD",
  "ET",
  null,
  null,
  null,
  "DGRO",
  null,
  "BRK-B",
  "CVX",
  "CB",
  "KO",
  "COST",
  "NEE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 69
Total Value: 115484770
Accession Number: 0002063941-25-000002
Form Type: 13F-HR
CIK: stillwater-wealth-management-group
Manager Name: Stillwater-Wealth-Management-Group

Data Enrichment

77% identified

53 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $115.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Apple Inc.

AAPL|037833100

Shares:25.3K

Value:$5.6M

% of Portfolio:4.9% ($5.6M/$115.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.4K

Value:$4.2M

% of Portfolio:3.6% ($4.2M/$115.5M)

46434V621

DGRO|46434V621

Shares:67.6K

Value:$4.2M

% of Portfolio:3.6% ($4.2M/$115.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.2K

Value:$3.8M

% of Portfolio:3.3% ($3.8M/$115.5M)

MICROSOFT CORP

MSFT|594918104

Shares:10.2K

Value:$3.8M

% of Portfolio:3.3% ($3.8M/$115.5M)

69374H881

Shares:65.0K

Value:$3.6M

% of Portfolio:3.1% ($3.6M/$115.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:13.9K

Value:$3.4M

% of Portfolio:3.0% ($3.4M/$115.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:16.3K

Value:$3.4M

% of Portfolio:2.9% ($3.4M/$115.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:28.3K

Value:$3.4M

% of Portfolio:2.9% ($3.4M/$115.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:14.4K

Value:$3.3M

% of Portfolio:2.9% ($3.3M/$115.5M)

AMAZON COM INC

AMZN|023135106

Shares:17.3K

Value:$3.3M

% of Portfolio:2.8% ($3.3M/$115.5M)

VISA INC.

V|92826C839

Shares:9.2K

Value:$3.2M

% of Portfolio:2.8% ($3.2M/$115.5M)

ELI LILLY & Co

LLY|532457108

Shares:3.8K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$115.5M)

MCDONALDS CORP

MCD|580135101

Shares:9.8K

Value:$3.0M