Stillwater Wealth Management Group - Portfolio overview

Stillwater Wealth Management Group has 84 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.95%
2. DIVO - AMPLIFY ETF TR, 3.68%
3. DGRO - ISHARES TR, 3.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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