Stillwater Private Wealth, LLC

Name: Stillwater Private Wealth, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002137933 · GLEN MILLS, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Stillwater Private Wealth, LLC reported 83 positions worth $153.5K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPYM (14.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$153.5K

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

61.1%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 83 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPYM	STATE STREET SPDR PORTFOLIO S&P 500	SH	$21.7K	14.16%	238,989	—	—
▸ 2	BOXX	ALPHA ARCHITECT 1-3 MONTH BOX ETF	SH	$14.6K	9.50%	123,714	—	—
▸ 3	QVAL	ALPHA ARCHITECT US QUANTITATIVE VAL	SH	$10.6K	6.90%	175,036	—	—
▸ 4	XMMO	INVESCO S&P MIDCAP MOMENTUM ETF	SH	$7.8K	5.11%	47,959	—	—
▸ 5	CAOS	ALPHA ARCHITECT TAIL RISK ETF	SH	$7.2K	4.69%	79,613	—	—
▸ 6	HIDE	ALPHA ARCHITECT HIGH INFLATION & DE	SH	$7.0K	4.59%	287,694	—	—
▸ 7	WTMF	WISDOMTREE MANAGED FUTURES STRATEGY	SH	$7.0K	4.56%	168,608	—	—
▸ 8	SCHR	SCHWAB INTERMEDIATE-TERM US TREASUR	SH	$6.9K	4.46%	280,763	—	—
▸ 9	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$5.9K	3.85%	80,572	—	—
▸ 10	SCHB	SCHWAB U.S. BROAD MARKET ETF	SH	$5.0K	3.26%	167,332	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stillwater Private Wealth, LLC hold as of Q2 2026?

Stillwater Private Wealth, LLC reported 83 positions worth $153.5K in its Q2 2026 13F filing. Largest positions: SPYM (14.2%), BOXX (9.5%), QVAL (6.9%), XMMO (5.1%) and CAOS (4.7%).

What did Stillwater Private Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stillwater Private Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.