Portfolio (Quarterly) Guide ↗

Stillwater Private Wealth, LLC

· CIK 0002137933

13F Portfolio $153M AUM 83 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 15 New 22 Added 37 Reduced 10 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHO	SCHWAB SHORT-TERM US TREASURY ETF	—	39,663	$962K	0.81%	SOLD
2	LVHI	FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF	—	14,233	$577K	0.49%	SOLD
3	DBMF	IMGP DBI MANAGED FUTURES STRATEGY ETF	—	17,383	$524K	0.44%	SOLD
4	SCHE	SCHWAB EMERGING MARKETS EQUITY ETF	—	12,903	$425K	0.36%	SOLD
5	SHV	ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	—	2,950	$325K	0.28%	SOLD
6	—	JPMORGAN ULTRA-SHORT INCOME ETF	—	6,219	$314K	0.27%	SOLD
7	DFSD	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	—	5,803	$277K	0.23%	SOLD
8	CLIP	GLOBAL X 1-3 MONTH T-BILL ETF	—	2,528	$253K	0.21%	SOLD
9	BND	VANGUARD TOTAL BOND MARKET ETF	—	3,272	$240K	0.20%	SOLD
10	MLPA	GLOBAL X MLP ETF	—	3,731	$200K	0.17%	SOLD

Sector Allocation

Financial Services 36.7%

Technology 28.2%

Consumer Cyclical 14.6%

Healthcare 9.3%

Industrials 4.8%

Consumer Defensive 4.4%

Communication Services 1.9%