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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 Chg Shares Chg % Period Price ① Since Period ①
1 WTMF WISDOMTREE MANAGED FUTURES STRATEGY 168,608.0 $7.0M 4.56% NEW $41.50 +1.5%
2 IDMO INVESCO S&P INTERNATIONAL DEVELOPED 35,696.0 $2.3M 1.47% NEW $63.12 -0.9%
3 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 38,137.0 $2.2M 1.44% NEW $57.90 +0.1%
4 ASTORIA US QUALITY GROWTH KINGS ETF 28,248.0 $1.0M 0.66% NEW $36.07
5 SPDW STATE STREET SPDR PORTFOLIO DEVELOP 10,315.0 $535K 0.35% NEW $51.87 -0.1%
6 IEMG ISHARES CORE MSCI EMERGING MARKETS 6,129.0 $496K 0.32% NEW $80.93 +1.1%
7 ROE ASTORIA US EQUAL WEIGHT QUALITY KIN 9,620.0 $424K 0.28% NEW $44.07 -1.2%
8 AGGA EA ASTORIA BEACON DYNAMIC CORE US F 13,024.0 $324K 0.21% NEW $24.88 +0.2%
9 PPI ASTORIA REAL ASSETS ETF 14,467.0 $313K 0.20% NEW $21.64 -1.7%
10 ELF E L F BEAUTY INC COM Consumer Defensive 3,129.0 $289K 0.19% NEW $92.36 +12.7%
11 DMBS DOUBLELINE MORTGAGE ETF 5,313.0 $256K 0.17% NEW $48.18 -0.0%
12 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 865.0 $232K 0.15% NEW $268.21 +7.2%
13 UNH UNITEDHEALTH GROUP INC COM Healthcare 529.0 $214K 0.14% NEW $404.54 -2.9%
14 CAT CATERPILLAR INC COM Industrials 248.0 $212K 0.14% NEW $854.84 -6.4%
15 KBWB INVESCO KBW BANK ETF 2,053.0 $203K 0.13% NEW $98.88 -2.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%