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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY E 9,969.0 $563K 0.37% -12K -54.0% $56.48 -1.0%
22 USHY ISHARES BROAD USD HIGH YIELD CORPOR 14,206.0 $523K 0.34% -14K -49.8% $36.82 +0.1%
23 SPGM STATE STREET SPDR PORTFOLIO MSCI GL 5,491.0 $484K 0.32% -6K -53.4% $88.14 -0.5%
24 CSCO CISCO SYS INC COM Technology 3,530.0 $437K 0.28% -123.0 -3.4% $123.80 -11.2%
25 BSV VANGUARD SHORT-TERM BOND ETF 5,131.0 $398K 0.26% -5K -49.4% $77.57 -0.1%
26 NVDA NVIDIA CORPORATION COM Technology 1,751.0 $392K 0.26% -91.0 -4.9% $223.87 -2.8%
27 XLF STATE STREET FINANCIAL SELECT SECTO 6,559.0 $379K 0.25% -8K -53.5% $57.78 +0.5%
28 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 1,835.0 $334K 0.22% -385.0 -17.3% $182.02 -1.1%
29 HGER HARBOR COMMODITY ALL-WEATHER STRATE 9,509.0 $320K 0.21% -12K -56.4% $33.65 +3.9%
30 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,063.0 $297K 0.19% -32.0 -1.5% $143.97 -0.1%
31 WSFS WSFS FINL CORP COM Financial Services 3,568.0 $289K 0.19% -385.0 -9.7% $81.00 -3.3%
32 EMLC VANECK J. P. MORGAN EM LOCAL CURREN 11,032.0 $282K 0.18% -16K -59.6% $25.56 +0.0%
33 VWO VANGUARD FTSE EMERGING MARKETS ETF 4,257.0 $257K 0.17% -3K -40.4% $60.37 +0.7%
34 EUAD SELECT STOXX EUROPE AEROSPACE & DEF 5,126.0 $244K 0.16% -3K -37.7% $47.60 -4.9%
35 LOW LOWES COS INC COM Consumer Cyclical 1,133.0 $244K 0.16% -55.0 -4.6% $215.36 -3.4%
36 VTIP VANGUARD SHORT-TERM INFLATION-PROTE 4,278.0 $212K 0.14% -16K -78.6% $49.56 +0.2%
37 TSLA TESLA INC COM Consumer Cyclical 645.0 $211K 0.14% -13.0 -2.0% $327.13 +6.6%
Page 2 of 2  ·  37 positions

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%