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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 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 46,892.0 $1.6M 1.07% -55K -54.1% $35.19 -1.6%
22 TIP ISHARES TIPS BOND ETF 14,098.0 $1.5M 0.98% -16K -53.9% $106.89 +0.0%
23 STIP ISHARES 0-5 YEAR TIPS BOND ETF 14,005.0 $1.4M 0.92% -13K -48.5% $100.61 +0.0%
24 VT VANGUARD TOTAL WORLD STOCK ETF 8,713.0 $1.4M 0.92% -9K -51.0% $161.48 -0.3%
25 AMZN AMAZON COM INC COM Consumer Cyclical 4,925.0 $1.3M 0.86% -27.0 -0.6% $267.21 -0.3%
26 XLE STATE STREET ENERGY SELECT SECTOR S 19,268.0 $1.2M 0.77% -17K -47.4% $60.98 +2.8%
27 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 11,549.0 $1.2M 0.76% -4K -26.4% $100.44 +0.2%
28 MSFT MICROSOFT CORP COM Technology 2,204.0 $1.1M 0.71% +143.0 +6.9% $492.29 +4.3%
29 QMOM ALPHA ARCHITECT U.S. QUANTITATIVE M 13,534.0 $1.1M 0.69% -7K -34.9% $77.73 -6.0%
30 VV VANGUARD MORNINGSTAR LARGE-CAP ETF 2,938.0 $1.0M 0.68% +1K +96.9% $356.02 -0.4%
31 ASTORIA US QUALITY GROWTH KINGS ETF 28,248.0 $1.0M 0.66% NEW $36.07
32 FIRST TRUST LONG/SHORT EQUITY ETF 12,104.0 $921K 0.60% -14K -53.6% $76.09
33 AMD ADVANCED MICRO DEVICES INC COM Technology 1,616.0 $780K 0.51% -618.0 -27.7% $482.67 -3.5%
34 SPY STATE STREET SPDR S&P 500 ETF Financial Services 991.0 $765K 0.50% +153.0 +18.3% $771.95 -0.3%
35 ISCF ISHARES INTERNATIONAL SMALLCAP EQUI 16,517.0 $755K 0.49% -18K -51.9% $45.71 +0.7%
36 IJR ISHARES CORE S&P SMALL CAP ETF 4,705.0 $701K 0.46% $148.99 -2.3%
37 LLY ELI LILLY & CO COM Healthcare 553.0 $674K 0.44% +24.0 +4.5% $1218.81 -3.8%
38 JPM JPMORGAN CHASE & CO COM Financial Services 1,754.0 $640K 0.42% +70.0 +4.2% $364.88 -2.0%
39 IVV ISHARES CORE S&P 500 ETF 793.0 $615K 0.40% $775.54 -0.3%
40 DJP IPATH BLOOMBERG COMMODITY INDEX TOT Financial Services 12,518.0 $611K 0.40% -11K -46.9% $48.81 +3.8%
Page 2 of 5  ·  83 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%