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Portfolio (Quarterly) Guide ↗

Stillwater Private Wealth, LLC

· CIK 0002137933
13F Portfolio $118M AUM 78 positions Filed Jun 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 78 New
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 14,233.0 $577K 0.49% NEW $40.54 +1.4%
42 SPY STATE STREET SPDR S&P 500 ETF Financial Services 838.0 $546K 0.46% NEW $651.55 +13.8%
43 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 17,383.0 $524K 0.44% NEW $30.14 +2.2%
44 IVV ISHARES CORE S&P 500 ETF 793.0 $517K 0.44% NEW $651.95 +14.3%
45 JPM JPMORGAN CHASE & CO COM Financial Services 1,684.0 $495K 0.42% NEW $293.94 +9.1%
46 LLY ELI LILLY & CO COM Healthcare 529.0 $486K 0.41% NEW $918.71 +23.3%
47 AMD ADVANCED MICRO DEVICES INC COM Technology 2,234.0 $454K 0.38% NEW $203.22 +151.7%
48 VV VANGUARD LARGE-CAP ETF 1,492.0 $446K 0.38% NEW $298.93 +14.2%
49 ORCL ORACLE CORP COM Technology 2,942.0 $432K 0.37% NEW $146.84 +25.4%
50 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 12,903.0 $425K 0.36% NEW $32.94 +9.9%
51 VWO VANGUARD FTSE EMERGING MARKETS ETF 7,140.0 $385K 0.33% NEW $53.92 +10.4%
52 RTX RTX CORPORATION COM Industrials 1,953.0 $376K 0.32% NEW $192.52 -4.7%
53 JNJ JOHNSON & JOHNSON COM Healthcare 1,497.0 $365K 0.31% NEW $243.82 -1.2%
54 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 2,220.0 $352K 0.30% NEW $158.56 +8.0%
55 AMGN AMGEN INC COM Healthcare 1,000.0 $351K 0.30% NEW $351.00 +1.2%
56 EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 8,232.0 $335K 0.28% NEW $40.69 +1.1%
57 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 2,950.0 $325K 0.28% NEW $110.17 +0.0%
58 BLK BLACKROCK INC COM Financial Services 335.0 $322K 0.27% NEW $961.19 +7.4%
59 NVDA NVIDIA CORPORATION COM Technology 1,842.0 $321K 0.27% NEW $174.27 +17.7%
60 IJH ISHARES CORE S&P MID-CAP ETF 4,725.0 $319K 0.27% NEW $67.51 +12.6%
Page 3 of 4  ·  78 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 52.1%
Technology 21.1%
Consumer Cyclical 13.7%
Healthcare 6.5%
Consumer Defensive 2.9%
Industrials 2.0%
Communication Services 1.6%