Stillwater Wealth Management Group Top Holdings and 13F Report (2026) About Stillwater Wealth Management GroupInvestment ActivityStillwater Wealth Management Group has $161.78 million in total holdings as of March 31, 2026.Stillwater Wealth Management Group owns shares of 77 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 11.96% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Stillwater Wealth Management Group has purchased 73 new stocks and bought additional shares in 56 stocks.Stillwater Wealth Management Group sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $6,710,474Amplify CWP Enhanced Dividend Income ETF $6,240,349iShares Core Dividend Growth ETF $5,775,569iShares MSCI USA Quality Factor ETF $5,679,405Broadcom $5,227,981 Largest New Holdings this Quarter 65339F101 - NextEra Energy $914,589 Holding38149W622 - GOLDMAN SACHS ETF TR $765,112 Holding78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $375,111 Holding38149W630 - GOLDMAN SACHS ETF TR $296,940 Holding58933Y105 - Merck & Co., Inc. $231,635 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 57,882 shares (about $1.61M)Meta Platforms 2,001 shares (about $1.14M)Amplify CWP Enhanced Dividend Income ETF 22,478 shares (about $1.01M)NextEra Energy 9,847 shares (about $914.59K)The Goldman Sachs Group 1,079 shares (about $912.87K) Largest Sales this Quarter Home Depot 1,959 shares (about $644.26K)Visa 1,201 shares (about $362.98K)Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 8,600 shares (about $345.19K)iShares S&P 100 ETF 278 shares (about $88.45K)Principal U.S. Mega-Cap ETF 564 shares (about $36.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStillwater Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,710,474$51,519 â–²0.8%26,4414.1%Computer and TechnologyDIVOAmplify CWP Enhanced Dividend Income ETF$6,240,349$1,008,140 â–²19.3%139,1383.9%ETFDGROiShares Core Dividend Growth ETF$5,775,569$554,840 â–²10.6%82,2973.6%ETFQUALiShares MSCI USA Quality Factor ETF$5,679,405$756,870 â–²15.4%29,6103.5%ETFAVGOBroadcom$5,227,981$372,963 â–²7.7%16,8913.2%Computer and TechnologyCOSTCostco Wholesale$5,174,709$274,031 â–²5.6%5,1933.2%Retail/WholesaleQQQInvesco QQQ$5,123,136$544,867 â–²11.9%8,8763.2%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$5,048,658$345,194 â–¼-6.4%125,7803.1%ETFNVDANVIDIA$4,974,241$270,320 â–²5.7%28,5223.1%Computer and TechnologyLLYEli Lilly and Company$4,772,971$90,143 â–²1.9%5,1893.0%MedicalWALMART INC$4,705,816$110,484 â–²2.4%37,8652.9%COMGOOGAlphabet$4,590,442$59,095 â–²1.3%16,0022.8%Computer and TechnologyJPMJPMorgan Chase & Co.$4,573,172$131,192 â–²3.0%15,5472.8%FinanceXOMExxonMobil$4,554,021$505,927 â–²12.5%26,8422.8%EnergyFNDXSchwab Fundamental U.S. Large Company ETF$4,368,317$1,612,010 â–²58.5%156,8522.7%ETFABBVAbbVie$4,175,794$152,242 â–²3.8%19,2002.6%MedicalMSFTMicrosoft$4,131,595$166,211 â–²4.2%11,1612.6%Computer and TechnologyAMZNAmazon.com$4,089,798$252,215 â–²6.6%19,6372.5%Retail/WholesaleWMWaste Management$3,849,951$106,164 â–²2.8%16,7542.4%Business ServicesTJXTJX Companies$3,789,968$97,097 â–²2.6%23,7322.3%Retail/WholesaleMCDMcDonald's$3,598,678$201,394 â–²5.9%11,5792.2%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$2,924,832$738,715 â–²33.8%46,7521.8%ETFLMTLockheed Martin$2,877,062$233,912 â–²8.8%4,7601.8%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,731,895$277,875 â–²11.3%49,2061.7%ETFVVisa$2,723,730$362,983 â–¼-11.8%9,0121.7%Business ServicesSYKStryker$2,624,051$84,774 â–²3.3%7,9861.6%MedicalAMGNAmgen$2,565,829$199,862 â–²8.4%7,2921.6%MedicalKOCocaCola$2,428,938$91,487 â–²3.9%31,9391.5%Consumer StaplesCATCaterpillar$2,262,600$340,736 â–²17.7%3,1941.4%IndustrialsVOOVanguard S&P 500 ETF$2,250,068$500,812 â–²28.6%3,7651.4%ETFGSThe Goldman Sachs Group$2,192,081$912,874 â–²71.4%2,5911.4%FinanceCBChubb$2,185,035$313,871 â–²16.8%6,7041.4%FinanceRTXRTX$2,181,782$622,898 â–²40.0%11,3101.3%AerospaceHDHome Depot$2,152,481$644,264 â–¼-23.0%6,5451.3%Retail/WholesaleBRK.BBerkshire Hathaway$2,132,440$126,988 â–²6.3%4,4501.3%FinanceMETAMeta Platforms$1,670,620$1,144,832 â–²217.7%2,9201.0%Computer and TechnologyPROSHARES TR$1,636,463$330,544 â–²25.3%37,7501.0%S&P 500 HIGH INCMOAltria Group$1,490,384$217,107 â–²17.1%22,5850.9%Consumer StaplesAMLPAlerian MLP ETF$1,484,974$735,644 â–²98.2%28,2100.9%ETFVZVerizon Communications$1,208,063$304,965 â–²33.8%24,0650.7%Computer and TechnologyIYWiShares U.S. Technology ETF$1,121,176$59,869 â–²5.6%6,1800.7%ManufacturingKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,105,717$3,653 â–²0.3%22,7000.7%ETFFTCSFirst Trust Capital Strength ETF$960,159$29,776 â–²3.2%10,3510.6%ETFGOOGLAlphabet$950,484$242,151 â–²34.2%3,3050.6%Computer and TechnologyNEENextEra Energy$914,589$914,589 â–²New Holding9,8470.6%UtilitiesSCHDSchwab US Dividend Equity ETF$796,566$420,035 â–²111.6%25,9640.5%ETFGOLDMAN SACHS ETF TR$765,112$765,112 â–²New Holding15,2900.5%S&P 500 PREMIUMNOCNorthrop Grumman$764,1090.0%1,1200.5%AerospaceSPYSPDR S&P 500 ETF Trust$702,008$130,773 â–²22.9%1,0790.4%FinancePFEPfizer$657,914$263,811 â–²66.9%23,4300.4%MedicalCVXChevron$652,976$167,796 â–²34.6%3,1560.4%EnergyINVESCO ACTIVELY MANAGED EXC$640,178$34,914 â–²5.8%12,8350.4%QQQ INCOME ADVANOHIOmega Healthcare Investors$634,864$216,690 â–²51.8%14,4880.4%FinanceOEFiShares S&P 100 ETF$567,264$88,446 â–¼-13.5%1,7830.4%ETFVYMVanguard High Dividend Yield ETF$540,757$205,431 â–²61.3%3,6510.3%Financial ServicesABTAbbott Laboratories$460,5780.0%4,4860.3%MedicalJNJJohnson & Johnson$448,303$1,222 â–¼-0.3%1,8340.3%MedicalUSMCPrincipal U.S. Mega-Cap ETF$436,568$36,273 â–¼-7.7%6,7880.3%ManufacturingQQQMInvesco NASDAQ 100 ETF$423,050$49,673 â–²13.3%1,7800.3%ETFSPGSimon Property Group$393,868$99,959 â–²34.0%2,1120.2%FinanceVFHVanguard Financials ETF$383,5720.0%3,1750.2%ETFSPROTT ASSET MANAGEMENT LP$382,7520.0%10,8000.2%PHYSICAL GOLD TRSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$375,111$375,111 â–²New Holding11,1840.2%ETFPGProcter & Gamble$352,118$15,165 â–²4.5%2,4380.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$334,890$61,085 â–²22.3%1,5570.2%ETFPEPPepsiCo$314,307$7,609 â–¼-2.4%2,0240.2%Consumer StaplesVOXVanguard Communication Services ETF$305,7280.0%1,7000.2%ETFGOLDMAN SACHS ETF TR$296,940$296,940 â–²New Holding6,0000.2%NASDAQ-100 PREMIXLYConsumer Discretionary Select Sector SPDR Fund$283,3480.0%2,6000.2%FinanceIBMInternational Business Machines$276,567$18,179 â–²7.0%1,1410.2%Computer and TechnologyETEnergy Transfer$270,200$19,300 â–¼-6.7%14,0000.2%EnergyMPLXMplx$239,694$28,535 â–¼-10.6%4,2000.1%EnergyJEPIJPMorgan Equity Premium Income ETF$236,356$17,004 â–²7.8%4,1700.1%ETFMOATVanEck Morningstar Wide Moat ETF$232,080$484 â–²0.2%2,4000.1%ETFMRKMerck & Co., Inc.$231,635$231,635 â–²New Holding1,9260.1%MedicalMAMastercard$227,845$9,993 â–²4.6%4560.1%Business ServicesKMIKinder Morgan$219,219$219,219 â–²New Holding6,5380.1%EnergyVPUVanguard Utilities ETF$0$800,483 â–¼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$370,520 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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