Stillwater Private Wealth, LLC
Reported holdings as of Q2 2026, from 1 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYM | $21.7K | 238,989 | - | new | FIRST | |
| EA SERIES TRUST | BOXX | $14.6K | 123,714 | - | new | FIRST | |
| EA SERIES TRUST | QVAL | $10.6K | 175,036 | - | new | FIRST | |
| INVESCO EXCHANGE TRADED FD T | XMMO | $7.8K | 47,959 | - | new | FIRST | |
| EA SERIES TRUST | CAOS | $7.2K | 79,613 | - | new | FIRST | |
| EA SERIES TRUST | HIDE | $7.0K | 287,694 | - | new | FIRST | |
| WISDOMTREE TR | WTMF | $7.0K | 168,608 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHR | $6.9K | 280,763 | - | new | FIRST | |
| VANGUARD TAX-MANAGED FDS | VEA | $5.9K | 80,572 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHB | $5.0K | 167,332 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHX | $3.7K | 120,934 | - | new | FIRST | |
| ETFS GOLD TR | SGOL | $3.4K | 80,701 | - | new | FIRST | |
| EA SERIES TRUST | FRDM | $3.1K | 46,237 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHG | $2.3K | 64,177 | - | new | FIRST | |
| VANECK ETF TRUST | MOAT | $2.3K | 20,161 | - | new | FIRST | |
| INVESCO EXCH TRADED FD TR II | IDMO | $2.3K | 35,696 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFIV | $2.2K | 38,137 | - | new | FIRST | |
| APPLE INC | AAPL | $2.0K | 6,686 | - | new | FIRST | |
| INVESCO EXCHANGE TRADED FD T | RSP | $1.9K | 8,543 | - | new | FIRST | |
| EA SERIES TRUST | MOOD | $1.7K | 37,794 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHV | $1.6K | 46,892 | - | new | FIRST | |
| ISHARES TR | TIP | $1.5K | 14,098 | - | new | FIRST | |
| ISHARES TR | STIP | $1.4K | 14,005 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VT | $1.4K | 8,713 | - | new | FIRST | |
| AMAZON COM INC | AMZN | $1.3K | 4,925 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLE | $1.2K | 19,268 | - | new | FIRST | |
| ISHARES TR | SGOV | $1.2K | 11,549 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $1.1K | 2,204 | - | new | FIRST | |
| EA SERIES TRUST | QMOM | $1.1K | 13,534 | - | new | FIRST | |
| VANGUARD INDEX FDS | VV | $1.0K | 2,938 | - | new | FIRST | |
| EA SERIES TRUST | GQQQ | $1.0K | 28,248 | - | new | FIRST | |
| FIRST TR EXCH TRADED FD III | FTLS | $921 | 12,104 | - | new | FIRST | |
| ADVANCED MICRO DEVICES INC | AMD | $780 | 1,616 | - | new | FIRST | |
| STATE STR SPDR S&P 500 ETF T | SPY | $765 | 991 | - | new | FIRST | |
| ISHARES TR | ISCF | $755 | 16,517 | - | new | FIRST | |
| ISHARES TR | IJR | $701 | 4,705 | - | new | FIRST | |
| ELI LILLY & CO | LLY | $674 | 553 | - | new | FIRST | |
| JPMORGAN CHASE & CO | JPM | $640 | 1,754 | - | new | FIRST | |
| ISHARES TR | IVV | $615 | 793 | - | new | FIRST | |
| BARCLAYS BANK PLC | DJP | $611 | 12,518 | - | new | FIRST | |
| MCDONALDS CORP | MCD | $587 | 2,132 | - | new | FIRST | |
| DBX ETF TR | DBEF | $563 | 9,969 | - | new | FIRST | |
| SPDR INDEX SHS FDS | SPDW | $535 | 10,315 | - | new | FIRST | |
| ISHARES TR | USHY | $523 | 14,206 | - | new | FIRST | |
| ISHARES INC | IEMG | $496 | 6,129 | - | new | FIRST | |
| SPDR INDEX SHS FDS | SPGM | $484 | 5,491 | - | new | FIRST | |
| ORACLE CORP | ORCL | $450 | 2,942 | - | new | FIRST | |
| RTX CORPORATION | RTX | $438 | 1,968 | - | new | FIRST | |
| CISCO SYS INC | CSCO | $437 | 3,530 | - | new | FIRST | |
| AMGEN INC | AMGN | $425 | 1,023 | - | new | FIRST | |
| EA SERIES TRUST | ROE | $424 | 9,620 | - | new | FIRST | |
| VANGUARD BD INDEX FDS | BSV | $398 | 5,131 | - | new | FIRST | |
| JOHNSON & JOHNSON | JNJ | $393 | 1,507 | - | new | FIRST | |
| NVIDIA CORPORATION | NVDA | $392 | 1,751 | - | new | FIRST | |
| BLACKROCK INC | BLK | $390 | 336 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLF | $379 | 6,559 | - | new | FIRST | |
| ISHARES TR | IJH | $368 | 4,725 | - | new | FIRST | |
| ALPHABET INC | GOOGL | $357 | 1,042 | - | new | FIRST | |
| WISDOMTREE TR | DXJ | $334 | 1,835 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHF | $327 | 11,512 | - | new | FIRST | |
| EA SERIES TRUST | AGGA | $324 | 13,024 | - | new | FIRST | |
| TJX COS INC NEW | TJX | $324 | 2,125 | - | new | FIRST | |
| HARBOR ETF TRUST | HGER | $320 | 9,509 | - | new | FIRST | |
| ISHARES TR | IEFA | $318 | 3,153 | - | new | FIRST | |
| INVESTMENT MANAGERS SER TR I | PPI | $313 | 14,467 | - | new | FIRST | |
| MASTERCARD INCORPORATED | MA | $311 | 556 | - | new | FIRST | |
| PROCTER & GAMBLE CO | PG | $297 | 2,063 | - | new | FIRST | |
| E L F BEAUTY INC | ELF | $289 | 3,129 | - | new | FIRST | |
| WSFS FINL CORP | WSFS | $289 | 3,568 | - | new | FIRST | |
| VANECK ETF TRUST | EMLC | $282 | 11,032 | - | new | FIRST | |
| MID PENN BANCORP INC | MPB | $267 | 7,007 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VWO | $257 | 4,257 | - | new | FIRST | |
| DOUBLELINE ETF TRUST | DMBS | $256 | 5,313 | - | new | FIRST | |
| LOWES COS INC | LOW | $244 | 1,133 | - | new | FIRST | |
| SPINNAKER ETF SERIES | EUAD | $244 | 5,126 | - | new | FIRST | |
| AUTOMATIC DATA PROCESSING IN | ADP | $232 | 865 | - | new | FIRST | |
| COSTCO WHOLESALE CORPORATION | COST | $225 | 238 | - | new | FIRST | |
| UNITEDHEALTH GROUP INC | UNH | $214 | 529 | - | new | FIRST | |
| CATERPILLAR INC | CAT | $212 | 248 | - | new | FIRST | |
| VANGUARD MALVERN FDS | VTIP | $212 | 4,278 | - | new | FIRST | |
| TESLA INC | TSLA | $211 | 645 | - | new | FIRST | |
| INVESCO EXCH TRADED FD TR II | KBWB | $203 | 2,053 | - | new | FIRST | |
| HIVE DIGITAL TECHNOLOGIES LT | HIVE | $54 | 20,000 | - | new | FIRST |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $153.5K | 83 | 0 | 0 | 0 | 0 | 61.1% | 44 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.