Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stillwater Private Wealth, LLC (CIK 2137933) reported $153.5M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($21.7M, 14.16%), BOXX ($14.6M, 9.50%), QVAL ($10.6M, 6.90%), XMMO ($7.8M, 5.11%), CAOS ($7.2M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 | $21.7M | 14.16% | 238,989 | Added |
| 2 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $14.6M | 9.50% | 123,714 | Added |
| 3 | QVAL | ALPHA ARCHITECT US QUANTITATIVE VAL | $10.6M | 6.90% | 175,036 | Added |
| 4 | XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $7.8M | 5.11% | 47,959 | Added |
| 5 | CAOS | ALPHA ARCHITECT TAIL RISK ETF | $7.2M | 4.69% | 79,613 | Added |
| 6 | HIDE | ALPHA ARCHITECT HIGH INFLATION & DE | $7.0M | 4.59% | 287,694 | Added |
| 7 | WTMF | WISDOMTREE MANAGED FUTURES STRATEGY | $7.0M | 4.56% | 168,608 | New |
| 8 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASUR | $6.9M | 4.47% | 280,763 | Added |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5.9M | 3.85% | 80,572 | Added |
| 10 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $5.0M | 3.26% | 167,332 | Trimmed |
| 11 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $3.7M | 2.40% | 120,934 | Trimmed |
| 12 | SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $3.4M | 2.21% | 80,701 | Trimmed |
| 13 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $3.1M | 2.05% | 46,237 | Added |
| 14 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.3M | 1.49% | 64,177 | Trimmed |
| 15 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $2.3M | 1.48% | 20,161 | Trimmed |
| 16 | IDMO | INVESCO S&P INTERNATIONAL DEVELOPED | $2.3M | 1.47% | 35,696 | New |
| 17 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.2M | 1.44% | 38,137 | New |
| 18 | AAPL | APPLE INC COM | $2.0M | 1.32% | 6,686 | Added |
| 19 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.9M | 1.23% | 8,543 | Trimmed |
| 20 | MOOD | RELATIVE SENTIMENT TACTICAL ALLOCAT | $1.7M | 1.09% | 37,794 | Trimmed |
| 21 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.6M | 1.08% | 46,892 | Trimmed |
| 22 | TIP | ISHARES TIPS BOND ETF | $1.5M | 0.98% | 14,098 | Trimmed |
| 23 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1.4M | 0.92% | 14,005 | Trimmed |
| 24 | VT | VANGUARD TOTAL WORLD STOCK ETF | $1.4M | 0.92% | 8,713 | Trimmed |
| 25 | AMZN | AMAZON COM INC COM | $1.3M | 0.86% | 4,925 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30