Stillwater Private Wealth, LLC - Portfolio Stock Holdings
Stillwater Private Wealth, LLC disclosed 78 stock positions in a recent SEC 13F filing. $117,830,203 of stock holdings were filed, with the largest holdings including BOXX, SCHB, and SGOL. This filing represented positions held on March 31, 2026, and was filed on June 3, 2026.We estimate the fund has a total AUM of $176,766,445 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
78Est. Stock Holding Value:
$117,830,203Top Stock Holdings By Sector
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Portfolio Stock Holdings - Stillwater Private Wealth, LLC
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