Stillwater Private Wealth, LLC: 13F holdings
CIK 21379332026Q2
| Positions | 83 |
|---|
| Reported value | $153.5m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 83 (+5 vs prior quarter) |
|---|
| Reported value | $153.5m (+29.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM STATE STREET SPDR PORTFOLIO S&P 500 | 238,989 | $21.7m | 14.2% |
| BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF | 123,714 | $14.6m | 9.5% |
| QVAL ALPHA ARCHITECT US QUANTITATIVE VAL | 175,036 | $10.6m | 6.9% |
| XMMO INVESCO S&P MIDCAP MOMENTUM ETF | 47,959 | $7.8m | 5.1% |
| CAOS ALPHA ARCHITECT TAIL RISK ETF | 79,613 | $7.2m | 4.7% |
| ALPHA ARCHITECT HIGH INFLATION & DE | 287,694 | $7.0m | 4.6% |
| WTMF WISDOMTREE MANAGED FUTURES STRATEGY | 168,608 | $7.0m | 4.6% |
| SCHR SCHWAB INTERMEDIATE-TERM US TREASUR | 280,763 | $6.9m | 4.5% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 80,572 | $5.9m | 3.8% |
| SCHB SCHWAB U.S. BROAD MARKET ETF | 167,332 | $5.0m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2137933")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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