Stillwater Wealth Management Group has filed its 13F-HR report, revealing total holdings valued at approximately $179.7 million as of March 31, 2026. This filing is crucial as it provides insights into the firm’s investment strategies and positions in various companies.
Stillwater Wealth Management Group, incorporated in Florida, focuses on managing wealth for its clients. The firm is categorized under the SEC's other entity type and operates without a specific SIC code or ticker symbol. This latest filing, dated October 21, 2026, is part of a series of 13F-HR reports that the firm has submitted, indicating its ongoing activity in the asset management space.
The filing states, "The report type is 13F HOLDINGS REPORT," and it includes detailed information about the firm’s investments. The report indicates a total of 74 entries, showcasing a diverse portfolio across various sectors.
Among the notable holdings reported by Stillwater Wealth Management Group are significant investments in major corporations such as Apple Inc., Amazon.com Inc., and Alphabet Inc. These positions reflect the firm's strategy to invest in well-established companies with strong market positions.
This filing may have implications for various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into the firm’s performance and investment choices, while competitors might analyze the data to understand Stillwater's market positioning and strategies.
Looking ahead, it remains to be seen how Stillwater Wealth Management Group will adjust its investment strategies in response to market conditions. The filing does not specify any upcoming actions or changes, leaving stakeholders to anticipate future developments.