Stillwater Wealth Management Group has reported a total of $179.7 million in assets under management as of June 30, 2026. This significant update comes from the firm’s latest filing, showcasing its growth trajectory in the wealth management sector.
The filing, dated October 21, 2026, reveals that Stillwater continues to manage a diverse portfolio, which includes significant investments in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversification strategy may position Stillwater favorably in an increasingly competitive landscape.
Background
Stillwater Wealth Management Group is a Florida-based firm specializing in wealth management services. The company is incorporated in Florida and operates under the Central Index Key (CIK) number 0002063941. The firm has been active in filing various reports with the SEC, including multiple 13F-HR filings, which detail its investment holdings.
What the Filing Says
According to the filing, Stillwater reported a total of 74 different holdings as of the end of June 2026. The firm’s assets under management totaled $179,738,085. This filing is part of Stillwater’s commitment to transparency and regulatory compliance.
Impact
This update may affect investors and clients of Stillwater Wealth Management Group, as it provides insight into the firm’s investment strategies and performance. The disclosures also serve to inform the broader wealth management industry about the competitive landscape and asset allocation trends.
What's Next
The filing does not say what happens next.