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Home > Institutional Investor > Stillwater Wealth Management Group > Profile

Instuitional Investor - Stillwater Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Stillwater Wealth Management Group
Portfolio Value $142,800,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 26,368 $6,714,039 4.7%
2.
Broadcom Inc.
 AVGO 17,587 $5,802,027 4.06%
3.
Microsoft Corp
 MSFT 10,617 $5,499,105 3.85%
4.
Invesco Qqq Tr
 8,531 $5,121,658 3.58%
5.
Nvidia Corp
 NVDA 26,906 $5,020,125 3.51%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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