Stillwater Wealth Management Group has filed its Form 13F-HR report with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on June 30, 2026. The filing lists the firm’s address as 790 Juno Ocean Walk, Suite 202, in Juno Beach, Florida. The filer is identified as Tyler Steven Wright, who is listed as the owner of the firm.
The report details a portfolio of 74 individual equity positions held by the firm. The largest holding in the portfolio is AbbVie Inc., for which the firm holds 20,034 shares. Other significant individual stock positions include Apple Inc. with 26,419 shares, Berkshire Hathaway Inc. Class B with 3,802 shares, and Broadcom Inc. with 15,912 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top ETF holding is the Schwab Strategic Trust Fundamental US Large Core ETF, which comprises 235,333 shares. This is followed by the Amplify ETF Tr CWP Enhanced Dividend ETF with 175,248 shares, and the Pacer Fds Tr US Cash Cows 100 ETF with 16,298 shares.
Among the individual equities, the firm holds substantial positions in NVIDIA Corporation (29,316 shares), Costco Wholesale Corporation (5,357 shares), and Walmart Inc. (38,258 shares). The report also lists holdings in major financial institutions such as JPMorgan Chase & Co. (15,907 shares), Visa Inc. Class A (6,521 shares), and Goldman Sachs Group Inc. (2,870 shares).
