Stillwater Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on March 31, 2026. The filing lists Tyler Steven Wright, the owner of the firm, as the responsible party.
The report details a portfolio consisting of 74 individual equity positions. The largest holding disclosed in the filing is AbbVie Inc., for which the firm holds 20,034 shares. Other significant positions include Alphabet Inc. Class C shares (14,657 shares), Amazon.com Inc. shares (19,540 shares), and Amgen Inc. shares (7,297 shares).
The portfolio also includes substantial stakes in technology and industrial companies. Notable entries include Berkshire Hathaway Inc. Class B shares (3,802 shares), Broadcom Inc. shares (15,912 shares), and Microsoft Corporation shares (10,372 shares). The firm also holds shares in Caterpillar Inc., JPMorgan Chase & Co., and Lockheed Martin Corporation.
In addition to individual stocks, the filing reveals significant investments in exchange-traded funds (ETFs). The top ETF holding is the Schwab Strategic Trust Fundamental US Large Core ETF, with 235,333 shares. Other ETFs held include the Invesco QQQ Trust Unit Series 1 (11,881 shares) and the iShares Core Dividend Growth ETF (97,217 shares).
The filing indicates that all positions are held in a sole voting capacity and do not carry any dispositive rights.
