Stillwater Private Wealth, LLC

GLEN MILLS, PA · CIK 2137933 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGlen Mills, PA

$153.5m reported value +29.9% vs Q1 2026

83positions

61.1%in top 10

15 new 23 added 38 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	238,989	$21.7m14.16%	14.16%	Added +174.6k	+174,556 270.9%
2	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	123,714	$14.6m9.50%	9.50%	Added +1.9k	+1,928 1.6%
3	EA SERIES TRUST US QUAN VALUE QVAL	QVAL	175,036	$10.6m6.90%	6.90%	Added +73.5k	+73,543 72.5%
4	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	47,959	$7.8m5.11%	5.11%	Added +32.7k	+32,669 213.7%
5	EA SERIES TRUST ALPHA ARCHITECT CAOS	CAOS	79,613	$7.2m4.69%	4.69%	Added +54.1k	+54,079 211.8%
6	EA SERIES TRUST ALPHA ARCHITECT HIDE	HIDE	287,694	$7.0m4.59%	4.59%	Added +109.0k	+108,951 61.0%
7	WISDOMTREE TR FUTRE STRAT FD WTMF	WTMF	168,608	$7.0m4.56%	4.56%	New
8	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	280,763	$6.9m4.47%	4.47%	Added +199.4k	+199,378 245.0%
9	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	80,572	$5.9m3.85%	3.85%	Added +51.7k	+51,709 179.2%
10	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	167,332	$5.0m3.26%	3.26%	Reduced -140.6k	-140,630 -45.7%
11	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	120,934	$3.7m2.40%	2.40%	Reduced -113.8k	-113,835 -48.5%
12	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	80,701	$3.4m2.21%	2.21%	Reduced -61.0k	-61,050 -43.1%
13	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	46,237	$3.1m2.05%	2.05%	Added +26.5k	+26,505 134.3%
14	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	64,177	$2.3m1.49%	1.49%	Reduced -67.4k	-67,424 -51.2%
15	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	20,161	$2.3m1.48%	1.48%	Reduced -15.3k	-15,331 -43.2%
16	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	35,696	$2.3m1.47%	1.47%	New
17	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	38,137	$2.2m1.44%	1.44%	New
18	APPLE INC COM AAPL	AAPL	6,686	$2.0m1.32%	1.32%	Added +216	+216 3.3%
19	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	8,543	$1.9m1.23%	1.23%	Reduced -6.9k	-6,859 -44.5%
20	EA SERIES TRUST RELATIVE SENTIME MOOD	MOOD	37,794	$1.7m1.09%	1.09%	Reduced -33.7k	-33,685 -47.1%
21	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	46,892	$1.6m1.08%	1.08%	Reduced -55.2k	-55,211 -54.1%
22	ISHARES TR TIPS BD ETF TIP	TIP	14,098	$1.5m0.98%	0.98%	Reduced -16.5k	-16,482 -53.9%
23	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	14,005	$1.4m0.92%	0.92%	Reduced -13.2k	-13,168 -48.5%
24	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	8,713	$1.4m0.92%	0.92%	Reduced -9.1k	-9,082 -51.0%
25	AMAZON COM INC COM AMZN	AMZN	4,925	$1.3m0.86%	0.86%	Reduced -27	-27 -0.6%
26	SELECT SECTOR SPDR TR ENERGY XLE	XLE	19,268	$1.2m0.77%	0.77%	Reduced -17.4k	-17,380 -47.4%
27	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	11,549	$1.2m0.76%	0.76%	Reduced -4.1k	-4,148 -26.4%
28	MICROSOFT CORP COM MSFT	MSFT	2,204	$1.1m0.71%	0.71%	Added +143	+143 6.9%
29	EA SERIES TRUST US QUAN MOMENTUM QMOM	QMOM	13,534	$1.1m0.69%	0.69%	Reduced -7.3k	-7,259 -34.9%
30	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	2,938	$1.0m0.68%	0.68%	Added +1.4k	+1,446 96.9%
31	EA SERIES TRUST ASTORIA US QUALI GQQQ	GQQQ	28,248	$1.0m0.66%	0.66%	New
32	FIRST TR EXCH TRADED FD III LNG/SHT EQUITY FTLS	FTLS	12,104	$921.0k0.60%	0.60%	Reduced -14.0k	-13,992 -53.6%
33	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,616	$780.0k0.51%	0.51%	Reduced -618	-618 -27.7%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	991	$765.0k0.50%	0.50%	Added +153	+153 18.3%
35	ISHARES TR INTERNATIONAL SL ISCF	ISCF	16,517	$755.0k0.49%	0.49%	Reduced -17.8k	-17,830 -51.9%
36	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,705	$701.0k0.46%	0.46%	Unchanged
37	ELI LILLY & CO COM LLY	LLY	553	$674.0k0.44%	0.44%	Added +24	+24 4.5%
38	JPMORGAN CHASE & CO COM JPM	JPM	1,754	$640.0k0.42%	0.42%	Added +70	+70 4.2%
39	ISHARES TR CORE S&P500 ETF IVV	IVV	793	$615.0k0.40%	0.40%	Unchanged
40	BARCLAYS BANK PLC DJUBS CMDT ETN36 DJP	DJP	12,518	$611.0k0.40%	0.40%	Reduced -11.1k	-11,071 -46.9%
41	MCDONALDS CORP COM MCD	MCD	2,132	$587.0k0.38%	0.38%	Reduced -19	-19 -0.9%
42	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	9,969	$563.0k0.37%	0.37%	Reduced -11.7k	-11,707 -54.0%
43	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	10,315	$535.0k0.35%	0.35%	New
44	ISHARES TR BROAD USD HIGH USHY	USHY	14,206	$523.0k0.34%	0.34%	Reduced -14.1k	-14,087 -49.8%
45	ISHARES INC CORE MSCI EMKT IEMG	IEMG	6,129	$496.0k0.32%	0.32%	New
46	SPDR INDEX SHS FDS PORTFLI MSCI GBL SPGM	SPGM	5,491	$484.0k0.32%	0.32%	Reduced -6.3k	-6,280 -53.4%
47	ORACLE CORP COM ORCL	ORCL	2,942	$450.0k0.29%	0.29%	Unchanged
48	RTX CORPORATION COM RTX	RTX	1,968	$438.0k0.29%	0.29%	Added +15	+15 0.8%
49	CISCO SYS INC COM CSCO	CSCO	3,530	$437.0k0.28%	0.28%	Reduced -123	-123 -3.4%
50	AMGEN INC COM AMGN	AMGN	1,023	$425.0k0.28%	0.28%	Added +23	+23 2.3%
51	EA SERIES TRUST ASTORIA US EQUAL ROE	ROE	9,620	$424.0k0.28%	0.28%	New
52	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	5,131	$398.0k0.26%	0.26%	Reduced -5.0k	-5,000 -49.4%
53	JOHNSON & JOHNSON COM JNJ	JNJ	1,507	$393.0k0.26%	0.26%	Added +10	+10 0.7%
54	NVIDIA CORPORATION COM NVDA	NVDA	1,751	$392.0k0.26%	0.26%	Reduced -91	-91 -4.9%
55	BLACKROCK INC COM BLK	BLK	336	$390.0k0.25%	0.25%	Added +1	+1 0.3%
56	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	6,559	$379.0k0.25%	0.25%	Reduced -7.5k	-7,530 -53.5%
57	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,725	$368.0k0.24%	0.24%	Unchanged
58	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,042	$357.0k0.23%	0.23%	Added +10	+10 1.0%
59	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	1,835	$334.0k0.22%	0.22%	Reduced -385	-385 -17.3%
60	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	11,512	$327.0k0.21%	0.21%	Added +2.9k	+2,891 33.5%
61	EA SERIES TRUST EA ASTORIA DYNMC AGGA	AGGA	13,024	$324.0k0.21%	0.21%	New
62	TJX COS INC NEW COM TJX	TJX	2,125	$324.0k0.21%	0.21%	Added +163	+163 8.3%
63	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	9,509	$320.0k0.21%	0.21%	Reduced -12.3k	-12,312 -56.4%
64	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,153	$318.0k0.21%	0.21%	Unchanged
65	INVESTMENT MANAGERS SER TR I ASTORIA REAL PPI	PPI	14,467	$313.0k0.20%	0.20%	New
66	MASTERCARD INCORPORATED CL A MA	MA	556	$311.0k0.20%	0.20%	Reduced -2	-2 -0.4%
67	PROCTER AND GAMBLE CO COM PG	PG	2,063	$297.0k0.19%	0.19%	Reduced -32	-32 -1.5%
68	E L F BEAUTY INC COM ELF	ELF	3,129	$289.0k0.19%	0.19%	New
69	WSFS FINL CORP COM WSFS	WSFS	3,568	$289.0k0.19%	0.19%	Reduced -385	-385 -9.7%
70	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	11,032	$282.0k0.18%	0.18%	Reduced -16.3k	-16,263 -59.6%
71	MID PENN BANCORP INC COM MPB	MPB	7,007	$267.0k0.17%	0.17%	Unchanged
72	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,257	$257.0k0.17%	0.17%	Reduced -2.9k	-2,883 -40.4%
73	DOUBLELINE ETF TRUST MORTGAGE ETF DMBS	DMBS	5,313	$256.0k0.17%	0.17%	New
74	LOWES COS INC COM LOW	LOW	1,133	$244.0k0.16%	0.16%	Reduced -55	-55 -4.6%
75	SPINNAKER ETF SERIES SELECT STOXX EUR EUAD	EUAD	5,126	$244.0k0.16%	0.16%	Reduced -3.1k	-3,106 -37.7%
76	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	865	$232.0k0.15%	0.15%	New
77	COSTCO WHSL CORP NEW COM COST	COST	238	$225.0k0.15%	0.15%	Added +12	+12 5.3%
78	UNITEDHEALTH GROUP INC COM UNH	UNH	529	$214.0k0.14%	0.14%	New
79	CATERPILLAR INC COM CAT	CAT	248	$212.0k0.14%	0.14%	New
80	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	4,278	$212.0k0.14%	0.14%	Reduced -15.7k	-15,723 -78.6%
81	TESLA INC COM TSLA	TSLA	645	$211.0k0.14%	0.14%	Reduced -13	-13 -2.0%
82	INVESCO EXCH TRADED FD TR II KBW BK ETF KBWB	KBWB	2,053	$203.0k0.13%	0.13%	New
83	HIVE DIGITAL TECHNOLOGIES LT COM NEW HIVE	HIVE	20,000	$54.0k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SCHWAB STRATEGIC TR SCHO	SCHO	39,663	$962.0k39.7k shares
LEGG MASON ETF INVT LVHI	LVHI	14,233	$577.0k14.2k shares
LITMAN GREGORY FDS TR DBMF	DBMF	17,383	$524.0k17.4k shares
SCHWAB STRATEGIC TR SCHE	SCHE	12,903	$425.0k12.9k shares
ISHARES TR SHV	SHV	2,950	$325.0k3.0k shares
J P MORGAN EXCHANGE TRADED F JPST	JPST	6,219	$314.0k6.2k shares
DIMENSIONAL ETF TRUST DFSD	DFSD	5,803	$277.0k5.8k shares
GLOBAL X FDS CLIP	CLIP	2,528	$253.0k2.5k shares
VANGUARD BD INDEX FDS BND	BND	3,272	$240.0k3.3k shares
GLOBAL X FDS MLPA	MLPA	3,731	$200.0k3.7k shares