Long-term investor
Stillwater Wealth Management Group @stillwaterwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002063941).
Record
- Tracked since 2024-12-31 (615 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days +1.5% · 6 months +1.5% · 1 year +10.3% · all +8.8%
- Max drawdown -1.6% · Sharpe 0.36 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.1% · long · since 2024-12-31
- DIVO · 3.9% · long · since 2025-09-30
- DGRO · 3.6% · long · since 2024-12-31
- QUAL · 3.5% · long · since 2025-09-30
- AVGO · 3.2% · long · since 2024-12-31
- COST · 3.2% · long · since 2024-12-31
- 46090E103 · 3.2% · long · since 2024-12-31
- QDPL · 3.1% · long · since 2024-12-31
- NVDA · 3.1% · long · since 2024-12-31
- LLY · 3.0% · long · since 2024-12-31
- WMT · 2.9% · long · since 2024-12-31
- GOOG · 2.8% · long · since 2024-12-31