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| Stillwater Private Wealth LLC
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|---|---|
| CRD # | 339794 |
| SEC # | 801-135081 |
| CIK # | 0002063941, 0002137933 |
| AUM | 176.8 M (2026-06-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-291-0232 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002063941 0002137933 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.7 | ||
| Broadcom Inc | 5.2 | ||
| Costco Wholesale Corp /NEW | 5.2 | ||
| Nvidia Corp | 5.0 | ||
| Lilly Eli & Co | 4.8 | ||
| Wal Mart Stores Inc | 4.7 | ||
| Alphabet Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.6 | ||
| AbbVie Inc | 4.2 | ||
| Microsoft Corp | 4.1 | ||
| Amazon Com Inc | 4.1 | ||
| Waste Management Inc | 3.8 | ||
| TJX Companies Inc /DE/ | 3.8 | ||
| McDonalds Corp | 3.6 | ||
| Lockheed Martin Corp | 2.9 | ||
| Visa Inc | 2.7 | ||
| Stryker Corp | 2.6 | ||
| Amgen Inc | 2.6 | ||
| Coca Cola Co | 2.4 | ||
| Caterpillar Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 36.6 |
| (b) Individuals (high net worth individuals) | 50 | 133.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 176.8 |
| By Discretionary | ||
| Discretionary | 458 | 176.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 176.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.8 | |
| Total | 458 | 176.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063941] | |
| 13F-HR | [0002137933] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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