Fund Universe

Stillwater Private Wealth, LLC

CIK 2137933 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.065
AUM ($M)
153
Positions
83
Turnover
0.37
Top-10 wt
61%
Herfindahl
0.051
History (qtrs)
2
Excess Return
not eligible

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Holdings · 93 positions · portfolio value $153M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ADD 14.2% +10.0% 21.7 238,989 +174,556 1
BOXX funds › ALPHA ARCHITECT 1-3 MONTH BOX ETF ADD 9.5% -2.5% 14.6 123,714 +1,928 1
QVAL funds › ALPHA ARCHITECT US QUANTITATIVE VAL ADD 6.9% +2.4% 10.6 175,036 +73,543 1
XMMO funds › INVESCO S&P MIDCAP MOMENTUM ETF ADD 5.1% +3.2% 7.8 47,959 +32,669 1
CAOS funds › ALPHA ARCHITECT TAIL RISK ETF ADD 4.7% +2.7% 7.2 79,613 +54,079 1
HIDE funds › ALPHA ARCHITECT HIGH INFLATION & DE ADD 4.6% +1.0% 7.0 287,694 +108,951 1
WTMF funds › WISDOMTREE MANAGED FUTURES STRATEGY NEW 4.6% +4.6% 7.0 168,608 +168,608 1
SCHR funds › SCHWAB INTERMEDIATE-TERM US TREASUR ADD 4.5% +2.8% 6.9 280,763 +199,378 1
VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF ADD 3.8% +2.3% 5.9 80,572 +51,709 1
SCHB funds › SCHWAB U.S. BROAD MARKET ETF TRIM 3.3% -3.3% 5.0 167,332 -140,630 1
SCHX funds › SCHWAB U.S. LARGE-CAP ETF TRIM 2.4% -2.7% 3.7 120,934 -113,835 1
SGOL funds › ABRDN PHYSICAL GOLD SHARES ETF TRIM 2.2% -3.1% 3.4 80,701 -61,050 1
FRDM funds › FREEDOM 100 EMERGING MARKETS ETF ADD 2.0% +1.1% 3.1 46,237 +26,505 1
SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF TRIM 1.5% -1.8% 2.3 64,177 -67,424 1
MOAT funds › VANECK MORNINGSTAR WIDE MOAT ETF TRIM 1.5% -1.4% 2.3 20,161 -15,331 1
IDMO funds › INVESCO S&P INTERNATIONAL DEVELOPED NEW 1.5% +1.5% 2.3 35,696 +35,696 1
DFIV funds › DIMENSIONAL INTERNATIONAL VALUE ETF NEW 1.4% +1.4% 2.2 38,137 +38,137 1
AAPL funds › APPLE INC COM ADD 1.3% -0.1% 2.0 6,686 +216 1
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF TRIM 1.2% -1.3% 1.9 8,543 -6,859 1
MOOD funds › RELATIVE SENTIMENT TACTICAL ALLOCAT TRIM 1.1% -1.4% 1.7 37,794 -33,685 1
SCHV funds › SCHWAB U.S. LARGE-CAP VALUE ETF TRIM 1.1% -1.6% 1.6 46,892 -55,211 1
TIP funds › ISHARES TIPS BOND ETF TRIM 1.0% -1.9% 1.5 14,098 -16,482 1
STIP funds › ISHARES 0-5 YEAR TIPS BOND ETF TRIM 0.9% -1.5% 1.4 14,005 -13,168 1
VT funds › VANGUARD TOTAL WORLD STOCK ETF TRIM 0.9% -1.2% 1.4 8,713 -9,082 1
AMZN funds › AMAZON COM INC COM TRIM 0.9% -0.0% 1.3 4,925 -27 1
XLE funds › STATE STREET ENERGY SELECT SECTOR S TRIM 0.8% -1.1% 1.2 19,268 -17,380 1
SGOV funds › ISHARES 0-3 MONTH TREASURY BOND ETF TRIM 0.8% -0.6% 1.2 11,549 -4,148 1
MSFT funds › MICROSOFT CORP COM ADD 0.7% +0.1% 1.1 2,204 +143 1
QMOM funds › ALPHA ARCHITECT U.S. QUANTITATIVE M TRIM 0.7% -0.5% 1.1 13,534 -7,259 1
VV funds › VANGUARD MORNINGSTAR LARGE-CAP ETF ADD 0.7% +0.3% 1.0 2,938 +1,446 1
GQQQ funds › ASTORIA US QUALITY GROWTH KINGS ETF NEW 0.7% +0.7% 1.0 28,248 +28,248 1
FTLS funds › FIRST TRUST LONG/SHORT EQUITY ETF TRIM 0.6% -1.0% 0.9 12,104 -13,992 1
AMD funds › ADVANCED MICRO DEVICES INC COM TRIM 0.5% +0.1% 0.8 1,616 -618 1
SPY funds › STATE STREET SPDR S&P 500 ETF ADD 0.5% +0.0% 0.8 991 +153 1
ISCF funds › ISHARES INTERNATIONAL SMALLCAP EQUI TRIM 0.5% -0.7% 0.8 16,517 -17,830 1
IJR funds › ISHARES CORE S&P SMALL CAP ETF HOLD 0.5% -0.0% 0.7 4,705 +0 1
LLY funds › ELI LILLY & CO COM ADD 0.4% +0.0% 0.7 553 +24 1
JPM funds › JPMORGAN CHASE & CO COM ADD 0.4% -0.0% 0.6 1,754 +70 1
IVV funds › ISHARES CORE S&P 500 ETF HOLD 0.4% -0.0% 0.6 793 +0 1
DJP funds › IPATH BLOOMBERG COMMODITY INDEX TOT TRIM 0.4% -0.6% 0.6 12,518 -11,071 1
MCD funds › MCDONALDS CORP COM TRIM 0.4% -0.2% 0.6 2,132 -19 1
DBEF funds › XTRACKERS MSCI EAFE HEDGED EQUITY E TRIM 0.4% -0.5% 0.6 9,969 -11,707 1
SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOP NEW 0.3% +0.3% 0.5 10,315 +10,315 1
USHY funds › ISHARES BROAD USD HIGH YIELD CORPOR TRIM 0.3% -0.5% 0.5 14,206 -14,087 1
IEMG funds › ISHARES CORE MSCI EMERGING MARKETS NEW 0.3% +0.3% 0.5 6,129 +6,129 1
SPGM funds › STATE STREET SPDR PORTFOLIO MSCI GL TRIM 0.3% -0.4% 0.5 5,491 -6,280 1
ORCL funds › ORACLE CORP COM HOLD 0.3% -0.1% 0.5 2,942 +0 1
RTX funds › RTX CORPORATION COM ADD 0.3% -0.0% 0.4 1,968 +15 1
CSCO funds › CISCO SYS INC COM TRIM 0.3% +0.0% 0.4 3,530 -123 1
AMGN funds › AMGEN INC COM ADD 0.3% -0.0% 0.4 1,023 +23 1
ROE funds › ASTORIA US EQUAL WEIGHT QUALITY KIN NEW 0.3% +0.3% 0.4 9,620 +9,620 1
BSV funds › VANGUARD SHORT-TERM BOND ETF TRIM 0.3% -0.4% 0.4 5,131 -5,000 1
JNJ funds › JOHNSON & JOHNSON COM ADD 0.3% -0.1% 0.4 1,507 +10 1
NVDA funds › NVIDIA CORPORATION COM TRIM 0.3% -0.0% 0.4 1,751 -91 1
BLK funds › BLACKROCK INC COM ADD 0.3% -0.0% 0.4 336 +1 1
XLF funds › STATE STREET FINANCIAL SELECT SECTO TRIM 0.2% -0.3% 0.4 6,559 -7,530 1
IJH funds › ISHARES CORE S&P MID-CAP ETF HOLD 0.2% -0.0% 0.4 4,725 +0 1
GOOGL funds › ALPHABET INC CAP STK CL A ADD 0.2% -0.0% 0.4 1,042 +10 1
DXJ funds › WISDOMTREE JAPAN HEDGED EQUITY FUND TRIM 0.2% -0.1% 0.3 1,835 -385 1
SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF ADD 0.2% +0.0% 0.3 11,512 +2,891 1
AGGA funds › EA ASTORIA BEACON DYNAMIC CORE US F NEW 0.2% +0.2% 0.3 13,024 +13,024 1
TJX funds › TJX COS INC NEW COM ADD 0.2% -0.1% 0.3 2,125 +163 1
HGER funds › HARBOR COMMODITY ALL-WEATHER STRATE TRIM 0.2% -0.4% 0.3 9,509 -12,312 1
IEFA funds › ISHARES CORE MSCI EAFE ETF HOLD 0.2% -0.0% 0.3 3,153 +0 1
PPI funds › ASTORIA REAL ASSETS ETF NEW 0.2% +0.2% 0.3 14,467 +14,467 1
MA funds › MASTERCARD INCORPORATED CL A TRIM 0.2% -0.0% 0.3 556 -2 1
PG funds › PROCTER & GAMBLE CO COM TRIM 0.2% -0.1% 0.3 2,063 -32 1
ELF funds › E L F BEAUTY INC COM NEW 0.2% +0.2% 0.3 3,129 +3,129 1
WSFS funds › WSFS FINL CORP COM TRIM 0.2% -0.0% 0.3 3,568 -385 1
EMLC funds › VANECK J. P. MORGAN EM LOCAL CURREN TRIM 0.2% -0.4% 0.3 11,032 -16,263 1
MPB funds › MID PENN BANCORP INC COM HOLD 0.2% -0.0% 0.3 7,007 +0 1
VWO funds › VANGUARD FTSE EMERGING MARKETS ETF TRIM 0.2% -0.2% 0.3 4,257 -2,883 1
DMBS funds › DOUBLELINE MORTGAGE ETF NEW 0.2% +0.2% 0.3 5,313 +5,313 1
LOW funds › LOWES COS INC COM TRIM 0.2% -0.1% 0.2 1,133 -55 1
EUAD funds › SELECT STOXX EUROPE AEROSPACE & DEF TRIM 0.2% -0.1% 0.2 5,126 -3,106 1
ADP funds › AUTOMATIC DATA PROCESSING INC COM NEW 0.2% +0.2% 0.2 865 +865 1
COST funds › COSTCO WHOLESALE CORPORATION COM ADD 0.1% -0.0% 0.2 238 +12 1
UNH funds › UNITEDHEALTH GROUP INC COM NEW 0.1% +0.1% 0.2 529 +529 1
CAT funds › CATERPILLAR INC COM NEW 0.1% +0.1% 0.2 248 +248 1
VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTE TRIM 0.1% -0.7% 0.2 4,278 -15,723 1
TSLA funds › TESLA INC COM TRIM 0.1% -0.1% 0.2 645 -13 1
KBWB funds › INVESCO KBW BANK ETF NEW 0.1% +0.1% 0.2 2,053 +2,053 1
HIVE funds › HIVE DIGITAL TECHNOLOGIES LTD COM N HOLD 0.0% +0.0% 0.1 20,000 +0 1
JPST funds › JPMORGAN ULTRA-SHORT INCOME ETF EXIT 0.0% -0.3% 0.0 0 -6,219 0
SHV funds › ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF EXIT 0.0% -0.3% 0.0 0 -2,950 0
SCHO funds › SCHWAB SHORT-TERM US TREASURY ETF EXIT 0.0% -0.8% 0.0 0 -39,663 0
LVHI funds › FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF EXIT 0.0% -0.5% 0.0 0 -14,233 0
SCHE funds › SCHWAB EMERGING MARKETS EQUITY ETF EXIT 0.0% -0.4% 0.0 0 -12,903 0
MLPA funds › GLOBAL X MLP ETF EXIT 0.0% -0.2% 0.0 0 -3,731 0
CUSIP:37960A438 funds › GLOBAL X 1-3 MONTH T-BILL ETF EXIT 0.0% -0.2% 0.0 0 -2,528 0
BND funds › VANGUARD TOTAL BOND MARKET ETF EXIT 0.0% -0.2% 0.0 0 -3,272 0
DBMF funds › IMGP DBI MANAGED FUTURES STRATEGY ETF EXIT 0.0% -0.4% 0.0 0 -17,383 0
DFSD funds › DIMENSIONAL SHORT-DURATION FIXED INCOME ETF EXIT 0.0% -0.2% 0.0 0 -5,803 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 153 83 0.37 61% 0.051 0.066 entered
2026Q1 118 78 0.00 50% 0.039 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status