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Tyler Steven Wright

Stillwater Wealth Management Group

Assets Managed
$161.777M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
9.71%(2Q avg: 6.46%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stillwater Wealth Management Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Stillwater Wealth Management Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 161.777M in assets, with a quarterly growth rate of 9.71% and a 2-quarter average growth rate of 6.46%. The portfolio is managed by Tyler Steven Wright, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.78%
4.15%
$6.71M
26,441 shares@ $253.8 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 19.27%
3.86%
$6.24M
139,138 shares@ $44.86 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 10.63%
3.58%
$5.776M
82,297 shares@ $70.18 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 15.38%
3.52%
$5.679M
29,610 shares@ $191.81 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 7.69%
3.24%
$5.228M
16,891 shares@ $309.52 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 5.6%
3.2%
$5.175M
5,193 shares@ $996.48 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 11.91%
3.17%
$5.123M
8,876 shares@ $577.19 avg price
QDPL
Pacer Met Us Lrg Cap Dvd 400
Recent Activity
Decreased -6.39%
3.13%
$5.049M
125,780 shares@ $40.14 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.75%
3.08%
$4.974M
28,522 shares@ $174.41 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 1.93%
2.96%
$4.773M
5,189 shares@ $919.83 avg price

1-10 of 77