Stillwater Wealth Management Group
RIA/Wealth
Stillwater Wealth Management Group is a RIA/Wealth based in Rochester, NY led by Scott Richard Brown, reporting $312.6M in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
Managing PartnerScott Richard Brown
- Portfolio Value
- $142.9M
- Positions
- 76
- Top Holding
- AAPL at 4.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stillwater Wealth Management Group's portfolio (36.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $6.7M | 4.70% | +$281.9K Bought | 0.00% 26.4K shares | |
Semiconductors Technology | $5.8M | 4.06% | +$264.9K Bought | 0.00% 17.6K shares | |
Software - Infrastructure Technology | $5.5M | 3.85% | +$208.2K Bought | 0.00% 10.6K shares | |
ETF ETF | $5.1M | 3.58% | +$1.5M Bought | — 8.5K shares | |
Semiconductors Technology | $5.0M | 3.51% | +$716.5K Bought | 0.00% 26.9K shares | |
ETF ETF | $4.9M | 3.40% | +$4.9M New | — 25.0K shares | |
ETF ETF | $4.8M | 3.38% | +$229.2K Bought | — 70.9K shares | |
ETF ETF | $4.8M | 3.37% | +$1.4M Bought | — 114.9K shares | |
Banks - Diversified Financial Services | $4.7M | 3.32% | +$341.6K Bought | 0.00% 15.0K shares | |
Discount Stores Consumer Defensive | $4.7M | 3.28% | +$572.1K Bought | 0.00% 5.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stillwater Wealth Management Group's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-87.57% | |
-56.84% | |
-54.71% | |
-54.28% | |
-53.92% |
Analytics
Portfolio insights and performance metrics for Stillwater Wealth Management Group
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