Marshall & Sterling Wealth Advisors Inc. - Portfolio overview

Marshall & Sterling Wealth Advisors Inc. has 664 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD INTERMEDIATE, 7.99%
2. DGRW - WISDOMTREE US, 6.77%
3. SPYI - NEOS S&P, 5.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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