Sterling Wealth Management, Inc. - Portfolio overview

Sterling Wealth Management, Inc. has 123 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 10.54%
2. DFCF - DIMENSIONAL ETF TRUST, 6.93%
3. DUSB - DIMENSIONAL ETF TRUST, 6.83%

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

Explore securities or join Upside Invest to compare portfolios.