Sterling Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Champaign, IL
CIK
0002011149
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 115 387,920 VTI, DUHP, DUSB, DFAT 13F-HR 10/23/2026 000117266126004656
Q2 2026 116 402,291 VTI, DUHP, DFCF, DFAT 13F-HR 7/30/2026 000117266126002953
Q1 2026 112 364,253 VTI, DFCF, DUSB, DUHP 13F-HR 5/13/2026 000117266126001854
Q4 2025 106 350,539 VTI, DUSB, DFCF, DUHP 13F-HR 2/17/2026 000117266126000911
Q3 2025 110 329,901 VTI, DUSB, DUHP, DFCF 13F-HR 11/17/2025 000117266125005196
Q2 2025 110 293,452 VTI, DUSB, DUHP, DFAT 13F-HR 8/14/2025 000117266125003401
Q4 2024 108 270,781 VTI, DUSB, DFAT, VEA 13F-HR 2/14/2025 000117266125001058
Q3 2024 111 267,895 VTI, DUSB, DFAT, VEA 13F-HR 11/14/2024 000117266124005120
Q2 2024 101 210,684 VTI, DUSB, DFUV, VEA 13F-HR 8/14/2024 000117266124003487
Q1 2024 96 200,959 VTI, DUSB, DFUV, VEA 13F-HR 5/15/2024 000117266124002461
Q4 2023 93 177,771 VTI, DUSB, DFUV, VEA 13F-HR 2/14/2024 000117266124001289