Sterling Wealth Management, Inc.
Sterling Wealth Management, Inc. reported 116 positions worth $402.3M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VTI (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $44.3M | 11.01% | 119,686 | — | — | |
| ▸ 2 | DUHP | SH | $28.0M | 6.96% | 670,845 | — | — | |
| ▸ 3 | DFCF | SH | $26.3M | 6.54% | 623,012 | — | — | |
| ▸ 4 | DFAT | SH | $25.5M | 6.34% | 365,048 | — | — | |
| ▸ 5 | DUSB | SH | $25.3M | 6.30% | 499,163 | — | — | |
| ▸ 6 | VEA | SH | $20.3M | 5.05% | 284,974 | — | — | |
| ▸ 7 | DFAE | SH | $19.5M | 4.84% | 483,895 | — | — | |
| ▸ 8 | DFSD | SH | $18.7M | 4.65% | 391,353 | — | — | |
| ▸ 9 | DFLV | SH | $15.1M | 3.76% | 382,903 | — | — | |
| ▸ 10 | DFUV | SH | $15.1M | 3.76% | 275,221 | — | — |
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Frequently Asked Questions
What stocks does Sterling Wealth Management, Inc. hold as of Q2 2026?
Sterling Wealth Management, Inc. reported 116 positions worth $402.3M in its Q2 2026 13F filing. Largest positions: VTI (11.0%), DUHP (7.0%), DFCF (6.5%), DFAT (6.3%) and DUSB (6.3%).
What did Sterling Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sterling Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.