Sterling Wealth Management, Inc. Portfolio Holdings

Sterling Wealth Management, Inc.

  • $293 Billion
  • Q2 2025

Sterling Wealth Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $34.4B, Dimensional ETF Trust with a value of $23.4B, Dimensional ETF Tr Dimensional with a value of $16.3B, Dimensional ETF Tr U S Target with a value of $16.1B, and Vanguard Ftse Developed Market with a value of $14.8B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $271B to 293B.

Sterling Wealth Management, Inc. is based out at Champaign, IL

Below you can find more details about Sterling Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $293 Billion
ETFs: $210 Billion
Industrials: $10.9 Billion
Technology: $7.1 Billion
Financial Services: $6.35 Billion
Consumer Cyclical: $4.96 Billion
Healthcare: $4.1 Billion
Consumer Defensive: $3.37 Billion
Communication Services: $2.91 Billion
Other: $3.52 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.2B
$5.96 Billion 2.03% of portfolio
14,590
Q2 2025 Added 0.01%
$141B
$1.21 Billion 0.41% of portfolio
33,871
Q2 2025 Added 0.18%
$92.8B
$1.14 Billion 0.39% of portfolio
3,310
Q2 2025 Added 0.09%
$153B
$845 Million 0.29% of portfolio
1,662
Q2 2025 Reduced 5.73%
$101B
$616 Million 0.21% of portfolio
2,818
Q2 2025 Added 0.18%
$55.2B
$545 Million 0.19% of portfolio
1,022
Q2 2025 Added 0.2%
$146B
$514 Million 0.18% of portfolio
2,207
Q4 2023 New
$40.4B
$502 Million 0.17% of portfolio
3,386
Q2 2025 Added 0.09%
$173B
$494 Million 0.17% of portfolio
3,102
Q2 2025 Added 0.36%
$14B
$431 Million 0.15% of portfolio
2,081
Q2 2025 Added 0.05%
$57.5B
$406 Million 0.14% of portfolio
3,910
Q2 2025 Reduced 10.14%
$80B
$425 Million 0.14% of portfolio
1,717
Q2 2025 Added 0.29%
$99B
$388 Million 0.13% of portfolio
8,392
Q2 2025 Reduced 3.15%
$56.3B
$363 Million 0.12% of portfolio
1,109
Q2 2025 Reduced 6.33%
$111B
$303 Million 0.1% of portfolio
939
Q4 2024 Reduced 3.59%
$86B
$301 Million 0.1% of portfolio
4,370
Q2 2025 New
$87.3B
$277 Million 0.09% of portfolio
1,819
Q2 2025 Reduced 6.19%
$152B
$226 Million 0.08% of portfolio
810
Q2 2025 Added 0.87%
$102B
$203 Million 0.07% of portfolio
2,206
Q2 2025 New
$55.9B
$212 Million 0.07% of portfolio
1,053
Q2 2025 Added 0.48%
$75.1B
$208 Million 0.07% of portfolio
1,118
Q2 2025 New
$23.8B
$169 Million 0.06% of portfolio
10,075
Q2 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $293 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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