Sterling Wealth Management, Inc. Portfolio Holdings

Sterling Wealth Management, Inc.

  • $330 Billion
  • Q3 2025

Sterling Wealth Management, Inc. has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $330 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 $39B, Dimensional ETF Trust with a value of $24B, Dimensional ETF Tr Dimensional with a value of $20B, Dimensional ETF Tr Core Fxd In with a value of $19B, and Dimensional ETF Tr U S Target with a value of $18.8B.

Examining the 13F form we can see an increase of $36.4B in the current position value, from $293B to 330B.

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 $330 Billion
ETFs: $239 Billion
Industrials: $11.6 Billion
Technology: $9.4 Billion
Financial Services: $6.75 Billion
Consumer Cyclical: $5.16 Billion
Healthcare: $4.37 Billion
Consumer Defensive: $3.41 Billion
Communication Services: $2.98 Billion
Other: $3.72 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39 Billion 11.83% of portfolio
118,878
Q3 2025 Added 4.95%
Dimensional ETF Trust
-
$24 Billion 7.28% of portfolio
-
Q3 2025 Added 2.78%
$0
$20 Billion 6.06% of portfolio
529,450
Q3 2025 Added 15.7%
$0
$19 Billion 5.75% of portfolio
443,327
Q3 2025 Added 26.94%
$0
$18.8 Billion 5.68% of portfolio
322,180
Q3 2025 Added 7.68%
$0
$16.5 Billion 5.01% of portfolio
276,002
Q3 2025 Added 6.47%
$0
$14.3 Billion 4.32% of portfolio
452,511
Q3 2025 Added 10.04%
$0
$13 Billion 3.95% of portfolio
291,231
Q3 2025 Reduced 2.68%
$0
$12.7 Billion 3.86% of portfolio
264,457
Q3 2025 Added 23.95%
$0
$12.1 Billion 3.68% of portfolio
177,175
Q3 2025 Added 3.15%
$0
$11.1 Billion 3.37% of portfolio
204,924
Q3 2025 Added 3.76%
Dimensional ETF Trust
-
$10.8 Billion 3.28% of portfolio
-
Q3 2025 Added 14.2%
$0
$10.3 Billion 3.11% of portfolio
265,944
Q3 2025 Reduced 4.28%
$0
$7.66 Billion 2.32% of portfolio
36,685
Q3 2025 Reduced 3.73%
$23.2B
$6.28 Billion 1.9% of portfolio
14,590
Q2 2025 Added 0.01%
$0
$5.25 Billion 1.59% of portfolio
71,437
Q3 2025 Added 8.44%
Dimensional ETF Trust
-
$4.63 Billion 1.4% of portfolio
-
Q3 2025 Added 19.63%
$224B
$3.72 Billion 1.13% of portfolio
12,227
Q3 2025 Reduced 0.33%
$0
$3.67 Billion 1.11% of portfolio
102,861
Q3 2025 Added 12.73%
$0
$3.54 Billion 1.07% of portfolio
48,859
Q3 2025 Added 0.03%
$0
$3.43 Billion 1.04% of portfolio
37,498
Q3 2025 Reduced 10.36%
$4.3T
$3.14 Billion 0.95% of portfolio
12,321
Q3 2025 Added 14.8%
$0
$2.94 Billion 0.89% of portfolio
92,822
Q3 2025 Added 12.01%
$0
$2.87 Billion 0.87% of portfolio
42,259
Q3 2025 Added 5.86%
$0
$2.68 Billion 0.81% of portfolio
26,836
Q3 2025 Added 0.4%
$3.78T
$2.36 Billion 0.71% of portfolio
4,548
Q3 2025 Reduced 10.79%
Dimensional ETF Trust
-
$2.35 Billion 0.71% of portfolio
-
Q3 2025 Added 9.36%
$465B
$2.13 Billion 0.65% of portfolio
11,410
Q3 2025 Added 310.43%
$881B
$2.08 Billion 0.63% of portfolio
6,584
Q2 2025 Added 0.61%
$0
$1.92 Billion 0.58% of portfolio
4,006
Q3 2025 Added 0.78%
$255B
$1.71 Billion 0.52% of portfolio
5,136
Q2 2025 Added 0.16%
$346B
$1.65 Billion 0.5% of portfolio
10,711
Q3 2025 Added 3.75%
$0
$1.57 Billion 0.48% of portfolio
2,351
Q3 2025 Reduced 6.63%
Dimensional ETF Trust
-
$1.51 Billion 0.46% of portfolio
-
Q3 2025 Added 16.85%
$0
$1.44 Billion 0.44% of portfolio
33,723
Q2 2025 Added 1.67%
$490B
$1.23 Billion 0.37% of portfolio
10,883
Q3 2025 Added 1.35%
$204B
$1.2 Billion 0.37% of portfolio
8,576
Q3 2025 Added 0.01%
$86.1B
$1.15 Billion 0.35% of portfolio
3,310
Q2 2025 Added 0.09%
$120B
$1.06 Billion 0.32% of portfolio
33,859
Q3 2025 Reduced 0.04%
$971B
$1.05 Billion 0.32% of portfolio
1,381
Q3 2025 Reduced 2.88%
$522B
$1.07 Billion 0.32% of portfolio
5,770
Q3 2025 Reduced 0.79%
$662B
$943 Million 0.29% of portfolio
1,875
Q3 2025 Added 22.95%
$0
$950 Million 0.29% of portfolio
37,165
Q3 2025 Added 0.89%
$291B
$927 Million 0.28% of portfolio
1,943
Q3 2025 Reduced 1.97%
$0
$873 Million 0.26% of portfolio
24,011
Q3 2025 Reduced 4.17%
$0
$841 Million 0.25% of portfolio
5,967
Q2 2025 Reduced 1.0%
$319B
$799 Million 0.24% of portfolio
11,678
Q3 2025 Reduced 16.11%
$0
$750 Million 0.23% of portfolio
15,637
Q3 2025 Added 24.56%
$144B
$759 Million 0.23% of portfolio
1,660
Q3 2025 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $330 Billion
  • Prior Value $293 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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