account_balance

Investment manager · 13F filer · SEC CIK 1842015

Sterling Manor Financial, LLC

Reported value$173Mas of Sep 30, 2026
Positions37 5 new, 7 sold out
Top 10 weight70.5%SPBO alone is 12%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPBO SPDR Series Trust 12.1% Added +13%
JANU Aim ETF Products Trust 9.0% Held
RSP Invesco Exchange Traded Fd T 8.2% Added +24%
IDEV iShares Tr 7.0% Added +3%
IGSB iShares Tr 6.5% New
DGRO iShares Tr 6.2% Held
SPYG SPDR Series Trust 5.9% Trimmed −13%
JANI Aim ETF Products Trust 5.4% New
SJNK SPDR Series Trust 5.3% Added +8%
VFVA Vanguard Wellington Fd 4.9% Trimmed −5%
XC Wisdomtree Tr 4.2% Added +12%
XLP Select Sector SPDR Tr 4.1% New

What changed

Biggest moves since Mar 31, 2026

Filed Oct 21, 2026, compared with the Apr 13, 2026 filing
add_circleNew
  • IGSB $11.2M
  • JANI $9.27M
  • XLP $7.09M
  • SCHM $7.04M
arrow_upwardAdded
  • OCTU +31%
  • RSP +24%
  • ZAP +15%
  • SPBO +13%
arrow_downwardTrimmed
  • FTSM −50%
  • SPYG −13%
  • AMD −6%
  • VFVA −5%
remove_circleSold out
  • YSEP $8.95M
  • SHLD $7.63M
  • IWP $7.52M
  • SHY $5.2M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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