account_balance
Investment manager · 13F filer · SEC CIK 2011149
Sterling Wealth Management, Inc.
Reported value$388Mas of Sep 30, 2026
Positions115 2 new, 3 sold out
Top 10 weight58.8%VTI alone is 12%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
11.7%
DUHPDfa Invt Dimensions Group In
7.5%Added +4%
DUSBDimensional ETF Trust
6.7%Added +3%
DFATDimensional ETF Trust
6.4%Added +2%
VEAVanguard Tax-Managed FDS
5.3%Added +2%
DFAEDimensional ETF Trust
5.0%Added +3%
DFCFDimensional ETF Trust
4.4%Trimmed −31%
DFLVDimensional ETF Trust
4.1%Added +3%
DFUVDimensional ETF Trust
3.9%
DFSDDimensional ETF Trust
3.8%Trimmed −19%
DFASDimensional ETF Trust
3.7%Added +2%
VWOVanguard Intl Equity Index F
2.9%
VTIVanguard Index FDS
11.7%
DUHPDfa Invt Dimensions Group In
7.5%+4%
DUSBDimensional ETF Trust
6.7%+3%
DFATDimensional ETF Trust
6.4%+2%
VEAVanguard Tax-Managed FDS
5.3%+2%
DFAEDimensional ETF Trust
5.0%
DFCFDimensional ETF Trust
4.4%
DFLVDimensional ETF Trust
4.1%
DFUVDimensional ETF Trust
3.9%
DFSD3.8%
DFAS3.7%
VWO
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
VTI Vanguard Index FDS 11.7% Held
DUHP Dfa Invt Dimensions Group In 7.5% Added +4%
DUSB Dimensional ETF Trust 6.7% Added +3%
DFAT Dimensional ETF Trust 6.4% Added +2%
VEA Vanguard Tax-Managed FDS 5.3% Added +2%
DFAE Dimensional ETF Trust 5.0% Added +3%
DFCF Dimensional ETF Trust 4.4% Trimmed −31%
DFLV Dimensional ETF Trust 4.1% Added +3%
DFUV Dimensional ETF Trust 3.9% Held
DFSD Dimensional ETF Trust 3.8% Trimmed −19%
DFAS Dimensional ETF Trust 3.7% Added +2%
VWO Vanguard Intl Equity Index F 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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