Sterling Wealth Management, Inc.: 13F holdings
CIK 20111492026Q2
| Positions | 116 |
|---|---|
| Reported value | $402.3m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 119,686 | $44.3m | 11.0% |
| DIMENSIONAL ETF TRUST | 670,845 | $28.0m | 7.0% |
| DFCF DIMENSIONAL ETF TRUST | 623,012 | $26.3m | 6.5% |
| DIMENSIONAL ETF TRUST | 365,048 | $25.5m | 6.3% |
| DIMENSIONAL ETF TRUST | 499,163 | $25.3m | 6.3% |
| VEA VANGUARD TAX-MANAGED FDS | 284,974 | $20.3m | 5.0% |
| DFAE DIMENSIONAL ETF TRUST | 483,895 | $19.5m | 4.8% |
| DFSD DIMENSIONAL ETF TRUST | 391,353 | $18.7m | 4.6% |
| WSBC DIMENSIONAL ETF TRUST | 382,903 | $15.1m | 3.8% |
| YM=F DIMENSIONAL ETF TRUST | 275,221 | $15.1m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011149")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.