Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sterling Manor Financial, LLC (CIK 1842015) reported $159.9M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPBO ($19.5M, 12.21%), JANU ($14.2M, 8.87%), FTSM ($11.4M, 7.14%), IDEV ($11.1M, 6.91%), RSP ($10.6M, 6.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPBO | SPDR SERIES TRUST | $19.5M | 12.21% | 672,350 | Added |
| 2 | JANU | AIM ETF PRODUCTS TRUST | $14.2M | 8.87% | 518,639 | Trimmed |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | $11.4M | 7.14% | 190,997 | Added |
| 4 | IDEV | ISHARES TR | $11.1M | 6.91% | 132,269 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $10.6M | 6.64% | 55,335 | Trimmed |
| 6 | DGRO | ISHARES TR | $9.9M | 6.21% | 141,477 | Trimmed |
| 7 | SPYG | SPDR SERIES TRUST | $9.3M | 5.80% | 94,787 | Trimmed |
| 8 | YSEP | FIRST TR EXCHNG TRADED FD VI | $9.0M | 5.60% | 342,177 | Trimmed |
| 9 | SJNK | SPDR SERIES TRUST | $8.6M | 5.40% | 345,836 | Added |
| 10 | VFVA | VANGUARD WELLINGTON FD | $8.0M | 4.98% | 59,117 | Trimmed |
| 11 | SHLD | GLOBAL X FDS | $7.6M | 4.77% | 107,682 | Trimmed |
| 12 | IWP | ISHARES TR | $7.5M | 4.71% | 58,718 | Added |
| 13 | XC | WISDOMTREE TR | $6.5M | 4.10% | 209,878 | New |
| 14 | SHY | ISHARES TR | $5.2M | 3.26% | 63,035 | Added |
| 15 | FSMD | FIDELITY COVINGTON TRUST | $4.7M | 2.96% | 105,784 | Trimmed |
| 16 | ZAP | GLOBAL X FDS | $4.4M | 2.73% | 135,793 | New |
| 17 | AAPL | APPLE INC | $3.2M | 1.99% | 12,513 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.77% | 1,882 | Trimmed |
| 19 | SDIV | GLOBAL X FDS | $729,307 | 0.46% | 28,872 | Added |
| 20 | DOGG | FIRST TR EXCHANGE-TRADED FD | $696,153 | 0.44% | 32,066 | Added |
| 21 | OCTU | AIM ETF PRODUCTS TRUST | $708,939 | 0.44% | 25,681 | Added |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $698,865 | 0.44% | 12,330 | Added |
| 23 | AMZN | AMAZON COM INC | $693,540 | 0.43% | 3,330 | Hold |
| 24 | MSFT | MICROSOFT CORP | $510,464 | 0.32% | 1,379 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $337,084 | 0.21% | 1,657 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31