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 Wealth Management, Inc. (CIK 2011149) reported $364.3M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($38.7M, 10.63%), DFCF ($25.5M, 7.00%), DUSB ($25.1M, 6.89%), DUHP ($23.8M, 6.53%), DFAT ($22.7M, 6.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $38.7M | 10.63% | 120,726 | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $25.5M | 7.00% | 603,533 | Added |
| 3 | DUSB | DIMENSIONAL ETF TRUST | $25.1M | 6.89% | 495,047 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $23.8M | 6.53% | 647,105 | Added |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $22.7M | 6.24% | 364,224 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $18.3M | 5.01% | 284,944 | Trimmed |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $18.0M | 4.95% | 376,697 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $16.5M | 4.54% | 488,126 | Added |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $13.8M | 3.79% | 285,040 | Trimmed |
| 10 | DFLV | DIMENSIONAL ETF TRUST | $13.6M | 3.73% | 380,080 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $13.2M | 3.62% | 185,419 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $10.7M | 2.95% | 198,889 | Trimmed |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $9.8M | 2.68% | 251,132 | Trimmed |
| 14 | HUBB | HUBBELL INC | $8.9M | 2.44% | 18,090 | Hold |
| 15 | VBR | VANGUARD INDEX FDS | $7.3M | 1.99% | 33,434 | Trimmed |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $6.1M | 1.68% | 116,203 | Trimmed |
| 17 | DFGX | DIMENSIONAL ETF TRUST | $5.8M | 1.60% | 111,027 | Added |
| 18 | VXUS | VANGUARD STAR FDS | $5.1M | 1.41% | 66,566 | Trimmed |
| 19 | DISV | DIMENSIONAL ETF TRUST | $4.6M | 1.27% | 117,202 | Added |
| 20 | MCD | MCDONALDS CORP | $3.8M | 1.04% | 12,188 | Added |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $3.5M | 0.95% | 48,891 | Added |
| 22 | DFIS | DIMENSIONAL ETF TRUST | $3.4M | 0.93% | 100,273 | Added |
| 23 | EFV | ISHARES TR | $3.0M | 0.84% | 40,917 | Trimmed |
| 24 | AAPL | APPLE INC | $2.9M | 0.80% | 11,549 | Added |
| 25 | VNQ | VANGUARD INDEX FDS | $2.9M | 0.78% | 32,213 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31