StockDriftsStockDriftsTop 36 Sterling Manor Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPBO | SPDR SERIES TRUST | 12.1% | 760.4K | $20.9M | new | $29.12(-4.83%) | 2026-09-30 | |
| JANU | AIM ETF PRODUCTS TRUST | 9% | 510.7K | $15.6M | new | $24.34(+25.77%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.24% | 68.4K | $14.2M | new | $179.39(+20.23%) | 2026-09-30 | |
| IDEV | ISHARES TR | 7.04% | 136.0K | $12.2M | new | $71.34(+25.74%) | 2026-09-30 | |
| IGSB | ISHARES TR | 6.48% | 218.4K | $11.2M | new | $51.82(-1.00%) | 2026-09-30 | |
| DGRO | ISHARES TR | 6.18% | 141.5K | $10.7M | new | $52.65(+50.43%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 5.89% | 82.6K | $10.2M | new | $60.26(+101.34%) | 2026-09-30 | |
| JANI | AIM ETF PRODUCTS TRUST | 5.37% | 364.4K | $9.3M | new | $25.57(-0.90%) | 2026-09-30 | |
| SJNK | SPDR SERIES TRUST | 5.26% | 374.9K | $9.1M | new | $24.86(-3.26%) | 2026-09-30 | |
| VFVA | VANGUARD WELLINGTON FD | 4.9% | 56.2K | $8.5M | new | $116.00(+36.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.91% | +29.19% | +2.62% | +13.78% |
| Top 20 Holdings Unweighted | +9.70% | +32.01% | +3.29% | +17.56% |
Sterling Manor Financial LLC reports $172.75M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are SPBO (12.1%), JANU (9.0%) and RSP (8.2%). The top 20 holdings account for 96.02% of reported assets. Its disclosed equity book has returned +29.19% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Sterling Manor Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842015). View Sterling Manor Financial LLC’s 13F filings on SEC