StockDriftsStockDriftsTop 39 Sterling Manor Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPBO | SPDR SERIES TRUST | 12.21% | 672.4K | $19.5M | +6.24%(+39.49K) | $29.23(-0.98%) | 2026-03-31 | |
| JANU | AIM ETF PRODUCTS TRUST | 8.87% | 518.6K | $14.2M | -20.13%(-130.71K) | $24.34(+20.75%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 7.14% | 191.0K | $11.4M | +3.46%(+6.39K) | $59.56(+0.38%) | 2026-03-31 | |
| IDEV | ISHARES TR | 6.91% | 132.3K | $11.1M | -10.87%(-16.13K) | $70.83(+24.30%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.64% | 55.3K | $10.6M | -18.94%(-12.93K) | $172.07(+18.11%) | 2026-03-31 | |
| DGRO | ISHARES TR | 6.21% | 141.5K | $9.9M | -12.64%(-20.46K) | $52.64(+39.36%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.8% | 94.8K | $9.3M | -10.38%(-10.98K) | $60.26(+88.77%) | 2026-03-31 | |
| YSEP | FIRST TR EXCHNG TRADED FD VI | 5.6% | 342.2K | $9.0M | -10.72%(-41.10K) | $23.00(+17.17%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 5.4% | 345.8K | $8.6M | +4.77%(+15.75K) | $24.88(+0.63%) | 2026-03-31 | |
| VFVA | VANGUARD WELLINGTON FD | 4.98% | 59.1K | $8.0M | -5.44%(-3.40K) | $116.00(+24.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.63% | +28.19% | +3.39% | +18.15% |
| Top 20 Holdings Unweighted | +9.58% | +31.59% | +4.12% | +22.37% |
Sterling Manor Financial, Llc reports $159.89M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are SPBO (12.2%), JANU (8.9%) and FTSM (7.1%). The top 20 holdings account for 95.95% of reported assets. Its disclosed equity book has returned +28.19% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Sterling Manor Financial, Llc, compare funds side by side, and get alerts the moment positions change.
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