StockDriftsStockDriftsTop 50 Sterling Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.01% | 119.7K | $44.3M | -0.86%(-1.04K) | $233.89(+63.34%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.96% | 670.8K | $28.0M | +3.67%(+23.74K) | $34.61(+23.20%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.54% | 623.0K | $26.3M | +3.23%(+19.48K) | $42.34(-1.57%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.34% | 365.0K | $25.5M | +0.23%(+824) | $52.67(+37.06%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 6.3% | 499.2K | $25.3M | +0.83%(+4.12K) | $50.29(+1.07%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.05% | 285.0K | $20.3M | +0.01%(+30) | $47.95(+52.21%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.84% | 483.9K | $19.5M | -0.87%(-4.23K) | $25.86(+50.61%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.65% | 391.4K | $18.7M | +3.89%(+14.66K) | $47.70(-0.59%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.76% | 382.9K | $15.1M | +0.74%(+2.82K) | $30.35(+38.09%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.76% | 275.2K | $15.1M | -3.44%(-9.82K) | $35.74(+60.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.09% |
Sterling Wealth Management, Inc. reports $402.29M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.0%), DUHP (7.0%) and DFCF (6.5%). The top 20 holdings account for 79.41% of reported assets. Its disclosed equity book has returned +30.53% cumulatively over 9 quarters. Figures reflect the Q2 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 Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sterling Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011149). View Sterling Wealth Management, Inc.’s 13F filings on SEC