Sterling Wealth Management, Inc.
•CIK: 2011149•Filing: Q4 2025
**Sterling Wealth Management, Inc.** manages $351M across a diversified portfolio of 106 positions. The firm maintains significant exposure to core U.S. equities, highlighted by a $39.6M holding in VTI. Notable allocations include substantial positions in DUSB ($23.9M), DFCF ($23.4M), and DUHP ($23.3M). This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$350.5M
QoQ Performance
+6.3%
Positions
70
Top 10 Concentration
59.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
DUSB
DFCF
DUHP
DFAT
VEA
VTI11.3%
DUSB6.8%
DFCF6.7%
DUHP6.6%
DFAT5.9%
VEA5.1%
DFSD4.6%
DFAE4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.9%
Technology3.1%
Financial1.5%
Consumer1.3%
Healthcare1.2%
Industrial0.8%
Consumer Staples0.6%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑35 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023