13F Filings History of Sterling Wealth Management, Inc.

Latest 13F report
Q3 2025 - 17 Nov 2025
Value $
$329,900,506
Signature - Title
Sharon Allen - CEO/CCO
Location
Champaign, IL
Summary
This page shows a list of all the recent 13F filings made by Sterling Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Wealth Management, Inc. reported 110 stock holdings with total value $329,900,506 as of Q3 2025. Top holdings included VTI, DUSB, DUHP, DFCF, and DFAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 110 $329,900,506 +$23,971,644 -$4,293,137 +$19,678,507 VTI, DUSB, DUHP, DFCF, DFAT 13F-HR 17 Nov 2025, 11:23
Q2 2025 110 $293,451,707 +$21,204,400 -$10,908,439 +$10,295,961 VTI, DUSB, DUHP, DFAT, VEA 13F-HR 14 Aug 2025, 12:36
Q4 2024 108 $270,780,927 +$13,042,353 -$4,041,300 +$9,001,053 VTI, DUSB, DFAT, VEA, DFUV 13F-HR 14 Feb 2025, 12:57
Q3 2024 111 $267,894,860 +$47,315,664 -$4,202,915 +$43,112,749 VTI, DUSB, DFAT, VEA, DFUV 13F-HR 14 Nov 2024, 15:51
Q2 2024 101 $210,683,634 +$12,488,365 -$826,281 +$11,662,084 VTI, DUSB, DFUV, VEA, DFAT 13F-HR 14 Aug 2024, 11:39
Q1 2024 96 $200,958,991 +$13,801,246 -$1,496,738 +$12,304,508 VTI, DUSB, DFUV, VEA, DFAC 13F-HR 15 May 2024, 14:14
Q4 2023 93 $177,771,427 $0 $0 $0 VTI, DUSB, DFUV, VEA, DFAC 13F-HR 14 Feb 2024, 14:57