Sterling Wealth Management, Inc.
Q3 2026 13F filing
Updated 13 days ago115 disclosed positions worth $387.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $45.2M | 120.8K | 11.66% | Added(+1.0%) |
| 2 | ? N/A DFA INVT DIMENSIONS GROUP IN | $29.2M | 697.6K | 7.54% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $25.9M | 512.6K | 6.67% | Added(+2.7%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $24.9M | 374.0K | 6.41% | Added(+2.5%) |
| 5 | V VANGUARD TAX-MANAGED FDS | $20.6M | 291.6K | 5.31% | Added(+2.3%) |
| 6 | N DIMENSIONAL ETF TRUST | $19.6M | 498.1K | 5.05% | Added(+3.0%) |
| 7 | H DIMENSIONAL ETF TRUST | $17.2M | 428.3K | 4.43% | Trimmed(-31.3%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $15.8M | 393.3K | 4.07% | Added(+2.7%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $15.1M | 273.7K | 3.88% | Trimmed(-0.6%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $14.7M | 315.8K | 3.78% | Trimmed(-19.3%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $14.4M | 186.1K | 3.71% | Added(+2.1%) |
| 12 | V VANGUARD INTL EQUITY INDEX F | $11.3M | 191.2K | 2.92% | Trimmed(-0.4%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $10.9M | 244.7K | 2.80% | Trimmed(-2.4%) |
| 14 | H HUBBELL INC | $8.2M | 18.1K | 2.12% | Unchanged |
| 15 | V VANGUARD INDEX FDS | $7.2M | 31.2K | 1.86% | Trimmed(-2.0%) |
| 16 | M DIMENSIONAL ETF TRUST | $6.6M | 118.2K | 1.70% | Added(+1.5%) |
| 17 | V VANGUARD STAR FDS | $5.4M | 63.3K | 1.39% | Trimmed(-1.4%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 121.6K | 1.36% | Added(+2.7%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 91.0K | 1.20% | Trimmed(-18.9%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.2M | 50.4K | 1.08% | Added(+3.4%) |
| 21 | A APPLE INC | $3.7M | 11.3K | 0.97% | Trimmed(-2.8%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $3.7M | 103.2K | 0.96% | Added(+2.1%) |
| 23 | E ISHARES TR | $3.3M | 41.2K | 0.84% | Trimmed(-0.2%) |
| 24 | E ISHARES TR | $2.9M | 26.4K | 0.75% | Added(+0.4%) |
| 25 | M MCDONALDS CORP | $2.8M | 12.2K | 0.73% | Trimmed(-0.0%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 101.6K | 0.71% | Added(+3.3%) |
| 27 | V VANGUARD INDEX FDS | $2.5M | 27.8K | 0.64% | Trimmed(-2.0%) |
| 28 | M MICROSOFT CORP | $2.4M | 4.7K | 0.62% | Added(+0.1%) |
| 29 | J JPMORGAN CHASE & CO | $2.4M | 7.2K | 0.62% | Unchanged |
| 30 | X EXXONMOBIL HOLDINGS CORP | $2.3M | 13.9K | 0.58% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $2M | 24.2K | 0.51% | Added(+0.2%) |
| 32 | P PROCTER & GAMBLE CO | $1.9M | 13.3K | 0.50% | Added(+19.4%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 34.4K | 0.46% | Added(+125.8%) |
| 34 | J JOHNSON & JOHNSON | $1.6M | 6.2K | 0.42% | Unchanged |
| 35 | C CATERPILLAR INC | $1.6M | 2.0K | 0.42% | Unchanged |
| 36 | A AMERICAN EXPRESS CO | $1.6M | 5.1K | 0.40% | Unchanged |
| 37 | N NVIDIA CORPORATION | $1.5M | 6.8K | 0.40% | Added(+12.9%) |
| 38 | E ISHARES TR | $1.5M | 2.0K | 0.39% | Trimmed(-32.6%) |
| 39 | V VANGUARD INDEX FDS | $1.5M | 16.3K | 0.38% | Added(+0.1%) |
| 40 | S SPDR INDEX SHS FDS | $1.4M | 28.5K | 0.37% | Trimmed(-12.0%) |
| 41 | C DIMENSIONAL ETF TRUST | $1.2M | 27.8K | 0.30% | Added(+0.3%) |
| 42 | D DEERE & CO | $1.1M | 1.7K | 0.29% | Unchanged |
| 43 | V VANGUARD WHITEHALL FDS | $1.1M | 7.1K | 0.29% | Added(+0.1%) |
| 44 | S SHERWIN WILLIAMS CO | $1.1M | 3.3K | 0.28% | Unchanged |
| 45 | P PEPSICO INC | $1.1M | 8.4K | 0.28% | Trimmed(-1.1%) |
| 46 | G ALPHABET INC | $968K | 2.8K | 0.25% | Trimmed(-0.0%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $932K | 20.2K | 0.24% | Trimmed(-26.8%) |
| 48 | B BERKSHIRE HATHAWAY INC DEL | $809K | 1.6K | 0.21% | Unchanged |
| 49 | ? N/A SCHWAB STRATEGIC TR | $795K | 31.5K | 0.20% | Unchanged |
| 50 | A ABBVIE INC | $794K | 3.0K | 0.20% | Added(+0.0%) |