Sterling Manor Financial, LLC
All 13F Filings
- Location
- Saratoga Springs, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 159,886
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 39 | 159,886 | 13F-HR | Sterling Manor Financial, LLC |
| Q4 2025 | 1/7/2026 | 35 | 160,261 | 13F-HR | Sterling Manor Financial, LLC |
| Q3 2025 | 10/8/2025 | 35 | 158,582 | 13F-HR | Sterling Manor Financial, LLC |
| Q2 2025 | 7/9/2025 | 30 | 149,963 | 13F-HR | Sterling Manor Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.14 K | 25.1% | 0 | 104.3 K | -104.3 K |
| ETFs | 119.7 K | 74.9% | 103.9 K | 0 | 103.9 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
159,886
Holdings
39
QoQ value change ($000)
-375
(-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.