Sterling Wealth Management, Inc.
All 13F Filings
- Location
- Champaign, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 402,291
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 116 | 402,291 | 13F-HR | Sterling Wealth Management, Inc. |
| Q1 2026 | 5/13/2026 | 112 | 364,253 | 13F-HR | Sterling Wealth Management, Inc. |
| Q4 2025 | 2/17/2026 | 106 | 350,539 | 13F-HR | Sterling Wealth Management, Inc. |
| Q3 2025 | 11/17/2025 | 110 | 329,901 | 13F-HR | Sterling Wealth Management, Inc. |
| Q2 2025 | 8/14/2025 | 110 | 293,452 | 13F-HR | Sterling Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.56 K | 14.1% | 6.686 K | 0 | 6.686 K |
| ETFs | 345.7 K | 85.9% | 31.57 K | 0 | 31.57 K |
| Debt | 0 | 0.0% | 0 | 215 | -215 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
402,291
Holdings
116
QoQ value change ($000)
38,038
(10.4%)
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.