Marshall & Sterling Wealth Advisors Inc.
All 13F Filings
- Location
- Poughkeepsie, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 168,877
- 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 | 7/21/2026 | 339 | 168,877 | 13F-HR | Marshall & Sterling Wealth Advisors Inc. |
| Q1 2026 | 5/7/2026 | 344 | 152,839 | 13F-HR | Marshall & Sterling Wealth Advisors Inc. |
| Q4 2025 | 2/10/2026 | 338 | 151,482 | 13F-HR | Marshall & Sterling Wealth Advisors Inc. |
| Q3 2025 | 11/10/2025 | 1,115 | 156,020 | 13F-HR | Marshall & Sterling Wealth Advisors Inc. |
| Q2 2025 | 8/12/2025 | 662 | 147,725 | 13F-HR | Marshall & Sterling Wealth Advisors Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.55 K | 54.8% | 10.4 K | 0 | 10.4 K |
| ETFs | 76.32 K | 45.2% | 5.636 K | 0 | 5.636 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
168,877
Holdings
339
QoQ value change ($000)
16,038
(10.5%)
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.