Marshall & Sterling Wealth Advisors Inc.: 13F holdings
CIK 20563152026Q2
| Positions | 339 |
|---|
| Reported value | $168.9m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 339 (-5 vs prior quarter) |
|---|
| Reported value | $168.9m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCIT VANGUARD INTERMEDIATE | 154,193 | $12.7m | 7.5% |
| DGRW WISDOMTREE US | 128,005 | $12.2m | 7.2% |
| SPYI NEOS S&P | 192,330 | $10.2m | 6.0% |
| FDVV FIDELITY HIGH | 107,749 | $6.5m | 3.8% |
| VGT VANGUARD INFORMATION | 47,930 | $5.7m | 3.4% |
| RSP INVESCO S&P | 26,923 | $5.7m | 3.4% |
| GARP ISHARES MSCI | 63,815 | $5.3m | 3.1% |
| VO VANGUARD MID | 65,306 | $5.3m | 3.1% |
| RWK INVESCO S&P | 34,972 | $5.1m | 3.0% |
| HEGD SWAN HEDGED | 189,652 | $5.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056315")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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