account_balance
Investment manager · 13F filer · SEC CIK 2056315
Marshall & Sterling Wealth Advisors Inc.
Reported value$175Mas of Sep 30, 2026
Positions369 44 new, 14 sold out
Top 10 weight42.3%DGRW alone is 7%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGRWWisdomtree US
7.2%
VCITVanguard Intermediate
6.9%
SPYINeos S&P
6.2%Added +7%
FDVVFidelity High
3.8%
VGTVanguard Information
3.3%Trimmed −5%
HEGDSwan Hedged
3.2%Added +8%
VOVanguard Morningstar
3.1%Added +6%
RSPInvesco S&P
3.0%Trimmed −7%
GARPiShares MSCI
3.0%Trimmed −5%
RWKInvesco S&P
2.8%
CLSEConvergence Long
2.8%New
VUGVanguard Morningstar
2.6%Added +7%
DGRWWisdomtree US
7.2%
VCITVanguard Intermediate
6.9%
SPYINeos S&P
6.2%Added +7%
FDVVFidelity High
3.8%
VGT3.3%
HEGD3.2%
VO3.1%
RSP3.0%
GARP3.0%
RWK2.8%
CLSE2.8%
VUG2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRW Wisdomtree US 7.2% Held
VCIT Vanguard Intermediate 6.9% Held
SPYI Neos S&P 6.2% Added +7%
FDVV Fidelity High 3.8% Held
VGT Vanguard Information 3.3% Trimmed −5%
HEGD Swan Hedged 3.2% Added +8%
VO Vanguard Morningstar 3.1% Added +6%
RSP Invesco S&P 3.0% Trimmed −7%
GARP iShares MSCI 3.0% Trimmed −5%
RWK Invesco S&P 2.8% Held
CLSE Convergence Long 2.8% New
VUG Vanguard Morningstar 2.6% Added +7%
What changed