13F Filings History of Sterling Wealth Management, Inc.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$350,538,636
Signature - Title
Sharon Allen - CEO/CCO
Location
Champaign, IL
Summary
This page shows a list of all the recent 13F filings made by Sterling Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Wealth Management, Inc. reported 106 stock holdings with total value $350,538,636 as of Q4 2025. Top holdings included VTI, DUSB, DFCF, DUHP, and DFAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $350,538,636 +$22,126,227 -$8,348,263 +$13,777,964 VTI, DUSB, DFCF, DUHP, DFAT 13F-HR 17 Feb 2026, 10:11
Q3 2025 110 $329,900,506 +$23,971,644 -$4,293,136 +$19,678,508 VTI, DUSB, DUHP, DFCF, DFAT 13F-HR 17 Nov 2025, 11:23
Q2 2025 110 $293,451,707 +$21,204,406 -$10,908,441 +$10,295,965 VTI, DUSB, DUHP, DFAT, VEA 13F-HR 14 Aug 2025, 12:36
Q4 2024 108 $270,780,927 +$13,042,353 -$4,041,300 +$9,001,053 VTI, DUSB, DFAT, VEA, DFUV 13F-HR 14 Feb 2025, 12:57
Q3 2024 111 $267,894,860 +$47,315,677 -$4,202,916 +$43,112,761 VTI, DUSB, DFAT, VEA, DFUV 13F-HR 14 Nov 2024, 15:51
Q2 2024 101 $210,683,634 +$12,488,370 -$826,281 +$11,662,089 VTI, DUSB, DFUV, VEA, DFAT 13F-HR 14 Aug 2024, 11:39
Q1 2024 96 $200,958,991 +$13,801,243 -$1,496,738 +$12,304,505 VTI, DUSB, DFUV, VEA, DFAC 13F-HR 15 May 2024, 14:14
Q4 2023 93 $177,771,427 $0 $0 $0 VTI, DUSB, DFUV, VEA, DFAC 13F-HR 14 Feb 2024, 14:57