13F Filings History of Marshall & Sterling Wealth Advisors Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$151,482,130
Signature - Title
Craig M. Pesche - Chief Compliance Officer
Location
Poughkeepsie, NY
Summary
This page shows a list of all the recent 13F filings made by Marshall & Sterling Wealth Advisors Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marshall & Sterling Wealth Advisors Inc. reported 338 stock holdings with total value $151,482,130 as of Q4 2025. Top holdings included VCIT, DGRW, MOAT, VGT, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 338 $151,482,130 +$15,178,991 -$20,927,956 -$5,748,965 VCIT, DGRW, MOAT, VGT, VIG 13F-HR 10 Feb 2026, 07:46
Q3 2025 649 $156,019,215 +$10,965,021 -$10,840,005 +$125,016 VCIT, DGRW, MOAT, RSP, VGT 13F-HR 07 Nov 2025, 20:11
Q2 2025 639 $147,724,488 +$13,013,696 -$21,785,512 -$8,771,816 VCIT, DGRW, MOAT, RSP, VGT 13F-HR 12 Aug 2025, 11:46
Q1 2025 637 $147,136,783 +$15,712,598 -$9,215,821 +$6,496,777 VCIT, DGRW, MOAT, RSP, VIG 13F-HR 15 May 2025, 16:13
Q4 2024 360 $144,700,003 $0 $0 $0 DGRW, MOAT, VUG, VCIT, RSP 13F-HR 14 Feb 2025, 15:29