What does Marshall & Sterling Wealth Advisors Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Marshall & Sterling Wealth Advisors Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INTERMEDIATE

$12M150K8.1%

WISDOMTREE US

$10M119K6.9%

NEOS S&P

$9M172K5.6%

VANECK MORNINGSTAR

$7M69K4.4%

FIDELITY HIGH

$6M105K3.8%

VANGUARD INFORMATION

$5M8K3.4%

ISHARES MSCI

$4M70K2.9%

INVESCO S&P

$4M34K2.9%

VANGUARD MID

$4M15K2.8%

TORTOISE NORTH

$4M100K2.8%

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