13F Insight
Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q2 2026

Marshall & Sterling Wealth Advisors Inc.

$169M in tracked AUM across 339 positions as of Q2 2026.

M&
CIK 0002056315 · last filed Jun 30, 2026
Total AUM
$169M
as of Q2 2026
Holdings
339
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…