13F Insight
DOSSIER · 13F-HR · Q1 2026

Sterling Manor Financial, LLC

$160M in tracked AUM across 39 positions as of Q1 2026.

SM
CIK 0001842015 · last filed Mar 31, 2026
Total AUM
$160M
as of Q1 2026
Holdings
39
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sterling Manor Financial, LLC 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPBO
SPDR SERIES TRUST
$20M672K12.2%02
JANU
AIM ETF PRODUCTS TRUST
$14M519K8.9%03
FTSM
FIRST TR EXCHANGE-TRADED FD
$11M191K7.1%04
IDEV
ISHARES TR
$11M132K6.9%05
RSP
INVESCO EXCHANGE TRADED FD T
$11M55K6.6%06
DGRO
ISHARES TR
$10M141K6.2%07
SPYG
SPDR SERIES TRUST
$9M95K5.8%08
YSEP
FIRST TR EXCHNG TRADED FD VI
$9M342K5.6%09
SJNK
SPDR SERIES TRUST
$9M346K5.4%10
VFVA
VANGUARD WELLINGTON FD
$8M59K5.0%

Filing history

2026Q1Mar 31
$160M▼ 0.2%
39 positionsView →2025Q4Dec 31
$160M▲ 28.3%
35 positionsView →2025Q3Sep 30
$125M▼ 16.7%
20 positionsView →2025Q2Jun 30
$150M▲ 7.1%
30 positionsLocked2025Q1Mar 31
$140M▼ 2.3%
28 positionsLocked2024Q4Dec 31
$143M▼ 2.9%
28 positionsLocked2024Q3Sep 30
$148M▲ 12.4%
28 positionsLocked2024Q2Jun 30
$131M▼ 1.3%
24 positionsLocked2024Q1Mar 31
$133M▲ 12.7%
26 positionsLocked2023Q4Dec 31
$118M▲ 7.0%
22 positionsLocked2023Q3Sep 30
$110M▼ 6.8%
22 positionsLocked2023Q2Jun 30
$119M▲ 15.0%
27 positionsLocked
Showing 12 of 22