Sterling Wealth Management, Inc.

Comprehensive Analysis of Sterling Wealth Management Inc. 13F Filing

Portfolio Overview

Sterling Wealth Management Inc. manages a concentrated portfolio valued at approximately $196.86 million as of September 30, 2025. This represents a significant decrease of 32.9% from the previous quarter's value of $293.45 million. The portfolio consists of 45 holdings, indicating a move toward a more streamlined asset list compared to the previous period. The management style is characterized by a hea...