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DOSSIER · 13F-HR · Q1 2026

Sterling Wealth Management, Inc.

$364M in tracked AUM across 112 positions as of Q1 2026.

SW
CIK 0002011149 · last filed Mar 31, 2026
Total AUM
$364M
as of Q1 2026
Holdings
112
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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