SEC Form 13F · Q1 2026

Sterling Wealth Management, Inc.

Institutional Holdings Report

13F-HRIL
$364.3M
Portfolio Value
112
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Sterling Wealth Management, Inc.
CIK
2011149
Accession No.
0001172661-26-001854
Location
Champaign, IL
Form Type
13F-HR
Portfolio Value
$364.3M
Holdings Reported
112
Reporting Period
Q1 2026
Filed
May 14, 2026

About this Filing

Sterling Wealth Management, Inc. is an institutional investment manager based in Champaign, IL reporting approximately $364.3M in 13(f) securities across 112 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.