Marshall & Sterling Wealth Advisors Inc.

Q3 2025 13F Holdings

  • Location
    poughkeepsie, NY
  • Num holdings

    1,115

  • Value ($000)

    $156,020

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0002056315
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCIT

VANGUARD INTERMEDIATE

R2H
92206C870
$7.05M
5 %

83,910

D
DGRW

WISDOMTREE US

R2H
97717X669
$5.72M
4 %

64,341

M
MOAT

VANECK MORNINGSTAR

R2H
92189F643
$5.70M
4 %

57,577

D
DGRW

WISDOMTREE US

A2H
97717X669
$4.59M
3 %

51,615

V
VCIT

VANGUARD INTERMEDIATE

A2H
92206C870
$4.57M
3 %

54,341

R
RSP

INVESCO S&P

R2H
46137V357
$4.54M
3 %

24,018

---

VANGUARD INFORMATION

R2H
92204A702
$4.25M
3 %

5,758

V
VUG

VANGUARD GROWTH

R2H
922908736
$3.47M
2 %

7,281

V
VIG

VANGUARD DIVIDEND

R2H
921908844
$3.33M
2 %

15,504

R
RSP

INVESCO S&P

A2H
46137V357
$3.28M
2 %

17,348

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