Marshall & Sterling Wealth Advisors Inc.

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    poughkeepsie, NY
  • CIK
    0002056315
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

662

$147.72M
VCIT, DGRW, MOAT, RSP
13F-HR
Aug 12, 2025
000205651925000006

673

$147.14M
VCIT, DGRW, MOAT, RSP
13F-HR
May 15, 2025
000205631525000009

361

$144.70M
DGRW, MOAT, VUG, VCIT
13F-HR
Feb 14, 2025
000205631525000001
Marshall & Sterling Wealth Advisors Inc. 13F Filings