Marshall & Sterling Wealth Advisors Inc.
13F Portfolio Filings
Most recent 13F Q4 2025Location poughkeepsie, NYCIK 0002056315All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
338 | $151.48M | VCIT, DGRW, MOAT, VANGUARD WORLD FDS | 13F-HR | Feb 10, 2026 | 000205631526000001 | ||
1,115 | $156.02M | VCIT, DGRW, MOAT, DGRW | 13F-HR | Nov 10, 2025 | 000205631525000011 | ||
662 | $147.73M | VCIT, DGRW, MOAT, RSP | 13F-HR | Aug 12, 2025 | 000205651925000006 | ||
673 | $147.14M | VCIT, DGRW, MOAT, RSP | 13F-HR | May 15, 2025 | 000205631525000009 | ||
361 | $144.7M | DGRW, MOAT, VUG, VCIT | 13F-HR | Feb 14, 2025 | 000205631525000001 |