Fund Update: Sterling Wealth Management, Inc. Just Disclosed New Holdings

Sterling Wealth Management, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 15,292 shares of $SCHB (~$12,052). This was a increase of ~199.97% from their previous position.
• An increase of 3,474 shares of $DFAW (~$207,117). This was a increase of ~35.28% from their previous position.
• A decrease of 1,469 shares of $NVDA (~$145,075). This was a increase of ~-36.16% from their previous position.
• A decrease of 1,005 shares of $IVV (~$545,595). This was a increase of ~-25.74% from their previous position.
• An increase of 74,521 shares of $DUHP (~$2,440,804). This was a increase of ~27.01% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Sterling Wealth Management, Inc. for more details.