Marshall & Sterling Wealth Advisors Inc.
Q3 2025 13F Holdings
- Locationpoughkeepsie, NY
- Num holdings
1,115
- Value ($000)
$156,020
- Date Filed11/10/2025
- Form type13F-HR
- CIK0002056315
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD INTERMEDIATE | R2H | 92206C870 | $7.05 M | 5 % | 83,910 | ||
DGRW WISDOMTREE US | R2H | 97717X669 | $5.72 M | 4 % | 64,341 | ||
MOAT VANECK MORNINGSTAR | R2H | 92189F643 | $5.70 M | 4 % | 57,577 | ||
DGRW WISDOMTREE US | A2H | 97717X669 | $4.59 M | 3 % | 51,615 | ||
VCIT VANGUARD INTERMEDIATE | A2H | 92206C870 | $4.57 M | 3 % | 54,341 | ||
RSP INVESCO S&P | R2H | 46137V357 | $4.54 M | 3 % | 24,018 | ||
VANGUARD INFORMATION | R2H | 92204A702 | $4.25 M | 3 % | 5,758 | ||
VUG VANGUARD GROWTH | R2H | 922908736 | $3.47 M | 2 % | 7,281 | ||
VIG VANGUARD DIVIDEND | R2H | 921908844 | $3.33 M | 2 % | 15,504 | ||
RSP INVESCO S&P | A2H | 46137V357 | $3.28 M | 2 % | 17,348 |
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