Marshall & Sterling Wealth Advisors Inc.
Q4 2025 13F Holdings
- Locationpoughkeepsie, NY
- Num holdings
338
- Value ($000)
$151,482
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INTERMEDIATE | MF CLOSED AND MF OPEN | 92206C870 | $12.88M | 9 % | 153,818 | ||
WISDOMTREE US | MF CLOSED AND MF OPEN | 97717X669 | $10.36M | 7 % | 115,811 | ||
VANECK MORNINGSTAR | MF CLOSED AND MF OPEN | 92189F643 | $8.61M | 6 % | 83,173 | ||
VANGUARD INFORMATION | MF CLOSED AND MF OPEN | 92204A702 | $7.06M | 5 % | 9,373 | ||
VANGUARD DIVIDEND | MF CLOSED AND MF OPEN | 921908844 | $6M | 4 % | 27,314 | ||
FIDELITY HIGH | MF CLOSED AND MF OPEN | 316092840 | $5.53M | 4 % | 97,553 | ||
VANGUARD GROWTH | MF CLOSED AND MF OPEN | 922908736 | $4.71M | 3 % | 9,660 | ||
ISHARES MSCI | MF CLOSED AND MF OPEN | 46436E403 | $4.59M | 3 % | 67,468 | ||
PACER METAURUS | MF CLOSED AND MF OPEN | 69374H436 | $4.53M | 3 % | 106,630 | ||
NEOS S&P | MF CLOSED AND MF OPEN | 78433H303 | $4.47M | 3 % | 85,083 |
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