CIK 2056315
Marshall & Sterling Wealth Advisors Inc.
Institutional 13F holdings & portfolio
Holdings
338
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 338
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LOW | LOWES COMPANIES | 572 | $100K–$500K | SH |
| VOO | VANGUARD S&P | 212 | $100K–$500K | SH |
| ARKW | ARK NEXT | 832 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 210 | $100K–$500K | SH |
| DFUS | DIMENSIONAL US | 2K | $100K–$500K | SH |
| ARKK | ARK INNOVATION | 1K | $100K–$500K | SH |
| MTB | M&T BANK | 521 | $100K–$500K | SH |
| PEP | PEPSICO INC | 718 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES | 566 | $100K–$500K | SH |
| DVY | ISHARES SELECT | 660 | $50K–$100K | SH |
| MDY | SPDR S&P | 147 | $50K–$100K | SH |
| MS | MORGAN STANLEY | 490 | $50K–$100K | SH |
| PRU | PRUDENTIAL FINANCIAL | 757 | $50K–$100K | SH |
| LOUP | INNOVATOR DEEPWATER | 1K | $50K–$100K | SH |
| SCHB | SCHWAB US | 3K | $50K–$100K | SH |
| IEMG | ISHARES CORE | 1K | $50K–$100K | SH |
| XSD | STATE STREET | 249 | $50K–$100K | SH |
| FCTR | FIRST TRUST | 2K | $50K–$100K | SH |
| GS | GOLDMAN SACHS | 88 | $50K–$100K | SH |
| DFAT | DIMENSIONAL US | 1K | $50K–$100K | SH |
| JHMM | JOHN HANCOCK | 1K | $50K–$100K | SH |
| LH | LABCORP HOLDINGS | 278 | $50K–$100K | SH |
| NVS | NOVARTIS AG | 504 | $50K–$100K | SH |
| SPDW | SPDR DEVELOPED | 1K | $50K–$100K | SH |
| VMBS | VANGUARD MORTGAGE | 1K | $50K–$100K | SH |
| ABT | ABBOTT LABORATORIES | 498 | $50K–$100K | SH |
| IJR | ISHARES CORE | 514 | $50K–$100K | SH |
| HDV | ISHARES CORE | 487 | $50K–$100K | SH |
| BR | BROADRIDGE FINANCIAL | 263 | $50K–$100K | SH |
| MO | ALTRIA GROUP | 1K | $50K–$100K | SH |
| FNDX | SCHWAB FUNDAMENTAL | 2K | $50K–$100K | SH |
| DIS | WALT DISNEY | 488 | $50K–$100K | SH |
| Z | ZILLOW GROUP | 810 | $50K–$100K | SH |
| IDMO | INVESCO S&P | 990 | $50K–$100K | SH |
| FLEX | FLEX LTD | 900 | $50K–$100K | SH |
| DFAS | DIMENSIONAL US | 780 | $50K–$100K | SH |
| SUSC | ISHARES ESG | 2K | $50K–$100K | SH |
| CB | CHUBB LTD | 168 | $50K–$100K | SH |
| ROST | ROSS STORES | 285 | $50K–$100K | SH |
| HYD | VANECK HIGH | 987 | $50K–$100K | SH |
| WFC | WELLS FARGO | 535 | $15K–$50K | SH |
| IJH | ISHARES CORE | 749 | $15K–$50K | SH |
| GE | GE AEROSPACE | 156 | $15K–$50K | SH |
| QYLD | GLOBAL X | 3K | $15K–$50K | SH |
| MRK | MERCK & COMPANY | 456 | $15K–$50K | SH |
| DLR | DIGITAL REALTY | 300 | $15K–$50K | SH |
| IEFA | ISHARES CORE | 513 | $15K–$50K | SH |
| RDVY | FIRST TRUST | 654 | $15K–$50K | SH |
| IAU | ISHARES GOLD | 560 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 149 | $15K–$50K | SH |