§ 13F · FUND PROFILE
Marshall & Sterling Wealth Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147.7T (13F)Positions · 7185Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$392.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD INTERMEDIATE | 154K | $12.9T | 8.5% | — |
| 2 | DGRW | WISDOMTREE US | 116K | $10.4T | 6.8% | — |
| 3 | MOAT | VANECK MORNINGSTAR | 83K | $8.6T | 5.7% | — |
| 4 | VGT | VANGUARD INFORMATION | 9K | $7.1T | 4.7% | — |
| 5 | VIG | VANGUARD DIVIDEND | 27K | $6.0T | 4.0% | — |
| 6 | FDVV | FIDELITY HIGH | 98K | $5.5T | 3.7% | — |
| 7 | VUG | VANGUARD GROWTH | 10K | $4.7T | 3.1% | — |
| 8 | GARP | ISHARES MSCI | 67K | $4.6T | 3.0% | — |
| 9 | QDPL | PACER METAURUS | 107K | $4.5T | 3.0% | — |
| 10 | SPYI | NEOS S&P | 85K | $4.5T | 3.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARSHALL SIGNAL
AC read
Marshall & Sterling Wealth Advisors Inc. is a Other fund managing $147724.8 trillion in assets. The fund runs a massive portfolio of 7,185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed