§ 13F · FUND PROFILE
Sterling Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 106Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$350.5T 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 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 118K | $39.6T | 11.3% | NEW |
| 2 | DUSB | DIMENSIONAL ETF TRUST | 472K | $23.9T | 6.8% | NEW |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 550K | $23.4T | 6.7% | NEW |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 613K | $23.3T | 6.6% | NEW |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 350K | $20.8T | 5.9% | NEW |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 285K | $17.8T | 5.1% | NEW |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 338K | $16.2T | 4.6% | NEW |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 482K | $15.7T | 4.5% | NEW |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 287K | $13.4T | 3.8% | NEW |
| 10 | DFLV | DIMENSIONAL ETF TRUST | 374K | $12.8T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
Sterling Wealth Management, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed