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Portfolio (Quarterly) Guide ↗

Sterling Wealth Management, Inc.

· CIK 0002011149
13F Portfolio $364M AUM 112 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 21 Added 19 Reduced 4 Exited
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHW SHERWIN WILLIAMS CO Basic Materials 3,311.0 $1.1M 0.29% $320.55 -2.9%
42 CMCSA COMCAST CORP NEW Communication Services 33,804.0 $971K 0.27% $28.71 -12.4%
43 PG PROCTER & GAMBLE CO Consumer Defensive 6,610.0 $955K 0.26% -54.0 -0.8% $144.44 -1.0%
44 DFAI DIMENSIONAL ETF TRUST 24,066.0 $938K 0.26% $38.96 +7.6%
45 DE DEERE & CO Industrials 1,661.0 $936K 0.26% $563.30 -6.1%
46 VYM VANGUARD WHITEHALL FDS 5,967.0 $884K 0.24% $148.10 +7.1%
47 GOOGL ALPHABET INC Communication Services 3,064.0 $881K 0.24% +29.0 +1.0% $287.56 +35.2%
48 DFGP DIMENSIONAL ETF TRUST 15,257.0 $824K 0.23% NEW $53.99 +0.8%
49 DGCB DIMENSIONAL ETF TRUST 15,212.0 $823K 0.23% NEW $54.13 +0.9%
50 SCYB SCHWAB STRATEGIC TR 31,485.0 $819K 0.23% NEW $26.00 +0.9%
51 BERKSHIRE HATHAWAY INC DEL 1,425.0 $683K 0.19% -350.0 -19.7% $479.20
52 ABBV ABBVIE INC Healthcare 3,033.0 $660K 0.18% $217.50 -2.0%
53 CMI CUMMINS INC Industrials 1,110.0 $597K 0.16% $538.02 +24.3%
54 GRC GORMAN RUPP CO Industrials 9,435.0 $586K 0.16% $62.13 +21.8%
55 AEP AMERICAN ELEC PWR CO INC Utilities 4,361.0 $572K 0.16% $131.09 -0.1%
56 LLY ELI LILLY & CO Healthcare 588.0 $541K 0.15% $919.82 +15.8%
57 GOOG ALPHABET INC Communication Services 1,876.0 $538K 0.15% -165.0 -8.1% $286.86 +34.2%
58 YUM YUM BRANDS INC Consumer Cyclical 3,387.0 $527K 0.14% $155.48 -0.2%
59 LECO LINCOLN ELEC HLDGS INC Industrials 2,081.0 $518K 0.14% $249.08 +6.5%
60 CSCO CISCO SYS INC Technology 6,678.0 $518K 0.14% -5K -41.3% $77.59 +52.5%
Page 3 of 6  ·  112 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.2%
Technology 15.0%
Financial Services 11.6%
Consumer Cyclical 10.4%
Healthcare 8.7%
Energy 6.8%
Consumer Defensive 6.6%
Communication Services 5.8%
Utilities 2.6%
Basic Materials 2.1%