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Stephen Matthew Kyne

Sterling Manor Financial, Llc

Assets Managed
$159.886M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-0.23%(2Q avg: 0.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Manor Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Sterling Manor Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 159.886M in assets, with a quarterly growth rate of -0.23% and a 2-quarter average growth rate of 0.42%. The portfolio is managed by Stephen Matthew Kyne, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPBO
Spdr Portfolio Corporate Bon
Recent Activity
Increased 6.25%
12.21%
$19.518M
672,350 shares@ $29.04 avg price
JANU
Allianzim Us Bf15 Uncap Jan
Recent Activity
Decreased -20.12%
8.87%
$14.177M
518,639 shares@ $27.34 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Increased 3.46%
7.15%
$11.418M
190,997 shares@ $59.78 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Decreased -10.86%
6.92%
$11.054M
132,269 shares@ $83.58 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -18.94%
6.65%
$10.62M
55,335 shares@ $191.92 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -12.63%
6.21%
$9.929M
141,477 shares@ $70.19 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -10.38%
5.81%
$9.281M
94,787 shares@ $97.91 avg price
YSEP
Ft Vst Int Eq Mb Etf-usd Inc
Recent Activity
Decreased -10.72%
5.61%
$8.955M
342,177 shares@ $26.18 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 4.78%
5.41%
$8.639M
345,836 shares@ $24.98 avg price
VFVA
Vanguard U.s. Value Factor
Recent Activity
Decreased -5.43%
4.98%
$7.958M
59,117 shares@ $134.62 avg price

1-10 of 39