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Sharon Allen

Sterling Wealth Management, Inc.

Assets Managed
$364.253M
Holdings
112
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
3.92%(2Q avg: 5.09%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Sterling Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 364.253M in assets, with a quarterly growth rate of 3.92% and a 2-quarter average growth rate of 5.09%. The portfolio is managed by Sharon Allen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.2%
10.64%
$38.73M
120,726 shares@ $320.82 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 9.67%
7%
$25.481M
603,533 shares@ $42.23 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 4.91%
6.9%
$25.104M
495,047 shares@ $50.71 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 5.65%
6.54%
$23.788M
647,105 shares@ $36.77 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 4.06%
6.25%
$22.746M
364,224 shares@ $62.46 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.06%
5.02%
$18.259M
284,944 shares@ $64.08 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 11.56%
4.96%
$18.036M
376,697 shares@ $47.88 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.31%
4.54%
$16.528M
488,126 shares@ $33.87 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.67%
3.8%
$13.813M
285,040 shares@ $48.46 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 1.76%
3.73%
$13.573M
380,080 shares@ $35.71 avg price

1-10 of 112