Marshall & Sterling Wealth Advisors Inc. — 13F holdings

Marshall & Sterling Wealth Advisors Inc. reported 339 holdings worth $169M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

  1. VCIT VANGUARD SCOTTSDALE FDS — $12.7M (7.5%)
  2. DGRW WISDOMTREE TR — $12.2M (7.2%)
  3. SPYI NEOS ETF TRUST — $10.2M (6.0%)
  4. FDVV FIDELITY COVINGTON TRUST — $6.50M (3.8%)
  5. VGT VANGUARD WORLD FD — $5.73M (3.4%)
  6. RSP INVESCO EXCHANGE TRADED FD T — $5.73M (3.4%)
  7. GARP ISHARES TR — $5.27M (3.1%)
  8. VO VANGUARD INDEX FDS — $5.26M (3.1%)
  9. RWK INVESCO EXCH TRADED FD TR II — $5.11M (3.0%)
  10. HEGD LISTED FDS TR — $5.06M (3.0%)