SEC Form 13F

Marshall & Sterling Wealth Advisors Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$168,877,158
Positions339

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INTERMEDIATEVCITMF Closed and MF Open$12,744,060154,193
WISDOMTREE USDGRWMF Closed and MF Open$12,239,867128,005
NEOS S&PSPYIMF Closed and MF Open$10,210,786192,330
FIDELITY HIGHFDVVMF Closed and MF Open$6,496,173107,749
VANGUARD INFORMATIONVGTMF Closed and MF Open$5,728,54147,930
INVESCO S&PRSPMF Closed and MF Open$5,728,47326,923
ISHARES MSCIGARPMF Closed and MF Open$5,267,90663,815
VANGUARD MIDVOMF Closed and MF Open$5,261,67865,306
INVESCO S&PRWKMF Closed and MF Open$5,114,90134,972
SWAN HEDGEDHEGDMF Closed and MF Open$5,056,130189,652

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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