Sterling Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 115 separate securities held by the firm.
The firm’s largest positions include shares of Hubbell Inc., which is held in the amount of 8,209,624 shares. Other significant holdings listed in the filing include shares of ExxonMobil Holdings Corp. (13,932 shares), Pfizer Inc. (14,083 shares), and United States Bancorp (4,531 shares). The filing also details a substantial number of exchange-traded funds, including various Dimensional ETF Trust funds and Vanguard Index Funds covering broad market segments, real estate, and international equities.
The report indicates that all holdings are held solely for the benefit of the firm’s clients. The filing was signed by Sharon Allen, CEO and CCO of Sterling Wealth Management, Inc., located in Champaign, Illinois.
