Sterling Manor Financial, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Sterling Manor Financial, LLC held in its portfolio 33 assets valued at $160,260,847 (i.e. $160.26M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($38.21M), AIM ETF PRODUCTS TRUST ($18.27M), and INVESCO EXCHANGE TRADED FD T ($13.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Sterling Manor Financial, LLC Portfolio

SPDR SERIES TRUST

AIM ETF PRODUCTS TRUST

INVESCO EXCHANGE TRADED FD T

ISHARES TR

FIRST TR EXCHANGE-TRADED FD

FIRST TR EXCHNG TRADED FD VI

VANGUARD WELLINGTON FD

ISHARES TR

GLOBAL X FDS

Sterling Manor Financial, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	1068709	38211103	STATE STREET SPD
AIM ETF PRODUCTS TRUST	649344	18272540	ALLIANZIM US EQU
INVESCO EXCHANGE TRADED FD T	68265	13076843	S&P500 EQL WGT
ISHARES TR	148396	12239701	CORE MSCI INTL
ISHARES TR	161939	11241825	CORE DIV GRWTH
FIRST TR EXCHANGE-TRADED FD	184610	11063664	FIRST TR ENH NEW
FIRST TR EXCHNG TRADED FD VI	383280	9970992	FT VEST INT EQ M
VANGUARD WELLINGTON FD	62515	8300742	US VALUE FACTR
ISHARES TR	57924	7932146	RUS MD CP GR ETF
GLOBAL X FDS	117253	7596821	DEFENSE TECH ETF
ISHARES TR	62941	5212774	1 3 YR TREAS BD
FIDELITY COVINGTON TRUST	106848	4715202	SML MID MLTFCT
APPLE INC	12467	3389279	COM
SPDR S&P 500 ETF TR	1909	1301785	TR UNIT
MICROSOFT CORP	1769	855523	COM
AMAZON COM INC	3330	768631	COM
GE AEROSPACE	2026	624069	COM NEW
J P MORGAN EXCHANGE TRADED F	10068	576292	EQUITY PREMIUM
FIRST TR EXCHANGE-TRADED FD	26426	549132	FT VEST DJIA
AIM ETF PRODUCTS TRUST	16883	480502	ALLIANZIM US EQT
ONEOK INC NEW	6192	455112	COM
GLOBAL X FDS	16900	406107	SUPERDIVIDEND
ADVANCED MICRO DEVICES INC	1657	354863	COM
BLACKROCK ETF TRUST	4472	331335	ISHARES US CARBO
WALMART INC	2714	302311	COM
ALPHABET INC	960	300480	CAP STK CL A
JPMORGAN CHASE & CO.	922	297087	COM
BROADCOM INC	750	259575	COM
INTERNATIONAL BUSINESS MACHS	863	255629	COM
CITIGROUP INC	2100	245049	COM NEW
ISHARES TR	1593	237325	ESG AWR MSCI USA
COCA COLA CO	3270	228605	COM
ISHARES TR	1613	207803	ESG MSCI KLD 400