Sterling Wealth Management, Inc.
Sterling Wealth Management, Inc. is an independent, fee-only investment advisory firm headquartered in Champaign, Illinois. The firm was founded to provide personalized wealth management and investment advisory services tailored to individual client needs, especially high-net-worth individuals and families. Sterling Wealth Management employs approximately 10 staff members and is recognized for its evidence-based investment approach and commitment to fiduciary standards, working closely with women investors and affluent families.
Investment Strategy
Sterling Wealth Management, Inc. offers a consultative, evidence-based investment strategy centered around Nobel Prize-winning research and a disciplined approach to portfolio construction and management. The firm focuses on comprehensive wealth planning and employs strategies rooted in academic market research, emphasizing diversification, risk management, and the long-term goals of clients. As a fee-only advisor, they provide individualized advice without conflicts of interest, aiming to build portfolios that meet the specific goals of high net worth individuals and families.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 11.73% | $34.4M | 113,268 | $303.93 | $303.93 | +$34.4M |
D DUSB | DIMENSIONAL ETF TRUST | 7.96% | $23.4M | 460,476 | $50.75 | $50.75 | +$23.4M |
D DUHP | DIMENSIONAL ETF TRUST | 5.55% | $16.3M | 457,606 | $35.56 | $35.56 | +$16.3M |
D DFAT | DIMENSIONAL ETF TRUST | 5.50% | $16.1M | 299,201 | $53.96 | $53.96 | +$16.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.04% | $14.8M | 259,228 | $57.01 | $57.01 | +$14.8M |