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Manager record

Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY · CIK 2056315 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$174.66MReported 13F valueQ3 2026 · as filed
369Holdings listed
+3.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $147.7M$147.7MQ2 20257,185 holdingsQ3 2025: $156.0M$156.0MQ3 20257,268 holdingsQ4 2025: $151.5M$151.5MQ4 2025338 holdingsQ1 2026: $152.8M$152.8MQ1 2026344 holdingsQ2 2026: $168.9M$168.9MQ2 2026339 holdingsQ3 2026: $174.7M$174.7MQ3 2026369 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$174.66M · 369 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$168.88M · 339 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$152.84M · 344 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$151.48M · 338 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$156.02M · 7,268 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$147.72M · 7,185 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology