TraderTrends
Manager Profile

Sterling Manor Financial, LLC

Diversified · Financial Services 88%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

Saratoga Springs, NY

Portfolio Value

$159.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

SPDR SERIES TRUST

Latest disclosed holding

Top 4

78464A144 00888H513 33739Q408 46435G326 46137V357

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
88%
Consumer Defensive
7.3%
Technology
3%
Consumer Cyclical
0.4%
Industrials
0.3%
Energy
0.2%
Communication Services
0.1%
Healthcare
0.1%
Basic Materials
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SPDR SERIES TRUST

Shares: 672.4K

19.5M

Position Value
2
AIM ETF PRODUCTS TRUST

Shares: 518.6K

14.2M

Position Value
3
FIRST TR EXCHANGE-TRADED FD

Shares: 191K

11.4M

Position Value
4
ISHARES TR

Shares: 132.3K

11.1M

Position Value
5
INVESCO EXCHANGE TRADED FD T

Shares: 55.3K

10.6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID