Sterling Manor Financial, LLC
Annual return '25
-0.7%
SPY '25
+17.7%
Alpha
-18.4ptsvs SPY
Invested
$159.9M
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPBO
SPDR SERIES TRUST
Q1 2026: Exited (was 632.9k shares)
12.2%
02
$JANU
AIM ETF PRODUCTS TRUST
Q1 2026: Exited (was 649.3k shares)
8.9%
03
$FTSM
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 184.6k shares)
7.1%
04
$IDEV
ISHARES TR
Q1 2026: Exited (was 148.4k shares)
6.9%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 95.5% (68.3k → 3.1k shares)
6.6%
06
$DGRO
ISHARES TR
Q1 2026: Exited (was 161.9k shares)
6.2%
07
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 105.8k shares)
5.8%
08
$YSEP
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 383.3k shares)
5.6%
09
$SJNK
SPDR SERIES TRUST
Q1 2026: Exited (was 330.1k shares)
5.4%
10
$VFVA
VANGUARD WELLINGTON FD
Q1 2026: Exited (was 62.5k shares)
5.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.