Sterling Investment Advisors

Latest statistics and disclosures from Sterling Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IEFA, IVV, IEMG, SGOV, VTV, and represent 53.88% of Sterling Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: ETHA, IEFA, AGG, IJH, STM, QLTA, STIP, TIP, LEMB, HYG.
  • Started 1 new stock position in STM.
  • Reduced shares in these 10 stocks: IEMG, IVE, , IAU, GNR, IJR, IVW, IYW, ORLY, VEA.
  • Sold out of its position in T.
  • Sterling Investment Advisors was a net buyer of stock by $4.1M.
  • Sterling Investment Advisors has $207M in assets under management (AUM), dropping by 2.33%.
  • Central Index Key (CIK): 0001009198

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Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 17.9 $37M 415k 89.46
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Ishares Tr Core S&p500 Etf (IVV) 12.6 $26M 38k 684.95
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Ishares Core Msci Emkt (IEMG) 9.0 $19M -2% 278k 67.22
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Ishares Tr 0-3 Mnth Treasry (SGOV) 8.6 $18M 178k 100.38
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Vanguard Index Fds Value Etf (VTV) 5.7 $12M 62k 190.99
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Ishares Jp Morgan Em Etf (LEMB) 5.5 $11M +2% 275k 41.57
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Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $8.2M +5% 125k 66.00
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Ishares Tr A Rate Cp Bd Etf (QLTA) 3.9 $8.1M +4% 169k 48.09
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Ishares Tr 0-5 Yr Tips Etf (STIP) 3.8 $7.9M +3% 77k 102.39
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Ishares Tr Core 1 5 Yr Usd (ISTB) 3.3 $6.8M 139k 48.75
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Ishares Tr Tips Bd Etf (TIP) 3.2 $6.7M +4% 61k 109.91
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Ishares Ethereum Tr SHS (ETHA) 3.0 $6.3M +25% 280k 22.43
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.7 $5.5M 88k 62.14
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Ishares Tr S&p 500 Val Etf (IVE) 2.5 $5.1M -5% 24k 212.07
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Ishares Tr Core S&p Scp Etf (IJR) 2.2 $4.5M 38k 120.18
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $4.1M +5% 51k 80.63
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Ishares Tr Msci Eafe Etf (EFA) 2.0 $4.1M 42k 96.03
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.7M +13% 37k 99.88
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Ishares Tr Russell 2000 Etf (IWM) 1.0 $2.2M +6% 8.8k 246.16
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Broadcom (AVGO) 1.0 $2.1M 6.0k 346.14
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.1M -4% 9.2k 123.27
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Ishares Tr U.s. Real Es Etf (IYR) 0.5 $999k +14% 11k 93.89
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Wal-Mart Stores (WMT) 0.5 $948k 8.5k 111.42
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Ishares Gold Tr Ishares New (IAU) 0.3 $655k -19% 8.1k 81.17
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NVIDIA Corporation (NVDA) 0.2 $469k 2.5k 186.54
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Microsoft Corporation (MSFT) 0.2 $395k 817.00 483.75
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $389k -4% 6.2k 62.48
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $386k +12% 2.6k 148.70
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $379k -10% 1.9k 199.75
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Stmicroelectronics N V Ny Registry (STM) 0.2 $378k NEW 15k 25.94
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Wec Energy Group (WEC) 0.2 $344k 3.3k 105.46
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Meta Platforms Cl A (META) 0.2 $339k 513.00 661.05
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O'reilly Automotive (ORLY) 0.2 $326k -6% 3.6k 91.22
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Ishares Tr Core Msci Total (IXUS) 0.1 $291k +9% 3.4k 84.66
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Ishares Tr Core High Dv Etf (HDV) 0.1 $288k 2.4k 121.61
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $263k +3% 2.8k 95.12
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Apple (AAPL) 0.1 $255k 936.00 272.15
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Ishares Tr Select Divid Etf (DVY) 0.1 $220k 1.6k 141.14
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Chevron Corporation (CVX) 0.1 $215k 1.4k 152.41
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Past Filings by Sterling Investment Advisors

SEC 13F filings are viewable for Sterling Investment Advisors going back to 2014

View all past filings