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 53.34% of Sterling Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: ETHA, IVV, SGOV, XOM, TIP, VTV, QLTA, ISTB, AGG, HYG.
  • Started 1 new stock position in XOM.
  • Reduced shares in these 9 stocks: IEFA, IEMG, GNR, IVE, EFA, IJH, IJR, ESGD, IAU.
  • Sterling Investment Advisors was a net buyer of stock by $2.2M.
  • Sterling Investment Advisors has $208M in assets under management (AUM), dropping by 0.87%.
  • Central Index Key (CIK): 0001009198

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Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 17.5 $37M -2% 404k 90.53
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Ishares Tr Core S&p500 Etf (IVV) 12.2 $25M +2% 39k 653.22
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Ishares Core Msci Emkt (IEMG) 8.9 $19M -4% 266k 69.75
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Ishares Tr 0-3 Mnth Treasry (SGOV) 8.8 $18M +2% 183k 100.66
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Vanguard Index Fds Value Etf (VTV) 5.9 $12M 63k 196.20
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Ishares Jp Morgan Em Etf (LEMB) 5.4 $11M 276k 40.80
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Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $8.4M 124k 67.53
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Ishares Tr A Rate Cp Bd Etf (QLTA) 3.9 $8.2M +2% 173k 47.59
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Ishares Tr 0-5 Yr Tips Etf (STIP) 3.9 $8.1M 78k 103.43
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Ishares Tr Tips Bd Etf (TIP) 3.3 $7.0M +3% 63k 110.36
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Ishares Tr Core 1 5 Yr Usd (ISTB) 3.3 $6.9M +2% 142k 48.46
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Ishares Ethereum Tr SHS (ETHA) 3.2 $6.7M +51% 425k 15.83
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Spdr Index Shs Fds State Street Spd (GNR) 2.8 $5.9M -10% 79k 74.67
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Ishares Tr S&p 500 Val Etf (IVE) 2.4 $5.0M 24k 211.16
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Ishares Tr Core S&p Scp Etf (IJR) 2.2 $4.7M 37k 124.31
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $4.1M 52k 79.56
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Ishares Tr Msci Eafe Etf (EFA) 2.0 $4.1M 42k 97.13
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.8M +3% 38k 99.27
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Ishares Tr Russell 2000 Etf (IWM) 1.0 $2.2M 8.8k 248.01
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Broadcom (AVGO) 0.9 $1.9M 6.1k 309.51
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.1M +3% 9.5k 113.11
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Wal-Mart Stores (WMT) 0.5 $1.1M 8.5k 124.29
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Ishares Tr U.s. Real Es Etf (IYR) 0.5 $1.0M 11k 94.56
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Ishares Gold Tr Ishares New (IAU) 0.3 $711k 8.1k 88.16
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Stmicroelectronics N V Ny Registry (STM) 0.2 $504k 15k 34.55
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NVIDIA Corporation (NVDA) 0.2 $439k 2.5k 174.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $401k 6.3k 64.08
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Wec Energy Group (WEC) 0.2 $378k 3.3k 115.77
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $377k +2% 2.6k 142.44
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $345k 1.9k 181.49
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Microsoft Corporation (MSFT) 0.2 $338k +11% 911.00 370.56
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O'reilly Automotive (ORLY) 0.2 $330k 3.6k 92.31
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Ishares Tr Core High Dv Etf (HDV) 0.2 $322k 2.4k 135.74
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Ishares Tr Core Msci Total (IXUS) 0.1 $301k 3.5k 86.66
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Meta Platforms Cl A (META) 0.1 $294k 514.00 572.34
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Chevron Corporation (CVX) 0.1 $292k 1.4k 206.90
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Exxon Mobil Corporation (XOM) 0.1 $273k NEW 1.6k 169.66
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $259k 2.7k 95.62
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Apple (AAPL) 0.1 $239k 940.00 254.00
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Ishares Tr Select Divid Etf (DVY) 0.1 $236k 1.6k 151.41
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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