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 54.85% of Sterling Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IEFA, SGOV, QLTA, TIP, AGG, HDV, LEMB, HYG, STIP, VWO.
  • Started 1 new stock position in VWO.
  • Reduced shares in these 10 stocks: IEMG, WEC, IVV, IWM, CVX, , IJH, IVW, IVE, NVDA.
  • Sold out of its positions in CVX, XOM, WEC.
  • Sterling Investment Advisors was a net buyer of stock by $750k.
  • Sterling Investment Advisors has $223M in assets under management (AUM), dropping by 6.82%.
  • Central Index Key (CIK): 0001009198

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Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 38 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 17.9 $40M +2% 412k 96.58
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Ishares Tr Core S&p500 Etf (IVV) 12.9 $29M 38k 748.91
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Ishares Core Msci Emkt (IEMG) 9.4 $21M -5% 252k 82.84
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Ishares Tr 0-3 Mth Treasury (SGOV) 8.5 $19M +3% 189k 100.67
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Vanguard Index Fds Value Etf (VTV) 6.2 $14M 63k 217.93
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Ishares Jp Morgan Em Etf (LEMB) 5.4 $12M +2% 282k 42.43
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Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $9.4M -2% 122k 77.11
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Ishares Tr A Rate Cp Bd Etf (QLTA) 3.9 $8.6M +4% 181k 47.52
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Ishares Tr 0-5 Yr Tips Etf (STIP) 3.7 $8.2M +3% 80k 102.16
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Ishares Tr Tips Bd Etf (TIP) 3.2 $7.2M +4% 66k 109.43
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Ishares Tr Core 1 5 Yr Usd (ISTB) 3.1 $7.0M +2% 145k 48.25
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Ishares Tr Core S&p Scp Etf (IJR) 2.5 $5.5M 37k 148.31
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Spdr Index Shs Fds St Str Nat Etf (GNR) 2.4 $5.5M +2% 81k 67.31
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Ishares Ethereum Tr SHS (ETHA) 2.3 $5.2M +3% 439k 11.89
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Ishares Tr S&p 500 Val Etf (IVE) 2.3 $5.2M -2% 23k 227.07
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $4.4M +5% 55k 79.97
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Ishares Tr Msci Eafe Etf (EFA) 2.0 $4.4M 42k 103.88
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $4.1M +7% 41k 98.98
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Ishares Tr Russell 2000 Etf (IWM) 1.0 $2.3M -11% 7.8k 300.49
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Broadcom (AVGO) 1.0 $2.3M 6.1k 377.79
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.2M -10% 8.6k 137.54
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Ishares Tr U.s. Real Es Etf (IYR) 0.5 $1.1M +2% 11k 102.25
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Stmicroelectronics N V Ny Registry (STM) 0.5 $1.1M 15k 74.89
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Wal-Mart Stores (WMT) 0.4 $968k 8.5k 113.27
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Ishares Gold Tr Ishares New (IAU) 0.3 $609k 8.1k 75.51
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $444k 6.2k 71.25
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $435k -9% 1.7k 252.27
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $430k 2.6k 164.28
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NVIDIA Corporation (NVDA) 0.2 $413k -18% 2.1k 200.18
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Ishares Tr Core Msci Total (IXUS) 0.1 $333k 3.5k 95.45
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O'reilly Automotive (ORLY) 0.1 $329k 3.6k 92.09
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Microsoft Corporation (MSFT) 0.1 $327k -3% 877.00 373.09
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Ishares Tr Core High Dv Etf (HDV) 0.1 $325k +400% 12k 27.41
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Meta Platforms Cl A (META) 0.1 $290k 514.00 564.01
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $281k 2.7k 102.83
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Ishares Tr Select Divid Etf (DVY) 0.1 $244k 1.6k 156.30
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Apple (AAPL) 0.1 $237k -12% 820.00 289.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $217k NEW 3.6k 59.70
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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