Sterling Wealth Advisors

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

  • Top 5 stock holdings are DFAU, DFUS, DFSD, DFAI, DFCF, and represent 73.81% of Sterling Wealth Advisors's stock portfolio.
  • Added to shares of these 8 stocks: DFAX, DFCF, DFAC, DFSD, DFAE, DFNM, DFGR, DFEM.
  • Reduced shares in these 7 stocks: DFAU, IDV, DFAI, DFUS, VB, IVV, DFIC.
  • Sterling Wealth Advisors was a net buyer of stock by $621k.
  • Sterling Wealth Advisors has $175M in assets under management (AUM), dropping by 5.84%.
  • Central Index Key (CIK): 0001943937

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Portfolio Holdings for Sterling Wealth Advisors

Sterling Wealth Advisors holds 20 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
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 30.6 $54M 1.1M 49.08
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Dimensional Etf Trust Us Equity Market (DFUS) 14.0 $25M 317k 77.30
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Dimensional Etf Trust Short Duration F (DFSD) 13.7 $24M 500k 48.21
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.9 $16M 374k 41.56
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Dimensional Etf Trust Core Fixed Incom (DFCF) 6.6 $12M +4% 271k 42.69
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Dimensional Etf Trust Intl Core Equity (DFIC) 6.4 $11M 296k 37.84
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.5 $9.6M 254k 37.61
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Ishares Tr Intl Sel Div Etf (IDV) 3.3 $5.7M -5% 129k 44.24
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Ishares Tr Core S&p500 Etf (IVV) 1.9 $3.2M 4.6k 712.09
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Vanguard Specialized Funds Div App Etf (VIG) 1.8 $3.2M 14k 227.33
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.5 $2.6M +19% 63k 42.13
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Dimensional Etf Trust Global Real Est (DFGR) 1.3 $2.3M 79k 28.98
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Ishares Tr Core Div Grwth (DGRO) 1.3 $2.3M 31k 73.14
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $2.0M +31% 55k 36.72
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $1.1M 28k 38.35
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.5 $925k +3% 19k 48.40
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $902k -4% 3.2k 286.14
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $346k 11k 32.09
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $293k 1.9k 155.08
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $281k 5.5k 51.02
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Past Filings by Sterling Wealth Advisors

SEC 13F filings are viewable for Sterling Wealth Advisors going back to 2024