§ 13F · FUND PROFILE
STERLING INVESTMENT ADVISORS LLC /ADV.
AUM · $223M (13F)Positions · 38Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$217K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 412K | $40M | 17.9% | +2% |
| 2 | IVV | ISHARES TR | 38K | $29M | 12.9% | −1% |
| 3 | IEMG | ISHARES INC | 252K | $21M | 9.4% | −6% |
| 4 | SGOV | ISHARES TR | 189K | $19M | 8.5% | +3% |
| 5 | VTV | VANGUARD INDEX FDS | 63K | $14M | 6.2% | +1% |
| 6 | LEMB | ISHARES INC | 282K | $12M | 5.4% | +2% |
| 7 | IJH | ISHARES TR | 122K | $9M | 4.2% | −2% |
| 8 | QLTA | ISHARES TR | 181K | $9M | 3.9% | +5% |
| 9 | STIP | ISHARES TR | 80K | $8M | 3.7% | +3% |
| 10 | TIP | ISHARES TR | 66K | $7M | 3.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
STERLING INVESTMENT ADVISORS LLC /ADV is a Other fund managing $223 million in assets. The fund runs a portfolio of 38 positions.
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