§ 13F · FUND PROFILE
STERLING INVESTMENT ADVISORS LLC /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $192.1T (13F)Positions · 37Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$377.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 414K | $37.1T | 17.9% | +2% |
| 2 | IVV | ISHARES TR | 38K | $26.0T | 12.6% | +1% |
| 3 | IEMG | ISHARES INC | 278K | $18.7T | 9.0% | −2% |
| 4 | SGOV | ISHARES TR | 178K | $17.8T | 8.6% | +1% |
| 5 | VTV | VANGUARD INDEX FDS | 61K | $11.7T | 5.7% | +2% |
| 6 | LEMB | ISHARES INC | 275K | $11.4T | 5.5% | +2% |
| 7 | IJH | ISHARES TR | 125K | $8.2T | 4.0% | +5% |
| 8 | QLTA | ISHARES TR | 169K | $8.1T | 3.9% | +4% |
| 9 | STIP | ISHARES TR | 77K | $7.9T | 3.8% | +4% |
| 10 | ISTB | ISHARES TR | 139K | $6.8T | 3.3% | +1% |
§ 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 $192087.8 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed