§ 13F · FUND PROFILE
STERLING INVESTMENT ADVISORS LLC /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202M (13F)Positions · 39Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$273K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 404K | $37M | 17.5% | −3% |
| 2 | IVV | ISHARES TR | 39K | $25M | 12.2% | +3% |
| 3 | IEMG | ISHARES INC | 266K | $19M | 8.9% | −4% |
| 4 | SGOV | ISHARES TR | 183K | $18M | 8.8% | +3% |
| 5 | VTV | VANGUARD INDEX FDS | 63K | $12M | 5.9% | +2% |
| 6 | LEMB | ISHARES INC | 276K | $11M | 5.4% | +1% |
| 7 | IJH | ISHARES TR | 124K | $8M | 4.0% | ±0% |
| 8 | QLTA | ISHARES TR | 173K | $8M | 3.9% | +2% |
| 9 | STIP | ISHARES TR | 78K | $8M | 3.9% | +1% |
| 10 | TIP | ISHARES TR | 63K | $7M | 3.3% | +3% |
§ 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 $202 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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