§ 13F · FUND PROFILE
Sterling Wealth Advisors Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 20Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
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 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.09M | $54M | 30.6% | −1% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 317K | $25M | 14.0% | ±0% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 500K | $24M | 13.7% | ±0% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 374K | $16M | 8.9% | −1% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 271K | $12M | 6.6% | +4% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 296K | $11M | 6.4% | ±0% |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 254K | $10M | 5.5% | +1% |
| 8 | IDV | ISHARES TR | 129K | $6M | 3.3% | −5% |
| 9 | IVV | ISHARES TR | 5K | $3M | 1.9% | −1% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 14K | $3M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
Sterling Wealth Advisors Inc is a Other fund managing $157 million in assets. The fund runs a focused portfolio of just 20 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