§ 13F · FUND PROFILE
Sterling Wealth Advisors Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $141.3T (13F)Positions · 18Turnover · — · Q4Filed · Jan 26, 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 · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.10M | $51.6T | 31.1% | +5% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 498K | $23.9T | 14.4% | −4% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 318K | $23.6T | 14.2% | ±0% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 377K | $14.4T | 8.7% | −1% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 260K | $11.1T | 6.7% | +47% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 297K | $10.2T | 6.2% | −9% |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 252K | $8.2T | 5.0% | +12% |
| 8 | IDV | ISHARES TR | 136K | $5.4T | 3.2% | ±0% |
| 9 | IVV | ISHARES TR | 5K | $3.1T | 1.9% | −3% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 14K | $3.1T | 1.9% | −9% |
§ 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 $141330.8 trillion in assets. The fund runs a focused portfolio of just 18 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