Sterling Wealth Advisors Inc - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Sterling Wealth Advisors Inc held in its portfolio 20 assets valued at $165,681,442 (i.e. $165.68M).

The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($51.57M), DIMENSIONAL ETF TRUST ($23.88M), and DIMENSIONAL ETF TRUST ($23.59M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Sterling Wealth Advisors Inc Portfolio

DIMENSIONAL ETF TRUST

ISHARES TR

VANGUARD SPECIALIZED FUNDS

Sterling Wealth Advisors Inc - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL ETF TRUST	1101841	51566140	US CORE EQT MKT
DIMENSIONAL ETF TRUST	497906	23874589	SHORT DURATION F
DIMENSIONAL ETF TRUST	317997	23585845	US EQUITY MARKET
DIMENSIONAL ETF TRUST	377335	14380238	INTL CORE EQT MK
DIMENSIONAL ETF TRUST	260373	11081495	CORE FIXED INCOM
DIMENSIONAL ETF TRUST	296729	10225292	INTL CORE EQUITY
DIMENSIONAL ETF TRUST	251922	8205086	EMGR CRE EQT MNG
ISHARES TR	136196	5372932	INTL SEL DIV ETF
ISHARES TR	4592	3145244	CORE S&P500 ETF
VANGUARD SPECIALIZED FUNDS	13978	3072119	DIV APP ETF
ISHARES TR	30897	2144888	CORE DIV GRWTH
DIMENSIONAL ETF TRUST	79018	2087662	GLOBAL REAL EST
DIMENSIONAL ETF TRUST	52427	2075572	US CORE EQUITY 2
DIMENSIONAL ETF TRUST	41595	1361395	WORLD EX US CORE
DIMENSIONAL ETF TRUST	27542	911102	EMERGING MKTS CO
DIMENSIONAL ETF TRUST	18462	889317	NATL MUN BD ETF
VANGUARD INDEX FDS	3316	855312	SMALL CP ETF
SCHWAB STRATEGIC TR	10780	319196	US LCAP VA ETF
VANGUARD WHITEHALL FDS	1892	271540	HIGH DIV YLD
DIMENSIONAL ETF TRUST	5505	256478	US MKTWIDE VALUE