13F Insight
DOSSIER · 13F-HR · Q2 2026

Sterling Investment Advisors, Ltd.

$599M in tracked AUM across 228 positions as of Q2 2026.

SI
CIK 0001701132 · last filed Jun 30, 2026
Total AUM
$599M
as of Q2 2026
Holdings
228
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sterling Investment Advisors, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple, Inc.
$38M131K6.3%02
DVY
iShares Select Dividend ETF
$24M305K3.9%03
JFLX
JPMorgan Flexible Debt ETF
$23M452K3.8%04
GOOGL
Alphabet, Inc. A
$18M51K3.1%05
CRWD
CrowdStrike Holdings, Inc.
$18M23K3.0%06
AMZN
Amazon.com, Inc.
$17M71K2.8%07
NVDA
Nvidia Corp.
$16M82K2.7%08
SPSM
iShares Core S&P Small-Cap ETF
$12M80K2.0%09
KMI
Kinder Morgan, Inc.
$11M359K1.9%10
GMED
Globus Medical, Inc.
$11M144K1.9%

Filing history

2026Q2Jun 30
$599M▲ 8.4%
228 positionsView →2026Q1Mar 31
$552M▲ 1.7%
215 positionsView →2025Q4Dec 31
$543M▲ 5.7%
213 positionsView →2025Q3Sep 30
$514M▲ 12.7%
203 positionsView →2025Q2Jun 30
$456M▲ 9.5%
182 positionsLocked2025Q1Mar 31
$417M▲ 1.0%
174 positionsLocked2024Q4Dec 31
$412M▲ 4.5%
161 positionsLocked2024Q3Sep 30
$395M▲ 6.7%
151 positionsLocked2024Q2Jun 30
$370M▲ 4.0%
137 positionsLocked2024Q1Mar 31
$356M▲ 10.8%
140 positionsLocked2023Q4Dec 31
$321M▲ 12.1%
134 positionsLocked2023Q3Sep 30
$287M▼ 5.3%
133 positionsLocked
Showing 12 of 37