13F Insight
DOSSIER · 13F-HR · Q1 2026

Sterling Investment Advisors, Ltd.

$552M in tracked AUM across 215 positions as of Q1 2026.

SI
CIK 0001701132 · last filed Mar 31, 2026
Total AUM
$552M
as of Q1 2026
Holdings
215
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sterling Investment Advisors, Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple, Inc.
$34M132K6.1%02
JFLX
JPMorgan Flexible Debt ETF
$22M434K3.9%03
DVY
iShares Select Dividend ETF
$21M266K3.8%04
GOOGL
Alphabet, Inc. A
$15M52K2.7%05
AMZN
Amazon.com, Inc.
$15M72K2.7%06
NVDA
Nvidia Corp.
$14M81K2.5%07
KMI
Kinder Morgan, Inc.
$14M419K2.5%08
GDX
VanEck Gold Miners ETF
$13M136K2.3%09
GMED
Globus Medical, Inc.
$12M144K2.2%10
GLD
SPDR Gold Trust ETF
$11M115K2.0%

Filing history

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 positionsLocked2023Q2Jun 30
$302M▲ 2.0%
138 positionsLocked
Showing 12 of 36