DOSSIER · 13F-HR · Q2 2026
Sterling Wealth Advisors Inc
$184M in tracked AUM across 20 positions as of Q2 2026.
SW
CIK 0001943937 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Sterling Wealth Advisors’ 13F for the quarter ended 2025-12-31 reports a $165.68 million portfolio across 20 holdings, up 15.3% from $143.72 million at 2025-09-30. The portfolio is exclusively invested in ETFs (100% of reported assets), and there are no reported cash, single-stock equity, or fixed-income line items in this 13F snapshot. Despite the modest number of holdings (20), the portfolio is highly concentrated: the top holding represents 31.12% of assets and the top fi...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.