Sterling Wealth Advisors Inc

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...