Sterling Investment Advisors LLC 13F Holdings · Q2 2026
Sterling Investment Advisors LLC reported 38 securities worth $222.64M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IEFA (17.88%), IVV (12.93%), IEMG (9.36%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $39.8M | 17.88% | 412,090 | Added |
| 2 | IVV | ISHARES TR | $28.8M | 12.93% | 38,431 | Trimmed |
| 3 | IEMG | ISHARES INC | $20.8M | 9.36% | 251,520 | Trimmed |
| 4 | SGOV | ISHARES TR | $19.0M | 8.53% | 188,608 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $13.7M | 6.16% | 62,968 | Added |
| 6 | LEMB | ISHARES INC | $12.0M | 5.38% | 282,195 | Added |
| 7 | IJH | ISHARES TR | $9.4M | 4.21% | 121,581 | Trimmed |
| 8 | QLTA | ISHARES TR | $8.6M | 3.85% | 180,540 | Added |
| 9 | STIP | ISHARES TR | $8.2M | 3.69% | 80,324 | Added |
| 10 | TIP | ISHARES TR | $7.2M | 3.24% | 65,888 | Added |
| 11 | ISTB | ISHARES TR | $7.0M | 3.14% | 144,939 | Added |
| 12 | IJR | ISHARES TR | $5.5M | 2.48% | 37,238 | Trimmed |
| 13 | GNR | SPDR INDEX SHS FDS | $5.5M | 2.45% | 81,023 | Added |
| 14 | ETHA | ISHARES ETHEREUM TR | $5.2M | 2.35% | 439,332 | Added |
| 15 | IVE | ISHARES TR | $5.2M | 2.34% | 22,986 | Trimmed |
| 16 | EFA | ISHARES TR | $4.4M | 1.98% | 42,336 | Added |
| 17 | HYG | ISHARES TR | $4.4M | 1.98% | 55,117 | Added |
| 18 | AGG | ISHARES TR | $4.1M | 1.82% | 40,955 | Added |
| 19 | IWM | ISHARES TR | $2.3M | 1.05% | 7,778 | Trimmed |
| 20 | AVGO | BROADCOM INC | $2.3M | 1.03% | 6,070 | Added |
| 21 | IVW | ISHARES TR | $1.2M | 0.53% | 8,550 | Trimmed |
| 22 | IYR | ISHARES TR | $1.1M | 0.50% | 10,882 | Added |
| 23 | STM | STMICROELECTRONICS N V | $1.1M | 0.49% | 14,605 | Added |
| 24 | WMT | WALMART INC | $968,368 | 0.43% | 8,549 | Added |
| 25 | IAU | ISHARES GOLD TR | $608,712 | 0.27% | 8,061 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR