Sterling Wealth Advisors Inc
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| May 2026 to Nov 2026 | $223,541,508 | Individuals and high net worth (100%) |
| Apr 2025 to Apr 2026 | $187,596,209 | Individuals and high net worth (100%) |
| Apr 2024 to Mar 2025 | $164,376,313 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $136,356,241 | Individuals and high net worth (100%) |
| Apr 2023 | $136,356,241 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $149,883,686 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 94.6%; sector active share 87.1% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $183,990,813 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAU | Dimensional US Core Equity Market ETF | +37,092 | 1,130,815 | $58,451,827 | |
| DFCF | Dimensional Core Fixed Income ETF | +24,827 | 296,233 | $12,503,994 | |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | +7,808 | 62,593 | $2,305,926 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | +7,246 | 70,084 | $3,108,926 | |
| DFAI | Dimensional International Core Equity Market ETF | +6,493 | 380,607 | $15,700,038 | |
| DFSD | Dimensional Short-Duration Fixed Income ETF | +6,114 | 506,127 | $24,167,564 | |
| DFGR | Dimensional Global Real Estate ETF | +970 | 80,071 | $2,319,656 | |
| DFNM | Dimensional National Municipal Bond ETF | +405 | 19,508 | $942,919 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IDV | iShares International Select Dividend ETF | −2,294 | 126,832 | $5,254,649 | |
| DFUS | Dimensional U.S. Equity Market ETF | −1,079 | 316,052 | $25,897,300 | |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | −483 | 27,060 | $1,099,718 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | −390 | 253,952 | $10,211,409 | |
| DFIC | Dimensional International Core Equity 2 ETF | −220 | 296,104 | $11,032,835 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFAU |
Dimensional US Core Equity Market ETF
|
Added | 1,130,815 | $58,451,827 | 31.77% | |
| DFUS |
Dimensional U.S. Equity Market ETF
|
Reduced | 316,052 | $25,897,300 | 14.08% | |
| DFSD |
Dimensional Short-Duration Fixed Income ETF
|
Added | 506,127 | $24,167,564 | 13.14% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 380,607 | $15,700,038 | 8.53% | |
| DFCF |
Dimensional Core Fixed Income ETF
|
Added | 296,233 | $12,503,994 | 6.80% | |
| DFIC |
Dimensional International Core Equity 2 ETF
|
Reduced | 296,104 | $11,032,835 | 6.00% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Reduced | 253,952 | $10,211,409 | 5.55% | |
| IDV |
iShares International Select Dividend ETF
|
Reduced | 126,832 | $5,254,649 | 2.86% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 4,557 | $3,412,691 | 1.85% | |
| VIG |
Vanguard Specialized Funds
|
Held | 13,978 | $3,307,474 | 1.80% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 70,084 | $3,108,926 | 1.69% | |
| DGRO |
iShares Core Dividend Growth ETF
|
Held | 30,897 | $2,341,683 | 1.27% | |
| DFGR |
Dimensional Global Real Estate ETF
|
Added | 80,071 | $2,319,656 | 1.26% | |
| DFAX |
Dimensional World ex. U.S. Core Equity 2 ETF
|
Added | 62,593 | $2,305,926 | 1.25% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Reduced | 27,060 | $1,099,718 | 0.60% | |
| VB |
Vanguard Index Funds
|
Held | 3,151 | $955,131 | 0.52% | |
| DFNM |
Dimensional National Municipal Bond ETF
|
Added | 19,508 | $942,919 | 0.51% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Held | 10,780 | $375,251 | 0.20% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
Held | 5,505 | $302,830 | 0.16% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Held | 1,892 | $298,992 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.