account_balance

Investment manager · 13F filer · SEC CIK 1009198

Sterling Investment Advisors LLC

Reported value$228Mas of Sep 30, 2026
Positions39 1 new, 0 sold out
Top 10 weight74.7%IEFA alone is 18%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IEFA iShares Tr 17.8% Held
IVV iShares Tr 13.2% Held
IEMG iShares Inc 9.1% Held
SGOV iShares Tr 8.2% Held
VTV Vanguard Index FDS 5.9% Held
LEMB iShares Inc 5.3% Held
IJH iShares Tr 4.0% Added +5%
ETHA iShares Ethereum Trust ETF 3.7% Trimmed −4%
STIP iShares Tr 3.7% Added +6%
QLTA iShares Tr 3.7% Added +3%
TIP iShares Tr 3.2% Added +5%
ISTB iShares Tr 3.1% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • LQD $215K
arrow_upwardAdded
  • IYR +10%
  • AGG +10%
  • IWM +9%
  • STIP +6%
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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