account_balance
Investment manager · 13F filer · SEC CIK 1701132
Sterling Investment Advisors, Ltd.
Reported value$606Mas of Sep 30, 2026
Positions229 11 new, 7 sold out
Top 10 weight34.1%AAPL alone is 7%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.0%Trimmed −2%
DVYiShares Flexible Income Active ETF
4.2%Added +16%
JFLXJPMorgan Flexible Debt ETF
3.9%Added +8%
CRWDCrowdStrike Holdings, Inc.
3.8%Trimmed −6%
NVDANVIDIA Corp
3.1%
AMZNAmazon.com Inc
2.9%
GOOGLAlphabet Inc.
2.9%
MSFTMicrosoft Corp
2.5%
GDXVanEck Gold Miners ETF
2.0%
GMEDGlobus Medical Inc
1.8%
SPSMiShares Core S&P Small-Cap ETF
1.7%−3%
KMIKinder Morgan, Inc.
1.7%−4%
AAPLApple Inc.
7.0%Trimmed −2%
DVYiShares Flexible Income Active ETF
4.2%+16%
JFLXJPMorgan Flexible Debt ETF
3.9%Added +8%
CRWDCrowdStrike Holdings, Inc.
3.8%Trimmed −6%
NVDANVIDIA Corp
3.1%
AMZNAmazon.com Inc
2.9%
GOOGLAlphabet Inc.
2.9%
MSFTMicrosoft Corp
2.5%
GDXVanEck Gold Miners ETF
2.0%
SPSM1.7%
KMI1.7%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
AAPL Apple Inc. 7.0% Trimmed −2%
DVY iShares Flexible Income Active ETF 4.2% Added +16%
JFLX JPMorgan Flexible Debt ETF 3.9% Added +8%
CRWD CrowdStrike Holdings, Inc. 3.8% Trimmed −6%NVDA NVIDIA Corp 3.1% HeldAMZN Amazon.com Inc 2.9% HeldGOOGL Alphabet Inc. 2.9% HeldMSFT Microsoft Corp 2.5% HeldGDX VanEck Gold Miners ETF 2.0% Held
GMED Globus Medical Inc 1.8% HeldSPSM iShares Core S&P Small-Cap ETF 1.7% Trimmed −3%
KMI Kinder Morgan, Inc. 1.7% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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