account_balance

Investment manager · 13F filer · SEC CIK 1943937

Sterling Wealth Advisors Inc

Reported value$183Mas of Sep 30, 2026

Positions22 2 new, 0 sold out

Top 10 weight92.4%DFAU alone is 32%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFAUDimensional ETF Trust

31.8%

DFUSDimensional ETF Trust

14.3%

DFSDDimensional ETF Trust

13.3%Added +3%

DFAIDimensional ETF Trust

8.2%Trimmed −5%

DFCFDimensional ETF Trust

6.6%

DFICDimensional ETF Trust

6.1%

DFAEDimensional ETF Trust

5.5%

IDViShares Tr

2.9%

IVViShares Tr

1.9%

DFAC1.9%

VIGVanguard Specialized Funds

1.6%

DFAX1.3%

DFAUDimensional ETF Trust

31.8%

DFUSDimensional ETF Trust

14.3%

DFSDDimensional ETF Trust

13.3%Added +3%

DFAIDimensional ETF Trust

8.2%−5%

DFCFDimensional ETF Trust

6.6%

DFICDimensional ETF Trust

6.1%

DFAE

IDV2.9%

IVV

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

DFAU Dimensional ETF Trust 31.8% Held

DFUS Dimensional ETF Trust 14.3% Held

DFSD Dimensional ETF Trust 13.3% Added +3%

DFAI Dimensional ETF Trust 8.2% Trimmed −5%

DFCF Dimensional ETF Trust 6.6% Held

DFIC Dimensional ETF Trust 6.1% Held

DFAE Dimensional ETF Trust 5.5% Held

IDV iShares Tr 2.9% Held

IVV iShares Tr 1.9% Held

DFAC Dimensional ETF Trust 1.9% Added +9%

VIG Vanguard Specialized Funds 1.6% Trimmed −12%

DFAX Dimensional ETF Trust 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 23, 2026 filing

add_circleNew

VOO $442K
SPY $272K

arrow_upwardAdded

DFAC +9%
DFSD +3%
DFGR +3%

arrow_downwardTrimmed

DGRO −16%
VIG −12%
DFAI −5%
DFEM −3%

remove_circleSold out

None

Sterling Wealth Advisors Inc

Where the money is

Biggest moves since Jun 30, 2026

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