STERLING INVESTMENT ADVISORS LLC /ADV Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$206.6B
Holdings
39
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AQLTISHARES TR | 414,484 | $37.1B | 17.95% | |
| 2 | IVVISHARES TR | 37,890 | $26.0B | 12.56% | |
| 3 | IEMGISHARES INC | 278,150 | $18.7B | 9.05% | |
| 4 | SGOVISHARES TR | 177,782 | $17.8B | 8.64% | |
| 5 | VTVVANGUARD INDEX FDS | 61,465 | $11.7B | 5.68% | |
| 6 | LEMBISHARES INC | 274,614 | $11.4B | 5.52% | |
| 7 | IJHISHARES TR | 124,706 | $8.2B | 3.98% | |
| 8 | QLTAISHARES TR | 168,719 | $8.1B | 3.93% | |
| 9 | STIPISHARES TR | 77,384 | $7.9B | 3.83% | |
| 10 | ISTBISHARES TR | 138,638 | $6.8B | 3.27% | |
| 11 | TIPISHARES TR | 61,061 | $6.7B | 3.25% | |
| 12 | ETHAISHARES ETHEREUM TR | 279,953 | $6.3B | 3.04% | |
| 13 | GNRSPDR INDEX SHS FDS | 88,296 | $5.5B | 2.66% | |
| 14 | IVEISHARES TR | 23,979 | $5.1B | 2.46% | |
| 15 | IJRISHARES TR | 37,568 | $4.5B | 2.18% | |
| 16 | HYGISHARES TR | 51,175 | $4.1B | 2.00% | |
| 17 | EFAISHARES TR | 42,399 | $4.1B | 1.97% | |
| 18 | AGGISHARES TR | 36,644 | $3.7B | 1.77% | |
| 19 | IWMISHARES TR | 8,773 | $2.2B | 1.04% | |
| 20 | AVGOBROADCOM INC | 6,046 | $2.1B | 1.01% | |
| 21 | IVWISHARES TR | 9,190 | $1.1B | 0.55% | |
| 22 | IYRISHARES TR | 10,634 | $998.0M | 0.48% | |
| 23 | WMTWALMART INC | 8,511 | $948.0M | 0.46% | |
| 24 | IAU*ISHARES GOLD TR | 8,071 | $655.0M | 0.32% | |
| 25 | NVDANVIDIA CORPORATION | 2,516 | $469.0M | 0.23% | |
| 26 | MSFTMICROSOFT CORP | 817 | $395.0M | 0.19% | |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 6,231 | $389.0M | 0.19% | |
| 28 | ITOTISHARES TR | 2,593 | $385.0M | 0.19% | |
| 29 | IYWISHARES TR | 1,898 | $379.0M | 0.18% | |
| 30 | STMSTMICROELECTRONICS N V | 14,557 | $377.0M | 0.18% | |
| 31 | WECWEC ENERGY GROUP INC | 3,262 | $344.0M | 0.17% | |
| 32 | METAMETA PLATFORMS INC | 513 | $339.0M | 0.16% | |
| 33 | ORLYOREILLY AUTOMOTIVE INC | 3,570 | $325.0M | 0.16% | |
| 34 | IXUSISHARES TR | 3,431 | $290.0M | 0.14% | |
| 35 | HDVISHARES TR | 2,365 | $287.0M | 0.14% | |
| 36 | ESGDISHARES TR | 2,760 | $262.0M | 0.13% | |
| 37 | AAPLAPPLE INC | 936 | $254.0M | 0.12% | |
| 38 | AQLTISHARES TR | 1,559 | $220.0M | 0.11% | |
| 39 | CVXCHEVRON CORP NEW | 1,410 | $214.0M | 0.10% |