STERLING INVESTMENT ADVISORS LLC /ADV
CIK: 1009198SEC EDGAR →
Portfolio Value
$118.1B
Holdings
40
As of
Q1 2026
New Positions
40
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 403,818 | $36.6B | 30.95% |
| 2 | ISHARES INC | 266,241 | $18.6B | 15.72% |
| 3 | ISHARES INC | 276,144 | $11.3B | 9.54% |
| 4 | ISHARES TR | 124,344 | $8.4B | 7.11% |
| 5 | ISHARES TR | 172,566 | $8.2B | 6.95% |
| 6 | ISHARES TR | 141,580 | $6.9B | 5.81% |
| 7 | ISHARES ETHEREUM TR | 425,007 | $6.7B | 5.70% |
| 8 | SPDR INDEX SHS FDS | 79,122 | $5.9B | 5.00% |
| 9 | ISHARES TR | 52,063 | $4.1B | 3.51% |
| 10 | ISHARES TR | 41,999 | $4.1B | 3.45% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $80.0B | 67.7% |
| Unknown | 3 | $37.3B | 31.6% |
| Technology | 5 | $507.0M | 0.4% |
| Consumer Cyclical | 1 | $329.5M | 0.3% |
| Consumer Defensive | 1 | $1.1M | 0.0% |
| Energy | 2 | $564K | 0.0% |
| Utilities | 1 | $378K | 0.0% |
| Communication Services | 1 | $294K | 0.0% |