STERLING INVESTMENT ADVISORS LLC /ADV
CIK: 1009198SEC EDGAR →
Portfolio Value
$120.1B
Holdings
38
As of
Q2 2026
New Positions
1
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 412,090 | $39.8B | 33.13% |
| 2 | ISHARES INC | 251,520 | $20.8B | 17.34% |
| 3 | ISHARES INC | 282,195 | $12.0B | 9.97% |
| 4 | ISHARES TR | 121,581 | $9.4B | 7.80% |
| 5 | ISHARES TR | 180,540 | $8.6B | 7.14% |
| 6 | ISHARES TR | 144,939 | $7.0B | 5.82% |
| 7 | SPDR INDEX SHS FDS | 81,023 | $5.5B | 4.54% |
| 8 | ISHARES ETHEREUM TR | 439,332 | $5.2B | 4.35% |
| 9 | ISHARES TR | 55,117 | $4.4B | 3.67% |
| 10 | ISHARES TR | 40,955 | $4.1B | 3.37% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $78.3B | 65.2% |
| Unknown | 3 | $40.4B | 33.6% |
| Technology | 5 | $1.1B | 0.9% |
| Consumer Cyclical | 1 | $328.8M | 0.3% |
| Consumer Defensive | 1 | $968K | 0.0% |
| Communication Services | 1 | $290K | 0.0% |