Sterling Wealth Advisors Inc
CIK: 0001943937SEC EDGAR →
Portfolio Value
$165.7M
Holdings
20
As of
Q4 2025
New Positions
20
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,101,841 | $51.6M | 31.12% |
| 2 | DIMENSIONAL ETF TRUST | 497,906 | $23.9M | 14.41% |
| 3 | DIMENSIONAL ETF TRUST | 317,997 | $23.6M | 14.24% |
| 4 | DIMENSIONAL ETF TRUST | 377,335 | $14.4M | 8.68% |
| 5 | DIMENSIONAL ETF TRUST | 260,373 | $11.1M | 6.69% |
| 6 | DIMENSIONAL ETF TRUST | 296,729 | $10.2M | 6.17% |
| 7 | DIMENSIONAL ETF TRUST | 251,922 | $8.2M | 4.95% |
| 8 | ISHARES TR | 136,196 | $5.4M | 3.24% |
| 9 | ISHARES TR | 4,592 | $3.1M | 1.90% |
| 10 | VANGUARD SPECIALIZED FUNDS | 13,978 | $3.1M | 1.85% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (20)
$51.6M · 1.1M shares
$23.9M · 498K shares
$23.6M · 318K shares
$14.4M · 377K shares
$11.1M · 260K shares
$10.2M · 297K shares
$8.2M · 252K shares
$5.4M · 136K shares
$3.1M · 5K shares
$3.1M · 14K shares
$2.1M · 31K shares
$2.1M · 79K shares
$2.1M · 52K shares
$1.4M · 42K shares
$911K · 28K shares
$889K · 18K shares
$855K · 3K shares
$319K · 11K shares
$271K · 2K shares
$256K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 19 | $160.3M | 96.8% |
| Unknown | 1 | $5.4M | 3.2% |