Sterling Wealth Advisors Inc Portfolio Holdings

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 2025

Sterling Wealth Advisors Inc has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $44.1B, Dimensional ETF Tr Short Durat with a value of $24.8B, Dimensional ETF Tr U S Equity with a value of $21.1B, Dimensional ETF Tr with a value of $11.9B, and Dimensional ETF Tr Dimensional with a value of $10.1B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $130B to 141B.

Sterling Wealth Advisors Inc is based out at Plantation, FL

Below you can find more details about Sterling Wealth Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $141 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.1 Billion 31.2% of portfolio
1,029,072
Q2 2025 Added 9.52%
$0
$24.8 Billion 17.58% of portfolio
518,413
Q2 2025 Reduced 1.26%
$0
$21.1 Billion 14.91% of portfolio
311,464
Q2 2025 Reduced 8.2%
$0
$11.9 Billion 8.43% of portfolio
345,203
Q2 2025 Reduced 4.05%
$0
$10.1 Billion 7.17% of portfolio
326,151
Q2 2025 Added 0.1%
$0
$6.2 Billion 4.38% of portfolio
213,560
Q2 2025 Reduced 0.75%
$0
$5.37 Billion 3.8% of portfolio
127,971
Q2 2025 Added 0.69%
$0
$4.82 Billion 3.41% of portfolio
137,496
Q2 2025 Reduced 1.35%
$0
$3.17 Billion 2.25% of portfolio
15,408
Q2 2025 Reduced 3.78%
$0
$2.96 Billion 2.09% of portfolio
4,722
Q2 2025 Reduced 6.62%
$0
$2 Billion 1.42% of portfolio
30,897
Q2 2025 Reduced 4.01%
$0
$1.37 Billion 0.97% of portfolio
58,175
Q2 2025 Reduced 12.63%
$0
$858 Million 0.61% of portfolio
18,086
Q2 2025 Added 3.22%
$0
$844 Million 0.6% of portfolio
28,307
Q2 2025 Added 3.51%
$0
$803 Million 0.57% of portfolio
3,316
Q1 2025 Added 0.24%
$0
$355 Million 0.25% of portfolio
12,660
Q4 2024 New
$0
$255 Million 0.18% of portfolio
1,892
Q1 2025 Reduced 8.86%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $141 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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