Sterling Wealth Advisors Inc Portfolio Holdings

Sterling Wealth Advisors Inc

$157 Billion
Q3 2025

Sterling Wealth Advisors Inc has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $47.9B, Dimensional ETF Tr Short Durat with a value of $25.1B, Dimensional ETF Tr U S Equity with a value of $22.9B, Dimensional ETF Tr with a value of $13.9B, and Dimensional ETF Tr Dimensional with a value of $10.7B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $141B to 157B.

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 $157 Billion

ETFs: $154 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAU Dimensional ETF Tr ETFs	$0	$47.9 Billion 30.59% of portfolio	1,053,325	Q3 2025 Added 2.36%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$25.1 Billion 16.01% of portfolio	517,783	Q3 2025 Reduced 0.12%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$22.9 Billion 14.64% of portfolio	317,749	Q3 2025 Added 2.02%
DFAI Dimensional ETF Tr ETFs	$0	$13.9 Billion 8.88% of portfolio	380,052	Q3 2025 Added 10.1%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$10.7 Billion 6.84% of portfolio	326,151	Q2 2025 Added 0.1%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$7.66 Billion 4.89% of portfolio	177,481	Q3 2025 Added 38.69%
DFAE Dimensional ETF Tr ETFs	$0	$7.18 Billion 4.58% of portfolio	224,288	Q3 2025 Added 5.02%
IDV Ishares Tr ETFs	$0	$5.03 Billion 3.21% of portfolio	136,651	Q3 2025 Reduced 0.61%
VIG Vanguard Dividend Appreciation ETFs	$0	$3.32 Billion 2.12% of portfolio	15,408	Q2 2025 Reduced 3.78%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.15 Billion 2.01% of portfolio	4,722	Q2 2025 Reduced 6.62%
DGRO Ishares Core Dividend Growth E ETFs	$0	$2.1 Billion 1.34% of portfolio	30,897	Q2 2025 Reduced 4.01%
Dimensional ETF Trust	-	$1.62 Billion 1.03% of portfolio	-	Q3 2025 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$1.44 Billion 0.92% of portfolio	37,561	Q3 2025 New
DFAX Dimensional ETF Tr	$0	$1.04 Billion 0.66% of portfolio	33,012	Q3 2025 New
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$920 Million 0.59% of portfolio	28,310	Q3 2025 Added 0.01%
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	$0	$891 Million 0.57% of portfolio	18,461	Q3 2025 Added 2.07%
VB Vanguard Small Cap ETF ETFs	$0	$840 Million 0.54% of portfolio	3,316	Q1 2025 Added 0.24%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$367 Million 0.23% of portfolio	12,660	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$277 Million 0.18% of portfolio	6,250	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$265 Million 0.17% of portfolio	1,892	Q1 2025 Reduced 8.86%

Summary

Portfolio
No. of Stocks 20
Current Value $157 Billion
Prior Value $141 Billion
Filing
Period Q3 2025
Filing Date October 22, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 3 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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Sterling Wealth Advisors Inc Portfolio Holdings