Sterling Investment Advisors LLC /adv
Sterling Investment Advisors LLC /adv reported 39 stocks worth $228M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are IEFA (17.8%), IVV (13.2%) and IEMG (9.1%). Compared with Q2 2026, the fund opened new positions in LQD, added to IEFA, IVV and IEMG and trimmed SGOV, VTV and IVE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IEFA Ishares TR | $40.6M | 17.8% | 419K | +6,821 (+2%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $30M | 13.2% | 39K | +705 (+2%) | 8 of 8 | |
| 3 |  IEMG Ishares Inc | $20.7M | 9.1% | 255K | +3,376 (+1%) | 8 of 8 | |
| 4 |  SGOV Ishares TR | $18.7M | 8.2% | 185K | −3,225 (−2%) | 8 of 8 | |
| 5 |  VTV Vanguard Index Fds | $13.4M | 5.9% | 62K | −1,183 (−2%) | 8 of 8 | |
| 6 |  LEMB Ishares Inc | $12.1M | 5.3% | 287K | +4,386 (+2%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $9.2M | 4.0% | 128K | +6,288 (+5%) | 8 of 8 | |
| 8 | ISHARES ETHEREUM TRUST | $8.5M | 3.7% | 422K | −18K (−4%) | 5 of 8 | |
| 9 |  STIP Ishares 0-5 | $8.4M | 3.7% | 85K | +4,427 (+6%) | 8 of 8 | |
| 10 |  QLTA Ishares TR | $8.4M | 3.7% | 186K | +5,107 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Sterling Investment Advisors LLC /adv 13F FAQ
What does Sterling Investment Advisors LLC /adv own?
Sterling Investment Advisors LLC /adv reported 39 stocks worth $228M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are IEFA (17.8%), IVV (13.2%) and IEMG (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did Sterling Investment Advisors LLC /adv buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 21 added to, 12 trimmed and 0 sold out. New positions include LQD.
When will Sterling Investment Advisors LLC /adv file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sterling Investment Advisors LLC /adv's portfolio worth?
The Q3 2026 filing reports $228M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.