Sterling Investment Advisors, Ltd. - Portfolio Stock Holdings
Sterling Investment Advisors, Ltd. disclosed 218 stock positions in a recent SEC 13F filing. $607,885,811 of stock holdings were filed, with the largest holdings including DVY, GLD, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 28, 2026.We estimate the fund has a total AUM of $1,075,820,676 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
218Est. Stock Holding Value:
$607,885,811Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sterling Investment Advisors, Ltd.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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