Sterling Wealth Advisors Inc - Portfolio Stock Holdings
Sterling Wealth Advisors Inc disclosed 22 stock positions in a recent SEC 13F filing. $182,788,492 of stock holdings were filed, with the largest holdings including DFAU, DFUS, and DFSD. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $223,541,508 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:
Sept. 30, 2026No. of Stocks:
22Est. Stock Holding Value:
$182,788,492Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sterling Wealth Advisors Inc
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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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% Change
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